Claim OwnershipThe Minerals Manhattan Podcast
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The Manhattan Project helped the US defeat the Nazis. Project Apollo put a person on the moon and hastened the defeat of the Soviet Union. Western supply chains are more vulnerable to China every day. It raises the question: Does the US want to stay a Superpower? Welcome to the Minerals Manhattan Podcast.
34 Episodes
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In this episode, we explore the world of direct lithium extraction (DLE) and follow the remarkable journey of E3 Lithium.We delve into the ever-evolving landscape of DLE technology, spotlighting the revolutionary use of "magical beads" for selectively extracting lithium from brine solutions. Joining us is Chris Doornbos, CEO of E3 Lithium, as we dissect the shift in DLE methods driven by factors like efficient loading, rapid kinetics, and effective stripping techniques.Our conversation delves...
Understanding the conditions that led to the formation of lithium deposits is critically important to:· Finding new lithium deposits· Finding the highest grade parts of these discoveries· Figuring out how to process the lithium outDr. Tom Benson is the VP of Global Exploration for Lithium Americas and he is a leader in figuring out lithium geology. He authored a scientific paper on the lithium resources of the McDer...
A special episode with a true lithium legend. In his first ever podcast, Emily sits down with the Lithium Godfather himself, Dr. John Burba. They explore Dr. Burba's storied career from Dow Chemicals to FMC/Livent to Simbol and Molycorp. Incredible career milestones including developing patents and processes to make adsorbant materials and the development of the first ever commercial direct lithium extraction (DLE) plant in Argentina.Episode highlights include Emily getting a lesson in s...
Emily is joined by Chris Berry where in this insightful podcast episode, Chris sheds light on the intricacies of the lithium industry's pricing mechanisms, the significance of transparency, and the interplay between market dynamics and the trajectory of the spodumene market.Chris's insights offer a comprehensive understanding of the lithium industry's ongoing transformation, including the involvement of oil and gas companies, the dynamics of battery recycling and second-life usage, and the co...
Emily is joined by Todd Malan of Talon Metals and they dive into what is shaping, moving and shaking industrial policy in Washington DC. They discuss what's happening to supply chains as we move from a fossil fuel centered energy system to a minerals centered energy system. As Emily and Todd explore the nuances of this transition, they share captivating insights from dual perspectives: that of an investor and a project developer. The conversation zeroes in on key legislative initi...
Emily is joined by Henry Sanderson for a fascinating conversation covering global battery supply chains, geopolitics in the mining sector and the companies that are moving and shaking the global EV market. Highlights include; -Why Chinese Entrepreneurs were spooked by LDK Solar-Chile's Nationalisation Drive within the Lithium Space. The story of Julio Ponce Lerou, SQM and Eduardo Bitrán-China's CATL success story in the global battery and EV space founded by Zeng Yuqun-Volkswagen's earl...
Get ready for an exhilarating episode as host and Luna Lithium CEO Emily Hersh sits down with her friend, mentor and business partner Mike Kobler.Mike Kobler is the founder and former CEO of American Lithium, who discovered the Tonopah Lithium Project. He now runs Global Subsurface Strategies while also finding time to make incredible wine with Kobler Estate Winery. In this candid interview, Mike shares invaluable lessons learned throughout his illustrious career in the mining industry, ...
Join host Emily Hersh and Mitra Chem CEO and Co-Founder Vivas Kumar as they cover topics such as Mitra Chem's core competencies of Speed, Focus and Scale and the changing dynamics between China and the US in the battery industry. They discuss cathode chemistries and batteries as an energy storage technology, the Inflation Reduction Act, a US Manufacturing Boom and everything electrication and EVs. This culminates in what Emily calls the Battery Spiderweb.Emily asks Vivas to make a bold p...
Our host Emily Hersh and Roger Atkins discuss the polymetallic modules containing nickel, manganese, cobalt and copper that can be found on the ocean floor leading to the big question, Are we going to mine the ocean floors?The discussion gives an excellent background and overview of last 23 years with Western Countries and China and how we have arrived at the current state of the global battery arms race.Are the same forces at play within western carmakers that publicly support the...
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, a...
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.https://energyx.com/@energyx@teagueegan
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 ...
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. We cover:The basics of solid state batteriesDifferent kinds of solid state electrolytesWhat implications solid state batteries would hav...
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,...
Your host Emily Hersh of the Minerals Manhattan Project is joined by Cassandra Garrison, Argentina Correspondent for Reuters, to break down just exactly how the United States is planning to counter China's role as the investment bank for mining and infrastructure projects in Latin America.Cassandra has recently published a series of articles focusing on the controversial nomination of hardliner Mauricio Claver-Carone to head the Inter American Development Bank, a role that has traditionally b...
Emily Hersh and the The Minerals Manhattan Project catches up with Joe Bryan after his testimony before the United States Senate to understand why all the attention on critical minerals hasn't translated into more aggressive action within the US. Joe shares his path from working with the US Navy to his current roles today in Washington DC, and how US military technology is increasingly reliant on batteries that have logistics support chains.Batteries solve the logistics challenge present...
David Livingston, Senior Analyst with Eurasia Group joins the Minerals Manhattan Project to discuss how deeply China dominates critical mineral supply chains, and why that is a result of direct, strategic planning that has taken place over the past two decades.David explains the different stages of supply chains that are dominated by Chinese actors as well as equity ownership via investment. He shares his views on how partisanship and short-term action have shaped US action in the past on the...
Tesla has announced that Battery Day 2020 will happen September 22, and rumors of a "million mile battery" have dominated headlines.But what exactly does a"million mile" battery mean? The Minerals Manhattan Project catches up with Sam Jaffe, Managing Partner of Cairn ERA to understand what Tesla's announcements mean for the battery industry.Tesla's announcements matter for the entire battery ecosystem, who will be judged against where Tesla is. Sam breaks down what $ per kwh means as a m...
A week ago, Alex Grant, Emily Hersh, Carlos Daniel Galli, Daniel Jimenez Schuster, Murray Brooker and chatted for two hours on the question, "Is lithium brine water?"We discussed hydrogeologyenvironmental impactswhose responsibility it is to ensure that a lithium brine project does not impact water availability for humans, animals, and other things which we value.The consensus was that the lithium industry has done a poor job at communicating its water impacts. Also, that decades of hydr...
Of all the battery metals, the cobalt supply chain has been under the most scrutiny due to illegal and unethical mining practices in the Democratic Republic of the Congo (DRC).Trent Mell, the CEO of First Cobalt, joins the Minerals Manhattan Project to dispel some myths about the cobalt supply chain, and discuss the possibility of building up a battery quality cobalt chemical supply chain completely in North America.Trent and Emily discuss the misconception that any cobalt sourced from the DR...
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