Mining the energy transition for opportunities

Speaker:  Will Mosley, Chief Commercial Officer, RayGen

Abstract:  Most analyses of the energy transition focus on global, macro data – exponential growth in renewables and storage, exponential demand for battery minerals, falling system costs and reduced demand for fossil fuels, including coal. Yet, in many countries, including Australia, the energy transition has stalled, energy prices have increased and we remain on track for 3-4 degrees of warming. How and why is there such a breakdown between these macro-analyses – presenting inexorable growth – and the reality on the ground? What barriers need to be overcome for the energy transition to proceed, and what opportunities exist for mining?

Bio:  Will Mosley is Chief Commercial Officer at RayGen, an Australian technology company backed by SLB (Schlumberger), Chevron, Equinor, AGL and ARENA. Will leads strategic partnerships, techno-economic modelling, fundraising and project development. Prior to RayGen, Will worked at McKinsey and Company and has a Mechanical Engineering degree, majoring in thermodynamics. Will worked for a year as a mobile crusher operator at the iron ore mine Yarrie in Western Australia, and is a grandson of the late Professor Alban Lynch.