Tem Tumurbat

If you’re bullish on the energy transition, you’re bullish on mining. It's a metals transition. Thank you @climatetech_vc for giving us the opportunity to share our expertise and bring attention to this critical element of the energy transition. READ: lnkd.in/gtx4dbbU

@united has been very disappointing as of late. I had 4 straight business trips with 2 cancellations and every flight was delayed for variety of reasons where some could have been avoided. Hope my feedback and comments reach the right people and work on improving customer service

HB 1272, tax credits for decarbonization, is nation-leading policy that makes the largest investment in clean energy and climate in CO history. Thanks to @mjweissman @Junie4Colorado @SteveFenberg @Cutter4CO and @GovofCO for your leadership! (1/n)

We’ve been predicting it for years. But is it really about to start? The beginning of a new battery powered commodity super cycle Worth read from @aheadoftheherd_ : aheadoftheherd.com/all-signs-poin…

Kobe Bryant on failure. “It doesn’t exist. The story continues.” 🗣️

Giannis is outstanding: “There’s no failure in sports. There’s good days, bad days, some days you are able to be successful, some days you are not, some days it is your turn, some days it’s not. That’s what sports is about. You don’t always win.”

Tesla Master Plan 3: Critical Minerals take Lithium is the stand out blocker for the energy transition needing $170Bn mining investment Nickel is second ($145bn)cl, Graphite is third ($104bn) For refining graphite shoots up to second needing $178bn, lithium still 1st ($204bn)

Tesla’s Master Plan 3 believes it will take $1.4 Trillion dollars to invest in critical mineral mining, refining and cathode / anode making for the energy transition. ie 240TWh of deployed batteries around the world. $2Tr in gigafactories and battery recycling

A 🧵 of questions for accredited angel investors… Please share/RT so we can get a large sample size & please ONLY answer if this applies to you (will post screenshots of results in 7 days) How many times are you planning to invest over the next 12 months? 👼#LoftyAngels 1/10

There are lots of different electric vehicles with lots of different lithium ion battery types. Each battery type impacts critical mineral demand differently. @benchmarkmin infographic outlined this trend nicely from @Tesla Semi to Ford F-150 to Tata Motors Tiago:

We are heading towards a train wreck.

Founders: I hope that you paid very close attention to the behavior of certain VCs over the last four days. I hope this moment serves as a character test, to guide you to the types of partners you would like to work with in the coming years.

@yinnerdo @mcjpod Hi Yin! Would love to help you out here. We’re actually the only climate tech VC decarbonizing metals and mining and manufacturing.

On the @mcjpod #skilledlaborseries we've talked with folks in ag, ranching, solar, HVAC, electrical work. I'd love to move into materials manufacturing and mining space soon: steel, cement, rare earth metals - any good leads on folks working front lines in these areas?

At @gener8tor’s Corp Venture & Innovation Summit in Chicago. Just spoke on a panel w/good friends @ssahney & @DesireeChicago. Now watching @LoftyVentures family member @Greengirlnow of @mycocycle & former Lofty intern @BatchimegG of @nomadicvp. Thx @RyanCJeffery for including me!

Critical minerals are at the heart of energy transitions. In @ForeignPolicy, @gbrew24 and I look at the security, supply chain, and foreign policy obstacles and solutions. foreignpolicy.com/2022/09/16/inf…

Episode 5 of “Tales From The Hard Side” w/ our guests, Managing Partner @temuuhe from @nomadicvp & Managing Director @mendicantraf from @DipaloVentures, as we learn more about the funds, deep-dive into all things climate tech, & drill into the respective underwriting methodology

We're thrilled to welcome Toni Mika, Principal Advisor of Strategic Programs at @NewmontCorp, on the Corporate Sustainability Panel. Join us next Wednesday at the Industrial Climate Tech Summit. REGISTER: eventbrite.com/e/industrial-c…

We're excited to have Katie Woslager, Program Manager at @NREL Innovation and Entrepreneurship Center (IEC), join the Industrial Climate Tech Summit next Wednesday. She will moderate the Corporate Sustainability Perspective panel. REGISTER TODAY: eventbrite.com/e/industrial-c…

Tim Jones, General Partner at ICI Fund, will be joining us on the Investors Panel at the Industrial Climate Tech Summit on 6/1. Be sure to register today to save your spot: nomadicvp.com/summit

I decided to turn my thread into a medium article I just published How Desperation Drove Me to Use Twitter to take 1,128 Meetings to Raise the First $3M of RareBreed… link.medium.com/mLN89B4Jgqb