Matt hits the road to report on-site from Benchmark Mineral Intelligence’s lithium-ion supply chain seminar. We sit down to with Benchmark’s managing director Simon Moores to talk supply-demand fundamentals in the lithium market, the potential re-emergence of graphite plays, and cobalt supply concerns driven by socio-political problems in the Democratic Republic of the Congo.
In Lesley’s Geology Corner we have alook at sediment-hosted stratiform copper deposits, which are top of mind following a huge resource upgrade at Ivanhoe Mines’ (TSX: IVN) “historic” Kamoa-Kakula project in the DRC. We discuss the mineralizing events behind these very large copper orebodies, which Lesley says were sort of a “post-Archean geological hangover!”
Bonus: Matt digs into a busy upcoming earning season in the U.S., impending Bank of Canada policy moves, and PwC’s junior market update.
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Timeline:
Macro update and earning season: 2:35
Geology Corner ft. Ivanhoe Mines and sediment-hosted copper: 4:59
The lithium-ion battery rush ft. Simon Moores: 19:10
Upcoming Yukon territorial elections: 29:25
PwC’s junior mining update: 31:20
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Story references in this episode:
Ivanhoe claims largest copper discovery in African history at Kamoa
Ivanhoe, Zijin wrap up prefeasibility study at Kamoa in DRC
Junior markets show ‘signs of life,’ PwC reports
Pure Energy’s Robinson surveys the world’s lithium deposits
Music Credit:
Slow Burn Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
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