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
Um, and it, it, it does, it does stack up and it makes, you know, I've been calling it a death spiral for a lot of the, the, the, the folks that are trying to sell into the mining industry because it's hard.
Yeah, I mean, I think that there's, like, a lot of top-down and early recognition that critical minerals were going to be critical and needed to be supported.
And so, like, you shouldn't kind of, like, everything around policy and everything around kind of, like, supporting companies to go and deploy both infrastructure domestically and infrastructure internationally to kind of, like, secure critical minerals, build infrastructure that secures a position.
Like, that has definitely happened.
But I think that what people often...
don't talk about enough is that the talent pool is insane.
Like, it is not just a large talent pool.
It is a large-scaled, experienced talent pool.
I was in Indonesia in February and was kind of visiting one of the recent Chinese nickel refining operations.
And so they buy ore.
They also have some mining operations.
But they had 13,000 people on site during construction and commissioning.
And, you know, if we were building a refinery in the U.S., which we did, it's hard to mobilize, you know, a tenth of that realistically.
And when you have, it's not just about the number of people.
It's about being able to iterate on every individual work front as fast as humanly possible.
And we just don't have that label anymore.
Um, yeah, I think that, um, there's been like a clear splintering on kind of who does the exploration and who does the development.
Like right now the industry is set up where junior mining companies, which don't mine, they explore, um, go and they kind of, you know, they, they sometimes get, uh, they'll get maybe a resource from a major mining company that's like held in their portfolio for a long time.
Um, but the, it's like a different risk reward profile than what the mining industry is ultimately like the, the mining majors are ultimately looking for.
And so you have this junior mining ecosystem that sometimes is well-funded and sometimes is competing for capital with like the cannabis industry in Canada.
Showing 81–100 of 1,178 · page 5 of 59
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