Matt hits the road to report on-site from Benchmark Mineral Intelligence’s lithium-ion supply chain seminar. We sit down to with Benchmark’s managing director Simon Moores to talk supply-demand fundamentals in the lithium market, the potential re-emergence of graphite plays, and cobalt supply concerns driven by socio-political problems in the Democratic Republic of the Congo.
In Lesley’s Geology Corner we have alook at sediment-hosted stratiform copper deposits, which are top of mind following a huge resource upgrade at Ivanhoe Mines’ (TSX: IVN) “historic” Kamoa-Kakula project in the DRC. We discuss the mineralizing events behind these very large copper orebodies, which Lesley says were sort of a “post-Archean geological hangover!”
Bonus: Matt digs into a busy upcoming earning season in the U.S., impending Bank of Canada policy moves, and PwC’s junior market update.
Macro update and earning season: 2:35
Geology Corner ft. Ivanhoe Mines and sediment-hosted copper: 4:59
The lithium-ion battery rush ft. Simon Moores: 19:10
Upcoming Yukon territorial elections: 29:25
PwC’s junior mining update: 31:20
Story references in this episode:
Slow Burn Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License