Demand for commodities used in lowering carbon emissions will certainly increase
Coal, for now, remains a dominant part of Africa’s energy mix, but there are significant renewable energy projects under construction across Africa.
Gas-to-power is cleaner than coal and likely to become a large part of the Continent’s energy mix in the near future.
The demand for commodities that support the reduction of carbon emissions will inevitably increase.
More than 97% of the world’s Vanadium is mined in South Africa, China and Russia. It’s used in vanadium redox batteries, commercially used for grid energy storage.
“People like Bushveld Minerals are doing very good work,” says Bevan Jones, CEO of African Source Markets. “It’s an opportunity for South Africa. If the tech improves, vanadium could be a very good one to look at.”
For more detail, listen or watch the discussion below.
Watch the entire, unedited discussion below.
This article first appeared on CapeTalk : Demand for commodities used in lowering carbon emissions will certainly increase
The pandemic has hastened much-needed consolidation and made clear the value of bringing supply chains closer to home.Read More
Covid-19 has changed the consumer goods sector. Some changes will reverse, but others are permanent and may even accelerate.Read More
Along with the pandemic, the future of the consumer goods sector has arrived with a bang.Read More
Consumer spending is holding up, but behaviour has changed – perhaps permanently, especially the move online.Read More
2020 has forcefully disrupted many consumers, and left traditional consumer-facing businesses having to re-assess and re-configure.Read More
There is just so much money-printing going on in the world right now, says Bevan Jones, CEO of African Source Markets.Read More
The Paris Agreement forces companies and lenders to be responsible and to consider the climate in their operations.Read More
Many countries on the Continent are increasingly providing investors with the stability and regulatory certainty they seek.Read More
Supply/demand fundamentals are looking good, for now. Absa Corporate and Investment Banking provides a view on 2020 and beyond.Read More