Aterian plc’s Post

An optimistic outlook. 2024 was a turbulent year for dealmakers, project developers and investors in critical minerals. New supply outpacing short-term demand growth in immature markets led to declining prices, affecting financing availability and dealmaking activity. However, we see reasons for optimism in the coming year. Recent large-scale M&A activity shows that—while there may be oversupply of certain critical minerals in today's market—long-term demand is growing in line with the expansion of clean energy technologies and the global energy transition. Moreover, we expect to see increasing competition for ownership and control of assets and associated infrastructure as governments around the world increasingly look to inject themselves (and their capital) into securing and investing in critical minerals supply chains. Source: Allens https://lnkd.in/eNu35bXY

Critical minerals outlook: M&A to ramp up

Critical minerals outlook: M&A to ramp up

allens.com.au

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