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The Power Current with Chris Berry

Chris Berry
Lithium
Critical Minerals
Nickel
Indonesia
Cobalt
China
Ferroglobe
Sulfuric Acid
Boron
Rare Earth Elements
Aquatech
High-Purity Alumina
Silicon Metal
Benchmark Mineral Intelligence
Battery Metals
Canadian Energy Metals Corp
5E Advanced Materials
Lithium Market Cycle
Europe EV Demand
United States

Find the Latest News and Information into the Development of the World’s Electric Energy Renaissance

PublishesMonthlyEpisodes44Founded4 years ago
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Latest Episodes

This is a solo episode and is a primer on the tungsten market. We haven't published any episodes without a guest, so if you like this (or don't!), let me know and we can mix in more of these types of pods.

In the critical metals space, tungsten has... more

Our guest today is Andre Zeitoun, CEO of Ionic Mineral Technologies. Ionic is a US-based developer of rare earths and other critical minerals projects and is positioning itself as a vertically integrated “hub”. We cover a lot in this pod including An... more

My guest today is Joe Lowry, aka Mr Lithium. I have known and respected Joe for a number of years and so it was great to have him back on.

This podcast is really a “two-parter”. In Part 1, we discuss the response Joe has received to his book, “Lithi... more

We have a returning guest today in Bryan Bille, Head of Geopolitical Risk and Policy Analysis at Benchmark Mineral Intelligence.

Today’s pod is a follow-up to Bryan’s first discussion where he set the stage around how different countries are approac... more

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Recent Guests

Andre Zeitoun
CEO of Ionic Mineral Technologies
Ionic Mineral Technologies
Episode: Optionality in Critical Minerals - Andre Zeitoun, CEO of Ionic Mineral Technologies
Joe Lowry
A leading lithium industry executive and author, known as Mr. Lithium
Independent economist/author
Episode: The Return of Mr. Lithium: Joe Lowry
Flemming Bjørnslev
Senior Vice President of Market Development at Aquatech
Aquatech
Episode: The Rare Earth Bottleneck Isn't Mining—It's Processing
Tomasz Nadrowski
Portfolio Manager, Advantus Terraden Critical Minerals Fund; Author of Mineral War
Advantus Terraden
Episode: The New Cold War Will Be Fought With Minerals | Tomasz Nadrowski
Martin Turenne
President and CEO of FPX Nickel
FPX Nickel
Episode: The "Trail of Tears" in the Nickel Market
Christian Kargl-Simard
CEO of Blue Moon Metals
Blue Moon Metals
Episode: Pricing Geopolitical Risk - The Tungsten and Gallium Bull Markets
Sangita Kannan
Ph.D. candidate at the Colorado School of Mines, chemical engineer turned mineral economist
Colorado School of Mines
Episode: Sulfuric Acid: Understanding its Importance and the Current Disruptions in this Critical Chemical
Bryan Bille
Head of Geopolitical Risk and Policy Analysis
Benchmark Mineral Intelligence
Episode: Supply Chain Armageddon with Bryan Bille of Benchmark Mineral Intelligence
Christopher Hopkins
CEO of Canadian Energy Metals Corp (CEMC)
Canadian Energy Metals Corp
Episode: Understanding Opportunities with Saskatchewan Alumina with Canadian Energy Metals

Host

Chris Berry
Host focusing on critical minerals, energy transition, and policy-driven market dynamics.

Reviews

4.8 out of 5 stars from 16 ratings
  • Valuable insights with too much judgy ESG propaganda

    I enjoy this podcast. I have learned a lot and will continue to listen.

    I just have to ignore the “if you think don’t EVs are the future you’re a Luddite” holier than thou attitude of the host.

    He probably believed oil was dead in 2020 and will be by 2030, and then again in 2050 and will continue being wrong along with the IEA and EIA.

    But hey keep dreaming brother, maybe one day you’ll be right!

    Apple Podcasts
    3
    Gggarden
    United States8 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some episodes push back on ESG narratives; host can be assertive
Guests are credible industry voices and provide practical market context
Depth and breadth of topics appeal to investors and strategists
Insightful on critical minerals and policy

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Talking Points

Recent interactions between the hosts and their guests.

Optionality in Critical Minerals - Andre Zeitoun, CEO of Ionic Mineral Technologies
Q: What are the hardest unsolved problems in your current flow sheet as you move toward commercialization?
Separating rare earths from the clay-hosted feedstock is the most challenging and will initially be dealt with via baskets rather than individual elements, while downstream refining of certain elements like gallium and germanium is targeted for more in-house development as a way to add value and manage risk.
Optionality in Critical Minerals - Andre Zeitoun, CEO of Ionic Mineral Technologies
Q: And so a first question, what does a distressed investor see in a critical minerals asset that a traditional mining executive might miss?
Distressed investors look for misunderstood assets with latent value, and the ability to assemble a team to de-risk and unlock value through technical and financial restructuring, recognizing where the asset's true potential lies beyond conventional exploration narratives.
The Return of Mr. Lithium: Joe Lowry
Q: Did Japan and Korea give up their supply chain position to China, or did they fail to move fast enough?
They were transformative early players, but China outpaced them through relentless scale and adaptation; Japan's rigidity and Korea's slower decision-making opened a gap that China filled by building a pervasive, integrated supply chain over many years.
The Return of Mr. Lithium: Joe Lowry
Q: Why do you think the prices and contracts look so scattered across companies and regions?
Because contracts were struck at different times with varying terms, some onerous, and management quality varies; Western buyers often faced misaligned expectations while Chinese counterparties used leverage to secure favorable terms, leading to a broad range of pricing outcomes.
The Return of Mr. Lithium: Joe Lowry
Q: What is your take on the lithium market now broadly?
The market is growing rapidly but highly concentrated in a few players, with China shaping the narrative and pricing dynamics; long-term contracts and western investor hesitancy create volatility that won't resolve without patient capital and broader midstream and conversion outside China.

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Frequently Asked Questions About The Power Current

What is The Power Current about and what kind of topics does it cover?

This series centers on the geopolitics, policy, and economics of critical minerals and energy transition metals. Listeners get deep-dives into supply chains, government incentives, and market dynamics with guests ranging from miners and material developers to policy analysts and financiers. Across episodes, the discussions often highlight how Western countries aim to secure domestic and allied supply chains, the role of processing and midstream bottlenecks, and the interplay between price signals, regulation, and geopolitical risk. A notable edge is the rigorous mix of technical detail, market storytelling, and strategic framing—useful for investors, engineers, policymakers, and business leaders shaping or evaluating resilience in minerals-... more

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1. Money of Mine
2. Rock Stock Channel
3. Mining Stock Daily
4. Mining Stock Education
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The Power Current launched 4 years ago and published 44 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Power Current?

Recent guests on The Power Current include:

1. Andre Zeitoun
2. Joe Lowry
3. Flemming Bjørnslev
4. Tomasz Nadrowski
5. Martin Turenne
6. Christian Kargl-Simard
7. Sangita Kannan
8. Bryan Bille

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