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.
