Our latest thinking and selected external content for decision makers in energy | minerals | transport and scale-ups.
What would you advise…?
Should Britain replace its leader?
In ‘What would you advise?’ I tackle this as if it were a strategy assignment…
Prices are down, but should we be investing in lithium refining?
Smelt, refine, manufacture, add value?
Lithium prices are down, but should we be investing in refining?
Northvolt is cutting back when it should be growing - what’s gone wrong?
Why is Northvolt scaling back when it should be expanding at pace?
What should a country’s minerals strategy look like?
How to review a country’s minerals strategy from a standing start, in a week…
Does Europe have enough lithium?
A journalist recently contacted me to ask whether Europe would have enough lithium to power the EV revolution.
The EU has set targets for local production of critical and strategic metals and minerals…
What does Energy Transition Strategy really mean for a miner?
Back in December, Rio Tinto announced it was ‘reluctantly’ seeking acquisition opportunities (check out the Financial TImes 15 December 2022). It wants to buy critical minerals assets such as nickel and lithium. But it’s not exactly a strategy…
Our government can't distinguish between investment and expense. It's time that changed
The latest announcement that government will further delay HS2 is a great example of the muddle government gets itself into. The decision is flawed for three reasons…
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