- The Strategist - https://www.aspistrategist.org.au -
Scarcely ahead: tech titans and the resource race (part 1)
Posted By Jessica Clarence on April 20, 2018 @ 09:00
Article printed from The Strategist: https://www.aspistrategist.org.au
URL to article: https://www.aspistrategist.org.au/scarcely-ahead-tech-titans-resource-race-part-1/
[1] outstrips: https://www.economist.com/news/special-report/21738582-energy-transitions-change-world-writes-henry-tricks-so-who-will-be-winners-and
[2] up to 39%: http://www.rechargebatteries.org/wp-content/uploads/2013/04/Batteries-2012-Roland-Berger-Report1.pdf
[3] ‘critical’ minerals: http://ec.europa.eu/growth/sectors/raw-materials/specific-interest/critical_en
[4] 10–20%: https://www.reuters.com/article/us-southkorea-battery-cobalt/asian-battery-makers-eye-nickel-top-up-as-cobalt-price-bites-idUSKBN1AJ0S8
[5] more and more: https://www.theaustralian.com.au/business/wall-street-journal/cobalt-up-20pc-outperforms-other-commodities/news-story/8eeca082f25a624f4d682c833d0c275e
[6] peak smartphone: https://www.washingtonpost.com/news/the-switch/wp/2018/02/02/weve-reached-peak-smartphone-what-are-apple-and-samsung-going-to-do-now/
[7] innovations in battery technology: https://www.techradar.com/news/the-future-of-our-technology-and-our-planet-depends-on-one-thing-the-battery
[8] grow to US$81.65 billion: https://www.prnewswire.com/news-releases/competition-in-the-global-lithium-ion-battery-market-expected-to-increase-674166403.html
[9] supply disruption: https://pubs.usgs.gov/pp/1802/a/pp1802a.pdf
[10] more than half: https://qz.com/1178440/apple-tesla-volkswagen-to-pay-more-for-cobalt-batteries-if-dr-congo-ups-mining-taxes/
[11] civil war in Congo might resume: https://www.economist.com/news/briefing/21737021-president-joseph-kabila-seventh-year-five-year-term-he-struggling-hold
[12] quips: https://www.foreignaffairs.com/articles/africa/2017-12-12/congos-slide-chaos
[13] such as Canada: https://qz.com/1087495/cobalt-miners-are-leaving-dr-congo-for-canada-and-europe-to-meet-demand/
[14] ‘resources are not, they become’: http://ecomythsmith.blogspot.com.au/2011/01/resources-are-not-they-become.html
[15] known cobalt reserves: https://minerals.usgs.gov/minerals/pubs/commodity/cobalt/mcs-2014-cobal.pdf
[16] piled investment: https://www.bloomberg.com/news/articles/2016-03-07/china-expands-control-of-congo-copper-as-western-miners-retreat
[17] refined cobalt: https://www.researchandmarkets.com/research/85jq4k/global_and_china
[18] risk of supply disruption: https://www.reuters.com/article/us-china-metals-electric-vehicles/china-urged-to-ease-reliance-on-drc-for-cobalt-idUSKBN1D70GT
[19] contributing peacekeepers: https://community.apan.org/cfs-file/__key/telligent-evolution-components-attachments/13-14863-00-00-00-19-51-03/20170419-Hurst-_2D00_-The-Changing-Strategic-Design-of-Chinese-Peacekeepers-_2D00_-In-Line-with-UN-or-Chinese-Goals.pdf?forcedownload=true
[20] major players: https://www.ft.com/content/8c94a2f6-fdcd-11e6-8d8e-a5e3738f9ae4
[21] stealing a march on their Western competitors: https://www.bloomberg.com/news/articles/2018-03-14/glencore-to-sell-third-of-cobalt-output-to-chinese-battery-firm
[22] only North American cobalt: https://techcrunch.com/2017/01/01/no-cobalt-no-tesla/
[23] ambitions: https://www.economist.com/news/briefing/21736597-failure-most-definitely-option-falcon-heavys-creator-trying-change-more-worlds
[24] directly: https://qz.com/1212246/apple-to-buy-cobalt-from-congo-miners-for-iphones-electric-cars/
[25] high-speed, high-strength wear-resistant alloy: http://www.mining.com/web/congo-and-cobalt-critical/
[26] to make bombs: https://www.businessinsider.com.au/putin-doomsday-status-6-nuclear-weapon-2018-3?r=UK&IR=T