Episode #2 of CRUx of it focuses on the Security of Western Decarbonization Value Chains. We are joined by our Principal Consultant Alex Laugharne and Business Development Manager for Canada Brendon Wrana. We discuss key takeaways from NAATBATT conference focusing on onshoring the battery value chain to the US, how battery technologies are evolving, slow emergence of a new model for battery recycling, how are our clients responding to the changing dynamics, what questions are they asking, and we are asking if there an emerging space for western capital to invest in securing critical metal supplies including the potential for carbon-linked premiums.
