In this interview, Simon Clarke, CEO of American Critical Minerals (CSE: KCLI | OTC: APCOF | FRA: 2P3), discusses the current state and future prospects of the lithium and potash markets, emphasizing the impact of US government investments in critical minerals. He highlights the importance of sustainable mining practices, emerging technologies like direct lithium extraction (DLE), and the growing demand for potash driven by global agricultural needs. Clarke also outlines the company's exploration targets for lithium and bromine, the significance of government policies in accelerating development, and the upcoming milestones for American Critical Minerals.
Company website:https://acmineralscorp.com/
🗓️ Recording date: October 11, 2025
📖 Chapters
0:00 - Intro
01:01 – U.S. Government’s Lithium Investments
02:30 – America’s Critical Mineral Strategy
03:26 – Lithium Market Outlook
04:48 – Lithium Pricing & Mine Economics
05:58 – Technological Shifts: Direct Lithium Extraction (DLE)
07:45 – Environmental Benefits of DLE
08:50 – Cost Advantages of DLE vs. Claystone Projects
09:55 – Validation of the Paradox Basin
10:57 – Potash Market Overview
11:19 – Potash Supply Chain and Food Security
12:40 – Global Context: China, Brazil, and Food Security
13:42 – The Paradox Basin Advantage for Potash
15:06 – Dual Potential: Potash + Lithium
15:54 – Strategic Location and Infrastructure
18:38 – Proximity Benefits & Logistics
18:46 – Lithium Grades & Comparisons
19:06 – Exploration Confidence & Next Steps
20:30 – Development Timeline
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