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46 minutes
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미국
에피소드 46 개
2022년 12월 15일부터
episodic

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The global economy runs on infrastructure most of us will never see. Beneath the world's oceans lies a vast network of undersea cables and pipelines carrying internet traffic, financial transactions, energy, and electricity. But what happens when that infrastructure becomes a target of geopolitical…

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My guest today is Will Thompson, Founder and Managing Partner of Massif Capital. I had originally wanted Will to come on the pod and talk copper, but as you’ll see this conversation quickly branched out into something much deeper. Will is a former investment banker and has worked in political risk …
This is a solo episode and is a primer on the tungsten market. We haven't published any episodes without a guest, so if you like this (or don't!), let me know and we can mix in more of these types of pods. In the critical metals space, tungsten has become the topic du jour. The narrative around c…
Our guest today is Andre Zeitoun, CEO of Ionic Mineral Technologies. Ionic is a US-based developer of rare earths and other critical minerals projects and is positioning itself as a vertically integrated “hub”. We cover a lot in this pod including Andre’s unique background in finance and how it sha…
My guest today is Joe Lowry, aka Mr Lithium. I have known and respected Joe for a number of years and so it was great to have him back on. This podcast is really a “two-parter”. In Part 1, we discuss the response Joe has received to his book, “Lithium Confidential” and go deeper into his history a…
We have a returning guest today in Bryan Bille, Head of Geopolitical Risk and Policy Analysis at Benchmark Mineral Intelligence. Today’s pod is a follow-up to Bryan’s first discussion where he set the stage around how different countries are approaching the supply chain build out for critical mine…
In this episode of Power Current, host Chris Berry sits down with Flemming Bjørnslev of Aquatech to explore one of the biggest challenges facing the global rare earth industry: processing. Flemming explains why the future of Western rare earth supply chains depends not only on discovering new depos…
My guest today is Mr Tomasz Nadrowski, portfolio manager of the Amvest Terraden Critical Minerals Fund and author of the terrific new book titled “Mineral War – China’s Quest for Weapons of Mineral Destruction”. Tomasz has spent over 15 years managing commodity mining equity portfolios for a host o…
My guest today is Martin Turenne, President and CEO of FPX Nickel. Martin has a decade and a half of markets experience – almost all in the nickel market and has some really interesting views on market structure and the future direction for nickel. In this conversation we cover a wide range of top…
Chris Berry interviews Christian Kargl-Simard, CEO of Blue Moon Metals, about his transition from metallurgical engineering into the world of junior base and critical metal production. Kargl-Simard shares insights on Blue Moon’s portfolio of five brownfield, permitted assets located in stable juris…
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