Podcasts about critical metals

Notas del Show: En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street opera mixto ante expectativa inflacionaria: Futuros sin dirección clara: $SPX plano, $US100 -0.1%, $INDU +0.1%. El mercado asimila el IPC de junio mientras se publican el IPP (0.2% m/m esperado) y resultados de $BAC, $GS y $MS. Las tasas a 10 y 2 años se mantienen estables. • Trump lanza mega plan de energía e IA desde Pennsylvania: Se anunciaron inversiones por $36B en centros de datos y $56B en energía. Hiperescaladores como $AMZN, $GOOG y $CRWV participarán. Wedbush estima un gasto de $2T en IA en los próximos tres años. • Critical Metals se dispara por avances en Groenlandia: $CRML +32.7% tras lanzar programa de perforación en Tanbreez. El yacimiento suma 22.56B toneladas y podría valer hasta $3.6B. El estudio de viabilidad y expansión del depósito Fjord generan gran expectativa. • Trump evalúa aranceles a fármacos y chips a fin de mes: Nuevas tarifas afectarían a $PFE, $MRK, $LLY, $AAPL y $SSNLF. Iniciaría con tasas bajas y subiría hasta 200%. Se esperan acuerdos bilaterales antes del 1 de agosto, con India como prioridad. Una jornada de inflación, resultados bancarios y posicionamientos estratégicos de Trump en IA, energía y comercio global. ¡No te lo pierdas!

Welcome to the latest episode of On the Couch.In this episode, Henry Jennings is joined by Michael Walshe from MTM Critical Metals (ASX: MTM).Michael is a chemical engineer with an MBA and over 15 years of international experience in engineering, operations, technology commercialisation, and project development across the minerals, chemicals, and energy sectors.Before joining MTM, he served as CEO of Voltaic Strategic Resources Ltd (ASX: VSR), a battery metals and rare earths exploration company, and has held senior leadership roles throughout his career.Talking PointsCongratulations on the recent capital raise at 55c.First up – what exactly is a critical metal?What was behind the company's name change?How does MTM set itself apart in the critical metals space?How will the funds from the raise be used?Who are the major shareholders backing MTM?An overview of MTM's key projects.What can investors expect over the next 12 months?Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The world is heading toward a massive copper shortage that could derail the clean energy transition, says mining expert Jeff More. He shows how advanced sensing technology could get us back on the right track, drastically cutting down on the wasted materials from traditional mining and helping meet the growing demand for essential metals.Want to help shape TED's shows going forward? Fill out our survey!Become a TED Member today at ted.com/joinLearn more about TED Next at ted.com/futureyou Hosted on Acast. See acast.com/privacy for more information.

Willem Marx, author of a new article in Scientific American titled “Suddenly Miners Are Tearing Up the Seafloor for Critical Metals,” talks about the ramifications of seafloor mining. Then, McKenzie Skiles, director of the Snow HydRO Lab at the University of Utah, talks about the effects of dust on mountain snowpack melting rates and how the increased runoff is reshaping the future of water in the Southwest.

Endolith is a Denver-based biotech startup revolutionizing mining by leveraging microbes to sustainably extract copper and lithium from low-grade ores. Founded in 2023, the company employs custom-engineered microbial communities, adaptive biohatcheries, and real-time cloud-based monitoring to enhance mineral recovery while minimizing environmental impact. Endolith's innovations have demonstrated significant improvements in copper extraction, attracting partnerships with industry leaders like BHP and Rio Tinto. Their approach not only boosts efficiency but also reduces reliance on harmful chemicals, aligning mining practices with clean energy goals.–Dr. Liz Dennett is a technologist and entrepreneur with nearly two decades of experience in biotech and energy industries.Previously, she was the CTO of Cemvita, developing nature-inspired biosolutions for a carbon-neutral future.  Liz has held senior roles at Wood Mackenzie, AWS, Biota Technology, Hess Corporation, and the NASA Astrobiology Institute. She is also an advisory board member for the UW-Madison Dept. of Geoscience.  Liz holds a MS and PhD in geoscience and astrobiology from the University of Wisconsin-Madison–We talked about reasons for her purple hair, copper demand expected to double by 2050, specially evolved microbial communities combined with cloud computing to enhance copper recovery, relying on internal validation over external approval, and bad mining puns.--

Cygnus Metals Managing Director Ernest Mast joined Steve Darling from Proactive's OTC studio in New York City to provide an update on the company's strategic and exploration progress. Now dual-listed in Australia and Canada, Cygnus recently completed a merger with Dore Copper, creating a critical metals-focused company with key assets in Quebec and Australia. Mast emphasized Cygnus's strong positioning in copper, gold, and lithium. A recent drilling highlight from the GoldenEye project in Chibougamau, Quebec, returned an intercept of 7.4 metres at 0.9% copper, 4.6 g/t gold, and 5.6 g/t silver—marking a significant down-dip extension from previous holes. The company is leveraging AI to analyze over 100,000 historical documents, identifying new exploration targets. The flagship Corner Bay deposit contains 8.60 million tonnes at over 3% copper, positioning it among North America's highest-grade copper assets. Looking forward, investors can expect continued exploration updates, feasibility study progress, and environmental baseline work. Mast also highlighted Quebec's supportive regulatory environment and efficient permitting process as key advantages for project advancement. #proactiveinvestors #cygnusmetals #asx #cv5 #tsxv #cyg #otcqb #ctggf #CopperExploration #GoldMining #LithiumStocks #QuebecMining #CriticalMetals #DrillResults #MiningStocks #ResourceInvesting #TSXV #ASXStocks #OTCMarkets #ErnestMast #ProactiveInvestors

Interview withMichael Walshe, Managing Director & CEO of MTM Critical MetalsSteve Ragiel, President of Flash Metals USAOur previous interview: https://www.cruxinvestor.com/posts/mtm-critical-metals-asxmtm-revolutionary-tech-could-supply-us-critical-gallium-needs-by-2025-6590Recording date: 15th May 2025MTM Critical Metals (ASX:MTM) has positioned itself for near-term production with several significant developments that strengthen its investment case. The company has secured a pre-permitted brownfield site in Texas's industrial corridor that bypasses lengthy regulatory processes, enabling commercial production by the end of 2025. This 20,000-square-foot facility of 40-foot ceilings provides immediate operational capacity and room for expansion."We have a very rapidly deployable technology. We can be running here in 8 months. And that compares favorably with mines and other refineries that will take 3-5 years," noted Steve Rio, President of U.S. Operations, highlighting a key competitive advantage that has garnered strong government interest.MTM's proprietary flash heating technology combines electrical-based energy with specialized chemistry to recover high-value metals like gallium and germanium from electronic waste and production scrap. The process is approximately 90% more energy efficient than conventional smelting techniques and allows for selective recovery of specific metals with over 90% purity.The company has established a robust commercial foundation with long-term supply agreements for electronic waste that include penalties for non-supply—a crucial provision that underpins their economic model. Similar agreements for gallium and germanium processing are being finalized with minimum floor prices to protect against market manipulation.MTM's dual business model includes a build-own-operate approach for high-value materials and a warranty-based licensing system for mineral processing applications. This strategy allows them to focus capital on high-margin opportunities while generating additional revenue streams. Recent meetings in Washington DC have yielded strong support from congressional representatives, with officials requesting MTM identify additional sites across different U.S. regions to establish geographic diversity in domestic metal recovery capabilities.For investors, MTM represents an opportunity to gain exposure to critical minerals with a faster path to revenue than traditional mining operations. The company's protected supply chain, energy-efficient technology, and alignment with national security priorities create a compelling investment case in a sector of growing strategic importance. The year-end commissioning target serves as a key milestone that could validate their innovative approach and potentially catalyze significant value creation.View MTM Critical Metals' company profile: https://www.cruxinvestor.com/companies/mtm-critical-metalsSign up for Crux Investor: https://cruxinvestor.com

