HeyJaredThe Elements of Deep Sea Mining
Details and Dialogue Matter tradingoff.substack.com
- Indexed episodes, last 90 days
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- Aug 27, 2026
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- Jul 7, 2026
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#51: Should Markets Care About DSM (And Vice Versa)? — Bryan Bille, Benchmark Mineral Intelligence (opens the original)
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Bryan Bille is Benchmark Mineral Intelligence’s lead policy and geopolitical analyst, covering the mine-to-electric-vehicle supply chain from a market and geoeconomic angle rather than an advocacy one. Fresh off his first International Seabed Authority session, he tells Eric what struck him most: the ISA room is dominated by legal, governance, and environmental voices, while the market and geoeconomic case for or against deep sea mining is largely absent — a gap Benchmark is trying to fill with
#50: Cook Islands Part 2 - Concerned Islanders Imogen Ingram and Kelvin Passfield (opens the original)
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Te Ipukarea Society has been one of the most consistent civil society voices in the Cook Islands’ deep sea mining conversation since long before it became international news. In this episode, Eric speaks with two of its members: Imogen Ingram, an accountant-turned-environmental advocate with decades of experience in UN chemical and waste conventions, and Kelvin Passfield, an Australian-born ecologist who has called the Cook Islands home since 1988. Together they offer a ground-level account of w
#49: Cook Islands part 1: SBM Commissioner Beverly Ataera Explains Seabed Mining Regulations (opens the original)
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Beverly Ataera is the Commissioner of the Cook Islands Seabed Minerals Authority, the government body overseeing all seabed mineral activity in one of the most resource-rich ocean territories on Earth. The Cook Islands is 99% water, holds an estimated 12 billion tonnes of polymetallic nodules at the bottom of its EEZ, and has been quietly building its regulatory framework for over 12 years — long before COVID, long before Trump's executive orders, and long before deep sea mining became a geopoli
#48 Mineral War author Tomasz Nadrowski on the reasons behind China's mineral dominance (opens the original)
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Most conversations about China’s grip on critical minerals stop at the “how” — the export controls, the smelting capacity, the twenty-plus restrictions since 2020. Tomasz Nadrowski, author of Mineral War and portfolio manager at Amvest Terraden, spends this episode on the “why,” and his answer isn’t really about markets at all. It’s about security. Nadrowski traces the legal machinery that makes Western free markets function — a contract-law tradition going back to the School of Salamanca — and
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