Transmission Supply chains and material matters with Ed Conway(Editor @ Sky News) & Richard Tite (CIO @ TechMet)
In our digital age of cloud-driven services, it can be easy to forget the vast amount of physical infrastructure required to build it, power it and keep it all online. The world needs materials, and we are only going to need more if we want to reach net zero, so what is the current state of supply chains, and how are economies across the globe taking on the challenges?
In today’s episode, Quentin is joined by Richard Tite, Chief Investment Officer at TechMet and Ed Conway, Author and Broadcaster join Quentin for a look into the hugely intertwined web of industries that often go under the radar in in this for a holistic view of material supply chains. Over the course of the conversation, they discuss:
- Drivers behind the changes being witnessed in the world's economy.
- The differences in attitude and approach to supply chains across the globe and how these might change in the future.
- Where we are seeing bottlenecks in the current supply chain process.
- Insight into the processing process of battery materials and the scale necessary to achieve targets.
- The solutions needed to meet the raw material requirements to electrify the world.
Mentioned in the episode
About our guests
Richard Tite - Chief Investment Officer at TechMet. TechMet is focused on the raw material supply chain of the energy transition, specifically lithium, nickel, cobalt, rare earths, tin, and vanadium. TechMet is a permanent capital vehicle investing across the whole technology metal value chain, and together with Mercuria, have created TechMet-Mercuria - a physical commodity trading platform focused on the battery metal and recycling supply chain. To find out more about TechMet, visit their website. Or connect with Richard on LinkedIn.
Ed Conway - is an author and broadcaster. He is the Economics and Data Editor of Sky News and a regular columnist for The Times and Sunday Times. His latest book , Material World, covers ‘the six most crucial substances in human history, that took us from the Dark Ages to the present day’.
To find out more about Ed’s work - visit his website or follow him on LinkedIn.
About Modo Energy
Modo Energy provides benchmarking, forecasts, data, and insights for new energy assets - all in one place.
Built for analysts, Modo helps the owners, operators, builders, and financers of battery energy storage solutions understand the market - and make the most out of their assets. Modo’s paid plans serve more than 80% of battery storage owners and operators in Great Britain.
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