Managing Director & Head of Infrastructure, Energy & Industrials at Lloyds Banking Group / Energy Transition, Natural Resources, Finance & Business Transformation / my posts are my personal view
"The demand for metals and materials is poised to surpass all prior estimates." Absolutely. Mining multiples suffer from a series of overhangs that explain the relatively low multiples and high cost of capital. We need more than a technological breakthrough, more than a breakthrough in regards to partnering with communities and governments, more than a breakthrough on project management, more than all of that. We probably need all of that, higher incentives prices, and some investor liking for an industry that is crucial for the transition and where the best companies are working hard at being part of the solution. #nometalsnotransition
Senior Treasury Manager at Kellas Midstream Limited
10moMy feel is that the general public is slowly beginning to wake up to the fact that the transition is a bit more complex than switching some things off and some things on.