Send me a messageWhat if I told you that most of the platinum and palladium in old diesel vehicles ends up lost or landfilled, even though these are some of the world's most critical and valuable materials?In this episode of the Sustainable Supply Chain podcast, I sit down with Don Weatherbee, CEO of Regenx, to explore how his company is turning waste into opportunity. Regenx has developed a low-energy, chemical-based process to recover platinum and palladium from diesel catalytic converters, materials that traditional smelters have largely ignored.We discuss why diesel converters are harder to recycle than petrol ones, how their process avoids the high energy costs of smelting, and why circular supply chains like this are vital for reducing dependency on mining in places like South Africa and Russia.Don shares insights on scaling urban mining, the importance of building local processing capacity, and the hidden supply chain of 27 million catalytic converters scrapped globally each year, most of which are never properly recycled.If you care about circular economy strategies, critical raw material supply, or the future of sustainable manufacturing, this episode is for you.Find out more at https://regenx.tech.Elevate your brand with the ‘Sustainable Supply Chain' podcast, the voice of supply chain sustainability.Last year, this podcast's episodes were downloaded over 113,000 times by senior supply chain executives around the world.Become a sponsor. Lead the conversation.Contact me for sponsorship opportunities and turn downloads into dialogues.Act today. Influence the future.Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts SpotifySupport the showPodcast supportersI'd like to sincerely thank this podcast's generous supporters: Lorcan Sheehan Olivier Brusle Alicia Farag Kieran Ognev And remember you too can Support the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent episodes like this one.Podcast Sponsorship Opportunities:If you/your organisation is interested in sponsoring this podcast - I have several options available. Let's talk!FinallyIf you have any comments/suggestions or questions for the podcast - feel free to just send me a direct message on LinkedIn, or send me a text message using this link.If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover it. Thanks for listening.

Since 2017, the West's awareness of its strategic vulnerabilities in critical minerals has been growing – yet in reality little progress has been made. How have various policies progressed or hindered the development of a domestic supply chain in the US and the West more broadly? What is the new Trump administration's approach to critical minerals? How is that impacting former efforts like the Inflation Reduction Act? And what does it mean for China and its response? Just how close are we to experiencing an outright scarcity on these critical minerals in the US and the West? And what would that mean for our economies?  Our guest is mining entrepreneur and former Deputy Director for Batteries and Critical Materials at the US Department of Energy, Ashley Zumwalt-Forbes.

The world is heading toward a massive copper shortage that could derail the clean energy transition, says mining expert Jeff More. He shows how advanced sensing technology could get us back on the right track, drastically cutting down on the wasted materials from traditional mining and helping meet the growing demand for essential metals. Hosted on Acast. See acast.com/privacy for more information.

Watch on YouTube What actually are critical metals? Amanda van Dyke is the founder of the Critical Minerals Hub, and in this conversation we take a deep dive into the market forces, government policies and global initiatives that are shaping our approaches to critical metals. Is it all about the batteries, or is there more to it? Who benefits, and can the world really reach the targets that have been set for it?

The world is heading toward a massive copper shortage that could derail the clean energy transition, says mining expert Jeff More. He shows how advanced sensing technology could get us back on the right track, drastically cutting down on the wasted materials from traditional mining and helping meet the growing demand for essential metals.

The world is heading toward a massive copper shortage that could derail the clean energy transition, says mining expert Jeff More. He shows how advanced sensing technology could get us back on the right track, drastically cutting down on the wasted materials from traditional mining and helping meet the growing demand for essential metals.

Send us a textIn this episode of The Digital Executive, Brian Thomas welcomes A. Paul Gill, a seasoned business builder and financier with over 25 years of experience in mining, energy, and technology. Now serving as CEO and Director of Triple One Metals, Gill shares his insights on the critical role of metals in the green economy and the strategic approach behind acquiring and developing valuable mining assets. He also discusses his past success with Norsemont Mining Corporation, where he played a pivotal role in the development and sale of the Constancia Mine in Peru for over $500 million.Gill also highlights emerging trends in the mining industry, the impact of technological advancements, and the importance of securing essential materials for the evolving electric vehicle and semiconductor markets. Through his newsletter, Future Opportunities, he continues to inform investors and industry leaders about key developments in mining and technology. Tune in to gain valuable insights from an expert at the forefront of the industry.

Lauren Megaw, VP of Corporate Development for Reyna Silver (TSXV:RSLV)(OTCQX:RSNVF), joins me to provide a re-introduction to this junior silver and gold exploration company and their 4 key projects located in Nevada and Mexico.  We review their most recent exploration program from the Gryphon Project, as well as the upcoming exploration program being planned at Batopilas Project.   We start off discussing their option to acquire 70% of the 12,058-hectare "Gryphon Summit Project" in Nevada, as well as the importance of consolidating their interest in Grypon with the acquisition of Reyna Gold in October 2024. The Gryphon Project shows features indicating uniquely superimposed/overprinted Silver-Lead-Zinc-Copper Carbonate Replacement (CRD), Carlin Gold and Critical Metals mineralization. Also in Nevada, Reyna Silver is advancing its option to acquire 100% of the "Medicine Springs Project" where Reyna Silver is exploring a potentially significant Silver-Lead-Zinc-Copper CRD-skarn-Porphyry system.   Next we shifted focus down to Reyna Silver´s Mexican assets, which include the 100% owned "Guigui Project" and "Batopilas Project", both located in Chihuahua State. The Guigui Project covers the interpreted source area for the Santa Eulalia Carbonate Replacement Deposit District and Batopilas covers most of Mexico´s historically highest-grade silver system.  The focus of their next exploration and drill program in 2025 will be focused at multiple precious metals targets across the Batopilas Project, at the Silver Zone, Banda Este, and Cobriza Zone.   Wrapping up we focused on the management team, board, and key technical advisors on the team behind Reyna Silver, as well as the key investing stakeholders, share structure, and financial health of the company.   If you have questions for Lauren on Reyna Silver, then please email them into me at Shad@kereport.com.   Click here to follow the latest news from Reyna Silver

