EPISODE · Jul 17, 2026 · 37 MIN
Here Comes the Scandium Supercycle (Koala)
from Money of Mine · host Mineral Media
The Koala is back on the show. Our favourite pseudonymous investor joins to unpack the most niche commodity story in the market: scandium, a metal with barely 80 tonnes of annual production that Bloom Energy's fuel cells have suddenly made indispensable to the AI buildout.With short sellers circling Bloom over its Chinese supply chain exposure, the timing couldn't be better.In this ep, the Koala covers:• How data centres turned the Bloom box from a marginal power solution into a must-have, and scandium into a bottleneck• Why the Hunter Brooke and Crossroads reports flag a real problem that is eminently solvable• What Western supply actually looks like, from Rio's Quebec circuit to the New South Wales scandium belt• Whether critical minerals are still commodities or now trade like defence primes…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Supply Chain Integrity(6:50) Substitution and Thrifting(13:20) Price Unlocks New Supply(19:30) Short Reports and the DC Angle(31:50) Risks and Wrap Up…………… PARTNERS Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
What this episode covers
The Koala is back on the show. Our favourite pseudonymous investor joins to unpack the most niche commodity story in the market: scandium, a metal with barely 80 tonnes of annual production that Bloom Energy's fuel cells have suddenly made indispensable to the AI buildout.With short sellers circling Bloom over its Chinese supply chain exposure, the timing couldn't be better.In this ep, the Koala covers:• How data centres turned the Bloom box from a marginal power solution into a must-have, and scandium into a bottleneck• Why the Hunter Brooke and Crossroads reports flag a real problem that is eminently solvable• What Western supply actually looks like, from Rio's Quebec circuit to the New South Wales scandium belt• Whether critical minerals are still commodities or now trade like defence primes…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Supply Chain Integrity(6:50) Substitution and Thrifting(13:20) Price Unlocks New Supply(19:30) Short Reports and the DC Angle(31:50) Risks and Wrap Up…………… PARTNERS Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
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Here Comes the Scandium Supercycle (Koala)
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