Bespoke Anode Materials and the Reality of Critical Mineral Supply Chains with Matthieu Bos

Bespoke Anode Materials and the Reality of Critical Mineral Supply Chains with Matthieu Bos

From Dig Deep by Rob Tyson

May 18, 2026 · 24 min · Episode 627

About this episode

Matthieu Bos discusses the advancements in anode materials and the complexities of critical mineral supply chains.

In this episode, we chat with Matthieu Bos, CEO of Falcon Energy Materials, who are advancing an anode material project in Morocco, and he's also the Chairman of Hercules Metals, a copper explorer in Idaho. His career spans battery materials, copper, gold, royalties, and complex jurisdictions from the DRC to Morocco, Quebec, and the United States. In this conversation, we explore how he thinks about building critical minerals projects, winning sophisticated capital, assessing jurisdictional risk, and where the mining industry needs to go next to turn supply chain ambition into real production. This episode is brought to you by Mining International, a global executive search partner to the mining industry. For bespoke search and advisory services, please visit www.mining-international.org KEY TAKEAWAYS Falcon Energy Materials has shifted away from traditional mining to focus exclusively on the chemical processing and transformation of graphite into anode materials. Morocco is an ideal location for battery material manufacturing due to its green energy resources, supportive government, and unique free trade agreements with both the United States and Europe. The battery supply chain…

People in this episode

Host: Rob Tyson

Guest: Matthieu Bos

Topics covered

  • critical minerals
  • anode materials
  • battery supply chain
  • mining industry
  • jurisdictional risk
  • capital investment

Keywords

  • anode materials
  • critical minerals
  • battery materials
  • supply chain
  • mining
  • investment
  • Morocco
  • jurisdictional risk

Sponsors

Mining International

Mentioned in this episode

Organizations: Falcon Energy Materials, Hercules Metals

Places: Morocco, Idaho, DRC, Quebec, United States

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