Recently, I had the opportunity to sit down with a global expert on minerals processing and battery minerals, Lyle Trytten. We were closing out an engagement to do a technoeconomic assessment of seabed mining and it was a great opportunity to discuss the space and some of the things we … [continued]
When President Donald Trump issued an executive order this summer promoting deep sea mining — which is currently prohibited under international law — he didn’t take into account the creatures that live on the seabed floor. Thousands of meters below sea level in deep black waters, marine animals survive without … [continued]
By Julia Poliscanova, Senior Director for Emobility and Supply Chains at T&E, and Tommy Pratama, Executive Director for Traction Energy Asia Indonesia is big when it comes to the new race to secure minerals and cleantech. With some of the world’s largest reserves of metals like nickel and cobalt, the country is fuelling … [continued]
China has a major role at each stage of the global battery supply chain and dominates interregional trade of minerals. China imported almost 12 million short tons of raw and processed battery minerals, accounting for 44% of interregional trade, and exported almost 11 million short tons of battery materials, packs, … [continued]
Simon Michaux has built a reputation on painting an apocalyptic vision of the energy transition, but his work consistently collapses under scrutiny. I’ve personally taken apart his comically bad lithium supply projections and his metal demand doomsday scenarios, and each time, the pattern is the same — wild extrapolations that … [continued]
BYD is leading the EV revolution worldwide while China is increasing its domination of the EV battery supply chain.
The electric vehicle revolution is genuinely in full swing, with almost one out of every 4 new vehicles having a plug in 2024. The core element of that revolution is the batteries, and the essence of those batteries is a handful of metals. So, the most critical conundrum is how … [continued]
Late in 2024 I had the privilege of sitting down with one of the world’s leading experts on critical minerals, Gavin Mudd, director of the centre for critical minerals intelligence at the British Geological Survey. The second half of the conversation included a great deal on why we’re both optimistic … [continued]
Recently I had the opportunity to sit down with Gavin Mudd, director of the centre for critical minerals intelligence with the British Geological Survey. He’s been doing leading research with global collaborators on how much of what resources we can actually get at. Below is the first half of our … [continued]
Electric vehicle sales keep growing, and quite fast. Year over year, gas car sales have been going down and electric car sales have been going up. The transition is underway. But there are periods of faster growth and periods of slower growth. When growth is slower than expected, that can … [continued]
