-
Summary
The sourcing of critical minerals for energy transition applications has been brought into sharp focus by mainland China’s export restrictions. Join us as we review how US tariffs, government policies and battery metals market dynamics will impact renewable energy transition, critical minerals development and the automotive supply chains.
Sourcing of critical minerals
- Diversification or localization of critical minerals, ranging from rare earths to lithium and germanium to antimony
- State of resources and outlook for production and trade activity
Geopolitics, tariffs and export restrictions
- Critical minerals diplomacy of key countries – the US, China and the EU
- How will US tariffs, incentive drawbacks hit battery metal demand?
- How are battery minerals-producing countries responding to tariffs?
Impacts on project developers, materials buyers and downstream users
- Managing the chicken-and-egg process of securing finance and offtake contracts
- Navigating policy uncertainty and lower prices, putting long-term projects at risk
Moderator
S&P Global Commodity Insights
Mark Ferguson
Director, Metals & Mining Research
Mark Ferguson is the Research Director for the Metals & Mining Research group at S&P Global Commodity Insights. Having worked for previous iterations of the division since 2004, he has extensive experience in producing exploration and supply-side studies and topical research for the mining sector.
Increasingly focused on energy transition-related needs pertinent to the metals & mining sector, the Research team tracks the industry’s upstream efforts while assessing demand and price expectations for key industrial and battery metals.
Mark holds a Bachelor of Science in Geology/Geography from Saint Mary’s University, and an MSc in Earth Sciences from Dalhousie University.
Speakers
S&P Global Commodity Insights
Alice Yu
Principal Analyst of Future Energy Metals Research
Alice Yu is the Principal Analyst of Future Energy Metals Research at S&P Global Commodity Insights. She launched S&P Global Market Intelligence’s Lithium and Cobalt Commodity Briefing Service report in 2020 and is currently responsible for providing five-year outlooks on the global electric vehicle, lithium, and cobalt markets. Alice regularly publishes deep-dive reports pertaining to key drivers of and developments impacting battery metals demand, including policy incentives, lithium-ion battery capacity and battery technology innovations.
Alice has presented on battery metals markets at multiple global conferences in Australia, China and the U.S., and has spoken regularly at S&P events.
Alice has specialized in battery metals research for the past six years, with eight years of experience across commodities research. Prior to joining S&P, she worked for the industry consultancy CRU in Hong Kong and London. Alice graduated with a MSc in Economic History and BSc in Economics, both from the London School of Economics.
S&P Global Market Intelligence
Eric Oak
Senior Supply Chain Analyst
Eric focuses on developing data driven research on international trade, logistics, and supply chains. He has multi-industry experience in global procurement ranging from paperboard boxes to enterprise software, and holds an MS in Business Analytics from Babson College and a BS in Supply Chain and Operations Management from Miami University.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.