Episode Details
Back to EpisodesCoal's Death Knell, Quantum Mining & Arctic Standoff: Glencore's Green Pivot, Argentina's Lithium Tax, and Solar's Silicon Crisis (13/03/25)
Episode 14
Published 1 year, 7 months ago
Description
Host Logan Ore navigates March 13th's industry earthquakes:
- Glencore's Coal Exodus: The $25B spinoff reshaping mining's future and legacy players' strategies.
- Argentina's Lithium Money Grab: How a 30% windfall tax threatens the EV revolution and could spread across South America.
- Quantum Computing's Exploration Revolution: IBM and Rio Tinto's breakthrough slashing lithium discovery costs by 80%.
- Russia's Arctic Mineral Claim: The $1T resource race heating up as polar ice retreats.
- Silicon's Supply Chain Nightmare: China's refinery explosion and its cascading effects on global solar projects.
Keywords: Glencore coal spinoff, GreenCore battery metals, Argentina lithium windfall tax, quantum computing mineral exploration, Arctic mining dispute, silicon refinery explosion.
Sources: Glencore strategic announcement, Argentine Presidential Decree, IBM-Rio Tinto research paper, UN Security Council filing, China Ministry of Emergency Management.