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Significant changes are afoot in the world of energy transition minerals. Global decarbonisation commitments have created demand that dwarfs supply, approval timeframes lengthen, ESG expectations favour ethical over maximum supply. Governments fret over the concentration of downstream processing in China and are formulating strategy responses, such as the Australian Critical Minerals Strategy.
Our panellists will share their views on the outlook for production of these “critical minerals”. We’re seeing rising commodity prices, direct investment in mining companies and explorers by end users and direct strategic government investment – yet projections indicate a widening gap between demand and supply. How can we close it?
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