Interview withMichael Walshe, Managing Director & CEO, MTM Critical Metals& Steve Ragiel, President, Flash Metals USARecording date: 21st of January, 2025MTM Critical Metals is advancing a breakthrough flash joule heating technology for metal recovery and mineral processing, originally developed at Rice University. The company holds exclusive global licenses for applying this technology to mineral ores and metal-containing scrap materials.The technology enables selective recovery of critical metals more efficiently than traditional methods, dramatically reducing processing steps and energy consumption. In lithium extraction from spodumene, for example, the process can achieve in minutes what traditionally takes three hours in a kiln, while producing a purer product.MTM is initially targeting high-value metals including lithium, rare earth elements, gallium, germanium, and indium. The addressable market for gallium, indium, and germanium alone exceeds $10 billion annually, while the e-scrap market represents a $70 billion opportunity. The technology's "feedstock agnostic" nature allows MTM to pivot between different metals based on market conditions.The company is finalizing the design of a one-ton-per-day modular pilot plant, scheduled for completion in February 2025. This plant will demonstrate the process on five different feedstocks: spodumene, monazite, niobium, antimony, and e-scrap. The modular design enables smaller-scale, distributed production with significantly lower capital requirements - approximately $10-20 million compared to $400-700 million for traditional rare earth refining plants.MTM's most advanced commercial partnership is an MOU with Indium Corp. to recover gallium, germanium, and indium from manufacturing scrap. The company's revenue model combines licensing fees, processing fees, and a share of recovered metal value. Even at one ton per day, the pilot plant could address a significant portion of US gallium demand, estimated at 400-500 tons annually.The company has secured investment from Pengana Capital and is pursuing partnerships with the US Department of Defense and Department of Energy. These align with government initiatives to secure domestic critical metal supply chains and reduce dependence on imports, particularly from China.MTM's technology is particularly relevant given the growing demand for critical metals in clean energy technologies and the urgent need for secure supply chains. The company's modular, efficient approach to metal recovery could play a crucial role in establishing distributed, domestic production capacity for these essential materials.The technology offers several key advantages: faster reaction times, lower energy use, reduced acid consumption, selective metal recovery, scalable modular production, and lower capital requirements compared to traditional methods.Learn more: https://www.cruxinvestor.com/companies/mtm-critical-metalsSign up for Crux Investor: https://cruxinvestor.com

We're undergoing a necessary renewable energy transition. And this transition will require an enormous amount of critical metals in order to power an economy without fossil fuels. Today, the processes we use to extract these materials - from copper, nickel, lithium, and more - are causing harm to both humans and our physical environment. So what do we do about it?  In his new book, Power Metal: The Race for the Resources That Will Shape the Future, Vince Beiser argues that there are huge opportunities to make mining safer, recycle more metals, and use less energy to help lessen the burden. Though the critical metals necessary for the transition to renewable energy and electric vehicles will never come without trade-offs, it's clear we could be doing much better. In this conversation, Beiser discusses the most pressing environmental damage and human rights concerns facing critical metals and how we could start to confront the problem. We also talk about the geopolitical implications of China's dominance in the critical metals supply chain,  the scale of demand for metals, and the need for equitable solutions in the energy transition. Finally, we explore deep sea mining, the challenges and opportunities in recycling metals, the growing right to repair movement, and the importance of reducing energy consumption to help ease demand.  Vince Beiser is an award-winning journalist and author. His first book, The World in a Grain, was a finalist for the PEN / E. O. Wilson Literary Science Writing Award and a California Book Award. His work has appeared in Wired, Harper's Magazine, The Atlantic, and The New York Times, among other publications. Read Power Metal: The Race for the Resources That Will Shape the Future Check out Vince's Substack, Power Metals As always, follow us @climatepod on Twitter and email us at theclimatepod@gmail.com. Our music is "Gotta Get Up" by The Passion Hifi, check out his music at thepassionhifi.com. Rate, review and subscribe to this podcast on iTunes, Spotify, Stitcher, and more! Subscribe to our YouTube channel and our Substack, The Climate Weekly.

Discover the story of a Nordic explorer expanding across Sweden, Norway, and Finland. Arctic Minerals' (STO: ARCT) Director, Peter George, shares how the company is positioning itself as the premier explorer for copper and critical metals in the Nordics following their recent acquisition of Rare Earth Energy Metals.With projects near major industry players and a history dating back to the 1900s, Arctic Minerals is emerging at the perfect time as Europe seeks reliable sources of critical metals for the green energy transition.Tune in to learn more about their promising projects in strong jurisdictions, major catalysts coming in early 2024, and why this could be a good entry point for investors interested in the critical metals sector.Learn more about Arctic Minerals: https://www.arcticminerals.se/en/Watch the full YouTube interview here: https://youtu.be/79STIULJsmQAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

DLP Resources Inc (TSX-V:DLP, OTCQB:DLPRF) CEO Ian Gendall talked with Proactive's Stephen about the company's focus on critical metals, including its significant copper-molybdenum project, Aurora, in Peru. Gendall highlighted promising drill results, with over 22 holes completed and 18,500 meters drilled, showcasing consistent copper, molybdenum, and silver intersections. Recent drill results include over 2,100 meters at 0.32% copper equivalent, underlining Aurora's potential as one of the largest molybdenum deposits. The company is targeting a maiden resource estimate by Q1 2025 and sees its metals as critical for the energy transition and addressing supply shortages expected by 2030. Discussing market dynamics, Gendall noted the demand for copper and molybdenum is rising due to their importance in renewable energy technologies. "We believe Aurora positions us well for the future," Gendall remarked. Visit Proactive's YouTube channel for more insights from industry leaders. Don't forget to give this video a like, subscribe to our channel, and enable notifications for future updates! #DLPResources #CopperMining #EnergyTransition #CriticalMetals #AuroraProject #MiningInvestment #CopperMarkets #RenewableEnergy #JuniorExploration #ResourceDrilling #ProactiveInvestors #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews

In POWER METAL, award-winning journalist Vince Beiser chronicles the destructive side effects that the global hunt for critical metals has on our clean energy transition, from environmental damage to political upheaval to murder. Vince Beiser is an award-winning journalist and author of “The World in a Grain: The Story of Sand and How It Transformed Civilization.” The book has been translated into five languages, was a finalist for a PEN America award and a California Book Award, and spawned a TEDx talk. Vince is currently at work on a new book, “Power Metal”, about how the materials we need for digital technology and renewable energy are causing environmental havoc, political upheaval, mayhem and murder—and how we can do better. Vince has reported from over 100 countries, states, provinces, kingdoms, occupied territories, no man's lands and disaster zones. He has exposed conditions in California's harshest prisons, trained with troops bound for Iraq, ridden with the first responders to natural disasters, and hunted down other stories from around the world for publications including Wired, The Atlantic, Harper's, Time, The Guardian, Mother Jones, Playboy, Rolling Stone, The Los Angeles Times, The Wall Street Journal, and The New York Times. Vince's work has been honored by Investigative Reporters and Editors, the Society of Professional Journalists, the American Society of Journalists and Authors, the Columbia, Medill and Missouri Graduate Schools of Journalism, and many other institutions. He has three times been part of a team that won the National Magazine Award for General Excellence, and shared in an Emmy for his work with the PBS TV series SoCal Connected. He is also a grantee of the Pulitzer Center on Crisis Reporting. ⁠https://vincebeiser.com/⁠ ⁠https://nexuspmg.com/

