# Brian Leeners (Homerun Resources): The Silica Opportunity Page: https://stenobird.com/podcast/value-hive-podcast-353041/brian-leeners-homerun-resources-the-silica-opportunity Text version: https://stenobird.com/podcast/value-hive-podcast-353041/brian-leeners-homerun-resources-the-silica-opportunity.md Podcast: [Value Hive Podcast](https://stenobird.com/podcast/value-hive-podcast-353041) Published: 2026-05-01T10:00:00+00:00 Episode link: https://podcasters.spotify.com/pod/show/valuehive/episodes/Brian-Leeners-Homerun-Resources-The-Silica-Opportunity-e3inoim Audio file: https://anchor.fm/s/11a83958/podcast/play/119316502/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-1%2Fbbdf8aef-d40a-953b-5355-dd90043ac61e.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/value-hive-podcast-353041/episodes/brian-leeners-homerun-resources-the-silica-opportunity Duration seconds: 4159 ## Resource 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. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/value-hive-podcast-353041/episodes/brian-leeners-homerun-resources-the-silica-opportunity/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/value-hive-podcast-353041/brian-leeners-homerun-resources-the-silica-opportunity.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.