Hello Guest User, You are visiting this website from a computer with an IP address of 172.70.135.226 with the name of '?' since Sat Sep 30, 2023 at 6:26:16 AM PT for approx. 0 minutes now.
Kaiser Media Watch Blog - May 1, 2022 to May 31, 2022
KRO Blog Overview
The KRO Blog is where unrestricted content of a time sensitive nature is posted. It includes the Kaiser Media Watch Blog which features content involving John Kaiser produced by third parties such as the Discovery Watch series by HoweStreet.com, interviews by outfits such as Investing News Network, SDLRC related commentary, the KRO Monthly Summaries, and just about anything else John writes that is not intended exclusively for the fee based KRO Membership.
On May 28, 2022 Albert Laurin of BetweenPlays and John Kaiser recorded an interview based on a set of questions related to electric vehicles and critical minerals for which John Kaiser provided a set of slides to help illustrate the concepts he was describing. The recording was published by BetweenPlays on May 30, 2022 on various platforms including YouTube. The individual question times for this 1.5 hour discussion have been isolated below along with the associated grapphics provided by John Kaiser.
BetweenPlays May 30, 2022: Special presentation JOHN KAISER focus on EV and Critical Minerals!
(0:00:00): Introduction by Albert Laurin of BetweenPlays.com
(0:04:11): Given the state of macroeconomic conditions, should Canada and the USA continue importing minerals or should we mine our own?
Chart showing the convergence of China and US GDP
Chart showing how combined Russia-China GDP almost matches US GDP
The coming fragmentation of the global economy
Combined Russia-China share of global raw material supply
America's pitiful share of global raw material supply
(0:13:48): Given climate change and the Paris accord agreement, where do you see Internal combustion engines (ICE Vehicles) VS Electric Vehicles (EV's) and has the time of EV finally arrived?
China's energy input vulnerability
A looming showdown between End Timer Boomers and Younger Generations
(0:23:45): Do we have enough lithium mines and when looking at RISK which type of lithium should we be focused on, salt brine lithium from the lithium triangle, Spodumene (pegmatites) given lithium price risks and profit margin ratio (Nemaska example of bankruptcy risk on volatile lithium prices) or Clay brine and is the technology even there?
The lithium supply problem facing large scale EV adoption
Future Lithium Market Value at different Prices
Lithium Mania 1.0 was only the beginning
Where will future lithium supply growth come from?
(0:40:50): Is recycling a part of the lithium solution and can it be the answer in itself?
Lithium Recycling won't be a factor until a decade from now
(0:45:45): Do you believe that Nickel will play a strong role in the EV future, is there a concern in its pricing and will there be a short supply in the next decade?
Nickel Supply has been overtaken by Indonesia and Philippines
(0:51:21): Is Nickel smelting an issue that needs to be resolved quickly?
60% of Global Nickel Supply is Dirty
(0:55:36): The new saying on the block is Cobalt out Manganese in, should we be looking at Cobalt or Manganese and how will this affect the Canada and USA market?
Cobalt Supply dominated by Congo
(1:01:00): Concerning Solid State Batteries, what is the future of solid state lithium ion batteries VS other Solid State technologies and what will the role of Critical Minerals play in the EV sector?
Lots of Manganese for Steel but Battery Grade is another matter
(1:14:17): Looking at the Macro state of things and Critical Minerals with focus on Scandium in the Defense Sector, we need to be actively engaged in this type of material given its importance to Defense as well as EV market?
Lightweighting Aluminum and Steel with Critical Mineral Alloys
(1:16:55): What are your 3 EV mineral companies of choice that interest you right now?
Scandium International Mining Corp (SCY-T)
Bottom-Fish Good Spec Value
FPX Nickel Corp (FPX-V)
Favorite Good Spec Value
Brunswick Exploration Inc (BRW-V)
Favorite Bottom-Fish Spec Value
Disclosure: JK owns Brunswick Expl, FPX Nickel and Scandium Intl; FPX Nickel is a Good Spec Value rated Favorite; Brunswick and Scandium Intl are Bottom-Fish Spec Value rated
Kaiser Watch is a weekly 15-30 minute audio show produced by KaiserResearch.com with Jim Goddard and John Kaiser discussing the junior resource sector. The show has three parts: the first is a general topic, the second discusses developments involving the KRO Favorites which as of January 1, 2022 are no longer exclusive to KRO members, and the third is a peek inside the members only KRO Bottom-Fish Workshop. KRO is transitioning into a Do-It-Yourself research platform that covers all Canadian and Australian resource listings and which also features a Bottom-Fish Workshop where John Kaiser highlights juniors with solvable "missing pieces". Companies that graduate from the Workshop may become part of the Annual Favorites collection whose profiles and related commentary are unrestricted for non-members. Visit the KRO Favorites Dashboard for quick access to all the unrestricted Favorites related content. KRO is not sponsored or compensated directly or indirectly by public companies. The business model is based solely on membership fees in the form of a USD $450 Annual Individual Membership that at some point will increase substantially to reflect KRO's shift to a research platform. However, when the change happens active members will be grandfathered to renew indefinitely at the current rate provided they maintain a continuous paid membership. Kaiser Watch is available at Kaiser Research YouTube and as a Podcast downloadable from KaiserResearch.com. Each episode will be made available through the publication of a Kaiser Media Watch blog report which will provide links to specific questions and include supplementary graphics. All episodes will be archived at Kaiser Watch.