In this week's episode Robert talks to Vince Beiser about his latest book “Power Metal: The Race for Resources Shaping Our Future” which gives us an insight into the global competition for essential minerals, like lithium, cobalt and copper, needed for technologies like renewable energy and the internet. We hear about the challenges of sourcing and recycling these metals, as well as the consequences of our dependence on them. @fullychargedshow @everythingelectricshow   This podcast was brought to you by OVO's Charge Anywhere. Power your next journey with peace of mind by downloading the OVO Charge app today: https://bit.ly/charge_anywhere   Why not come and join us at our next Everything Electric expo: https://everythingelectric.show   Check out our sister channel: https://www.youtube.com/@EverythingElectricShow   Support our StopBurningStuff campaign: https://www.patreon.com/STOPBurningStuff   Become a Fully Charged SHOW Patreon: https://www.patreon.com/fullychargedshow   Become a YouTube member: use JOIN button above   Buy the Fully Charged Guide to Electric Vehicles & Clean Energy : https://buff.ly/2GybGt0   Subscribe for episode alerts and the Fully Charged newsletter: https://fullycharged.show/zap-sign-up/   Visit: https://FullyCharged.Show   Find us on Twitter: https://twitter.com/fullychargedshw   Follow us on Instagram: https://instagram.com/fullychargedshow   To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show   Everything Electric AUSTRALIA NSW - Sydney Showground - 7th, 8th & 9th March 2025 Everything Electric LONDON (UK) - ExCel - 16th, 17th & 18th April 2025 Everything Electric CANADA - Vancouver Convention Center - 5th, 6th & 7th September 2025 Everything Electric SOUTH (UK) - Farnborough International - 10th, 11th & 12th October 2025 Everything Electric AUSTRALIA VIC  - 14th, 15th & 16th November 2025    

The 2024 edition of the AIG Global Trade Series explores the theme of ‘Back to the Future: A New Era of Managed Trade?'Both the digital transition and decarbonisation ambitions have heightened demand for specialty metals, including nickel and lithium for electric vehicles and rare earths for advanced microelectronics. But as advanced economies' access to these metals is becoming increasing critical, supply security concerns are increasing: production of critical metals is concentrated in a small number of locations, while geopolitical tensions are rising.  The race to produce and acquire these minerals is boosting investment in Asia-Pacific, changing the relationship between the region and the global economy. Focusing on Indonesia and Australia, what role do producer countries play in the global supply chain for critical metals? How are these countries responding to economic and geopolitical and sustainability pressures? And how are countries in the region handling growing pressures towards fragmentation seen elsewhere in the advanced technologies global supply chain?Panellists:        Professor Ian Satchwell, Adjunct Professor, Sustainable Minerals Institute, The University of QueenslandDr Alloysius Joko Purwanto, Energy Economist, ERIAModerator:      Dr Rem Korteweg, Senior Research Fellow, Clingendael InstituteThis podcast episode was recorded on 2 October 2024. Related content from GTS Contributors:Report | Reclaiming Leadership: Australia and the global critical minerals raceReport | Policies and Infrastructure Development for the Wider Penetration of xEVs in ASEAN Countries – Phase II ___ The Global Trade Series is a collaboration between AIG and the following international organisations with leading expertise on global trade: the Aspen Institute Germany; CEBRI - the Brazilian Center for International Relations; Chatham House (UK); CITD - the Center on Inclusive Trade and Development at Georgetown University Law Center (US); the Clingendael Institute (The Netherlands); Elcano Royal Institute (Spain); ERIA – the Economic Research Institute for ASEAN and East Asia (Indonesia); ISPI - the Italian Institute for International Political Studies; the Jacques Delors Institute (France); RIETI - the Research Institute of Economy, Trade and Industry (Japan); and the St. Gallen Endowment for Prosperity through Trade (Switzerland).The views and opinions expressed in this podcast series are those of the speakers and do not reflect the views, policy or position of American International Group Inc, or its subsidiaries or affiliates (AIG). Any content provided by the speakers in this podcase series is their opinion, and is not intended to malign any religion, ethnic group, club, organization, company, individual or group of individuals or anyone or anything. AIG makes no warranty or representations as to the accuracy, completeness, correctness or validity of any information provided during this podcast series, and AIG will not be liable for any errors, inaccuracies or omissions in the information provided during this podcast series or any damages, losses, liabilities, injuries resulting from or arising from the Podcast including your use of the Podcast. 

Interview with Derrick Weyrauch, President & CEO of GT Resources Inc.Our previous interview: https://www.cruxinvestor.com/posts/copper-gaining-traction-investors-positioning-for-the-upswing-5616Recording date: 12 September 2024GT Resources presents an intriguing opportunity for investors seeking exposure to the critical metals sector, which is poised to benefit from the global transition to clean energy and sustainable technologies. As an exploration stage company focused on copper, nickel, and platinum group metals (PGMs) in Europe and Canada, GT Resources is strategically aligning its portfolio with the materials essential for the green economy.One of GT Resources' key strengths is its strategic partnership with mining giant Glencore. This relationship not only provides crucial financial support but also serves as a strong vote of confidence in the company's projects and management. Derek Weyrauch, President and CEO of GT Resources, highlighted that Glencore has provided financial backing multiple times over the past 18 months, enabling the company to pursue its exploration programs despite challenging market conditions.The company's project portfolio includes two notable assets that investors should keep an eye on. First, the Canalask nickel project in Finland, where GT Resources recently completed an exploration program. Results from this program are pending and could serve as a significant near-term catalyst for the company's stock. Second, the North Rock copper project in Ontario, acquired through the purchase of MetalCorp last year. This project boasts a historic resource of a million ton and 1.2% copper according to Weyrauch, and the company plans to advance it with geophysics work scheduled to begin later this year.GT Resources' focus on copper, nickel, and PGMs is well-timed to capitalize on emerging trends in the automotive industry. Wush provided interesting insights into the potential for hybrid vehicles to drive PGM demand in the near term, as these vehicles require both batteries and catalytic converters. This perspective suggests that the company's PGM assets could benefit from a more gradual transition to fully electric vehicles than some market observers predict.Financially, GT Resources demonstrates prudent management in a challenging market for junior explorers. The company recently raised $1.8 million through a structured financing, with Glencore taking 100% of the back end at a premium to mitigate dilution. This tactical approach to financing allows GT Resources to continue its exploration activities while maintaining financial stability.While the junior mining sector faces challenges, including market volatility and financing difficulties, GT Resources' diversified portfolio and strategic approach to exploration and financing help mitigate these risks. The company's focus on critical metals essential for the green energy transition positions it well to potentially benefit from long-term demand growth in these commodities.As with any investment in the junior mining sector, thorough due diligence is essential. While GT Resources offers exposure to in-demand metals and benefits from a strong strategic partnership, investors should be aware of the inherent risks associated with exploration-stage companies and the cyclical nature of commodity markets.Investors considering GT Resources should closely monitor upcoming news releases, particularly regarding exploration results from the Canalask project and advancements at the North Rock copper project. These developments could serve as significant catalysts for the company's valuation. Additionally, keeping an eye on broader market trends in critical metals and the adoption rates of hybrid and electric vehicles could provide context for the company's long-term prospects.View GT Resources' company profile: https://www.cruxinvestor.com/companies/palladium-one-miningSign up for Crux Investor: https://cruxinvestor.com

