Kwasi Ampofo

Kwasi Ampofo, global lead of BNEF's metals and mining team, and Rosemary Katz, a member of the same team focused on the 2024 Transition Metals Outlook, share their insights on the critical role of metals in the energy transition. They reveal staggering projections for lithium and manganese demand, driven by electric vehicle trends. The discussion delves into declining metals prices, supply chain challenges, and the economic influences on platinum mining. Plus, they highlight manganese's growing potential in battery technologies—an often overlooked but crucial player in the green revolution.

Kwasi Ampofo, Head of metals and mining at Bloomberg NEF, discusses the readiness of global economies to boost critical mineral supply. The report ranks countries based on factors like sector strategy, political stability, talent, and environmental and social frameworks. BNEF places Australia, Canada, and China on the top. The podcast also explores the importance of metals like lithium, nickel, copper, and aluminum in an energy transition and discusses challenges in resource extraction, updating US mining laws, and China's dominance in the metals and mining space.