Vale
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 4, 2024 by Dan Steingart · said 3 times in 3 episodes since 2023 · across every show →
Mentions by year
brought up most by Kurt Kelty (1), Dan Steingart (1), Cristobal Undurraga (1)
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2025 1 mention in 1 episode
2024 1 mention in 1 episode
2023 1 mention in 1 episode
Everything said about Vale, oldest first
Apr 4, 2024 bearish
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 …”