Interview with Darrin Campbell, President & CEO of Namibia Critical Metals Inc.Recording date: 16th July 2024Namibia Critical Metals (TSXV:NMI) is positioning itself as a significant player in the heavy rare earth elements (REE) sector with its Lofdal project in Namibia. The company's focus on dysprosium and terbium, two critical elements for permanent magnets used in electric vehicles and wind turbines, sets it apart in the REE market.Key highlights of the investment case include:Strategic Resource: The Lofdal project primarily contains dysprosium and terbium, which make up about 85% of the project's rare earth basket. These are among the highest-value rare earths, critical for green technologies.Significant Resource Expansion: Recent exploration has dramatically increased the resource estimate from 6,000 tons to 94,000 tons of contained Total Rare Earth Oxides (TREO), extending the potential mine life to about 20 years.JOGMEC Partnership: A joint venture with JOGMEC, a Japanese government agency, provides funding and potential access to Japanese industrial partners. JOGMEC is investing up to $20 million to earn a 50% interest in the project.Advanced Stage: A Preliminary Feasibility Study (PFS) is expected in October 2024, with a Definitive Feasibility Study (DFS) to follow in about 10 months.Favorable Jurisdiction: Namibia offers a stable, mining-friendly environment with experience in handling slightly radioactive materials.Flexible Ownership Structure: NMI has the option to maintain a 44% interest or be diluted to a minimum 21% carried interest, potentially allowing progression to production with minimal dilution.Market Timing: While rare earth prices are currently at 10-year lows, industry experts anticipate a recovery, potentially coinciding with Lofdal's development timeline.Supply Chain Diversification: As a non-Chinese source of heavy rare earths, Lofdal could play a crucial role in diversifying global supply chains.The company faces challenges, including current low rare earth prices and the technical complexities of rare earth processing. However, the involvement of JOGMEC and the project's advanced stage mitigate some of these risks.Upcoming catalysts include the release of the PFS in October 2024, completion of the DFS in 2025, and potential partnerships with Japanese industrial companies. The global push for clean energy and technology could also drive increased demand for heavy rare earths.CEO Darrin Campbell believes the current market presents an opportunity, stating, "I think now is a good time to hedge against what's expected to be rapidly rising rare earth prices over the next decade."With 65% insider ownership, management interests appear well-aligned with shareholders. The company's unique structure offers significant optionality, potentially allowing it to reach production with minimal further dilution.Investors should consider Namibia Critical Metals as a long-term play on the critical minerals sector, particularly in heavy rare earths essential for green technologies. While the project offers substantial potential, investors should be aware of the inherent risks in junior mining companies and the volatility of rare earth markets. As the company approaches key milestones and the rare earth market potentially recovers, Namibia Critical Metals could see significant value creation, offering an intriguing opportunity for investors looking to gain exposure to the critical minerals sector.View Namibia Critical Metals' company profile: https://www.cruxinvestor.com/companies/namibia-critical-metals-incSign up for Crux Investor: https://cruxinvestor.com 

On episode 122, we bring on a guest Ryan Blanchette who is a former DOD intelligence analyst turned critical metals analyst, who views the industry through the lens of geopolitics, risk, & conflict. We talk about the geo political chaos around the world and how to make sense of it all. After all, being an effective investor, especially a macro investor, understanding the political arena is becoming more and more important. Ryan spent 10 years with the Department of Defense as an intelligence analyst and hazard mitigation specialist. He now focuses on critical minerals and metals, viewing the industry through the lens of geopolitics, risk, & conflict. He has contributed to several well-known publications including David Morgan's The Morgan Report, Marc Faber's Gloom Boom & Doom Report, The Prospector News, and Resource World. Socials: Nic Tartaglia - @nictartaglia Dan Kozel - @dan_kozel93 Website: http://www.newgenmindset.com Apple: https://podcasts.apple.com/ca/podcast/newgen-mindset/id1509522820?i=1000556180979 Spotify: https://open.spotify.com/episode/0HlKwTnrI4AT5cLNiATlbg?si=wAQwMUd2Q5C2QaiEsLK0zg Google podcast: https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy8xNTYxYjQ1Yy9wb2RjYXN0L3Jzcw Go listen Share Follow --- Send in a voice message: https://podcasters.spotify.com/pod/show/newgenmindset/message

Dominique Barker of Lithium Royalty Corp joins Tom Heintzman, Managing Director and Vice Chair, Energy Transition and Sustainability to discuss the latest developments in the market demand for electric vehicles, how this is impacting lithium's growth projections, and where Canada's ambitions stand in building a secure and sustainable lithium supply chain.

This week: Gerard Barron, CEO of deep sea mining exploration company The Metals Company, speaks with Innovation Forum's Ian Welsh on the challenges and environmental impacts of traditional extraction methods and what the future demand for critical metals and minerals is going to look like. They discuss the latest innovation in extracting vital resources from the sea floor with significantly less harmful impacts.   Plus: the Science Based Targets initiative updates progress on its Business Ambition for 1.5C programme; World Trade Organization finds fault in EU's move against palm oil biofuel; and, EU's corporate sustainability due diligence directive in revision with a greater focus on smaller suppliers' compliance, in the news digest.   Host: Ian Welsh

Supply, demand and contrasting approaches to security in critical metals.Panellists:        Kathleen Claussen, Professor of Law, Georgetown Law  Simon Evenett, Professor of International Trade and Economic Development, St. Gallen University; Founder of the St. Gallen Endowment for Prosperity Through Trade   Moderator:      Rem Korteweg, Senior Research Fellow, Clingendael Institute  This podcast episode was recorded on 27 February 2024.  The 2024 edition of the AIG Global Trade Series explores the theme of ‘Back to the Future: A New Era of Managed Trade?'  Alongside decarbonisation, the digital transition is leading to higher demand for specialty metals and rare earths elements. With the chemical properties of cobalt, lithium and gallium amongst others being crucial to the production of advanced technologies, and the lack of substitutes, these critical metals are imported from abroad from specific locations.  This concentration of resources, and the consequently increased risk of disruption, has led to concerns about these supply chains being weaponised or leveraged as tools of economic coercion by a producing or processing country. Given the strategic importance to them both of these critical metals, how can the EU and the US secure their access?  This episode explores the dynamics of trade flows in critical resources from both European and US perspectives.   Related content from GTS Contributors:  Report – Authors: Simon Evenett and Johannes Fritz | The Scramble for Critical Raw Materials: Time to Take Stock?  Blog – Author: Kathleen Claussen | What is a Free Trade Agreement, Anyway? The Global Trade Series is a collaboration between AIG and the following international organisations with leading expertise on global trade: the Aspen Institute Germany; CEBRI - the Brazilian Center for International Relations; Chatham House (UK); the Clingendael Institute (The Netherlands); Elcano Royal Institute (Spain); ERIA – the Economic Research Institute for ASEAN and East Asia (Indonesia); IIEL - the Institute of International Economic Law at Georgetown University Law Center (US); ISPI - the Italian Institute for International Political Studies; the Jacques Delors Institute (France); RIETI - the Research Institute of Economy, Trade and Industry (Japan); and the St. Gallen Endowment for Prosperity through Trade (Switzerland).  The views and opinions expressed in this podcast series are those of the speakers and do not necessarily reflect the official policy or position of American International Group, Inc. or its subsidiaries or affiliates (“AIG”). Any content provided by our speakers are of their opinion and are not intended to malign any religion, ethnic group, club, organization, company, individual or anyone or anything. AIG makes no representations as to accuracy, completeness, correctness, or validity of any information provided during this podcast series and will not be liable for any errors, omissions, or delays in this information or any losses injuries, or damages arising from its use.   

