- alle zwei WochenErscheinungsrhythmus
- 58 mintypische Länge
- 10. Okt.letzte Folge
Folgenzu den neuesten
Episode 216: Dr. Cormac O' Laoire
My guest is Cormac O'Laoire, PhD (https://www.linkedin.com/feed/#) the Managing Director of Electrios Consultants (https://www.linkedin.com/feed/#). We have a far ranging discussion on the rise of China in the lithium-ion battery space. We
Episode 215: The End of the Lithium Winter
This is a solo episode where I share some thoughts regarding why I think the recent "lithium winter" is over. I believe price has bottomed and a new upward cycle has begun.
Episode 214: Jesse Edmondson & Arthur Orduna
Jesse Edmondson and Arthur Orduña are playing key roles in shaping the future of lithium production and the broader battery supply chain in Arkansas. Together, they bring deep experience and a shared mission: to put Arkansas squarely on the
Episode 213: Sam Pigott Live (Lithium Argentina)
Sam Pigott is the CEO of Lithium Argentina. This episode was recorded in front of a live audience at the Fastmarkets event In Las Vegas Topics: Sam's backstory Status of Cauchari Relationship with Ganfeng The JV model with Ganfeng Building
Episode 212: Summit Nanotech
My guests are Summit Nanotech CEO Amanda Hall and President Joe Arencibia. Topics: Being a troublemaker Defining DLE DLE " flavors" Amanda's "rules" for Summit Complexity vs scale Water usage Recovery rates Surviving in a down market Standi
Episode 211: Smackover, SQM & Oz
A solo episode with comments on the royalty hearing in Arkansas this week, SQM's earnings call and a "doom & gloom" analyst call "Down Under".
Episode 210: Dr Yuan Gao
Yuan Gao is one of the most experienced voices in the lithium ion battery world with more than a quarter century of experience across countries, companies and technologies. Topics: Reasons behind CATL & BYD's success The China battery ecosy
Episode 209: Carlos Galli
Carlos Galli is the VP of Growth & Innovation at Lithium Argentina. He is a global expert in lithium brine technology. Topics: Argentina's growing competitiveness in lithium The arrival of "big balance sheets" in the Puna Lithium's need for
Episode 208: Carlos Vicens (Full Circle Lithium)
Carlos Vicens is the founder and CEO of Full Circle Lithium, a company that has developed an effective fire extinguishing agent for lithium fires. As the world moves to electric transportation and large scale BESS (battery energy storage sy
Episode 207: Austin Devaney
Austin Devaney has a wealth of lithium experience from a decade with Rockwood/Albemarle, his time with Piedmont Lithium and his new advisory business: Li7 Charged. Topics: The state of the industry Supply/demand China's price strategy The i
Episode 206: Metals Hub (Dr. Frank Jackel)
Dr Frank Jackel is the co-founder and Managing Director of Metals Hub (metals-hub.com @metals-hub on X). Metals Hub is a leading software solutions provider that optimizes procurement processes. One of the most significant issues facing the
Episode 205: Q&A / Thoughts from Florida
This is a solo episode answering listener questions. I also discuss what I learned at a recent conference in Florida.
