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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 Energy
Mark Ferguson
Director, Head of Non-ferrous Markets, Metals & Mining Research
Mark Ferguson is the Head of Non-ferrous Markets with the Metals & Mining Research group at S&P Global Energy. 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 metals & mining sector.
Mark currently leads the nonferrous metals markets team providing clients with 10-year forecasts for supply, demand and prices, covering base and precious metals. Amid shifting government policies, trade flows, macroeconomic trends, and energy transition efforts, he guides the team’s responsive research in support of the global metals and mining industry. Mark holds an MSc in Earth Sciences from Dalhousie University, Canada.
Speakers
S&P Global Energy
Alice Yu
Principal Analyst of Future Energy Metals Research
Alice Yu is the Principal Analyst of Future Energy Metals Research at S&P Global Energy. 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?
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