Mining's Role in the Global Energy Transition

As the energy transition accelerates demand for critical minerals, a fundamental question emerges: Is the mining industry positioned to deliver the copper, lithium, and rare earth elements needed to power our decarbonized future?

In this episode of Navigating the Currents of Change, host Shaheen Chohan explores the complex dynamics reshaping global mining investment with Joe Govreau, IIR's VP of Metals and Minerals Research, and Renzo Castillo, Assistant VP for Latin America Metals and Minerals Research.

With mining capex trending upward and over $300 billion in projects across Latin America alone, the conversation reveals critical insights into where capital is flowing and what obstacles lie ahead.

Key insights covered:

• Decarbonization influence on mineral demand and mining operations’ long-term implications.
• Emerging trends in project activity, regional investments, and resource strategies.
• Resource nationalism impacts and geopolitical challenges shaping mining project development.
• Policy and regulatory reforms, including U.S. permitting changes, guiding growth.
• Shifts in mining methodologies and engineering firms’ evolving role in the industry.