Nice read exploring the four critical user segments of the fast-growing battery sector. thearmchairtrader.com/battery-sector… The Armchair Trader

Something big happened at the World Nuclear Symposium last week, attendees walked away with a sense that something major was about to play out in the #uranium sector. greeninvesting.co/2023/09/a-huge…

Course set towards European sovereignty!🇪🇺 An overwhelming majority just voted in favor of the Critical Raw Materials Act. What a great success. Next up: trilogue negotiations. We are counting on good cooperation with Commission & Council to get the #CRMA done by Christmas.

So (one of the latest) die is cast. politico.eu/article/christ…

State-aid funding for battery production capacity and renewables is often contentious among EU member states, considered unfair. On the other hand, the only way we will build capacity and experience is by actually producing. The 2nd best day to plant a tree is today.

Major Chilean copper miner Codelco is moving down the value chain, canceling concentrate contracts and aiming to add higher value intermediate products. An interesting test case for the recent policy trend of building value chains in resource countries. reuters.com/markets/commod…

Global EV sales of 11mn in 2022 will more than double by 2026, mostly driven by China, with 50% of cars EVs. EVs already displace 1.5mn barrels of oil per day, but more is needed to reach emission targets (BloombergNEF). bloomberg.com/news/videos/20…

“About half of #battery cells used in 🇪🇺 last year were produced domestically. Imports from 🇨🇳 and 🇰🇷 covered the balance, says campaign group [T&E (🦋 find us @transportenvironment.org)]” Really? Sounds like a lot. I wonder whether this accounts for e.g. 🇰🇷 pCAM to make “🇪🇺” batteries on.ft.com/3rlL1qL

Well 7.5 USD/lb would derisk some of the more funky copper projects. I wonder what the timeframe is, perhaps betting on a later upswing 2026ish? tradingeconomics.com/commodity/copp…

Trafigura had some bumps in the road, eg the recent #nickel fraud, and its #metals division is outperformed by the energy division. Trafigura may be looking to open to external investors for the metals division. Now that would be an interesting IPO for a change! #Mining

"European businesses are scrambling to assess their exposure to a potential tariff war with China after the EU announced a new anti-subsidy inquiry into Chinese electric vehicles" Good that we had some practice rounds with US tariffs and Brexit.

In France, crops and solar panels are sharing sunlight 💚🌾🌞 The interplay between agriculture & renewable energy production will avoid 6,982 tonnes of CO2 equivalent of #GHGemissions or +32 million kms by car 🤯 More on this #InnovationFund project 👉 europa.eu/!wcxtqX

Up to CAD 50mln per project can be a nice derisking strategy for projects. Interesting opportunities in mining and minerals. Mark Camilleri #mintwit mining.com/canada-uncorks…

This is gold 🤣 youtube.com/watch?v=Vqm6RX…

After quite a break in events, I look forward to attending the #RawMaterialsSummit in Brussels this week. I look forward to seeing you there and catch up! #mining #metals

Some of the highlights of Adv. Manufacturing Industry Conf. #AMEU24 16 April 2024. With the new mandate of the 🇪🇺Parliament beginning soon, these are some important hints at the policy direction towards a more resilient European industry. youtu.be/qr6mElCxczI

The #IF24Auction for the production of renewable hydrogen 🫧 is coming up ✨ Via the #InnovationFund, the auction will award up to €1.2 billion to successful producers in the European Economic Area. Check out the Terms & Conditions 👉 climate.ec.europa.eu/news-your-voic… #EUETS

For anyone interested in #geopolitics of #energy, JRC just released an interactive dashboard for #gas flow in and into Europe 👇 #LNG