How is recycling cost allocation being handled in LTSAs today, what green metals traceability requirements mean for procurement in 2026, and are the industry’s ESG commitments bankable?
- What ESG due diligence on lithium, cobalt and nickel sourcing looks like in practice and how it is being embedded in procurement
- How tariff policy and global trade uncertainty is affecting supply chain ESG assumptions
- How evolving climate risk terrain change, flooding, extreme weather affects the insurance coverage of an asset over a 20-year life and what LTSA adaptability clauses can protect against
- Is ESG a bankability requirement or still primarily a reporting exercise?
- At what point do investors start declining projects that cannot demonstrate supply chain integrity?
