Critical Thinking: Analysis and materials to combat climate change. Part 1 of 7 feat. Jon Hykawy
In this 7 part series, Andrew O’Donnell is joined by Jonathan Hykawy, PHD, President and Director of Stormcrow capital to chat about the materials and approaches required to combat climate change.
– carbon dioxide
– CO2 annual emissions
– each country left on their own to reduce C02
– is there a way to fix this with carbon capture?
– carbon capture, would it work and how much would it cost
– renewables as a solution?
– solar, wind, energy storage, nuclear
– can we make a difference if we replace all the coal in China with more win, solar and nuclear? How much materials would be needed?
Jonathan Hykawy, PHD
PRESIDENT AND DIRECTOR
Jon began his career on Bay Street in 2000 as a technology and special situations analyst, covering such diverse areas as solar power and related technology, fuel cells and electronics. One of the obvious questions impacting many new areas of technology comes from a reliance on particular critical materials, so Jon began building models to derive price projections for these critical materials as demand is impacted by new technology. Jon began industry and company-specific coverage of critical materials such as lithium, cobalt, the rare earths, vanadium and tin in 2009 while with a prior firm and became a globally recognized expert on the junction between business, technology and the capital markets in such areas as the global markets for rare earths and for lithium. He co-founded Stormcrow in early 2014, and has expanded his critical materials coverage since, becoming a widely recognized thought-leader in the analysis of critical materials markets and firms. Jon has spoken at nearly every Lithium Supply and Markets conference globally since 2009, and has been a keynote speaker at a variety of critical materials conferences in both the West as well as China. He has also done work on alternative energy, battery and mechanical energy storage and neutrinos, the latter of which doesn’t contribute much to an expertise in critical materials. Jon holds a PhD in physics (from the University of Manitoba) and a MBA (from Queen’s University) and is a co-recipient of the 2016 Breakthrough Prize in Fundamental Physics (along with the other members of the Sudbury Neutrino Observatory collaboration).
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