Beyond Oil: The Rise of Critical Metals

Beyond Oil: The Rise of Critical Metals
Podcast Description
As oil fueled the 20th century, critical metals will drive the 21st century's electrification and clean energy revolution. The entire clean energy supply chain—from generation (wind, solar, nuclear) to transmission (copper) and storage (batteries)—requires massive amounts of critical metals. impossiblemetals.substack.com
Podcast Insights
Content Themes
Explores the critical importance of minerals in the 21st century, with episode discussions on topics such as seabed robotics, sustainable energy sourcing, and the electrification value chain, including specific episodes like interviews with industry leaders and insights on environmental impact assessments.

As oil fueled the 20th century, critical metals will drive the 21st century’s electrification and clean energy revolution. The entire clean energy supply chain—from generation (wind, solar, nuclear) to transmission (copper) and storage (batteries)—requires massive amounts of critical metals.
Episode Description
In this episode, we take a deep dive into the newly released Version 6 of Impossible Metals’ Techno-Economic Model. Jason Gillham, Co-founder and CTO/COO, walks through how the selective harvesting system for deep-sea mining is engineered for scalability, sustainability, and economic efficiency. Learn how Version 6 compares to earlier models, the assumptions behind the data, and what it means for the future of critical mineral supply and green energy infrastructure.
Guest
* Jason Gillham – CTO/COO & Co-founder
Moderator
* Holly Nielsen
🕒 Episode Timeline
* Intro & Welcome(0:00 – 1:00)
* Overview of V6 Economic Model(1:00 – 3:00)
* System Design & Environmental Considerations(3:00 – 5:00)
* Economic Objectives & System Scalability(5:00 – 6:00)
* Global Demand & Economic Comparison Metrics(6:00 – 8:30)
* Structure of the Techno-Economic Model(8:30 – 11:30)
* Eureka 3 vs. Eureka 4 Fleet Comparison(11:30 – 13:00)
* Alternative Cost Comparisons(13:00 – 16:30)
* Representative Project Assumptions(16:30 – 18:30)
* Financial Projections & NPV Outlook(18:30 – 20:00)
* Wrap-Up & Q&A Prompt(20:00 – end)
📌 Key Takeaways
* Impossible Metals’ V6 model presents a scalable and sustainable alternative for deep-sea mineral harvesting.
* Selective harvesting using fleets of AUVs significantly reduces habitat disturbance while improving operational efficiency.
📥 Resources & Links
* Blog with presentation. Links to the model are on page 4 of the presentation.
* Learn more at impossiblemetals.com
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit impossiblemetals.substack.com

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