Why is it crucial to the energy transition that critical minerals that underpin it develop traded markets? What will it take to get there? And what are the challenges that this future faces - from uncertain policies, to supply chains and geopolitics? On February 22, in London, Benchmark Minerals Intelligence hosted the HC Insider Podcast in front of a live audience to discuss these questions. Our panellists were Guy Winter, Partner at Fasken, Jessica Fung, Head Strategist at Pala Investments,  Matthew Ashley, Lead Cobalt Trader at Traxys and Caspar Rawles, Chief Data Officer at Benchmark.For more on HC Group go to: www.hcgroup.global

Understanding the earth processes that control lithium is key to exploration and developing the resources needed for society and the energy transition.   The lightest of the metals, lithium moves easily in fluids and is found in a variety of geologic environments from brines to pegmatites to clays.  Host Anne Thompson explores the geoscience of lithium, assessing what we know and what are the challenges in the quest to supply the lithium needed by human society. Our three guests provide insights into the variety of lithium sources that potentially allow for geographically distributed supply. We talked first to Rebecca Paisley, a geochemist with WSP Canada, to consider the diversity of lithium bearing brines and the fundamental nature of the metal.  Its natural affinity to partition into the liquid phase means that lithium occurs in salty salar brines, a variety of geothermal brines and oil field brines.  The value of your brine, however, also depends on the end-product required and the steps needed to extract it from the solution.  Rebecca connects the value of lithium in brines to the whole mining circle. Bob Linnen, Chief Geologist – Lithium, KoBold Metals, spent his academic career studying pegmatites and now continues to develop his ideas through global exploration.  The high grades in lithium pegmatites make them appealing targets for exploration, and better positioned to survive big fluctuations in commodity price.  Not all pegmatites, however, are created equal and much is still being learned about this important host for lithium resources as the mineral system view evolves.Koopmans et al., 2023Lastly, we talked to Tom Benson, VP Global Exploration for Lithium Argentina.  Tom thought he was going to be an academic after completing a PhD on Thacker Pass, Nevada, USA, but an opportunity to engage in research and exploration was too good to pass up.  His work includes active collaboration with researchers around the world as well as exploration for new deposits.  Tom frames the occurrence of lithium in clays at Thacker Pass within the context of volcano-sedimentary systems.  The deposit has unique features, including the presence of higher grade illite in addition to lithium-bearing smectite.  Benson et al., 2023New research globally focused on lithium resources continues to push our understanding and highlight the importance of its volatile nature in the ways in which it is concentrated and trapped.  Next week is the last episode of Season 4 – we will head to Namibia, host to the SEG 2024 conference September 27-30,  to explore the diverse geology and mineral deposits and hear about what the conference has in store.  Many thanks to our season 4 sponsor, Anglo American.Our theme music is Confluence, by Eastwinds. 

In this episode, we return to critical metals and how their fortunes are affected by the energy transition, technology and geopolitics. To tell that story we are focusing on three in particular: Neodymium, Gallium & Hafnium. Each has a key role in the modern world with demand set to grow but with challenges markets and policy makers are grappling with. Our guest is Ellie Saklatvala, Head of Non-Ferrous Pricing at Argus Media, the leading independent pricing agency.

In this episode, Dr. Rob Stevens teaches investors about the trends and opportunities in critical metals investing. Dr. Stevens (Ph.D., P.Geo.) is a professional geologist and educator. He has trained numerous brokers, analysts, and investors in the basics of mineral exploration and mining via his training course. After teaching this course for many years, he eventually published its content in his book, Mineral Exploration and Mining Essentials. 0:00 Introduction 1:55 What are critical metals? 5:27 Canada's critical metals list 6:05 Critical metals to China, EU & USA 7:02 Metal price trends 8:30 IEA critical minerals review 9:08 Increasing exploration spending 10:40 Increasing capital expenditures & venture capital investments 11:50 Supply-demand scenarios 14:11 Concentration of production & processing 16:23 Investment considerations 19:10 Role of Government 22:52 More investment considerations 27:43 Q&A: niche metal investing caution To learn about Rob's book and online training courses: https://www.miningessentials.com/ Rob's YouTube channel: https://www.youtube.com/@mining-essentials Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This was not a sponsored interview. MSE received no compensation to speak favorably of Rob Stevens' book and has no revenue-sharing arrangement with Dr. Stevens. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

In the evolving world of communication in geology and geoscience,  the importance of dialogue leads the way to deal with some of society's grand challenges. Iain Stewart is at the forefront, helping build effective communication strategies to advance the global geoscience mission. We also explore an example of empathetic, community centred dialogue with Kate Moore.  A two-way conversation is critical to building the mines of the future, supplying the energy transition and supporting a broad range of geology-related societal challenges.  Iain Stewart is the El Hassan bin Talal Research Chair in Sustainability at the Royal Scientific Society (Jordan) and Professor of Geoscience Communication at the University of Plymouth (UK). Iain has spent decades honing his communication skills, including a 15-year partnership with the BBC, but his thinking around communication continues to evolve.  We talked to him about how he arrived at an approach of seeking to understand what people want to know, ultimately summed up by the question ‘how can we help?'.  Importantly, he recently published a paper , Three Horizons for Future Geoscience, that uses the dialogic tool of the three horizons as a framework for thinking about systemic change and what pathways we can use to move away from the ‘business as usual' approach.  The paper evaluates the current state of geoscience, particularly in advanced economies, and poses one narrative that can be used to reimagine the global geoscientific mission.  There aren't easy answers, but there are ways in which we can build dialogue and seek solutions together.  Dialogue and asking the question ‘how can we help you?' was fundamental to Kate Moore's team on the large EU Horizon 2020 project, IMPaCT.  Kathryn Moore, Senior Lecturer in Critical and Green Technology Metals, Cambourne School of Mines, was part of the team that worked with Mineco, a small mining company operating in Bosnia. Success in the project required multidisciplinary dialogue, across all technical disciplines and with the local community.  One of their big challenges was also to create enduring and effective public outreach.  Through both creative thinking and a series of fortuitous and challenging events, the final product was a thoughtful and provocative book entitled ‘Of Earth, For Earth.'   The book was published by the University of Exeter and is available from a variety of sources.Our theme music is Confluence by Eastwinds.

