The role of critical minerals in a changing world

Tuesday | 31 Oct. 2023 | 4:00 PM CEST | 3 PM BST

Duration: 60 minutes
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Stuart Macliver

Co-Founder & General Partner @ Amvest Terraden

Tomasz Nadrowski

Co-Founder & Portfolio Manager @ Amvest Terraden

Understanding the geopolitical and capital market challenges faced by investors in critical minerals. What is the shape of the opportunity set?

  • ​​​​​​​Critical minerals and economic security
  • The repeated failure of capital markets to foster transition
  • How green is it, really?
  • Governments getting in the way, or making way?
  • The mystery of the pricing disconnect
  • Where is the investment opportunity?
  • Which risks are identifiable?

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