The Manhattan Project allowed the US to defeat Nazi Germany. Project Apollo put a person on the moon and hastened the defeat of the Soviet Union. Today, western supply chains are more vulnerable to China than you probably realize. Does the US want to stay a Superpower?Welcome to the Minerals Manhattan Project - I’m your host Emily Hersh.
Inside Tesla’s Lithium Clay Salt Extraction Process, ft Alex Grant
Did Tesla Battery Day leave you scratching your head?
If so, you're in good company - if you consider Emily Hersh good company that is.
Alex Grant, Principal of Jade Cove Partners returns to the Minerals Manhattan Project to talk through the article he co-wrote following the announcement that Elon Musk is planning to extract lithium from clay in Nevada using salt and water.
Alex explains the different mechanisms that could be plausible explanations for how this saline process could work, as well as some lithium clay basics.
For the full article, written by Alex Grant (Jade Cove Partners), Dr. Mike Whittaker (Lawrence Berkeley National Laboratory), and Dr. Aaron Celestian (Natural History Museum of Los Angeles):
Follow Alex on Twitter @alexjadecove
Read more of Alex's clever papers on his website: https://www.jadecove.com/
The Energy X Factor, ft. Teague Egan
The Minerals Manhattan Project welcomes Teague Egan, Founder and CEO of Energy X.
As the world is steadfast in transitioning to sustainable energy, Energy Exploration Technologies Inc. (EnergyX) has a mission to power the future. Founded by serial entrepreneur, Teague Egan, and a team of the world’s leading scientists and sustainable energy veterans, EnergyX is creating revolutionary technology to support the shift to clean energy.
From Coal to Oil to Critical Minerals, ft. USGS Director Jim Reilly
How does someone go from being an astronaut to running the United States Geological Survey?
Jim Reilly, Director of the USGS, joins the Minerals Manhattan Project to explain the role of minerals in everyday life.
From coal to petroleum to critical minerals, Director Reilly takes us through how humanity has obtained energy has changed over the last 100 years. Renewable energy depends on critical minerals that have to be mined and processed.
Director Reilly explains how the USGS coordinates with states and other federal agencies to find and characterize critical mineral deposits, and his vision for the importance of mining to the future of energy. He also discusses the importance of recycling.
Director Reilly shares how the USGS coordinates with NASA to map the terrain on Mars to allow spacecraft to land.
Check out the USGS resources here - and see if there's a stream gauge near you!
Lithium Solid State of Mind, ft. Doug Campbell of Solid Power
Solid state lithium batteries were on everyone's minds last week following the announcement that Volkswagon-backed battery company QuantumScape was going public via a SPAC.
Emily Hersh, host of the Minerals Manhattan Project, virtually sits down with Doug Campbell to understand the context of solid state batteries in the race to electrify transportation.
The basics of solid state batteriesDifferent kinds of solid state electrolytesWhat implications solid state batteries would have on mineral supply chainsDoug's view on the QuantumScape SPAC deal"Anodeless"lithium metal batteries vs. lithium metal foilChallenges and timelinesA must listen episode leading up to Tesla's battery day next week
Nemaska Implosion & Lithium S̶t̶o̶n̶k̶s̶ Stocks
Howard Klein, aka the Lithium Ion Bull, joins your host Emily Hersh on the Minerals Manhattan Project to dissect how the emergence of a "New Nemaska" looks to the original retail investors.
Howard breaks down the bankruptcy process of the infamous Nemaska , as well as how Orion Mine Finance, Pallinghurst, and Investment Quebec finalized a structure to breathe new life - and money- into the now infamous Nemaska
Howard gives us a timeline from a rights issue offering through bondholder disputes, as well as how Softbank ended up losing 100 million dollars. Howard explains his opinion on how WeWork collapse peripherally influenced the implosion.
This provides a jumping off point to discuss how none of the debt for Nemaska ever went into the ground - and what that can teach equity investors about capital structures for early stage projects.
Howard also explains some of those stock terms like SPACs, and how platforms like Robinhood are bringing in a new generation of retail investors.
Howard answers the question, are there any stock movements that investors should watch out for?
A Crude Awakening, ft. Simon Moores of Benchmark Mineral Intelligence
Emily Hersh, host of the Minerals Manhattan Project, is joined by Simon Moores, CEO and founder of Benchmark Mineral Intelligence.
Simon and Emily chat about ExxonMobile going from the Dow's most valuable company to falling off the index, and what that means for when the critical minerals supply chain will catch up to supply the world's battery gigafactories.
We chat about the role of government in recovery from Covid, and Simon shares how Eminem's grammy speech inspired the show-stopping testimony he gave in front of the US Senate. In chatting about possible policy responses from the US Government, Emily suggests borrowing the portfolio approach taken by the pharmaceutical industry in developing a vaccine for Operation Warp Speed.
We go through a few rumors in the lithium market and catch up on where we think next year is headed.
To keep up with Simon, follow him on Twitter at @SDMoores and Benchmark Minerals at @benchmarkmin
Hersh is a warm and wonkishly engaging host. Nobody knows more about mining and battery materials, yet she can brilliantly explain these complex subjects to the layperson — and illustrate why we should care. Each episode is a gem of a conversation between Hersh and her smart guests.
Top 10 Podcasts of 2020!!!
A must for anyone who wants to easily understand more about minerals and lithium from someone who makes it easy to understand. The topics are diverse and super insightful!
Smart views, easy listen
Just finished the first episode and I’m hooked. Fascinating look at how historical themes play out in modern times. Highly relevant in the age of coronavirus. A worthy quarantine binge.