The Geopolitics of Energy and Critical Minerals

Las metas más ambiciosas de reducción de emisiones.

What will we talk about in this session?

Critical minerals have risen to the top of the geopolitical agenda. The global battery “arms race”, fueled by the advent of electric vehicles, has caused a sea change in demand for lithium, nickel, cobalt, graphite, manganese, and rare earths.

The mismatch between supply and demand, especially lithium, has created a tremendous disconnection of raw materials between those who build gigafactories and electric vehicles, and those who extract these fundamental elements for their operation.

Traditional raw materials have taken a backseat to the raw materials of the future. And lithium-ion batteries and their main raw materials have taken center stage in policy, for example in the US Inflation Reduction Act.

But other major economies, such as the European Union, the United Kingdom and Australia, are establishing large-scale financing and associated legislation. The G7 Hiroshima Leaders’ Communiqué mentions critical minerals 10 times; India’s lithium reserves appear on the cover, as does the proposal to nationalize the element in Chile; the EU has just approved the Critical Raw Materials Law; and the US National Security Advisor mentioned the minerals several times in a major policy speech.


Friday, 5 July 2024



European University of the Atlantic

C/ Isabel Torres, 21 - 39011 Santander (Spain)
See location
  • 09:00 - 10:00h Keynote Speech

    - Ms. Cristina Lobillo, Director of the EU Energy Platform and International Relations.

  • 10:00 - 11:00h Panel discussion

    - Mr. Santiago Cuesta, Director General at the International Center for Advanced and Critical Materials, Junta de Castilla y León.
    - Ms. Mar Hidalgo, Senior Analyst at the Spanish Institute for Strategic Studies, Ministry of Defense, Madrid.
    - Mr. César Luaces, General Director of Primigea, Spanish Confederation of Industries of Mineral Raw Materials.
    - Dr. Arnoldus Mateo van den Hurk, Geologist and Climate Mining Expert, Responsible and ESG
    - Ms. Rebeca Vergara, Regulatory Compliance and Head of Administration Department, L'Orfebre, S.A., Andorra.

    Session moderated by Mr. Jordi Bruno, Director at AMPHOS 21 Group, S.L.

  • 11:00 - 11:40h Networking coffee break


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