015 - The Mineral Equation: Supply, Sustainability & Geopolitics [audio]

Simon Michaux explores the physical requirements to phase out fossil fuels completely, emphasizing the sheer scale of the challenge. He discusses the estimated energy demand, the need for alternative power generation, and the limitations of global mineral resources to sustain the transition.

Michaux presents a detailed analysis of the metals required for renewable technologies and stationary power storage, questioning the feasibility of current transition plans.

He highlights the necessity of a comprehensive raw materials strategy, incorporating recycling and alternative battery chemistries.

The discussion also touches on systemic changes required in energy infrastructure and policy to ensure a successful and sustainable transformation.