Anthony Milewski

2018 was the Tipping Point for Electric Vehicles

Anthony discusses the increasing adoption rate for electric vehicles and how they are higher than expected for 2018. There is real demand by consumers for electric vehicles, and people are prepared to buy them. The real story will be in China where the need to clean up the air has created a government mandate to build an electric vehicle industry.

Anthony gives his thoughts on the supply and demand picture for cobalt and how that will change in 2019. He says, “The next push will come as adoption rates increase.”

Time Stamp References:
1:30 – Vehicle adoption rates are startling.
2:10 – Consumers are prepared to buy.
2:30 – China is creating an industry for E.V.
4:00 – Cobalt market supply and demand.
6:30 – Copper why all-time highs are coming.
8:00 – Copper will be a tremendous metal to own.
9:00 – E.V. subsidies and macro risks.
11:00 – Other battery metals. 
12:30 – Cobalt 27 royalty in Australia.

Mr. Milewski is the Chairman of Cobalt 27 and an MD at Pala Investments. He has spent his career in various aspects of the mining industry, including as a company director, advisor, founder, and investor. In particular, he has been active in the battery metals commodities including investing in nickel, lithium, and cobalt and actively trading physical cobalt. In 2016, one of the industry’s leading publications, “The Mining Journal,” named him as a Future Mining Leader.

Mr. Milewski has managed numerous mining investments at various stages of development, including exploration, development, production and turnaround situations, and across a broad range of commodities. He has served as a director of both public and private companies. Mr. Milewski is a member of the investment team at Pala Investments Limited, and prior to joining Pala Investments, he worked at Firebird Management LLC.

Mr. Milewski previously worked at Renaissance Capital and Skadden, Arps, Slate, Meagher & Flom LLP in Moscow, where he focused on advisory and transactional work in metals & mining and oil & gas sectors. He has lived and worked in Africa and Russia, including a year as a Fulbright scholar, and has spent considerable time in Central Asia.

Mr. Milewski holds a B.A. in Russian history from Brigham Young University, an M.A. in Russian and Central Asian Studies from the University of Washington, and a J.D. from the University of Washington. He holds an LLM from the Russian Academy of Sciences.