Are data centres the new EVs? (Alex Turnbull Interview)

Money of Mine

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.
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(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