Investing in Energy Transition Materials

Presented by

Tom Bailey, John Ciampaglia, Steven Schoffstall

About this talk

The global economy is going through a structural change: a reduction of our dependence on fossil fuels in favour of low-carbon and renewable energy sources. This will increase demand for the metals and material vital for the generation, transmission, and storage of clean energy. These materials include: • Rare earth metals and silver for clean energy generation. • Copper for clean energy transmission. • Lithium, nickel, manganese, cobalt, and graphite for clean energy storage. To meet net-zero targets, global investment may need to accelerate to a yearly average of $4.2T from 2026 to 2030. This shift has been variously described as the "battery age" and the transition from a "carbon intensive to a metal intensive economy". Just as 100 years ago, the introduction of the Ford Model T led to the creation of the global oil industry and companies that were among the largest in 20th century, the transition to net-zero will create new winners among the producers of materials needed for clean energy. Presenters: • John Ciampaglia, CEO at Sprott • Steven Schoffstall, Director, ETF Product Management at Sprott • Tom Bailey, Head of Content and Research at HANetf Join our webinar to find out more about the case for investing in energy transition materials.
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HANetf is an independent ETF provider founded by two of Europe’s leading ETF pioneers, Hector McNeil and Nik Bienkowski, to challenge conventional approaches to ETF product development and create distinctive opportunities for investors. HANetf’s unique UCITS ETF range is the result of close collaboration with leading asset managers that leveraged HANetf’s full-service white-label ETF platform to simplify the set-up, launch and distribution of their investment ideas.