Home

Latest from the Blog

Where others fear to tread: China and the frontiers of global lithium mining

Global demand for lithium is set to explode thanks to the insatiable demand for electric batteries. A typical electric car battery requires 8 kg of lithium. The International Energy Agency (IEA) estimates that demand for lithium will increase by 40 times from 2020 to 2040. Lithium is the lightest and least dense of all the…

Geopolitics, Climate Change and Energy Transition

Why the next decade will be warmer, more chaotic and conflict ridden What is causing this? Global Rivalry Geopolitical rivalry has already scuppered talks between the two big beasts of emissions – China and USA. US support for Taiwan has angered Beijing so much that it has suspended talks on all climate matters. Special US…

The Geopolitics of Nickel: Energy Transition, Electric Vehicles and Environmental Destruction

“Nickel is the biggest challenge for high-volume, long-range batteries!” Elon Musk Cobalt, lithium and copper have often dominated headlines about electric vehicles and energy transition. But there is another metal, traditionally used to produce stainless steel, which has emerged as a critical element in the energy transition story. Nickel is a key material in the…

Get new content delivered directly to your inbox.

%d bloggers like this: