Manage episode 486627195 series 2760008
In this episode of the FEG Insight Bridge Podcast, Greg Dowling sits down with Cheryl Brandon and Kamal Toor, the founders and managing partners of Kinterra Capital. They discuss the transformative impact of AI on the mining industry and the critical role of essential minerals like copper, nickel, magnetite, and manganese in today’s and tomorrow’s economy. Cheryl and Kamal share their insights on using private equity strategies to access development stage projects, the importance of “friendshoring” to secure critical supply chains, and their commitment to strong environmental practices. Throughout the episode, they offer valuable perspectives on navigating geopolitical factors, mitigating risks, and the essential yet sometimes underappreciated role of specific minerals in the ongoing expansion of clean energy.
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Chapters
1. Podcast Introduction (00:00:00)
2. Introduction to Kinterra Capital (00:01:10)
3. Critical Minerals and the Firm's Focus (00:02:30)
4. Global Mining Trends and Private Equity (00:03:27)
5. AI and Data Centers: Demand Drivers (00:05:24)
6. Battery Energy Storage Systems (00:06:37)
7. Mining Strategy in Private Equity vs. Public Markets (00:07:17)
8. Kinterra's Investment Strategy and Value Creation (00:11:17)
9. The Mining Sector's Dynamics and Outputs (00:18:38)
10. Considerations and Risks in the Mining Market (00:21:58)
11. Assessing Potential Impacts from a China Slowdown (00:28:42)
12. Is Mining an ESG Strategy? (00:32:46)
13. Recommended Resources to Learn More About Mining (00:38:49)
14. Fun Facts and Stories (00:41:01)
61 episodes