4.8 • 670 Ratings
🗓️ 31 July 2024
⏱️ 58 minutes
🧾️ Download transcript
In this episode we speak to Ernest Scheyder, an award-winning journalist, senior correspondent for Reuters and author of the acclaimed new book: The War Below: Lithium, Copper and the Global Battle to Power Our Lives. We can’t have green energy without mining. But there is no way around the fact that mining is loud, dangerous and disruptive. Our conversation explores this tension that sits at the center of the energy transition. We also discuss new technologies for mineral extraction and recycling that have the potential to resolve some of these conflicts if they can be commercialized.
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Episode TimeStamps:
02:09 - Introduction to Ernest Scheyder
03:11 - Why are lithium and copper so important?
05:44 - The outlook of the U.S lithium production
09:12 - Who is Ioneer and the environmental impact of lithium production
17:26 - What is Direct Lithium Extraction (DLE) and why is it important?
23:17 - Supply and demand in lithium
25:02 - The challenges of recycling batteries
31:07 - Is a fully circular...
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0:00.0 | As we think about where we want to go green and how we're going to go green, I think these have to be part of the collective discussions. |
0:13.0 | In addition to are there some places to the world that we wouldn't allow mining, and if we do allow mining, what would that look like? And so it's, |
0:22.1 | it's no easy answer. This is no free lunch. But it's, it's a necessary conversation. And I really |
0:28.1 | hope that the word below is part of that conversation as we think about this transformation |
0:32.5 | for our 21st century economy. Imagine spending an hour with the world's greatest traders. Imagine learning |
0:41.3 | from their experiences, their successes, their failures. Imagine no more. Welcome to Top |
0:47.9 | Traders Unplugged, the place where you can learn from the best hedge fund managers in the world |
0:52.8 | so you can take your manager, |
0:54.3 | due diligence, or investment career to the next level. |
0:58.0 | Before we begin today's conversation, remember to keep two things in mind. |
1:01.8 | All the discussion we'll have about investment performance is about the past, and past |
1:05.8 | performance does not guarantee or even infer anything about future performance. |
1:10.6 | Also understand that there's a |
1:11.6 | significant risk of financial loss with all investment strategies, and you need to request and |
1:16.3 | understand the specific risks from the investment manager about their product before you make |
1:21.0 | investment decisions. Here's your host, veteran hedge fund manager, Nealiels Kostrup Larson. |
1:34.5 | For me, the best part of my podcasting journey has been the opportunity to speak to a huge range of extraordinary people from all around the world. |
1:40.4 | In this series, I have invited one of them, namely Kevin Koldine, |
1:43.7 | to host a series of in-depth conversations |
1:45.9 | to help uncover and explain new ideas to make you a better investor. |
1:51.2 | In the series, Kevin will be speaking to authors of new books and research papers |
1:55.4 | to better understand the global economy and the dynamics that shape it, |
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