Episode 225: The Missing Midstream

This episode is a panel discussion that took place at the Arkansas Lithium Innovation Summit in October on the missing midstream.
The panelists were:
David Park, CEO of Standard Lithium
Dan Blondal, CEO of Nano One
Hugh McDonald, Arkansas Secretary of Commerce
Bhageerath Vadhi, Geologist - Ford Motor Company
Topics:
What is the midstream?
Why does it matter?
The cathode bottleneck
China's current dominant position
Margins
Nano One's LFP advantage
Washington's perspective and role
Emphasizing energy storage over EVs
Geopolitics
What does success look like?