Episode 34: Lithium interview and Ivanhoe's Kamoa ft. Simon Moores

Matt hits the road to report on-site from Benchmark Mineral Intelligence's lithium-ion supply chain seminar. We sit down to with managing director Simon Moores to talk supply-demand fundamentals in the lithium market, the potential re-emergence of graphite plays, and emerging supply concerns in the cobalt market driven by socio-political volatility in the Democratic Republic of Congo. On Lesley's Geology Corner we drill into sediment-hosted stratiform copper deposits, which are top of mind following a massive resource update from Robert Friedland's Ivanhoe Mines (TSX: IVN) and it's "historic" Kamoa-Kakula project. We discuss the mineralizing events behind these typically large-scale copper ore bodies, which Lesley says was sort of a post-Archean geological hang over! Bonus: Matt digs into a busy upcoming earning season in the U.S., impending Bank of Canada policy moves, and PwC's junior market update! Timeline: Macro update and earning season: 2:35 Geology Corner ft. Ivanhoe Mines and sediment-hosted copper: 4:59 The lithium-ion battery rush ft. Simon Moores: 19:10 Upcoming Yukon territorial elections: 29:25 PwC's junior mining update: 31:20 Story references in this episode: Ivanhoe claims largest copper discovery in African history at Kamoa: http://www.northernminer.com/news/ivanhoe-completes-resource-kamoas-kakula-deposit-drc/1003778384/ Ivanhoe, Zijin wrap up prefeasibility study at Kamoa in DRC: http://www.northernminer.com/news/ivanhoe-zijin-wrap-up-prefeasibility-study-at-kamoa-in-drc/1003769644/ Junior markets show ‘signs of life,’ PwC reports: http://www.northernminer.com/news/junior-markets-show-signs-life-pwc-reports/1003778594/ Pure Energy’s Robinson surveys the world’s lithium deposits: http://www.northernminer.com/news/pure-energys-robinsons-take-lithium-deposits/1003773821/ Music Credit: Slow Burn Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/