mining
5 statements across 5 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Apr 21, 2022 by Kurt House · across every show →
Everything said about mining, oldest first
Apr 21, 2022 neutral
House: Reaching a fully circular battery economy will take 50 years
“We can achieve 90, 98, 99% recycling rates on these, on, on these batteries, and over time, we'll get to the point where we do not have to mine them which is really, really exciting. But that will take more than a generation, unfortunately. We need a lot more …”
Sep 22, 2022 neutral
Yergin: The energy transition shifts dependency from big oil to big shovels
“And that's, you know, in, in, in the new map, the way I phrased it, is you go from big oil to big shovels, because you're going to need so much more mining, and the volume of mining, I think, is just not really recognized.”
Jul 27, 2023 bullish
Kann: Decarbonization is a transition to go short oil and long mining
“So to a first approximation, I think that a big part of decarbonization is basically a transition from the extraction of fossil fuels to the extraction of minerals. If you've got a sufficiently extended time horizon, then the bet is to go short oil and gas and…”
Nov 3, 2023 bearish
Feb 25, 2026 bullish
Roberts predicts recycled minerals will become cheaper than mined within 20 years
“I would just say that my, I guess my prediction would be that in 10 years, maybe or in 20, that just a unit of critical minerals drawn from recycling will be cheaper than a unit of
Mind.
I think.
I think.
Eventually.
Like, I think it will end up being our prim…”