Show Notes
The Koala is back on the show. Our favourite pseudonymous investor joins to unpack the most niche commodity story in the market: scandium, a metal with barely 80 tonnes of annual production that Bloom Energy's fuel cells have suddenly made indispensable to the AI buildout.
With short sellers circling Bloom over its Chinese supply chain exposure, the timing couldn't be better.
In this ep, the Koala covers: • How data centres turned the Bloom box from a marginal power solution into a must-have, and scandium into a bottleneck • Why the Hunter Brooke and Crossroads reports flag a real problem that is eminently solvable • What Western supply actually looks like, from Rio's Quebec circuit to the New South Wales scandium belt • Whether critical minerals are still commodities or now trade like defence primes
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TIMESTAMPS (0:00) Supply Chain Integrity (6:50) Substitution and Thrifting (13:20) Price Unlocks New Supply (19:30) Short Reports and the DC Angle (31:50) Risks and Wrap Up ……………
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