Episode 135 with Dr Rene LeBlanc is online.

Key takeouts for me:

1. CO to start up later this year and expected to be in full production late 2023/early 2024. The expected speed of ramp up is faster than I had assumed, and faster than others have achieved. I will continue to assume it takes 12 months longer than that.

2. The construction of TP (including planning, ordering of long lead time items etc) is expected to take 3-4 years (from financing). That is 6-12 months longer than I had assumed. I hope there are opportunities to compress that, but supply chain bottlenecks will likely determine what is possible.

Some discussion of Redwood growth ambitions. As some of you will know, I am tipping Redwood to be our partner at TP.

Interested to hear what others took out of this discussion.