Emily Hersh, host of the Minerals Manhattan Project, is joined by Simon Moores, CEO and founder of Benchmark Mineral Intelligence.
Simon and Emily chat about ExxonMobile going from the Dow's most valuable company to falling off the index, and what that means for when the critical minerals supply chain will catch up to supply the world's battery gigafactories.
We chat about the role of government in recovery from Covid, and Simon shares how Eminem's grammy speech inspired the show-stopping testimony he gave in front of the US Senate. In chatting about possible policy responses from the US Government, Emily suggests borrowing the portfolio approach taken by the pharmaceutical industry in developing a vaccine for Operation Warp Speed.
We go through a few rumors in the lithium market and catch up on where we think next year is headed.
To keep up with Simon, follow him on Twitter at @SDMoores and Benchmark Minerals at @benchmarkmin