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Predicting the Earth with Josh Goldman: How KoBold Uses AI to Find Critical Minerals

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Apr 17, 2025
Josh Goldman, cofounder and president of KoBold Metals, shares insights on how AI is revolutionizing the search for critical minerals like lithium and cobalt. He discusses the challenges of aggregating geological data and the need for innovative exploration strategies that blend traditional and modern approaches. Goldman emphasizes the importance of regulatory knowledge and community relationships in mineral exploration. The episode also explores how KoBold validates underground hypotheses and redefines success in a landscape of scarce world-class deposits.
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INSIGHT

Mineral Formation

  • Finding minerals is about locating areas where geological processes have concentrated metals.
  • The challenge lies in identifying these rare locations where concentrations are economically viable.
INSIGHT

Regulatory and Community Factors

  • Regulatory constraints and community interests are crucial considerations in mineral exploration.
  • Securing social license to operate through local relationships is essential for success.
ANECDOTE

KoBold's Portfolio

  • KoBold operates over 60 projects across four continents, focusing on pre-discovery opportunities.
  • Their Mingomba copper deposit in Zambia is a high-grade discovery with significant economic advantages.
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