With global temperatures rising and an increasing urgency to speed progress on the energy transition, our Head of Sustainability Equity Research examines the key materials needed—and the risks of disruption from U.S.-China trade tensions.
May 2025
Critical minerals: The global race is on
They’re essential to the green transition, modern tech, and defence systems—and global demand is soaring. In the first part of our series on critical minerals, we ask what they are, where they're found and why they matter?As countries scramble to secure supplies, we explore the r ... Show More
17m 29s
Mar 2025
173. The politization of Critical Materials - Mar25
The XXIst century economy will be powered by 'critical minerals' such as lithium, nickel, cobalt, and rare earths. China has spent the past 20 years building a dominant position across the supply chain for these metals.The rest of the world is finally waking up to the economic an ... Show More
33m 28s
Jul 2022
How Companies are Navigating the Energy Transition
From geopolitical tensions, surging gas prices and energy shortages, how are major companies dealing with the energy transition? In the latest episode of Exchanges at Goldman Sachs, Giulia Chierchia, Executive Vice President of Strategy, Sustainability & Ventures at bp, and Miche ... Show More
32m 40s
Apr 2025
The geopolitics of rare earth elements
China’s new export controls on rare earth elements (REEs) are a problem for EVs, renewables, and other industries that rely on the minerals, especially the permanent magnets they’re used in. The vast majority of the global supply chain is in China. Plus, Chinese companies control ... Show More
32m 24s
Apr 2025
ICYMI: The Business of Rare Earth Materials in the US
ICYMI: Joshua Ballard, CEO of USA Rare Earth, discusses the challenges faces American companies interested in producing and refining the crucial raw materials that are used in the likes of missiles, electric vehicles, MRI machines and other advanced technologies - while China sta ... Show More
11m 37s
Oct 2025
Capital Clash: Clean Energy vs Fossil Fuel Finance
Global energy investment is entering a period of realignment. Tariffs, inflation and geopolitical tensions have disrupted financial models, while a backlash against ESG along with renewed fossil fuel demand, driven partly by AI’s power needs, are redirecting capital flows. At the ... Show More
38m 58s
May 2025
Critical minerals: What does the future hold?
In the final episode of our series, we've gather together a panel of experts who all have an interest in critical mineral mining.Demand for minerals like cobalt, lithium and copper is growing rapidly, as countries turn to green energy solutions. These minerals are used in EV batt ... Show More
17m 31s