Interview with Associate Professor Tim Byrnes, NYU Quantum Technology Lab about Quantum Computing, business applications, silicon quantum computing vs superconducting qubits, photonics, and much more

Sorry for the audio issues on my side.

My article about Silicon Quantum Computing: https://www.shovel-stocks.com/post/the-investment-thesis-for-silicon-1-quantum-computing-asx-slx

Tim's YouTube channel: https://www.youtube.com/@NYUQuantumTechnologyLab

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After part one of my recent interview with Mark Nelson received great feedback, we sat down for the second part. We cover topics like Washington's new appreciation of nuclear energy, Advanced nuclear, Thorium, CANDU reactors, Fuel reprocessing & developments worldwide. 

Mark Nelson is focused on All energy all the time. Saving nuclear plants: Radiant Energy Fund. Energy & strategy: Radiant Energy Group. Website: https://www.radiantenergyfund.org/ Twitter: @energybants

Timestamps:

00:00 Reignited appreciation of nuclear energy in Washington, D.C.

17:00 Clean Core Thorium Energy & CANDU reactors

37:00 International developments

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In this interview, I discuss the fertilizer & potash market with Industry consultant Willis Thomas from CRU Group.

Interested in tracking your portfolio and also what I am holding in my private portfolio. Check out the Getquin app: https://getquin.onelink.me/IQfD/82p6krem

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Timestamps: 00:00 Intro 01:35 What are fertilizers? 07:15 Natural gas connection to fertilizer 10:37 MoP vs SoP 13:00 Geographic distribution of the potash market 17:55 Prices, supply, demand 24:55 What investors should look out for in a project

In this interview, I discuss the vanadium market and Vanadium Redox Flow Batteries (VRFB) with Industry consultant Willis Thomas from CRU Group

My article about vanadium including my thesis for two vanadium stocks I hold in my portfolio: https://www.shovel-stocks.com/post/why-vanadium-stocks-should-be-on-your-radar-right-now Vanadium Resources (ASX:VR8) Ferro Alloy Resources (LON:FAR)

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After my article about American Manganese (TSX-V: AMY, soon to be named RecycLiCo) was very popular (https://www.shovel-stocks.com/post/the-hidden-champion-of-lithium-ion-battery-cathode-recycling-american-manganese-inc-amy ) and I received many questions regarding the benefits of their lithium-ion battery recycling process, I sat down with Zarko (CTO) for an interview. The interview was recorde on Sept 27th 2021.

Topics we cover in the interview:

Background on American Manganese

The RecycLiCo process (recycling the complete cathode (including lithium) 

Benefits American Manganese has over other recycling companies

Potential business models

The Manganese Wenden stockpile project

The Copper / Gold project 

In the first part of my interview with Mark Nelson, he explains the nuclear fuel cycle and uranium enrichment Mark Nelson is focused on All energy all the time. Saving nuclear plants: Radiant Energy Fund. Energy & strategy: Radiant Energy Group. Website: https://www.radiantenergyfund.org/ Twitter: @energybants

Timestamps: 00:00 Intro 02:00 Origin & attributes of natural uranium 05:56 Uranium enrichment 12:20 Laser uranium enrichment 15:38 Underfeeding vs overfeeding

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In this interview, I discuss the uranium bull market with commodities investor Scott. You can find Scott on Twitter: @U_Ag_ Audio

Timestamps:

00:00 Intro

02:16 Uranium market in relation to other financial markets

11:16 Differences to the last uranium bull market and why we are bullish

24:40 What to expect the next 12 months

34:30 Exit strategies

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