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The Future of Energy

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Thu, April 14, 2022 at 12:00 PMendedReplay
The Future of Energy

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Meeting Overview The meeting was a panel discussion on the future of energy, featuring leaders from Kodiak Copper, American Lithium, and Giga Metals. The panelists discussed the importance of nickel, lithium, and copper in modern energy technologies, as well as the implications of U.S. government actions on critical minerals. Key Discussion Points - Introduction of panelists and their respective companies. - Overview of the significance of nickel in battery technology and electric vehicles. - Discussion on lithium's role in modern technology and its advantages in battery applications. - Examination of copper's critical role in the green revolution and energy transition, particularly in electric vehicles and renewable energy sources. - Impact of U.S. government initiatives, specifically the Defense Production Act, on the domestic production of battery metals. Decisions Made - No explicit decisions recorded. Action Items & Next Steps - [Unassigned] : Monitor the implications of the De...

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[Speaker identities could not be resolved; generic labels used] [00:07] Speaker 1: All right. Well, hello, everyone, and welcome to the Future of Energy panel today hosted by 6. I'm very pleased to introduce our panelists today. We have Claudia Turnquist, President, CEO and Director of Kodiak Copper, [00:20] Speaker 1: Simon Clark, CEO and Director of American Lithium, [00:23] Speaker 1: and of course, Mark Jarvis, CEO of Giga Metals. [00:27] Speaker 1: We have a really interesting discussion for you all today. But before we begin, I want to remind you all that you can submit questions at any time throughout the discussion on the Q&A panel on our right hand side of the screen and we will try to get to them after the panel discussion is over. And as always, this event is being recorded and available to watch on six.com [00:46] Speaker 1: afterwards. [00:47] Speaker 1: To kick things off, just if we could briefly introduce if each of you could introduce yourself and your company, starting with you, Mark. [00:55] Speaker 2: Okay. Well, I'm Mark Jarvis, CEO of Giga Metals, [01:00] Speaker 2: and I have been since 2004. [01:03] Speaker 2: So this has really been a labor of love. We [01:06] Speaker 2: have an extremely [01:07] Speaker 2: large deposit [01:09] Speaker 2: of nickel and cobalt and sulfides in North Central British Columbia. [01:14] Speaker 2: We're at around 1000000000 tons [01:17] Speaker 2: measured plus indicated plus about another billion tons inferred. [01:23] Speaker 2: It's 1 of these deposits [01:24] Speaker 2: that [01:26] Speaker 2: has marginal economics at the low end of the commodity price, but is extremely [01:32] Speaker 2: leveraged [01:33] Speaker 2: to a rising commodity price. [01:35] Speaker 2: And with what's going on in the electric vehi...