Money of Mine Are data centres the new EVs? (Alex Turnbull Interview)
We had Alex Turnbull on for a cracking chat about raw materials through the entire supply chain to end demand.
The discussion got in the weeds on data centres and the metals demand they’ll account for, whether the Aussie lithium sector can protect itself from wild volatility, lessons from years following met coal, whether certain parts of the world should adopt nuclear technology, the endgame for West automakers and a whole heap more.
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Axis Mining Technology - Drill hole survey instrumentation experts
info@axisminetech.com – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
enquiry@mineralms.com.au - 1300 546 117
VRIFY – Communicate in 3D
grant@vrify.com
ADIA - The Australian Drilling Industry Association
Register for Drill24 here
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
kenny@sstone.com.au
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
Caleb.M@greenlandsequipment.com.au - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
drew@k-drill.com.au
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
(0:00:00)Intro
(0:01:25)Data centres, chips and energy metals
(0:04:25)Parallels to EV craze
(0:09:51)Energy for data centres
(0:12:27)How much power 1 data centre chews?
(0:18:56)Lithium volatility
(0:25:44)Successful downstream Lithium
(0:28:49)Credit case vs equity case in failed Lithium miners
(0:30:33)Endgame for European car makers
(0:32:48)Hydropwer and China's energy market
(0:36:55)Global energy required to charge future EV's
(0:40:04)Stationary storage
(0:44:06)Met coal outlook
(0:52:25)Emergence of India
(0:54:59)Fortescue ambitions
(0:56:56)Current state of iron ore market
(0:58:42