Kaiser Watch May 26, 2022: No more strategic ambiguity for China
Jim (0:00:00): Joe Biden stated this week that the United States would intervene if China attacked Taiwan. This is the third time he has ignored the policy of "strategic ambiguity". Is it time to take Biden seriously?
Jim (0:07:50): What is the purpose behind the delineation drilling program FPX Nickel just announced for the Van Zone on its Decar project in British Columbia?
Kaiser Watch is a weekly 15-30 minute audio show produced by KaiserResearch.com with Jim Goddard and John Kaiser discussing the junior resource sector. The show has three parts: the first is a general topic, the second discusses developments involving the KRO Favorites which as of January 1, 2022 are no longer exclusive to KRO members, and the third is a peek inside the members only KRO Bottom-Fish Workshop. KRO is transitioning into a Do-It-Yourself research platform that covers all Canadian and Australian resource listings and which also features a Bottom-Fish Workshop where John Kaiser highlights juniors with solvable "missing pieces". Companies that graduate from the Workshop may become part of the Annual Favorites collection whose profiles and related commentary are unrestricted for non-members. Visit the KRO Favorites Dashboard for quick access to all the unrestricted Favorites related content. KRO is not sponsored or compensated directly or indirectly by public companies. The business model is based solely on membership fees in the form of a USD $450 Annual Individual Membership that at some point will increase substantially to reflect KRO's shift to a research platform. However, when the change happens active members will be grandfathered to renew indefinitely at the current rate provided they maintain a continuous paid membership. Kaiser Watch is available at Kaiser Research YouTube and as a Podcast downloadable from KaiserResearch.com. Each episode will be made available through the publication of a Kaiser Media Watch blog report which will provide links to specific questions and include supplementary graphics. All episodes will be archived at Kaiser Watch.
Kaiser Watch is a weekly 15-30 minute audio show produced by KaiserResearch.com with Jim Goddard and John Kaiser discussing the junior resource sector. The show has three parts: the first is a general topic, the second discusses developments involving the KRO Favorites which as of January 1, 2022 are no longer exclusive to KRO members, and the third is a peek inside the members only KRO Bottom-Fish Workshop. KRO is transitioning into a Do-It-Yourself research platform that covers all Canadian and Australian resource listings and which also features a Bottom-Fish Workshop where John Kaiser highlights juniors with solvable "missing pieces". Companies that graduate from the Workshop may become part of the Annual Favorites collection whose profiles and related commentary are unrestricted for non-members. Visit the KRO Favorites Dashboard for quick access to all the unrestricted Favorites related content. KRO is not sponsored or compensated directly or indirectly by public companies. The business model is based solely on membership fees in the form of a USD $450 Annual Individual Membership that at some point will increase substantially to reflect KRO's shift to a research platform. However, when the change happens active members will be grandfathered to renew indefinitely at the current rate provided they maintain a continuous paid membership. Kaiser Watch is available at Kaiser Research YouTube and as a Podcast downloadable from KaiserResearch.com. Each episode will be made available through the publication of a Kaiser Media Watch blog report which will provide links to specific questions and include supplementary graphics. All episodes will be archived at Kaiser Watch.
Kaiser Watch is a weekly 15-30 minute audio show produced by KaiserResearch.com with Jim Goddard and John Kaiser discussing the junior resource sector. The show has three parts: the first is a general topic, the second discusses developments involving the KRO Favorites which as of January 1, 2022 are no longer exclusive to KRO members, and the third is a peek inside the members only KRO Bottom-Fish Workshop. KRO is transitioning into a Do-It-Yourself research platform that covers all Canadian and Australian resource listings and which also features a Bottom-Fish Workshop where John Kaiser highlights juniors with solvable "missing pieces". Companies that graduate from the Workshop may become part of the Annual Favorites collection whose profiles and related commentary are unrestricted for non-members. Visit the KRO Favorites Dashboard for quick access to all the unrestricted Favorites related content. KRO is not sponsored or compensated directly or indirectly by public companies. The business model is based solely on membership fees in the form of a USD $450 Annual Individual Membership that at some point will increase substantially to reflect KRO's shift to a research platform. However, when the change happens active members will be grandfathered to renew indefinitely at the current rate provided they maintain a continuous paid membership. Kaiser Watch is available at Kaiser Research YouTube and as a Podcast downloadable from KaiserResearch.com. Each episode will be made available through the publication of a Kaiser Media Watch blog report which will provide links to specific questions and include supplementary graphics. All episodes will be archived at Kaiser Watch.
Kaiser Watch May 5, 2022: Is China a stealth gold hoarder?
Jim (0:00:00): You have been fairly bullish about the resource juniors, but they seem to have lost momentum during the past few weeks. Some say this is an example of the old saying "sell in may and go away". Do you think the resource juniors are already heading into the summer doldrums?
Chart of Relative TSXV Traded Value for Resource and Non-Resource Listings
Daily Change in GLD ETF Gold Holdings
Annual Official Sector Gold Holding Changes 1845-2021
Official and Private Sector Gold Holdings 1845-2021
Current Distribution of Offical Sector Gold Holdings
Chart of Annual Chinese Gold Production and Disclosed Official Holdings
Jim (0:15:00): What has your bottom-fish Endurance Gold been up to?
