Turner Caldwell
speaker
1,178 appearances
3 recordings
1 series
first heard Jul 2025
last heard 5 Aug
Turner Caldwell’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.
Appearances
I think that what has happened in nickel in the last...
five years is Indonesian kind of like production capacity has scaled to the point where it's now something like 70% of global nickel comes out of Indonesia.
And a lot of that was on the back of like meaningful investment from China to be able to kind of expand production capacity in Indonesia and then also do more of the downstream processing in Indonesia.
And nickel goes into everything that is specialty alloys, anything that needs high temperature or corrosion resistance, and also is kind of the unsung hero of high-energy batteries, where these lithiated transition metal oxides, which are high nickel.
Manganese is important.
Manganese goes into a lot of alloys and also goes into batteries.
the uranium, if fission is going to continue to grow and we're going to continue to like deploy more nuclear capacity in the U.S., then uranium is going to happen, is going to be needed.
Um,
It's a long list.
And, you know, the rare earths, you know, they're important, obviously.
They are omnipresent in, like, everything that we use.
But they show up as, like, a relatively small kind of, like, on a volume basis when you look at kind of the stack of metals that we need to mine.
And where, you know, the...
Definitely we need a ton of, like, process innovation in how rares are refined.
Solvent extraction circuits are kind of like the status quo.
They, you know, the chemical intensity is high and the recoveries are relatively low.
And the know-how is kind of like highly penetrated or highly concentrated in China.
Mm-hmm.
But it is a little bit of a frothy market right now.
And so being a diversified minerals company kind of enables us to pick our spots in areas where it makes sense.
Showing 261–280 of 1,178 · page 14 of 59
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