How to shield emerging mining markets from artificial fluctuations caused, notably, by the Chinese monopoly?

This presentation will cover the fundamentals of the lithium, cobalt and graphite markets.

The energy transition involves substituting fossil fuels with metals, which are therefore increasingly seen as strategic.

In the automotive space, China was a particularly early mover into electric vehicle market. As a result, China has very quickly developed a supply chain for electric vehicle batteries.

For the rest of the world, which is mostly beginning this transition, one important issue is how to obtain the required raw materials or batteries? Should these be purchase in China, where the industry is already developed, our should countries create their own supply chains that are independent of China?

This session will provide an overview of the key learnings in the newly released report commissioned by the Battery Materials & Technology Coalition, and compiled by Horizon Advisory, that details how the Chinese government in concert with its industry and financial sector established control of the battery supply chain. This includes how China leverages its natural resources, secured access to the natural resources of other countries, invested in massive processing capabilities, and utilizes market tools to maintain control. To counter this dominance, the U.S., Canada, and allies must consider stronger protections for a supply chain free from China's grasp.

The demand for critical minerals is growing rapidly, but the mining sector lacks the capital to support supply. This presentation explores the barriers faced by investors in the mining sector and proposes some tools that public authorities could use to de-risk projects, particularly in a context where there is strong pressure from China and where price manipulation impacts the business models of companies in North America.