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
And they'll get back to you eventually at some point.
But there isn't a lot of visibility into like how they are progressing with reviewing the permit applications.
And discussions are getting more frequent.
bilateral, like the, and again, there's been a little, definitely a change with the new administration where there's a little more accountability on the, like the permitting offices.
But there's tons of room for making those reviews more efficient.
And again, LLMs will make, make it more efficient.
We just need to kind of like penetrate that side of the federal bureaucracy and like enable people to review things faster.
Yeah, I think supporting the demand side is probably like the biggest lever.
And if you want to mobilize kind of private capital into the sector, having some level of support on the demand side is major.
And so that's offtake agreements with floor pricing.
And, you know, they did this just now with MP Materials.
And that, you know, ideally provides some stability on the revenue side of things so that investors like that there's trillions of dollars of capital kind of like dry powder just sitting around waiting to be deployed.
It is historically kind of avoided the mining industry because of the market price uncertainty.
And so as soon as you provide... Because it's a commodity cycle.
It's a commodity cycle and, like, what if you're building at the wrong time and, you know, the infrastructure funds are not the ones that are here to play, like, be intelligent about the commodity price cycle.
Like, they're looking for annuity-type returns.
And so those folks would mobilize if there were more demand-side support from the government, either providing price floors or fixed pricing for critical minerals that, you know, you're trying to incentivize more production of in the U.S.,
You know, participating in the capital stack is important.
I think lowering the hooks or the, you know, the extra burden that comes in with receiving government funds is important.
And, like, some government agencies probably have more leeway to do that.
Showing 321–340 of 1,178 · page 17 of 59
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