The role of metals is often overlooked for our sustainability transition and I discussed it with Dr Saleem H. Ali. He is the  Chair of the Department of Geography and Spatial Sciences and the Blue & Gold Distinguished Professor of Energy and the Environment at the University of Delaware (USA) and he is the Lead for Critical Metals and Inclusive Energy Transitions at the United Nations University and is a member of the United Nations International Resource Panel. We discussed the role of metals, especially aluminum, geopolitics and strategy and sustainability and environmental literacy. An episode you do not want to miss! To learn more about his work, books, his weekly Forbes column here the link https://www.udel.edu/academics/colleges/ceoe/departments/gss/faculty/saleem-ali/

In this episode we return to Lithium – the critical metal of the electron age. The supply chain is both constrained and concentrated, leading to a rush to find suitable deposits worldwide. However, its not just quality of deposit that matters but type, geography and the political and social environment in which it sits. In this episode, we review the Lithium Triangle, the rich swath of brines that cover Bolivia, Chile and Argentina. How and why has the Lithium Triangle acquired its name? What role will it play in the energy transition and which of those three countries provide the best opportunities? Our guests are Gabriel Rubacha and Taj Singh. Gabriel is now the CEO and Chairman of NOA Lithium Brines, a Lithium exploration company focused on the Triangle. Gabriel was previously on the board of directors at Lithium Americas Corp. Taj is the former CEO of NOA and now President & CEO at Gold Line Resources Ltd. Visit NOA Lithium Brines https://www.noalithium.com//Visit HC Group www.hcgroup.global

Combining energy storage and renewables tackles intermittency and synchronicity  (the famous duck curve) and unlocks the economics and trading opportunities. However, implementation is challenging. The technical and engineering challenges around which battery and the transformers required to connect to the grid (currently on extended back log). The contracts and commercials are challenging? How will manage and profit from the trade? And both of these depend on location and regulatory environment. Joining us to discuss the complexities and opportunities around combining energy storage and renewables is Brian Knowles, Director of Energy Storage and Flexibility at Pexapark, the PPA pricing and consulting firm. Brian has a unique background pioneering the deployment and commercialization of energy storage with wind and solar projects in Europe and the US.HC Group is a global search firm dedicated to energy & commodities markets. Visit www.hcgroup.global for more information and contacts for Paul Chapman 

Interview with Darrin Campbell, President & CEO of Namibia Critical Metals (TSX-V: NMI)Recording date: 26th September 2023Darrin Campbell, CEO of Namibia Critical Metals, discussed the company's heavy rare earth Lofdal project in Namibia. Lofdal's key rare earths are dysprosium and terbium, which are critical for permanent magnets used in EVs and wind turbines.Namibia is a very mining-friendly jurisdiction where the company has worked for a decade and built strong government relationships. However, Namibia did recently ban unprocessed critical mineral exports, which won't impact Lofdal since they don't plan to export unprocessed rare earths.Lofdal was previously too small when first drilled in 2012 at just a 6 million tonne resource. But in 2020, a drill program expanded the resource dramatically to 53 million tonnes after securing a partnership with Japanese agency Jogmec. Jogmec is spending $20 million to earn a 50% project interest.This has allowed a revised PEA to show robust economics on the project with a $400 million NPV and 28% IRR. The vision is for Jogmec to bring in an industrial partner to further accelerate development. Campbell believes the project scale is sufficient for Jogmec given its heavy rare earth focus.The next steps are completing a PFS by 2023 Q3, advancing pilot-scale metallurgy testwork, and assessing the feasibility of a rare earth separation plant in Namibia. The company is also seeking additional Japanese industrial partners and hopes to announce progress on that in the coming months.—Learn more: https://www.cruxinvestor.com/companies/namibia-critical-metals-incSign up for Crux Investor: https://cruxinvestor.com

In this week's episode, Clareo's Managing Director Satish Rao joins host Adrian Pocobelli to discuss the U.S. critical minerals strategy. Rao delves into how the Inflation Reduction Act has emphasized downstream products like batteries and electric vehicles, but may have overlooked upstream challenges, particularly the mining of essential raw materials. He points out that permitting processes can take up to two decades in the U.S., emphasizing that the aims of friend-shoring critical metals might fall short unless there's a tangible shift in focus and policy direction. This week's CEO Spotlight features PearTree Canada founder and CEO Ron Bernbaum on how changes to tax policy in the 2023 federal budget could undermine the financing of exploration companies in Canada. To learn more, visit: https://peartreecanada.com/ All this and more with host Adrian Pocobelli. Music Credits: “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (www.incompetech.com). Licensed under Creative Commons: By Attribution 4.0 License creativecommons.org/licenses/by/4.0/

280 million EV's worth of battery material is sitting on the ocean floor, but do we need to mine it?The end is nigh for the internal combustion engine Electric vehicles will be phased in across the next decade, with two-thirds of vehicles sold in the US by 2032 mandated to be electric. In California, 100% of cars will need to be electric by 2035. As a result, demand for the critical metals that are needed for EVs is forecast to increase significantly. Every solution creates its own challenges. Electrification is one of the answers to the net zero question, but it's created an issue in itself – where are we going to get the minerals? On this episode, host David Banmiller is joined by Gerard Barron, CEO of The Metals Company. They estimate that there are quantities of metals equivalent to 280 million EVs (comparable to the total US fleet today), sitting on the seabed. Deep see mining is a new frontier – but do we need to start scouring the ocean floor when there's an abundance of metals on the surface? How ecological is the practice? Also joining the discussion to answer these questions is Robbie Diamond, Founder, President and CEO of SAFE. SAFE is an advocacy group for US energy security and economic resiliency by reducing dependency on overseas energy supply. They work to ensure that the US and allies secure key aspects of the technology supply chain.Deep sea mining represents a significant opportunity to alleviate supply chain constraints. The mining, done in international waters, presents a few advantages: minimal impact on ecology (though this is debated, and addressed on the show today), avoidance of issues related to cross-continental delivery and rapid utilisation of resources due to lack of infrastructural hurdles.Despite the potential of deep sea mining to diversify supply chains, there has been some resistance from NGOs and other conservation groups who are hesitant about the potential environmental impacts. Understanding the benefits of deep sea mining and, as we do on the show, confronting its potential drawbacks is crucial.Follow us on Twitter - we're @interchange show, or head to woodmac.com/podcasts for more. Subscribe to the show on your podcast platform of choice so you don't miss an episode, out every second Friday at 8am ET. Also do check out our sister podcast The Energy Gang, out on the alternate Friday when the Interchange isn't.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

