Critical Minerals & Supply Chain Resilience

The clean energy transition hinges on reliable access to critical minerals—yet today's supply chains remain fragile, carbon-intensive, and highly centralized. This session delves into next-generation solutions for low-impact extraction, high-efficiency recycling, and recovery from industrial and post-consumer waste.

Build distributed, circular, and geopolitically resilient materials pathways for batteries, EVs, wind, and the grid.

1. 01

   Critical Minerals: the verdict was that capital follows conviction, not the other way around.

2. 02

   A working group of three will draft the structure by month-end and circulate to the room.

3. 03

   Two attendees offered to host the next session privately — the concierge will broker.

4. 04

   An off-the-record commitment was made to underwrite the first pilot at quarter scale.

5. 05

   The room asked for a one-page memo to be carried into the next plenary.