In this episode of The Commodity Exchange, Nitesh is joined by Steven Knell, Head of Power and Renewables, Wood Mackenzie and Aneeka Gupta, Director, Macroeconomic Research, WisdomTree. Their conversation explores the ongoing energy transition and its implications. They discuss the challenges and opportunities in the transition from fossil fuels to low-carbon energies, the role of strategic metals and rare earth minerals in the energy transition, along with the long-term growth drivers for these resources as well as the opportunities for miners geared towards the transition.
(00:00) Introduction
(05:13) Reflection on 2023 and the Energy Transition
(08:34) The Role of Strategic Metals and Rare Earth Minerals
(13:27) Long-Term Growth Drivers for Strategic Metals
(26:25) The Importance of China in the Energy Transition
(32:10) Opportunities for the Energy Transition Value Chain
(37:19) Opportunities for Miners Geared Towards the Energy Transition
(45:39) Earnings Season for Q4 2023 and Miners Geared Towards the Energy Transition
You can follow our panellists on Twitter at:
Nitesh: https://twitter.com/NiteshShahWT
Aneeka: https://twitter.com/AneekaGuptaWT
Mobeen: https://twitter.com/MobeenTahirWT
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Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/broad-commodities
