A central theme at the Financial Times Mining event in London last week was that of geopolitics introducing additional complexity to mineral supply markets, with the idea of parallel markets even being thrown round a few times. The topic was covered in detail during a discussion with Eramet CEO Christel Bories, IGO Chairmain Michael Nossal, Ivanhoe Mine’s SVP of Corporate Development Alex Pickard, and Syrah Resources CEO Shaun Verner. While we’d usually stay away from the political angle, it is inherently intertwined with technology provision and the development of assets globally, and so we’ll cover the immediate impacts here. Within the battery industry, demand for nickel, cobalt, lithium, graphite, and rare earth elements will be impacted most heavily by geopolitical…