THE CHARGE: Nickel and the electric revolution

The automotive world has begun to make its big nickel move - and many mining companies are about to get very, very popular. Some of the world’s biggest nickel deposits are sitting undeveloped, waiting for the right partners (and the right money), to move forward. And while the big car companies have moved slowly up to now (that’s the nature of the beast), things are clearly changing. They have to. Because there’s only so much nickel to source - and if you’re not in the electric vehicle business in 10 years, you’re not in the vehicle business. You’re out of business.Topics discussed in this episodeInteresting times to be a nickel miner | Interview with Mark Jarvis, CEO of Giga Metals [01:24]Not all nickel is the same | Interview with Mark Jarvis, CEO of Giga Metals [02:08]Geopolitical Risks | Interview with Mark Jarvis [05:35]Million dollar company to billion dollar mine | Interview with Mark Jarvis [07:54]Are EV manufacturers vertical intregating Nickel mines? | Interview with Mark Jarvis [10:30]The Charge is on | Interview with Mark Jarvis [12:13]Follow The Charge Podcast on LinkedIn Follow The Charge Podcast on Twitter >> @The_Charge_PodThe Charge is a Giga Metals Podcast, produced and marketed by Podium Podcast Co.

Battery technology continues to get better and better - because our battery needs keep growing and growing. Now, as the EV revolution takes hold, demands on battery tech has never been higher. In this episode, we’ll look at the future of batteries and ask: what’s driving this surge in innovation; can battery tech meet the demands of an EV revolution; what’s getting battery fans really charged up; and what does future technology mean for nickel and other critical metals? With our sights set on a clean energy future, we’ll only get as far as our batteries will take us. So the question begs, can they really keep us going … and going … and going?Topics discussed in this episode:The tip of the iceberg | Interview with Dan Blondal, CEO of Nano One Materials Corp.Nano One’s One Pot process | Interview with Dan BlondalStructural Batteries | Interview with Dan BlondalComing down the pipe | Interview with Dan BlondalWill we still need nickel?  | Interview with Dan BlondalFollow The Charge Podcast on LinkedIn Follow The Charge Podcast on Twitter >> @The_Charge_PodThe Charge is a Giga Metals Podcast, produced and marketed by Podium Podcast Co.

Electric vehicles are the future – and the future is coming fast. By 2030, more than 50% of all new cars sold will be electric - and in that same time frame, the EV market is expected to quadruple to nearly 1 Trillion USD. But what’s most alarming is this: we’re just getting started. So, as the EV revolution goes full swing, can supply keep up with demand? Are there enough raw materials out there for batteries? Will people embrace or resist change? In this episode, we look at all the activity, excitement and trepidation happening in this space, and the role ESG plays in helping keep our moral compass on track.Topics discussed in this episodeThe EV big picture | Interview with Emma Jarratt, Managing Editor at Electric Autonomy Canada [00:44]Can EVs save the planet? | Interview with Emma Jarratt [03:39]Cradle to grave, Gas vs. Electric | Interview with Emma Jarratt [04:25]Why do we resist the Gas to Electric switch? | Interview with Emma Jarratt [07:09]The EV innovation boom | Interview with Philippe Couillard, chair of the Canadian Division of Britishvolt, the leading UK based battery cell manufacturer. [10:23]The rise and role of ESG (Environment, Social and Governance) | Interview with Philippe Couillard [17:05]How recyclable are EV batteries? | Interview with Philippe Couillard [19:33]Follow us on LinkedIn Follow us on Twitter >> @The_Charge_PodThe Charge is a Giga Metals Podcast, produced and marketed by Podium Podcast Co.

Unprecedented doesn't begin to touch what happened. So the question is what happened? As a quick follow up to episode 3, we turned to Robert Morris to help answer this question and to give his point of view on what to expect for the future of nickel trading. Bob is an expert in base metals trading in markets and the former vice president of worldwide base metal sales for Vale, the giant Brazilian mining company. Here's some of that conversation:Topics discussed in this episode Is this really a Russia thing? [1:20]How does this affect the N.A. supply chain? [2:37]If companies don't want to use Russian nickel, what are the implications? [5:12]The London Metals Exchange was closed for over a week. What does that mean for future nickel trading? [6:53]Is there an investment opportunity? [8:54]Follow us on LinkedIn Follow us on Twitter >> @The_Charge_PodThe Charge is a Giga Metals Podcast, produced and marketed by Podium Podcast Co.

