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
Like these things still do move on commodity cycles and you actually want to be building infrastructure at the bottom of commodity cycles, not at the top of commodity cycles.
You know, it's the Warren Buffett quote of, you know, invest when there's blood in the water.
Like you want to be coming into metals when they are at like this trough, really, where no one is investing in them.
They still have like a macro long-term critical point.
Lithium is like exactly in this position right now.
And that's why we're focused on lithium.
Copper just has this macro trend that is pretty hard to ignore.
We're just going to need an insane amount of copper.
Copper grids are going down globally, which means that our ability to extract copper from those ores is going to get
harder and harder to extract copper from those ores.
And that's where, you know, the plant OS side of things, we have like a high degree of confidence that we'll be able to step in and kind of like optimize the refining circuits to still be able to extract copper from these lower grade ores without seeing meaningful kind of cost increases.
Not many.
Yeah, I think one thing that folks don't always see is actually the permitting requirements for exploration.
So there is like if you are exploring over on federal land, if you're exploring over more than a five acre parcel, you have to submit like a plan of record or plan of operations that needs to be approved by the BLM before you can start to expand, like expand and explore over a larger piece of land.
And so the, like, bringing down the permitting thresholds and the permitting burden associated with exploring, like, that is why we have such a small, like, relatively small rare earth resource.
It's, like, it's not because there isn't, like, the U.S.
has tons of natural resources.
And the, like...
the kind of like USGS estimate for U.S., like the U.S.
Reserve on RARIS, just picking on that, like that is tied to a lack of exploration activity, not necessarily fundamentally like a lack of kind of like geologic presence.
Showing 281–300 of 1,178 · page 15 of 59
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