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How Climate Change will drive Geopolitical Risk: And how companies can prepare
Last year was when climate risks become a reality. Major rivers including the Rhine, Po and Yangtze fell to record lows. Heatwaves in China forced many factories to close over the summer. Pakistan suffered a devastating once in a century flooding and extreme heatwaves. Climate change will make extreme weather such as the flooding or…
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…
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Merlin Linehan 