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The Age of Electricity is creating enormous opportunities in the critical minerals investment thematic. Howard, Rodney and Matt provide in-depth discussions with major developers and analysts covering lithium battery metals, rare earths, and many other specialty commodities.
Episodes
Wednesday Sep 21, 2022
Wednesday Sep 21, 2022
Is #ElonMusk listening to fellow billionaires Robert Friedland, Jim Litinsky and Chris Ellison who print money mining & refining rock? Is a Teslandia world part of Master Plan 3? Is one or more spodumene, nickel or graphite projects in Elon's sights?
#Lithium #nickel #graphite #rareearths 🐂
0:00 - 2:05 Introduction
2:06 - 4:52 Howard provides background on the clean energy investment sector and recent large investments made by major strategic investors
4:53 - 14:56 Video footage of Robert Friedland, James Litinsky and Chris Ellison discussing the battery and magnet supply chain for EVs and the difficulties that downstream customers will face as shortages loom
14:57 - 25:30 Howard discusses the downfall of speculative SPACs and how mining companies are well positioned from "refining billions". Companies mentioned include Nouveau Monde, Talon, Sigma, Mineral Resources, Piedmont Lithium, Sayona Mining, Winsome Resources, European Metals Holdings, Critical Elements and Frontier Lithium
25:31 - End
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