In this episode, we chat with Matthieu Bos, CEO of Falcon Energy Materials, who are advancing an anode material project in Morocco, and he's also the Chairman of Hercules Metals, a copper explorer in Idaho. His career spans battery materials, copper, gold, royalties, and complex jurisdictions from the DRC to Morocco, Quebec, and the United States.

In this conversation, we explore how he thinks about building critical minerals projects, winning sophisticated capital, assessing jurisdictional risk, and where the mining industry needs to go next to turn supply chain ambition into real production.

This episode is brought to you by Mining International, a global executive search partner to the mining industry. For bespoke search and advisory services, please visit www.mining-international.org

KEY TAKEAWAYS

Falcon Energy Materials has shifted away from traditional mining to focus exclusively on the chemical processing and transformation of graphite into anode materials.
Morocco is an ideal location for battery material manufacturing due to its green energy resources, supportive government, and unique free trade agreements with both the United States and Europe.
The battery supply chain is highly rigid and customised, meaning anode production facilities must be tailored to specific clients, batteries, and end-product vehicles rather than producing a generic commodity.
Maintaining secure asset titles is the foundational requirement for mining companies to successfully operate and protect institutional investor capital in any jurisdiction.

BEST MOMENTS

"We are no longer really in the mining business, we're really in the... material sciences business, the transformation of graphite concentrate into what we call anode material."

"You cannot just move the little Lego blocks around... We're making one product which is generic, but it's bespoke for the specific client, and that is true up and down the whole value chain."

"You should never go for a project that is sub-economic just because it is in the US. You have to go where you have the best rocks."

"It is very pleasant if you go to bed at night and you wake up the next morning that you still own the same asset as that you were owning that night before."

GUEST RESOURCES

VALUABLE RESOURCES

Mail: ⁠rob@mining-international.org⁠

LinkedIn: ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠

X: ⁠https://twitter.com/MiningRobTyson⁠ YouTube: ⁠https://www.youtube.com/c/DigDeepTheMiningPodcast⁠

Web: ⁠http://www.mining-international.org⁠

CONTACT METHOD

⁠rob@mining-international.org⁠

⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠

Podcast Description

Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.

This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/