Episode 223: Listener Q&A

This solo episode was recorded November 19th 2025 in Los Angeles while I was attending Benchmark Week.

Topics:
Ganfeng on supply / demand / price
Canaccord's take on the market
BESS
Exxon's comments on lithium
The midstream
DLE
Rio's lithium future US Congress on China's predatory pricing
Liontown's spod auction
IGO's Kwinana woes