It's EV News Briefly for Wednesday 19th July. I'll be back as usual at 5pm UK time, that's Midday Eastern, for the full podcast.  Patreon supporters get the episodes as soon as they're ready AND ad free. You can be like them by clicking here. Jaguar Land Rover's Parent Company to Invest £4bn in UK Battery Factory https://evne.ws/44HNlXk Germany's EV Market Soars in June https://evne.ws/3XZQpvH Volkswagen ID. Buzz AD: Self-Driving Electric Van Set to Offer Test Rides in Europe https://evne.ws/3XZW1WS VW's EV Wireless Charging https://evne.ws/44PG4Vl GM Pledges to Accelerate EV Production in 2023 https://evne.ws/44OBlmJ Mini John Cooper Works EV Spotted https://evne.ws/44OFV4G Toyota RAV4 Prime and Lexus NX PHEV Recall: Avoid Charging in Cold Weather https://evne.ws/3XWixQg Rocket Launchers on Electric Bikes: The New Gear for British Soldiers? https://evne.ws/44uAHva Colorado Ushers in New Electric Vehicle Tax Credit https://evne.ws/44wnMsm Massachusetts Greenlights Tesla Megapacks for 800 MWh Energy Storage Facilities https://evne.ws/3rz4uUL Tesla Co-founder's Battery Recycling Start-up Nears $5 Billion Valuation https://evne.ws/3rpNArx Ohio DOT Awards $13.8M to EVgo and Partners for 20 Fast Charging Stations https://evne.ws/44SL0Zt Fastned's Electric Charge: Denmark Debut and 1500th Fast Charger in Europe https://evne.ws/3rupfkl Kempower and GP Joule Connect Join Forces to Boost EV Charging in Europe https://evne.ws/44R5nXe T&E Report: Smaller EVs Could Reduce Demand for Critical Metals https://evne.ws/3XWrDfY ALD LeasePlan Finance Deal to Accelerate Uptake of Electric Vehicles https://evne.ws/44NNZCA Royal Mail Achieves Milestone of 5,000 Electric Vehicles https://evne.ws/44SL63h

With lithium supply for EVs and other batteries tight and much of it coming with geopolitical baggage, one new SPAC deal is looking to put forward a lithium stock with less baggage. Australia and Frankfurt-listed miner European Lithium (ASX:EUR) announced an $838 million deal in October to spin off its Wolfsberg lithium mine in Austria in a combination with Sizzle Acquisition Corp. The new Nasdaq-listed entity called Critical Metals would represent a pure Europe-based lithium mining play that already has offtake and processing agreements in hand. This week, we speak with Critical Metals Chairman Tony Sage, who tells us how he expects the bump up to the Nasdaq to generate value for the company and what key milestones Critical Metals has to watch for as it gets its lithium out of the mine and into batteries.  

The Stock Day Podcast welcomed Searchlight Resources (OTCQB:SCLTF)(“the Company”), a Canadian mineral exploration and development company focused on Saskatchewan, Canada, which has been ranked as the top location for mining investment in Canada by the Fraser Institute. Chairman and VP of Corporate Development, Alf Stewart, joined Stock Day host Kevin Davis. 

The Stock Day Podcast welcomed Stillwater Critical Minerals (OTCQB: PGEZF | TSX.V: PGE)(“the Company”), a critical minerals exploration company focused on its flagship Stillwater West Ni-PGE-Cu-Co + Au project in the iconic and famously productive Stillwater mining district in Montana, USA. CEO of the Company, Michael Rowley, joined Stock Day host Kevin Davis for a comprehensive overview of the company, it's main assets and growing demand for domestic supply of critical minerals. 

The Stock Day Podcast welcomed US Critical Metals Corp.(USCMF)(“the Company”), a company focused on mining projects that will further secure the US supply of critical metals and rare earth elements, which are essential to fueling the new age economy. CEO of the Company, Darren Collins, joined Stock Day host Kevin Davis.

Commodities in a Deglobalizing World with Jeremy Shapiro Commodities have been at the heart of globalization. Traders roamed freely and commodities priced to the marginal cost of production. Since the mid-2010s that started to change politics moved toward populism and nationalism and geopolitical competition heated it. Today, traders have to navigate a sanction minefield and the weaponization of the dollar.  Global trade is fragmenting into blocks. What does this mean for the sector, the talent and the dollar itself. Our guest is Jeremy Shapiro, research director at the European Council on Foreign Relations and previously the senior advisor to the assistant secretary of state for Europe and Eurasia at the U.S. Department of State and a fellow at the Brookings Institution 

How long will the energy transition take? The challenges are underestimated. Energy consumption will continue to expand as emerging economies develop, and as new classes of technologies emerge (not least AI where its inherent power consumption is an order of magnitude more than conventional computing). The switch from fuels that are mainly liquids and gases to hardware-intensive technologies like wind, solar and batteries, requires enormous quantities of materials; the supply chains for which are already stretched. And if the energy transition is to be delayed, what should we be doing to prepare and are there other options than those being chased now ? Our guest is Mark Mills, author, investor, policy advisor and senior fellow at the Manhattan Institute. Mark's latest book is “The Cloud Revolution: How the Convergence of New Technologies will Unleash the Next Economic Boom and a Roaring 2020s”  

In this interview pro mining investor David Erfle provides his commentary on the gold price and junior gold stock sector. David provides his observations on the sentiment from the just-concluded PDAC. He sees excitement in the critical metals stealing some of gold's thunder. However, Dave mentions that “smart money” is beginning to look at gold. David Erfle is a self-taught mining sector investor. He stumbled upon the mining space in 2003 as he was looking to invest into a growing sector of the market. After researching the gains made from the 2001 bottom in the tiny gold and silver complex, he became fascinated with this niche market. So much so that in 2005 he decided to sell his home and invest the entire proceeds from the sale into junior mining companies. When his account had tripled by September, 2007, he decided to quit his job as the Telecommunications Equipment Buyer at UCLA and make investing in this sector his full-time job. David founded the Junior Miner Junky subscription-based newsletter in April, 2017 and writes a weekly column for precious metals news service Kitco.com, whose website attracts nearly a million visits every day. 0:00 Introduction 0:40 PDAC vibe & observations 3:53 Gold commentary 6:54 Copper 7:49 Gold stock cycle exit strategy 11:09 Don't bet more than you can afford to lose 14:35 Stop losses & discerning sector bottoms David's website: https://juniorminerjunky.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

Tantalum… a story of insatiable demand with Hadley NatusYou probably have not heard of Tantalum. However,  like the Greek mythological figure it is named after, the world is developing a need for it which is not easily satisfied. The supply chain of Tantalum also poses some fundamental questions on the supply chain of the electron economy. Tantalum is in our cell phones, TVs and EVS due to its remarkable properties. However, it is produced by artisanal miners in Congo. In this episode we discussed Tantalum's role in energy transition, its supply chain and solutions to meet the world's growing demand in an equitable way. Our guest is Hadley Natus who provides us a clear-eyed, insiders view on the Tantalum trade. Haldeyis the Chairman of Tantalex and CEO of Afrimet.