Panellists:
Karina Bader, Research Analyst, Acorn Capital
David Franklyn, Head of Funds Management, Argonaut
Clyde Russell, Asia Commodities and Energy Columnist, Thomson Reuters

Timestamps:
00:07 – Introductions
00:30 – Geopolitics impacting the metals and mining investment industry?
07:10 – Question from audience: What is the upside other than lithium?
17:02 – Supply shortage in battery materials and permitting timelines
22:31 – Is there potential for a split to green graphite and other commodities?
25:14 – EV pricing and consumer behaviour; Hydrogen market
34:01 – How can the energy transition be achieved without nuclear power?
39:50 – What is the overarching commodity theme for the coming year?

This was recorded at our 121 Mining Investment Melbourne event from 23-24 May 2023. For more information about the event and those who participated, click here:
https://www.weare121.com/121mininginvestment-melbourne