Today, we’re taking a deep dive into green technology with Graham Bain, the Principal Analyst for Energy Transition Research at Enverus. Graham has a background as a geologist and now runs a team covering CCUS, geothermal, and direct lithium extraction technologies.

One constant in investing is that technology is a profoundly deflationary force that creates many more opportunities than it destroys despite the luddites out there that may disagree. Graham walks us through the tech landscape here and the potential impacts these technologies can have on society.

This pod turned out to be a great tutorial on these technologies as we haven’t covered them in depth before.

If you are a fan of green technologies and enjoyed this discussion, please share it far and wide and don’t forget to like and subscribe to the podcast wherever you listen.

Hello and welcome back to the first episode of 2026 of The Power Current with me, your host Chris Berry. The Power Current is a production of the Clear Commodity Network.

With the metals markets defying gravity, we’ve seen some obvious no-brainers like lithium and copper and some surprises like gold and silver.

Despite that, coming into 2026, the market consensus for one metal in particular was quite bearish. This metal is nickel and it’s the topic of today’s discussion. Prices have rallied as much as 25% YTD and given the presumption of oversupply, tariffs, and batteries shifting away from nickel-heavy cathodes, I think it makes sense to look into what’s happening in this market.

Should we heed the words of Warren Buffett who said “When they’re cryin’, you should be buyin’ and when they’re yellin’ you should be sellin’?”

Here to answer that and other questions is today’s guest, Olivier Masson, Principal Mining analyst at FastMarkets who covers nickel as well as other battery metals. During this pod we look at the history of the nickel market, nickel’s outperformance YTD, supply and demand, pricing volatility, and the likelihood that this rally continues. I learned a lot here and hope you do as well.

If you are a nickel nerd and enjoyed this discussion, please share it far and wide and don’t forget to like and subscribe to the podcast wherever you listen.

Thanks again and we’ll see you next time.

Today’s guest is long-time friend, author, and Director at 3-Legged Capital David S Abraham. I first met David in 2012 after I read and reviewed his book The Elements of Power. Since then, David has worked throughout both government and the private sector and is an adjunct professor at Boise State University.In today’s pod we discuss how the battery and magnet supply chains are evolving given the fluid geopolitical dynamics and also some of the major changes between the Biden and Trump Administrations. Is the US becoming Chinese? Should the US operate a sovereign wealth fund? Is State-led investment such as investment by the DoD in MP or an equity stake in Lithium Americas the only way forward? We tackle these and other big questions today in an effort to shine some light on a fast-moving and dynamic sector.If you liked what you heard today, please don’t forget to like and subscribe wherever you listen to podcasts. Thanks for listening and we’ll see you next time.

In today's pod we take a closer look at the boron market with Paul Weibel, CEO of 5E Advanced Materials. In recent weeks we’ve looked at ferrosilicon, advanced anode materials, and so I wanted to examine a market like boron which is underfollowed relative to some of the more familiar materials like lithium or cobalt. I was surprised to learn just how ubiquitous boron is in multiple sectors of the economy and clearly governments agree with both the US and UK classifying Boron as a critical metal. We discuss these dynamics as well as 5E's place in the boron ecosystem, major players, and supply and demand trajectories moving forward.

As an aside, 5E Advanced Materials is a publicly traded company and so please be aware that nothing that is said during the course of this discussion should be considered investment advice and please as always do your own due diligence.

If you enjoyed this discussion of the state of play in boron, please share it far and wide and don’t forget to like and subscribe to the podcast wherever you listen.

My guest today is Vikram Handa, Managing Director at Epsilon Advanced Materials. Epsilon Advanced Materials is a global manufacturer of high performance and high-quality anode and cathode materials for lithium-ion batteries. The company has ambitious plans to build much needed anode capacity in the US, Finland, and India and in today's discussion, we cover all of this and other topics including the background of the company, the need for vertical integration, anode technology, and the increased importance of LFP in building an ex-China supply chain.

If you enjoyed this discussion of the anode world and Epsilon's place in it, don't forget to like and subscribe wherever you listen to podcasts. Thanks again for listening and we'll see you next time.

In this episode of The Power Current, host Chris Berry interviews economist Adrián Godás at the Fast Markets Conference in Las Vegas. They discuss the current state of the lithium and cobalt markets, the challenges of supply and demand, and the role of recycling in the battery supply chain. Godas shares insights on market dynamics, pricing expectations, and the importance of government policy in supporting the industry. The conversation concludes with a light-hearted discussion about vacation spots in Spain.

In this episode of The Power Current podcast, host Chris Berry interviews Dr. Cormac O'Laoire, Managing Director at Electrios Energy, discussing the evolution of the battery industry, particularly focusing on lithium-ion and LFP technologies. They explore the current trends in the battery supply chain, the shift in battery chemistry narratives, and the overlooked areas within the industry. The conversation also delves into the comparative dynamics of North American and European supply chains, the balance between innovation and scale, and the future of battery technologies, including recycling challenges and the potential for battery swapping.

This interview was done in collaboration with Fastmarkets and the Live Lounge set at their Lithium Conference in Las Vegas last month.

In this episode, Trevor Hall takes the host seat to interview Paul Lusty, Head of Battery Raw Materials at Fastmarkets. This conversation delves into the future projections of the lithium market, exploring the dynamics of supply and demand, the role of renewable energy, and the importance of other battery raw materials like cobalt and manganese. The discussion highlights the challenges and opportunities within the industry, emphasizing the need for supply discipline and the impact of external factors on market trends.

In this episode of The Power Current, host Chris Barry interviews Ken Brinsden, CEO of Patriot Battery Metals, discussing the current state of the lithium market, the evolution of off-take agreements, and the importance of vertical integration in lithium mining. Brinsden shares insights on the demand dynamics, processing challenges, and unconventional takes on the future of the lithium supply chain.

This week we continue with a deep dive into how tariffs and regulatory policy are impacting the ways in which the critical material supply chain is being built. In the wake of the podcast with Tantalus Systems where we looked deeper into the challenges and opportunities of the electricity grid, today’s podcast centers on material science with a deep dive into Ferroglobe. 

Ferroglobe is a global leader in advanced metallurgical products critical for hundreds of consumers and industrial applications and is the largest merchant producer of silicon metal in the Western World.

Regular listeners of the podcast will know just how critical silicon metal is for both the battery and semiconductor businesses.Our guest today is Bill Hightower, VP of Corporate Affairs for Ferroglobe. Bill has an enormous amount of experience both in the public and private sector and helps walk us through both the opportunities and challenges this market faces as the criticality of silicon has dawned on policymakers. We discuss the background of the company, the silicon metal and alloy markets, partnerships, tariff issues, and what the future of the silicon supply chain looks like in batteries with a deep dive on silicon anodes. As an aside, Ferroglobe is a publicly traded company and so please be aware that nothing that is said during the course of this discussion should be considered investment advice and please as always do your own due diligence.

If you enjoyed this discussion, please share it far and wide and don’t forget to like and subscribe to the podcast wherever you listen.