C.O.B. Tuesday Ep. 33 - Trust, but Fortify

We say this often, but today was AWESOME! Last week set a new high bar with many of you as the feedback on Dr. Naomi Boness at Stanford was fantastic. We had our work cut out for us to keep it up this week! The great news is we were lucky enough to find four leading minds to attack a nagging question - how are we physically, financially, environmentally-friendly and otherwise going to mine all the minerals and metals needed for the currently projected growth in ev's, renewables, batteries and the like? It won't be easy (is it really possible?) - there are a ton of questions to be answered.

We had an ALL-STAR team help us attack the questions, including:

Dr. Roderick Eggert, Foundation Chair in Mineral Economics at the Colorado School of Mines
Frank Fannon, Assistant Secretary for the Bureau of Energy Resources at the U.S. Department of State, joining from Washington
Julian Kettle, Vice Chairman, Metals & Mining at Wood Mackenzie
Mark Mills, Senior Fellow at the Manhattan Institute and Strategic Partner of Cottonwood Venture Partners

With a lot to cover, the TPH crew gave a brief update to begin the session. Mike Bradley touched on crude oil market sentiments then handed it off to Matt Portillo and Matthew Blair to discuss TPH Research's new coverage on Darling Ingredients (DAR). Colin Fenton saved his energy for the dynamic discussion!

Thank you for your friendship and see you next week!

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