Episode
Brian Leeners (Homerun Resources): The Silica Opportunity
- Podcast
- Value Hive Podcast
- Published
- May 1, 2026
- Duration seconds
- 4159
- Processing state
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Summary
Brian Leeners is the CEO/founder of Homerun Resources (HMR.V), a Brazilian-based silica company dedicated to bringing high-quality silica to market to help advance the solar, renewables, and AI growth initiatives. We spent the podcast discussing the solar value chain, silica's role within that chain, what makes silica different, the supply/demand dynamics of the market, and what separates Homerun Resources' asset from its peers. I learned a ton about silica and found a new interesting idea in the process. I hope you enjoy! PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.