The electric vehicle/battery revolution is here - and an auto industry that dates back more than 125 years is now being forced to change and adapt on an unprecedented scale. As the automotive world pivots, and supply chains are completely redefined, new “critical materials”, like Nickel, are being prioritised - while at the same time, “sustainability” is reshaping corporate governance and in many cases, innovation itself. Investors are taking notice, recognizing that the rise of EVs represents a once in a hundred years kind of phenomenon, a la the internet - with seemingly limitless potential and opportunities.(Note: be sure to listen to Episode 4 that addresses Nickel's wild blow up in price, subsequent to these interviews)Topics discussed in this episodeThe three metals critical to the EV revolution | Interview with Robert Morris, Director at Giga Metals and the leading expert on battery metals from mine to active cathode materials [01:23]The sustainability effect | Interview with Angela Durrant, Principal Analyst, Nickel for Wood Mackenzie [07:25]What is sustainable mining? | Interview with Robert Morris [10:26]EV battery trends and stakeholders | Interview with Robert Morris [15:02]A once in 100 year phenomenon, and opportunity | Interview with Robert Morris [18:02]Follow us on LinkedIn Follow us on Twitter >> @The_Charge_PodThe Charge is a Giga Metals Podcast, produced and marketed by Podium Podcast Co.

As the world goes electric, we’re going to need a whole lot more nickel to build batteries - which means we’re also going to need a whole lot more nickel mining. In Episode 2, we learn how nickel mining can be done properly, relative to our net-zero goals. Sustainable mining has become a reality, built from necessity - and with the recent investments and innovation, we’re seeing this once stigmatised industry now changing: from an obstacle to overcome, to an opportunity we can all embrace.Topics discussed in this episode:- Mining and the sustainability stigma | Interview with Lyle Trytten, Manager of Development at Giga Metals - former General Manager Sustainability at Sherritt Corporation [01:06]- Sulphide vs. Lateritite | Interview with Lyle Trytten [06:08]- Nickel mining and carbon sequestration | Interview with Dr. Greg Dipple, Professor of Geological Sciences at the University of British Columbia [11:38]- The future: carbon-negative mining | Interview with Dr. Greg Dipple [14:14]The Charge is a Giga Metals Podcast, produced and marketed by Podium Podcast Co.

Episode 1 provides a deep dive into the world of Nickel. You'll hear first-hand from industry experts why Nickel is the key to electrification; why it has the potential to empower the electric revolution; and how it can help ensure a cleaner, more sustainable, future - for everyone. In this episode, we talk with leading Nickel and battery expert Ken Rudisuela and Canada’s research chair in clean energy, Professor David Wilkinson - as we look to better understand just how special Nickel truly is - and why we all need to be lovin it a little more.What makes nickel so special? | Interview with Ken Rudisuela, mechanical engineer and the program manager for batteries at the Nickel Institute [02:55]Understanding battery chemistry | Interview with Ken Rudisuela [03:38]How green are EVs? | Interview with Ken Rudisuela [02:55]How are EV trends driving nickel demand | Interview with Professor David Wilkinson, from the Department of Chemical and Biological Engineering at UBC [11:09]The dangers of high-demand | Interview with Professor David Wilkinson [12:25]For more info, visit thechargepodcast.com or follow us on LinkedIn and @The_Charge_Pod on Twitter. And if you feel so inclined, please leave us a review at Apple Podcasts and Spotify. We love to hear from our listeners. The Charge is a Giga Metals Podcast, produced and marketed by Podium Podcast Co.

Learn more at The Charge Podcast.Follow us on LinkedIn & Twitter.The Charge is a Giga Metals Podcast. Produced by Podium Podcast Co.