Key takeaways: The energy transition is a metals transition. Achieving net zero on any meaningful timeline requires solving for the mounting demand for critical minerals like lithium, cobalt, copper, nickel, graphite, REEs, aluminum, zinc, and PGEs that are integral to producing clean technologies like solar PVs, wind turbines, EVs, batteries, power lines, hydro, geothermal, nuclear, and hydrogen. Mining mimics climate tech’s valleys of … read more

Today’s Key Takeaways:  Fat bear voting victim of vote tampering! Potential for North Slope Heavy Oil Production Revealed. LNG developers pushing Biden to speed up export permits. Greens Creek Mine exceeding expectations for silver and gold. Will fighting OPEC hurt clean energy? NEWS OF THE DAY: ‘Fat Bear Week’ Has a New Champion After Voting ScandalAllison Prang, The Wall Street … read more

Today’s Key Takeaways: Exxon considering big move on carbon capture. Biden re-evaluating Saudi Arabia relations. LNG freight rates jump to all time high. First U.S. cobalt mine opens. White house releases Arctic strategy document – falls short on developing natural resources. NEWS OF THE DAY: Denbury could become ExxonMobil’s carbon capture keyDan Primack, Axios, October 11, 2022 ExxonMobil is considering … read more