Vale
company on 7 shows · 4 statements across 4 episodes · said 13 times in 12 episodes since 2016
Catalyst 3 
TBPN 3 
Capital Allocators 2 
All-In 2 
the Neon Show 1 
the Green Blueprint 1 
Top Founders 1
Mentions by year, every show
tap a year for its mentions
Catalyst 3TBPN 3All-In 2Capital Allocators 2Top Founders 1the Neon Show 1the Green Blueprint 1
2026 2 mentions in 1 episode
2025 4 mentions in 4 episodes 1 per episode
2024 2 mentions in 2 episodes 1 per episode
2023 1 mention in 1 episode
2022 3 mentions in 3 episodes 1 per episode
- Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- #AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
- Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
- every mention in 2022, scene by scene →
2016 1 mention in 1 episode
every mention on every show, scene by scene, with the transcript →
4 statements about Vale, every show
Vale Is an Autonomous Mining Customer of Travis Kalanick's Pronto
“Massive iron ore mine that we're operating in there. And you see, like we took, we were there for a couple of days cause we already have customers there. Sure. A customer is called valet. It's a massive mining company.”
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…”
Steingart: Mining Giants Lack Economic Incentive to Scale Battery Recycling
“So, in terms of their unit economics, it doesn't make any sense For a mining company to involve itself in recycling in a big way in twenty-twenty-four, both because all of the recycling material coming in, or most of it is, is scrap, and, ah, what's not scrap …”
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…”