

The State of Play in Battery Metals Episode 4 | Brian Menell, Chairman & CEO, TechMet
Feb 1, 2025
Brian Menell, Chairman & CEO at TechMet, shares insights on the critical state of battery metals. He highlights how short-term oversupply is overshadowing the need for investment amid rising demand for lithium, nickel, and cobalt. Menell discusses the geopolitical stakes, particularly regarding Chinese influence, and underscores the role of sovereign wealth funds in financing essential mining projects. The conversation dives into the importance of recycling and responsible practices, paving the way for sustainable supply chains and a successful energy transition.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Navigating the Battery Metals Landscape
02:02 • 15min
Navigating Battery Metals Politics
16:50 • 9min
The Rise of Sovereign Wealth Funds in Mining
25:21 • 4min
Trends and Innovations in Battery Metals Supply Chains
29:16 • 3min
Conclusion and Transition to Carbon Frontiers
31:50 • 2min