Episode 204: Andy Leyland
Andy Leyland (@andyleyland1 on X) is the founder and MD of Supply Chain Insights (@insights_SC on X). Supply Chain Insights is a leading advisory firm on all things related to the lithium ion battery supply chain. Topics: State of the LIB s
Episode 203: NEVs & BESS (Tu Le & Henrique Ribeiro)
The first episode of 2025 is a double episode covering the two most significant demand drivers of lithium: electric transportation and battery energy storage systems. My guests are two experts in their respective fields: Tu Le from Sino Aut
Episode 202: Year End Wrap with Daniel Jimenez
Daniel Jimenez and I discuss the following topics based on listener questions: 2024 Surprises Lithium demand Trends in EV adoption PHEVs BESS growth The incentive price The cost curve Inventory Rio - Arcadium Africa's potential Price VW - P
Episode 201: Thacker Pass (Hugh Broadhurst & Ryan Ravenelle)
This episode takes a deep dive into the Lithium Americas Thacker Pass project . My guests are LAC GM Hugh Broadhurst and R&D Manager Ryan Ravenelle. Topics: What makes Thacker Pass special? Working with a major mining partner The significan
Episode 200: Dale Henderson
Dale Henderson (@henderson_dale on X) is the Managing Director & CEO of Pilbara Minerals. I was honored to have him join me for the 200th episode. Topics: Pilbara’s four strategic pillars The wild ride for lithium (& Pilbara) Swing supply c
Episode 199: Dan Blondal (Nano One)
Dan Blondal aka "the man with one tweet" is the CEO of Nano One (TSX: NANO / OTC: NNOMF). Topics: A world class suite of partners The battery challenge Why ex China cathode capacity matters China's current LFP dominance Why the west has to
Episode 198: Lithium's Bright Future
The majority of this episode is a presentation I made at the Panorama Minero "Lithium South America" event in Jujuy, Argentina on October 9, 2024. The presentation starts at ~ minute 23. The episode begins with a interview with Alejandro Co
Episode 197: Live from Panorama Minero in Jujuy, Argentina
My favorite event on the annual lithium calendar is Panorama Minero's "Lithium South America". My guests on this episode are Daniel Jimenez of iLi Markets, Roland Chavasse of the International Lithium Association and JP Vargas the MD of Gal
Episode 196: Hatch (Sid Subramani)
Sid Subramani has global responsibility for lithium projects at Hatch (@HATCHglobal on X), a professional services and engineering company. Topics: The Hatch role in lithium A typical engagement Red flags Projects: majors vs juniors Big Ene
Episode 195: Albemarle (Katie Pyfer)
Katie Pyfer is a Senior Director of Energy Storage responsible for global pricing at Albemarle. She has a PhD in analytical chemistry. Topics: Product analysis Managing market cycles Price discovery "Micro" managing Battery demand Commodity
Episode 194: Listener Q&A
I answer listener questions on this episode. Topics: The Future of DLE Argentina production in 2025 Black Swan events Can the US work with China? The Pilbara/LRS deal Is it time for more M&A? US production in 2030 EU lithium potential Hard
Episode 193: Lisa Rebora (Equinor)
Lisa Rebora is the Head of Global Lithium at Equinor, a global energy company (NYSE: EQNR). Equinor recently invested in two of Standard Lithium's projects in Arkansas and Texas but has lithium ambitions beyond the US. Topics: Who is Equino
Episode 192 Iola Hughes (Rho Motion)
Iola Hughes is the Head of Research at Rho Motion, a battery information services company that is part of Benchmark Mineral Intelligence. Iola is @RhoMoIola on X Topics: Cathode chemistry GWH growth numbers China's amazing performance Pack
Episode 191: Daniel Jimenez "Live"
My guest is industry veteran Daniel Jimenez. This is my first live podcast recorded in Fastmarket's "Live Lounge" during their recent Lithium and Battery Raw Materials Conference in Las Vegas. Topics: Lithium market sentiment Excess capacit
Episode 190: Standard Lithium
My guests are Standard Lithium CEO Robert Mintak and Dr Andy Robinson, President and COO. Topics: Equinor - another great partner Focusing on high grade brine De-risking DLE with Koch Project timelines What the OEMs are looking for Why the
Episode 189: Ganfeng, ALB & MLC
I take a deep dive into Ganfeng's history and what drove their success. I question why the world's largest lithium company, Albemarle, doesn't have the same vision and ability to get things done as Ganfeng. The episode opens with MLC CEO Pa
Episode 188: SQM
Over the years SQM has declined multiple invitations to be a guest on the podcast. I am devoting this episode to my thoughts on SQM: past, present and future.
Episode 187: Zelandez
My guests are Gene Morgan and Clint Van Marrewijk, founders of brinefield services provider Zelandez Gene is @ZelandezGene on Twitter/X Clint is @Clint_Van on Twitter/X Topics: The "Schlumberger" of lithium Speeding up brine projects "ErLi"
