Mining Industry

topic on 4 shows · 7 statements across 6 episodes

No Priors Catalyst the a16z Podcast TBPN

7 statements about Mining Industry, every show

a16z Assertion Supported
Caldwell: Mining industry faces 35 years of labor pool attrition
“It's the, you know, for the mining industry, we're in a similar position where we're kind of, we've had 35 years of just meaningful attrition in the labor pool.”
Turner Caldwell May 13, 2026 ▶ 20:17 The Founders Who Left Tesla to Rebuild America | a16z
a16z Insight
Caldwell: Mining pricing dynamics invert traditional manufacturing economies of scale
“Like in the mining industry, more demand, this is totally different than manufacturing, more demand if you have a higher volume, the expectation is that the price goes up. And because it's a, you know, constrained supply, and so the pricing dynamics are totall…”
Turner Caldwell Jul 23, 2025 ▶ 8:38 The U.S. Can’t Build AI Without These Materials
TBPN Opinion
Feldmann: The mining industry is in a severe workforce crisis
“We are in a workforce crisis in the mining industry right now. I heard someone say, oh, I like that. We don't have a, I don't have an autonomy problem in the mining industry, but labor problem. We just don't have enough people.”
Ted Feldmann Apr 26, 2025 ▶ 13:44 What It Takes to Build a Mine | Ted Feldmann on TBPN
TBPN Opinion
Feldmann: Very few mining companies care about or build cool brands
“There are very few companies in the mining industry that really care about I think I would care about the brand. There are very few that are particularly good about creating a cool brand.”
Ted Feldmann Apr 26, 2025 ▶ 15:30 What It Takes to Build a Mine | Ted Feldmann on TBPN
NO PRIORS Assertion Supported
Goldman: $1B in exploration yields less than one deposit discovery today
“If you take a portfolio of exploration projects that cost some money, say a billion dollars industry-wide, how many successes will you have? And then you know, industry-wide, a billion successes will have hundreds of failures, but eight discoveries as of 30 ye…”
Josh Goldman Apr 17, 2025 ▶ 24:55 No Priors Ep. 111 | With KoBold Metals Co-Founder and President Josh Goldman
CATALYST Insight
Scheyder: Critical mineral mining relies more on industrial policy than oil
“I think increasingly what Washington does or doesn't do is going to have a huge effect on this industry in a way that the oil industry or the natural gas industry is not necessarily affected by industrial policy.”
Ernest Scheyder Jan 2, 2025 ▶ 36:18 Lithium’s wild ride
CATALYST Assertion Supported
House: Mineral discovery rate per exploration dollar dropped sixfold over 30 years
“The number of tier one or tier two discoveries made per dollar of exploration expenditure has dropped about six fold in the last 30 years.”
Kurt House Apr 21, 2022 ▶ 55:04 The great rush for battery metals

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