What Makes a Mineral “Critical” (John Sykes)

Here’s our chat with mineral economics, geology & strategy whiz John Sykes.

We went through a raft of topics, from commodities such as tin, lithium, rare earths & gold, to the role of government in supporting the industry, how China built its dominance, the biases that we’re all guilty of and a heap more. 

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(0:00:00)John Sykes on MoM

(0:03:44)Why tin?

(0:14:01)Is forecasting worthwhile?

(0:18:55)Why China dominates

(0:25:37)Rare earths

(0:34:27)Is lithium critical

(0:37:16)Recycling in lithium

(0:42:09)Will clay projects disrupt

(0:50:10)Government picking winners

(0:58:20)Gold: Why do we mine it?

(1:09:34)Academia & industry

(1:19:45)Behaviour biases 

(1:22:45)Story telling

(1:28:15)Book recommendation