Robert Friedland with Simon Moores: Mining MegaStorm, Gigafactories, Batteries and Electric Vehicles
Solving humanity’s addition to fossil fuels: build build, build, from mine to Gigafactory... On 4 February 2021, the world’s most influential mining financier, Robert Friedland, joined Benchmark’s Simon Moores to discuss the building global and local supply chains to fuel the energy storage revolution and humanity’s addition to fossil fuels. The conversation deep-dives into how the world needs to build both local and global supply chains from the ground up, from mine to electric vehicle. This means more copper, nickel, lithium, cobalt, graphite, manganese for low carbon technologies than ever before to scale to gamechanging technologies such as lithium ion batteries and the infrastructure to power them. Less of a commodity super-cycle and more of a Mining MegaStorm. “Everybody can throw up a big building and say here’s my gigafactory... no they don't [have a gigafactory] they've got a giga-building, but they don't have the raw material to build those batteries,” - Robert Friedland to Benchmark’s Simon Moores

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