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Episode 49 is about the related topics of electric vehicles, key minerals, and China. Our guest is Henry Sanderson. Henry is currently the executive editor of Benchmark Mineral Intelligence, a provider of supply chain and energy transition intelligence. This includes lithium, nickel, cobalt, electric vehicles, and the like. Henry and I first discuss his interest in EVs and the related minerals. Then we talk about his book Volt Rush, about EVs, about some of the key minerals, and finally on his thoughts about market developments over the next 25 years.
Useful Resources:
Volt Rush: The Winners and Losers in the Race to Go Green
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Benchmark Mineral Intelligence's Power Players

ABOUT HENRY: Henry Sanderson is an author and journalist focusing on clean energy. He authored Volt Rush, the Winners and Losers in the Race to Go Green, which was chosen as a book of the week by the Observer, and one of the best science and environment books of 2022 by The Times. He also previously co-authored a book, China's Superbank: Debt, Oil and Influence - How China Development Bank is Rewriting the Rules of Finance. He is former journalist for the Financial Times and Bloomberg, he is currently the executive editor of Benchmark Mineral Intelligence, the leading provider of data and analysis on the battery supply chain.

HOST, PRODUCTION, ARTWORK: Joseph Jacobelli | MUSIC: Ep0-29 The Open Goldberg Variations, Kimiko Ishizaka Ep30- Orchestra Gli Armonici – Tomaso Albinoni, Op.07, Concerto 04 per archi in Sol - III. Allegro. | FEEDBACK: theasiaclimatecapitalpodcast@gmail.com.

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This is a special episode. It is an abridged version of a webinar held in May 2024 on climate finance. There are three short presentations followed by a short Q&A session. You will hear the views from Dr Tim Cadman from the University of Southern Queensland, from Dr Tapan Sarker, from the same university, and from Joseph Jacobelli. Dr Cadman discusses some positive trends about action toward protecting the environment with some emphasis on biodiversity conservation. Dr Sarker focuses on the financing of the UN SDGs and developing countries’ access to finance being facilitated through enhanced project implementation and climate finance. Joseph focuses on the entities who will most benefit from opportunities opened up by the energy transition, namely corporations. Thank you to the publisher De Gruyter who kindly organised the seminar and also to Lervinia Swee from De Gruyter who facilitated the discussion.

YouTube: The Economic Cost of Climate Change to APAC in 2024 and beyond hosted by De Gruyter.

De Gruyter Handbook of Sustainable Development and Finance by Timothy Cadman and Tapan Sarker

Asia’s Energy Revolution: China’s Role and New Opportunities as Markets Transform and Digitalise by Joseph Jacobelli

ABOUT THE SPEAKERS:
Dr Timothy Cadman. Adjunct Research Fellow, University of Southern Queensland. Timothy specialises in governance of sustainable development, environmental politics and policy, climate change and natural resource management, including forestry, responsible investment and institutional performance. He works with communities and governments across Asia-Pacific to develop governance standards for international projects and programmes.
Dr Tapan Sarker. Professor of Finance, University of Southern Queensland. Tapan's research expertise lies in the domain of business strategy for sustainability, carbon finance and the political economy of sustainable development, with a particular focus on developing economies. Before entering academia, Tapan worked with the Ministry of Finance and the Ministry of Environment and Forests in Bangladesh and later as a World Bank scholar in Tokyo, Japan.
Giuseppe (Joseph) Jacobelli. Managing Partner, Bougie Impact Capital. Joseph is a climate business and finance expert with over three decades of experience in investment banking, clean energy companies, and research. Currently, he manages two firms, including Bougie Impact Capital, a Single Family Office investing in public markets and real estate. A strong advocate for decarbonisation awareness, Joseph authored a book on Asia's energy transition and hosts a podcast on the topic.

HOST, PRODUCTION, ARTWORK: Joseph Jacobelli | MUSIC: Ep0-29 The Open Goldberg Variations, Kimiko Ishizaka Ep30- Orchestra Gli Armonici – Tomaso Albinoni, Op.07, Concerto 04 per archi in Sol - III. Allegro. | FEEDBACK: theasiaclimatecapitalpodcast@gmail.com.

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In this episode, we focus on a crucial part of climate-related business and finance: the creation of renewable energy projects. This is a significant step towards a cleaner energy future. Our expert guest, Steve Shi, is a seasoned professional in renewable energy project transactions, with experience in North America and Southeast Asia. He will enlighten us on the necessary steps to develop clean energy projects and share his insights on key Asian electricity markets, including the Philippines, Vietnam, and Bangladesh.

ABOUT STEVE. Difu (Steve) Shi is the Overseas Transaction Manager for Sungrow Renewables. He is based in Southeast Asia and coordinates renewable energy investments and transactions in the ASEAN market for Sungrow Renewables, the development arm of Sungrow. Prior to joining Sungrow Renewables, he was the leading analyst for a publicly listed IPP based in Toronto, Canada, covering the North American market. He also held positions at KPMG and EY in Beijing. Steve holds an MBA from the University of Toronto, is a Certified Public Accountant (CPA) in Hong Kong and Ontario, and also holds Chartered Financial Analyst (CFA) designations. He volunteered for over eight years at the Toronto Wildlife Center, transporting dozens of injured red-tailed hawks and owls to the rehabilitation facility.

Please take note of the disclaimer at the end of the episode.

HOST, PRODUCTION, ARTWORK: Joseph Jacobelli | MUSIC: Ep0-29 The Open Goldberg Variations, Kimiko Ishizaka Ep30- Orchestra Gli Armonici – Tomaso Albinoni, Op.07, Concerto 04 per archi in Sol - III. Allegro. | FEEDBACK: theasiaclimatecapitalpodcast@gmail.com.