Episode Details

Amanda Van Dyke of the Critical Minerals Hub joins Howard Klein to discuss the growing critical minerals supply gap, why mine development is taking longer and becoming more expensive, and how seafloor mining could emerge as a major new source of nickel, cobalt, copper, and manganese.

We also examine The Metals Company (NASDAQ: TMC), U.S. critical minerals policy, deep-sea mining economics, permitting, technical risks, and what investors should watch as the sector moves toward commercialisation.

Follow Amanda van Dyke:
Substack: https://substack.com/@amandavandyke
LinkedIn: https://www.linkedin.com/in/amanda-van-dyke-528b1b35/
X/Twitter: https://x.com/AmandaVandyke13

Chapters

(00:00) Seafloor Mining Becomes Investible
(02:35) Mineral Demand Is Outrunning Supply
(07:27) America Races China For Minerals
(12:54) Mining Supply Cannot Scale Fast Enough
(17:39) Mineral Footprints Are Underestimated
(22:36) Why Seafloor Mining May Be Cleaner
(27:01) Polymetallic Nodules Change Mining Economics
(31:28) Seafloor Supply Could Disrupt Nickel And Cobalt
(34:28) Seafloor Mining Becomes An Investment Category
(36:12) TMC’s Permitting Path Opens
(38:49) Continuous Production Is The Key Test
(41:07) Japan And EEZs Could De-Risk Mining
(43:45) TMC Could Trigger A Seafloor Stampede
(45:24) New Mining Technologies Move Mainstream

Links

Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/

Questions:
rockstockchannel@rkequity.com

Patreon:
https://www.patreon.com/rockstockchannel

Podcast  
Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

Follow us on X (Twitter):
Howard: https://x.com/LithiumIonBull
Matt: https://x.com/matt_fernley
Rodney: https://x.com/RodneyHooper13
Ben: https://x.com/benjihammond

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.

Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equity’s website: https://www.rkequity.com

Intro and outro audio credit: Jamie Klein