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Why aviation needs to address its emissions problem now - 1 views

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    What is the link to copper? * Electrification and hybridisation of air transport? * Substitution of air with high-speed rail? * Digital technology for video-conferencing? * All of the above?
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Tony Seba #CleanDisruption @ Robin Hood Investors Conference 2019 #RHIC2019 - YouTube - 2 views

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    Storyline of the disruption that might happen over the coming decade if TaaS (Transport as a Service) becomes a reality. Implications for the oil & gas industry (stranded assets), cities (lots of free space), construction (a boom), grids (no peakers, no market for ancillary services), and of course for the automotive sector.
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The geopolitics of metals and metalloids used for the renewable energy transition - Sci... - 4 views

  • This study examines the geopolitical role of 14 metals and metalloids needed for renewable energy technologies. The analysis focuses on three factors with potential geopolitical importance: the geographic concentration of resources, potential revenues of resources rich countries and the size of total global markets.
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    This paper (open-access) looks at the future needs for 14 metals, including copper, in the context of the energy transition. Coming from a credible source, the paper presents a balanced and reasonably complete perspective adding a new geopolitical element. For the latter, the Herfindahl-Hirschman index, well known from competition policy, is introduced, and 14 metals are compared to the geopolitics of oil. Interesting as well is the discussion what mineral revenues mean for producer countries.
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