ABSTRACT
This presentation emphasizes the global electrification and energy transition from Internal Combustion Engines (ICE) to Electric Vehicles (EV). It underscores the uncertainties surrounding the required materials and quantities for new infrastructure projects due to ongoing technological advancements. The presentation addresses the need for transparency from the mining sector to consumers, highlighting the challenges faced by the industry. These challenges include diversifying the global supply chain, decarbonizing supply chains, ensuring transparency, managing capital constraints for battery raw materials, navigating commodity price volatility, and adapting to rapid technological developments. By promoting transparency, the presentation underscores the importance of educating consumers about the challenges faced by the mining sector in order to facilitate a smooth transition to EVs and achieve global electrification.
BIOGRAPHY
Amanda van Dyke is the Managing Director of the ARCH Sustainable Resources Fund at ARCH Emerging Markets Partners Limited. The ARCH Sustainable Resources Fund is a private equity fund investing in sustainable mining companies that are capable of producing the critical minerals that are required to support the green economy and the transition to net zero. The fund is investing in companies across the value chain whose activities cover on or a combination of the following areas – the development, extraction, transformation, or recycling of the raw materials that contribute to these objectives.
Amanda has over 20 years of experience in commodity markets. Prior to ARCH, she managed an UCITS Gold and Precious Metals Fund at South River Asset Management, as well as multi-asset and fixed income funds. She also worked previously at junior investment banks Dundee Securities, Ocean Equities (now Pareto Securities) and GMP as a mining specialist in equity sales and has raised over US$500 million in debt and equity related finance for junior mining in the UK and Canada, covering projects worldwide.
Amanda is former Executive Chairman of Women in Mining UK, sponsored by Rio Tinto, Anglo American and Glencore. During her mandate, she re-launched Women in Mining UK into a globally recognised brand and network, increasing membership from 170 to 1700, and conceived, authored and published the first business case for women on boards in the mining industry following the completion of a 3-year study of the top 500 mining companies in the world.
She has a Bachelor of Arts from McGill University and MBA/Master of International Economics from Bocconi, including completing a yearlong China specific programme at China Europe International Business School (CEIBS) in Shanghai.
