🚨 NEW FROM BNEF: Global clean energy investment surged 17% in 2023, hitting a record $1.8 trillion.

Dive into the numbers in BNEF’s new Energy Transition Investment Trends 2024 report. bloom.bg/47RoBwN

China has doubled down on mining in #LatinAmerica , though with a growing focus on critical minerals.

More on trends in Chinese FDI here: thedialogue.org/analysis/new-i… Angel Melguizo

“Pisco sours, palm trees and one extraordinary baby toy: the story of modern mining in Chile”.

A read out from my recent trip to Chile - an extraordinary country with amazing examples of responsible mining. Huge thanks to Antofagasta PLC and Teck Resources for having me:…

Benchmark is releasing some eye-popping lithium demand projections for 2030. The high case has demand at 5.3 million tonnes, which is major considering last year global demand was only 678,000 tonnes. (!!!)

Thank you for the m̶u̶s̶i̶c̶ football. 🇸🇪

@SvenskFotboll | #FIFAWWC

This *MUST READ* article is part of a larger series the FT has undertaken to lay out the opportunities and challenges for all stakeholders along the lithium-ion supply chain. Pleased to be quoted on the rise of LFP. ft.com/content/67abc9…

Very ESG:

Russia is trying to sell low-quality carbon credits linked to Siberian forests, via outfits in Belarus and Zimbabwe.

The front-man for the project is not other than Jacob Zuma, the former South African president awaiting trial for corruption.
bloomberg.com/news/articles/…

Our new study is our on Africa's Resource Future - and what global decarbonization could mean for the resource-rich economies of Africa

We just released: a key to addressing climate change:

“Bold Steps Towards Net Zero Industry”

Culmination of years of extremely detailed work globally across sectors like steel, concrete, chemicals, and techs like CCS and hydrogen.

sciencedirect.com/science/articl…

Chile plans to nationalize its vast lithium industry reuters.com/markets/commod…

EVs with cheap sodium batteries instead of lithium batteries are getting to market!

#Lithium in the Middle East 🇮🇷 what geopolitical implications does it have on the region? Read my latest article and 10th contribution mining

#BatteryMetals
#CriticalMinerals
Critical Minerals Association (UK)
Benchmark Mineral Intelligence

mining.com/irans-lithium-…

Much recommended

nathanielbullard.com/presentations

When it comes to natural resources, can a country have too much?

In our video with Highgrade, Paul Stevens, Daniel Kaufmann & Graham Davis debate the #ResourceCurse and whether the positives outweigh the possible risks of inefficiency, corruption or conflict.

The world needs to consume five times more metals by 2050 than it does today to reach net zero, totaling $10tn of commodities, according to new research by BNEF. Charts are🤯

I'd like to see charts for 2030 as less can be done on supply by then, plus new tech might help by 2050

Sweden discovers biggest rare earths deposit in EU. It will take 10-15 years to reach production but that could be cut by more than 50% if permitting processes in Sweden and EU are accelerated

ft.com/content/78706a…

The new geopolitics of mining 🚨 Saudi Arabia has launched a mining fund that plans to invest $15bn of capital in overseas assets, as the country works to reduce its dependence on fossil fuels. Story w/Leslie Hook and Samer Al-Atrush

ft.com/content/46bf21…

Not sure what to read over the winter holidays? Here is an idea 😅:

Our paper with Tony Addison assessing whether sovereign wealth funds contribute to #Africa ’s development (& alternative ways to invest public savings) is out.

🧵summarizing findings ⬇️

wider.unu.edu/publication/pu…