Capital, Consolidation, and Leadership in the New Minerals Era

The world agrees it faces a structural shortfall in critical minerals — so why isn't the capital moving? In this candid fireside, two of mining's most consequential figures tackle the industry's defining paradox from opposite sides of the table: Mark Cutifani, who led Anglo American through near-collapse to nine years of transformation, and Richard Horrocks-Taylor, Standard Chartered's Global Head of Metals & Mining. Together they take on the uncomfortable questions: what happens to commercial finance when governments become the biggest players at the table; and what it takes to lead through a cycle when the market punishes long-term conviction. The conversation closes with a look ahead to 2030 — and the one decision, made or missed in the next twenty-four months, that will determine whether the supply gap closes or the world lives with the consequences.

This event is made possible by general funding to CSIS and the CSIS Critical Minerals Security Program.