27 March 2025, BRS (Battery Recycling Summit) Presentation, Shanghai
The battery industry sits at the crossroads of geopolitical fragmentation and economic necessity. This presentation examines black mass trade restrictions, capex deployment challenges, and how businesses can navigate policy uncertainty without losing global momentum.
8 November 2024
It was a pleasure to speak to Julienne Raboca from Fastmarkets on the challenges of traceability in mining and their supply chains. By Fastmarket: “Ahead of COP29, the UN Secretary-General’s Panel on Critical Energy Transition Minerals (CETM) recommended a global traceability system, which experts told Fastmarkets will need to overcome challenges around data security, enforceability and stakeholder buy-in to be successful”.
CBRW Presentation of 22 April 2024
A Lithium-ion battery recycling company has the potential today to become an integrated solution provider from raw materials to pCAM. As such it can compete with mining and processing companies at different steps of the value chain while maintaining its modularity in size and location. Going forward the successful recyclers are likely to benefit from offering to their clients the reassurance of filling the gaps in the value chain in addition to high recovery rates and operational efficiency. For example, …
CBRW Presentation of 5 December 2023
Market analysts forecast the global lithium-ion battery manufacturing industry to grow at a CAGR of ca.15% between 2023 and 2032. Only a handful of industries have sustained double-digit growth in the recent past (health tech, AI and machine learning, renewable energy to name a few). This, compounded by an accelerating pace of change, puts a considerable amount of stress on organizations…
30 August 2023, Singapore Convention Week, Singapore
It was a privilege to join the LCIA panel on commodities arbitration alongside such inspiring voices, here is the event’s summary page: “The LCIA Director General, Professor Dr Jacomijn van Haersolte van Hof, and leading practitioners in the field discussed the latest developments in international arbitration and in particular the disputes involving commodities.
Co-authored with Guillaume Feld. ASA Bulletin, Vol. 40, 4/2022 (December), Switzerland.
Over the last decade, commercial arbitration undeniably progressed towards more diversity on its arbitral tribunals. Mainly geared towards gender, ethnic and age, increased diversity was the result of a determined and relentless push by interest groups, themselves a product of the arbitration ecosystem. However laudable, the debate around diversity falls short of considering arbitral proceedings’ goal and arbitration users’ interests which imperils the institution’s legitimacy and future…
ICC Magazine: Echanges internationaux, Paris, France, October 2021
Up until a decade ago, the risks surrounding processing and supply of rare earths were overlooked by a large part of the world. With the advent of high tech and clean technologies these elements made their way onto the international political scene. Today, China produces at least 80% of the world’s rare earth elements, and for some rare earths such as Dysprosium, it remains the world’s only producer…
March 2021
With the advent of high-end and clean technologies, rare earth elements as a necessary commodity made their way onto the international scene. Today, China produces at least 80% of the world’s rare earths. It is accelerating international investments in rare earths mines to secure import of the unprocessed minerals while increasing control of downstream value-added production…