The clean energy transition will involve an unprecedented investment in zero and low-carbon technologies. This shift to a clean energy system will require what are known as critical minerals such as aluminum and copper used in photovoltaic solar panels, and lithium and cobalt used in lithium-ion batteries.
New surges in demand for these critical minerals has challenged the ability of global supply chains to keep pace with this demand. As more and more nations commit to ambitious net-zero targets, demand for these minerals will only go up.
In this episode, Host Bill Loveless interviews Frank Fannon, the Managing Director of Fannon Global Advisors, a firm focused on geopolitics, market transformation, and the global energy transition.
Mr. Fannon was formerly the First Assistant Secretary for Energy Resources in the U.S. State Department, where he advised the Secretary of State on a host of issues related to energy resources and national security.
Bill spoke with Mr. Fannon about the future of the critical minerals supply chain as well as some of the broader geopolitical trends in the clean energy landscape.This episode references a past live episode that Host Jason Bordoff conducted with Ford CEO Jim Farley and Mary Nichols, Distinguished Visiting Fellow at the Center on Global Energy Policy and the former Chair of the California Air Resources Board.