Our latest thinking and selected external content for decision makers in energy | minerals | transport and scale-ups.
Prices are down, but should we be investing in lithium refining?
Smelt, refine, manufacture, add value?
Lithium prices are down, but should we be investing in refining?
Northvolt is cutting back when it should be growing - what’s gone wrong?
Why is Northvolt scaling back when it should be expanding at pace?
Transformation is a core process, not a one-off activity
Most transformations don’t achieve their objectives. How can you beat the odds?
What should a country’s minerals strategy look like?
How to review a country’s minerals strategy from a standing start, in a week…
Are you growing faster than your peers?
Announcing RokitPad™ - a rapid diagnostic to evaluate and RokitLaunch™ your growth - to ensure you are set on the right trajectory, not missing important opportunities, and have a systematic plan and process to manage your flight…
Can AI replace a king?
Can AI write a King’s speech? On 6 May 2023 King Charles III will be crowned at Westminster Abbey…
Does Europe have enough lithium?
A journalist recently contacted me to ask whether Europe would have enough lithium to power the EV revolution.
The EU has set targets for local production of critical and strategic metals and minerals…
What does Energy Transition Strategy really mean for a miner?
Back in December, Rio Tinto announced it was ‘reluctantly’ seeking acquisition opportunities (check out the Financial TImes 15 December 2022). It wants to buy critical minerals assets such as nickel and lithium. But it’s not exactly a strategy…
Australia’s first battery gigafactory?
The Australian Financial Review today wrote about this plan to build a battery gigafactory in Tomago.
An interesting take on Australia's comparative advantage. I would have thought (in fact we analysed this a couple of years ago in terms of the economics) that Australia is very well positioned to produce CAM, or at least pCAM, for nickel-rich lithium ion batteries…
NDA Transformation Office
NDA Corporate Strategy
Lomond digital acquisition targeting
‘Competitive advantage’ for the minerals industry has changed
In the new world, where your resource is, with whom you’ve partnered, and who has significant control over it are potentially as or more important as its inherent quality…
Building required gigafactory capacity will require cross-value chain partnerships
At Surrey Hills Strategy, we foresee up to 50% of planned and announced European battery gigafactory projects will fail. This won't be random…
Our government can't distinguish between investment and expense. It's time that changed
The latest announcement that government will further delay HS2 is a great example of the muddle government gets itself into. The decision is flawed for three reasons…
Better online meetings?
Could your online meetings be better? A practical guide…
Review: The Barcelona Way
Good business or bad business? Occasional reviews of business books. This week, “The Barcelona Way”…
What is leadership to you?
A practical guide to being a better leader for your team
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