BHP

company on 6 shows · 5 statements across 4 episodes · said 17 times in 10 episodes since 2022

Catalyst 6 Capital Allocators 4 the Green Blueprint 3 the a16z Podcast 2 the Knowledge Project 1 the MAD Podcast 1

Mentions by year, every show

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001.31.52.5320222023202420252026episodesmentions per episode

Catalyst 6Capital Allocators 4the Green Blueprint 3the a16z Podcast 2the Knowledge Project 1the MAD Podcast 1

2026 2 mentions in 2 episodes 1 per episode
2025 3 mentions in 2 episodes 2 per episode
2023 7 mentions in 3 episodes 2 per episode
2022 5 mentions in 3 episodes 2 per episode

every mention on every show, scene by scene, with the transcript →

5 statements about BHP, every show

GREEN BLUEPRINT Assertion Supported
Dennett: Endolith is actively working with BHP and Rio Tinto
“We work closely with a lot of the large mining companies. We publicly are working with BHP and Rio Tinto”
Liz Dennett Aug 26, 2026 ▶ 32:23 The microbial solution to our massive copper shortfall
O'Connor: Australia's big banks and telecom giants are practically ex-growth
“The big companies in Australia, the big four banks, Telstra, the big telecommunications company, exclude BHP and Rio, those big companies are ex-growth. They are growing very slowly with maybe two to three percent EPS growth over the years ahead. The real grow…”
Brendan O'Connor Feb 5, 2026 ▶ 17:42 Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
Boston Metal cap table includes BHP, Vale, ArcelorMittal, Aramco, and Microsoft
“We have lots of giants in in our cup table today. So, you know, the largest mining company in the world, BHP, the largest supplier of iron ore, Vale from Brazil, the largest international steelmaking company, ArcelorMittal. Then you have Saudi Aramco, you have…”
Tadeu Carneiro Nov 7, 2025 ▶ 20:36 Boston Metal’s path to carbon-free steel
CAPITAL ALLOCATORS Assertion Supported
Gave: BHP completed its first iron ore transaction in renminbi
“A few weeks ago, BHP did their first deal in iron ore for renminbi.”
Louis-Vincent Gave Oct 10, 2022 ▶ 28:21 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
CAPITAL ALLOCATORS Prediction Not checkable as stated
Gave: China will pressure Vale and Rio Tinto to accept renminbi
“Now that BHP accepts RMB, what are the odds that China is going to go back to trading in US dollars with RMB? They're not. Instead, China's going to turn to Vale and Rio Tinto and say, your buddies at BHP, they accept RMB, so if you want our business, maybe yo…”
Louis-Vincent Gave Oct 10, 2022 ▶ 28:36 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)

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