cover of episode The Critical Technology in Finding Critical Materials

The Critical Technology in Finding Critical Materials

2025/2/11
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@Connie Chan : 我认为为了实现能源转型,我们对关键金属的需求正在迅速增长。电动汽车的普及就是一个很好的例子,它们需要大量的铜、锂和镍。然而,我们面临着巨大的供应缺口,找到新的矿藏并进行开采需要花费大量的时间。因此,我们必须立即开始寻找这些金属,以满足未来几十年内的需求。数据中心对铜的需求也在不断增加,这进一步加剧了供应压力。我们需要利用技术和数据来加速勘探过程,并确保我们能够以可持续的方式获取这些关键资源。 @Tom Hunt : 我认为铜和锂在能源转型中扮演着不可替代的角色。铜是导电性第二强的金属,而锂在能量密度方面具有独特的优势。这些金属不仅对电动汽车至关重要,而且对太阳能、储能和下一代数据中心也至关重要。我们必须认识到这些金属的重要性,并采取积极措施来确保其供应。这包括投资于新的勘探技术,并与其他行业合作,以提高资源利用效率。 @George Gilchrist : 我认为虽然地球地壳中存在大量的金属,但找到能够经济有效地提取金属的矿床是一个挑战。金属需要独特的因素组合才能集中到可开采的目标中。勘探的关键是熟悉目标矿床的类型,了解其控制因素,并灵活运用不同的工具和方法。我们需要利用现有数据来指导决策,并找到最具前景的区域。此外,我们还需要关注高品位矿,因为它们具有显著的经济和环境效益。

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Critical materials like copper, lithium, and gallium have been mined for decades, but their role in core technologies, geopolitics, and the energy transition have come to a height in recent years.

In this episode, a16z partner Connie Chan discusses how technology is changing the game of  identification and exploration, together with leading company KoBold and their VP of Geoscience, VP of Technology, and CEO of Africa.

Resources:

Learn more about KoBold Metals: https://www.koboldmetals.com/

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