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Ken Brinsden

President, Chief Executive Officer and Managing Director, PMET Resources

Search every verified Ken Brinsden interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Ken Brinsden, President, Chief Executive Officer and Managing Director of PMET Resources, spoke at the Resources Rising Stars conference on the Gold Coast in September 2026, providing updates on the company's lithium, cesium, and tantalum project. He described the geology at the Shah Ghojauna site as having scale and grade across all three minerals, noting a lithium resource of 240 million tons with portions comparable to Greenbushes, and described the cesium discovery as the world's largest hard rock cesium resource. Brinsden stated that the company is targeting a final investment decision for the latter part of 2027, coinciding with the completion of the mine authorization process, and mentioned that updated feasibility and scoping studies are expected in the coming months to capture the value of co-product credits. Brinsden also discussed the company's strategy around co-products, emphasizing that cesium and tantalum are critical minerals with industrial applications such as in defense, aerospace, and electronics. He compared the proposed scale of the project to Pilbara Minerals' operations, suggesting a production rate of approximately 800,000 tons per annum of concentrate, which he said would place it among the top five globally in hard rock lithium. He noted that the company is building commercial relationships and expects to form a consortium to support the project's development, drawing on his prior experience with Pilbara Minerals.

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“The scale that's proposed at Shaka Jawan I can make the Pilbur minerals comparison. It's roughly the same as Pilgora today. Approximately 800,000 tons per annum mine concentrate. So it's a big project in the world of hard rock lithium. That would make us today top five globally. In cesium, we are going to break the record books because we've made what is now clearly easily the world's largest cesium discovery ever. W”

“The lithium story is a massive demand story. As lithium ion cells get cheaper and cheaper and cheaper, which is pretty much the phenomenon underway today, as it has been in the last decade, the addressable market for lithium batteries grows in a way that most people haven't been able to anticipate. So really up until two years ago, we're talking about lithium-ion batteries as being an EV story. I want to take you bac”

“What was required to grow lithium raw material supply in the face of that emerging demand I've just described is a lot more raw material supply. Now, what that means is that every player in the market has to go to all four corners of the globe to support supply growth that's easily 30% plus. You know, last year battery growth was 49%. The implication is that you pretty much needed 45% plus growth in lithium raw mater”

“We were shouting from the rooftops about the changes that were emerging in the market and stationary energy storage was a big source of demand and we could see that unfolding. We could see the behavior changing from key suppliers and those demand subsets starting to emerge. And yeah, thankfully that's what's come to pass. It's meant that the market has rebalanced much, much faster than most analysts were expecting. A”

“Our cesium resource is already approaching 2.4 million tons of pollucite at approximately 3 and 1/2% contained cesium, subsets of which are very high grade plus 10% cesium, which in itself would be direct shipping cesium concentrate. You wouldn't even need to process it. At 2.4 million tons, the resource is already... We haven't finished drilling. Our expectation is it will continue to grow as we keep drilling. It's ”

“In supply terms, there has been issues. When the market was fully supplied, lots of discussion about, and especially from China, the significance of their lepidolite production in Western China, and new African supply. But, I want to suggest to you that not much of that was really sustainable through the cycle. It's not typically low-cost production. You only have to look at the evidence and the stability in supply f”

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