Mining for Alpha: Featuring Kinterra Capital

Join Cheryl Brandon and Kamal Toor of Kinterra Capital as they explore growing demand for critical minerals, reveal key strategies for investing and navigating geopolitical factors.

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.

Tune in for an insightful discussion packed with expert insights on industry trends, managing risk, and the future of critical minerals in the AI-driven economy.

Key Takeaways:

• AI is exponentially growing in demand for critical minerals due to the ever-increasing need for data centers and battery energy storage systems.
• Kinterra Capital focuses on essential minerals like copper, nickel, magnetite, and manganese, which are vital for economic modernization.
• Kinterra's private equity strategy seeks to unlock value by targeting development stage projects in stable jurisdictions while leveraging both technical expertise and investment experience.
• Friendshoring and repatriating processing infrastructure are crucial to reduce reliance on China, secure supply chains and reduce risk.

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