Critical Minerals' Role in the Energy Transition

This week, Adam Johnson, Managing Partner with Metis Endeavor, joins Gracelin Baskaran to share his insights on the role of critical minerals in the energy transition. Adam and Gracelin look at the mining sector’s pathway for supporting and sustaining the transition. They drill into the impact of U.S. government policies on private investments, the importance of government support and coordinated efforts across the sector, as well as the need for increased financing for mining projects. Adam also discusses some challenges and risks associated with investing in critical minerals, such as price volatility and competition with China.  Further Reading: Adding a Critical Minerals Agreement to the AGOA Reauthorization  What China’s Ban on Rare Earths Processing Technology Exports Means