In this episode we speak to Ernest Scheyder, an award-winning journalist, senior correspondent for Reuters and author of the acclaimed new book: The War Below: Lithium, Copper and the Global Battle to Power Our Lives. We can’t have green energy without mining. But there is no way around the fact that mining is loud, dangerous and disruptive. Our conversation explores this tension that sits at the center of the energy transition. We also discuss new technologies for mineral extraction and recycling that have the potential to resolve some of these conflicts if they can be commercialized.
-----
50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
-----
Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.
IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.
Learn more about the Trend Barometer here.
Send your questions to info@toptradersunplugged.com
And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.
Follow Kevin on SubStack & read his Book.
Follow Ernest on Twitter and read his book.
Episode TimeStamps:
02:09 - Introduction to Ernest Scheyder
03:11 - Why are lithium and copper so important?
05:44 - The outlook of the U.S lithium production
09:12 - Who is Ioneer and the environmental impact of lithium production
17:26 - What is Direct Lithium Extraction (DLE) and why is it important?
23:17 - Supply and demand in lithium
25:02 - The challenges of recycling batteries
31:07 - Is a fully circular economy even possible?
34:14 - The negative consequences of copper mining
39:19 - A part of the people
41:53 - The complexities of tribal relations in the U.S.
43:46 - Is outsourcing copper mining morally irresponsible?
47:25 - The challenges of attracting labour in the mining industry
52:00 - How did Scheyder approach the writing of his book?
Copyright © 2024 – CMC AG – All Rights Reserved
----
PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:
1. eBooks that cover key topics that you need to know about
In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here
2. Daily Trend Barometer and Market Score
One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here
3. Other Resources that can help you
And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here
Privacy Policy
Disclaimer
Top Traders Unplugged