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The Power Current with Chris Berry

Chris Berry
Lithium
China
Critical Minerals
Nickel
Indonesia
Cobalt
Tungsten
Ferroglobe
United States
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

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

PublishesTwice monthlyEpisodes46Founded4 years ago
Number of ListenersCategories
InvestingBusiness

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Latest Episodes

The global economy runs on infrastructure most of us will never see. Beneath the world's oceans lies a vast network of undersea cables and pipelines carrying internet traffic, financial transactions, energy, and electricity. But what happens when tha... more

My guest today is Will Thompson, Founder and Managing Partner of Massif Capital. I had originally wanted Will to come on the pod and talk copper, but as you’ll see this conversation quickly branched out into something much deeper. Will is a former in... more

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

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Recent Guests

Elisabeth Braw
Senior fellow at the Atlantic Council and leads the Threats to Global Maritime Order Project
Atlantic Council
Episode: Undersea War: Who Controls the Cables That Power the Global Economy?
Will Thompson
Founder and Managing Partner of Massif Capital
Massif Capital
Episode: "Wicked Problems" In Critical Mineral Investing
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
Bryan Bille
Head of Geopolitical Risk and Policy Analysis
Benchmark Mineral Intelligence
Episode: Is the U.S. Winning the Critical Minerals Race?
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

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 States9 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

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Undersea War: Who Controls the Cables That Power the Global Economy?
Q: Who is ultimately in charge of policing the seabed today?
There is no single global cop; enforcement relies on a patchwork of treaties and national laws, with policing largely left to territorial jurisdictions and ad hoc actions by states or NATO-like arrangements without a dedicated maritime police.
"Wicked Problems" In Critical Mineral Investing
Q: What does wicked problems mean in the context of copper and other critical materials?
Wicked problems are those where the solution changes the nature of the problem itself; in metals, ramping production or building infrastructure can create new challenges like protests or capacity misalignments, so policy and market actions never fully resolve the issues and require ongoing adaptation.
"Wicked Problems" In Critical Mineral Investing
Q: Can you walk us through how you identify where a commodity sits in its cycle and what supply-side signals you watch?
We focus on the supply side, tracking capex/depreciation ratios, project development, and permitting cycles, using those signals to determine when to enter on a counter-cyclical basis and to time exits based on whether drivers are turning from fundamental or price-driven.
"Wicked Problems" In Critical Mineral Investing
Q: How did the fund come to be and what is its mandate?
The fund was started in 2016 after the founder was told by several funds that his contrarian view on energy, materials, and infrastructure wouldn't work; it operates a long/short strategy focused on energy, materials, and industrials infrastructure with a disciplined approach to capital cycles and risk management.
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.

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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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These podcasts share a similar audience with The Power Current:

1. Rock Stock Channel
2. Money of Mine
3. Mining Stock Daily
4. The Global Lithium Podcast
5. Oil Ground Up

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The Power Current launched 4 years ago and published 46 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. Elisabeth Braw
2. Will Thompson
3. Andre Zeitoun
4. Joe Lowry
5. Bryan Bille
6. Flemming Bjørnslev
7. Tomasz Nadrowski
8. Martin Turenne

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