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mining industry

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Apr 21, 2022 by Kurt House · across every show →

Everything said about mining industry, oldest first

Apr 21, 2022 bearish
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
Jan 2, 2025
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
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