V-Con: Critical minerals – nations race for economic recovery, new battery tech and supply chain security
Stockhead TV
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V-Con is Stockhead’s investing focused video conference series, bringing you expert insights, panel discussions and presentations from leading analysts, listed small caps and industry players.
This latest video conference focuses on critical minerals.
Critical minerals are metals and non-metals vital for economic and national security, but they are vulnerable to supply chain disruption and geopolitical issues.
And they are used in the manufacture of products from mobile phones, flat screen monitors, wind turbines, to electric cars, and solar panels.
Critical minerals include rare-earth elements (REE), platinum-group elements (PGE) including platinum and palladium, cobalt, manganese, lithium, vanadium and nickel – just to name a few.
REEs are vital in magnet technologies because they provide a way to shrink electrical components and improve their efficiency – and this has spurred demand for wind turbines and EV drivetrains.
Manganese is used in battery and steel production and forecast demand shortfalls are being driven by the global economic recovery, particularly in China.
Then there’s the lithium industry, vital for EV battery technology alone and forecast to be worth $400 billion globally by 2030.
And prices are rising. Benchmark’s Lithium Carbonate Price EXW China (battery) has increased 313.33% since this time last year, reaching RMB 185,000/tonne ($28,675) in mid-October.
The global demand is expected to grow exponentially over the coming decades, and prices are set to continue their upwards trajectory as nations vie for critical minerals supply chain security.
Expert Panel Interview
Sky News and CNBC business journalist Oriel Morrison interviews Dr Chris Baker of Bridge Street Capital and Guy Le Page of RM Capital.
Bridge Street Capital Partners is a Sydney-based corporate advisory firm focused on Equity Capital Market, M&A and principal investment transactions. RM Capital is an Australian based, internationally focused corporate finance firm which specialises in the financing and management of emerging companies in the resource sector.
Session 1 – Company Interviews & Presentations
Peak Resources Ltd (ASX:PEK)
Bardin Davis, Managing Director
Peak Resources is positioned to become one of the world’s lowest cost and fully-integrated rare earth producers via the development of its integrated Ngualla-Teesside rare earth projects.
Black Canyon Ltd (ASX:BCA)
Brendan Cummins, Executive Director
Black Canyon is a manganese explorer with 100% owned & JV projects in WA. The company has an aggressive strategy to expand its recently defined 15Mt @ 11.3% Mn resource at Flanagan Bore.
Aruma Resources Ltd (ASX:AAJ)
Peter Schwann, Managing Director
Aruma Resources is an active gold and lithium exploration company drilling advanced projects in the Pilbara and Norseman regions of Western Australia.
Session 2 – Company Presentations
Technology Metals Australia Ltd (ASX:TMT)
Ian Prentice, Managing Director
TMT is developing its high purity vanadium (+titanium) Murchison Technology Metals Project in the mid-west of WA to be a long term, low cost stable critical mineral supplier.
Lake Resources Ltd (ASX:LKE)
Steve Promnitz, Managing Director
Lake Resources is developing a cleaner, higher purity lithium product (99.97% purity) to deliver higher battery performance and higher margins.
Critical Minerals Group
Scott Drelincourt, Managing Director
Critical Minerals Group is focused on developing and producing the critical minerals required for energy storage, electric vehicles and renewable energy technologies to deliver a renewable and sustainable future.
