1. The quest for white gold in the shadow of the Andes: climatefrontiers.substack.co…... Bolivia has for many years failed to capitalise on its lithium wealth - but now a major CATL backed investment in processing plants in the country promises to change that.

4. Oil and gas remain the Achilles heel of Chinese energy security - imports continue to grow after a covid induced downturn. But as consumers switch to electric cars China may start to reduce its import bill.

3. Renewable energy relies on imports of critical materials to produce solar panels and batteries, but since China dominates these supply chains and manufacturing of climate tech, clean power is far less prone to disruption

2. Domestic coal for producing electricity - is dirty, but does not rely on imports, so China will continue to be a heavy user of coal for sometime. At the same time the country has doubled its solar capacity in the last year and over time renewables will start to displace coal

Wonderful trip to Paris this week to discuss all things crisis management & business resilience at the v welcoming Council of Europe Development Bank. Some really valuable in-depth discussions and brainstorming sessions💡💡💡

I’m excited to share that I will be speaking at CeFPro’s upcoming Vendor & Third Party Risk Europe Congress discussing Geopolitical Risk in London on June 15-16! lnkd.in/gsb7_KfG

📢Very much looking forward to talking about a favourite topic of mine: 🌍Geopolitical Risk - at the London ICA Future of Financial Crime and Compliance Conference in May lnkd.in/eF4K4wQx #geopolitics #risk

The EU wants strategic autonomy in the prod of renewable tech. Building new mines, developing new alliances with like minded producers of lithium like Chile/Australia & ensuring sustainable supply chains will be difficult but crucial in the transition to a low carbon economy. 4/4

🇪🇺The EU plans to reduce regulatory barriers for lithium, cobalt and graphite mining - all important for building electric batteries, wind turbines & solar. The map shows the current concentration of mines in Europe 1/4 ft.com/content/363c1643-75ae…

The price shock helps highlight another issue, China's domination of the downstream EV battery chain - in particular processing of minerals and production of batteries. As a industrial leader China would be expected to take a large part of this market. 3/10

Access to these minerals have been threatened by supply chain issues caused by war, covid lockdowns and production costs. As a result prices have increased esp for Lithium. While prices should stablise in the short/medium as supply chain issues settle, but... 2/10

Bring your kids to work day, what a day! But well worth it, kids loved it