S6E24 - Nth Cycle and Kensington Capital VI on the Critical Minerals Refining Gap

This week, we speak with Megan O’Connor, CEO of Nth Cycle, and Justin Mirro, CEO of Kensington Capital Acquisition Corp. VI (NYSE:KCA.U). The two announced a $585 million business combination in July.

A number of transactions have brought rare earth miners public at a time of acute need due to trade snares and growing awareness of their strategic importance. But, the biggest missing piece in the critical minerals space is arguably not in the exploitation of these resources, but rather on the refining side.

Megan explains how the company has developed a modular re...