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Materials

Raw materials form the basis of the value chain in our industrialised world. We need to achieve an energy transition and more sustainability, and all of this has direct impacts on the modern-day production of raw materials.

Materials

Raw materials form the basis of the value chain in our industrialised world. We need to achieve an energy transition and more sustainability, and all of this has direct impacts on the modern-day production of raw materials.

Interesting facts about Materials

Raw material production is a topic that is often associated with the developing and emerging countries. But we want to look at global value chains, because climate change knows no national borders. The team also focuses on so-called “greenablers”, i.e. raw materials that are vital to the energy transition, and on raw materials that are needed for significant infrastructure expansion and the trend towards urbanisation. It also works to identify the opportunities for the circular economy in the field of materials and monitors developments in the field of renewable resources. Gregor Holek discusses his team’s work:
Anyone who evaluates a materials sector company, for example one that operates a cobalt mine, on the basis of simple ESG criteria will quickly consider removing it from the ESG portfolio. But without cobalt, there are no wind farms, no electric vehicles, and no energy transition. Is it the job of a leading company in the field of sustainable investment to hinder the global transition to renewable energy? What position do investors take on specific materials? Learn more in this video:
in German – English Version coming soon!
We are focusing on these topics:

Renewable resources & recycling

Materials in the energy transition

Materials in urbanisation & infrastructure

Funds in focus: More on this topic at rcm.at

More topics & videos