SBGSY - Transitioning: Mining Minerals And Sustainable Developments
2024-05-02 06:15:00 ET
Summary
- At a University of Montana conference, events in the Middle East, Russia, and India, were discussed alongside energy and transition developments.
- EarthX highlighted advancements in plastics recycling and the state of nuclear power, with a need for the US to leverage its current fleet.
- Clean power is in high demand in the US due to onshoring trends and advanced economy manufacturing, creating opportunities for investment in the energy.
- In the low-carbon quest for more renewables, EVs, optimized grids, tech gadgetry and the like, more mining will occur for the inputs.
- I offer a wide-angle view of accessible sustainable plays.
On the heels of a University of Montana-World Affairs Council conference of April 16, events in the Middle East weighed heavily, as Iran had attacked Israel days before. Russia-related topics and India were also under discussion and explanation. My presentation there was focused on energy, the transition’s state and new developments which speak to the advent of onshoring and supply chain re-workings post pandemic. Just last week, attending EarthX — probably one the largest gatherings in sustainability in the world — business, the environmentally involved and capital allocators were equally represented in the mix. Together, these events offered additional color to happenings in the energy and low-carbon space....
Transitioning: Mining, Minerals And Sustainable Developments