Fund Your Retirement Podcast FYR033 This will be the century of clean energy transition and mineral constraints with Matt Watson
This will be the century of clean energy transition and mineral constraints says Matt Watson, founder, and president of Precious Metals Commodity Management LLC.
Matt Watson Specialises in precious metals markets and its supply chain, Matt assists clients ranging from Mining, Investors, Industrial Precious Metals Users, Processors, and Recyclers and coaches industrial clients on how to reduce costs, design thrift, and anticipate market changes. Matt has also worked with the Silver Institute in studying the ever‐increasing industrial demands on silver.
Matt Watsons says that this will be the century of clean energy and mineral constraints. Silver’s use as a key conductive energy collecting vehicle for the Solar PV market is an example of one of these potentially constraining clean energy mineral limits.
Matt Watson also goes on to explain in great detail how the shift to clean energy will create massive mineral constraints due to the high demand such as Copper, Nickel, Cobolt, ruthenium, iridium, platinum, and palladium.
0:00 to 1:10 Introduction
1:11 to 2:33 How Matt Watson got started in the precious metal space in silicon valley.
2:34 to 7:29 The century of clean energy transition and mineral constraints.
7:30 to 12:20 Huge expansion in mining requirements to meet EV battery demands.
12:21 to 18:05 The environmental impact of the extra mining requirements.
18:06 to 22:05 The massive amounts of battery metals required for the EV transition.
22:06 to 23:17 The minerals required for fuel cell-powered transportation.
23:18 to 26:16 What is fuel cell technology (hydrogen-based fuel).
26:17 to 28:00 Why isn't there more discussion into the extra mining required?
28:01 to 29:04 We will have to grow our global power grid by 50% by 2050.
29:05 to 30:46 What is the life cycle of EVs and their batteries?
30:45 to 31:32 IEA predicts critical mineral constraints.
31:33 to 32:50 Hydrogen fuel cell could be a viable alternative solution.
32:51 to 36:23 Solar demand to consume 50% of the silver market by 2050.
36:24 to 40:27 Subsidising access to clean energy while failing to increase the supply side.
40:28 to 42:35 Why do they turn solar off in California almost daily, and what it could be used for?
43:00 to 46:30 Raising the question where will all the clean energy come from?
46:30 to 53:32 The clean transition will create fantastic long-term investment opportunities.
53:33 to 57:18 The recycling space will have to increase also creating opportunities.
57:23 to 1:00:44 How you can learn more about Matt Watson and where to follow him.
Hope you enjoy and have a wonderful day.
The FYR team.
Resources and Links:
Precious Metals Commodity Management Website
Precious Metals Commodity Management in the Media
Connect with Matt Watson on LinkedIn
Matt Watsons 2021 Silver Report
Follow Fund Your Retirement on Linkedin
Watch the video version on our YouTube channel
Fund Your Retirement is an investment research and online financial media publisher. Providing the strategies and insights about finance, the markets, and the many different solutions for funding your long-term retirement, by showcasing experts in the field of finance and wealth-building strategies, including our market and economic insights and ideas.
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.