- alle zwei WochenErscheinungsrhythmus
- 58 mintypische Länge
- 10. Okt.letzte Folge
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Episode 186: Listener Questions
In this episode I give my current thoughts on price as well as discussing my past calls both good & bad. I explain how I believe China has taken control of the lithium price narrative and the spodumene market, why I think brine based lithiu
Episode 185: Cauchari
This episode includes three guests: Mac Whale of Cormark, Cole McGill of Stifel and Daniel Jimenez of iLi Markets. I joined the group on a site visit to Minera Exar's Cauchari operation. Minera Exar is a JV between Lithium Argentina and Gan
Episode 184: Michael Dunne
Michael Dunne (@dunne_insights) on X/Twitter is the CEO of Dunne Insights a global intelligence & advisory service that provides insights on EVs, batteries, and charging with a particular emphasis on Asia. Topics: Son of a "car spy" China's
Episode 183: Singapore Sling
This episode is brought to you by Zelandez and Mississippi Lime. It is the audio of a presentation I gave in late March at the Future Facing Commodities Event in Singapore with some additional commentary. The presentation slides can be foun
Episode 182: Jon Evans
Jon Evans (@jdevans4005 on X) is the CEO of Lithium Americas and one of the most influential leaders in the lithium industry. Topics: Building Thacker Pass – the largest lithium resource in North America The team The project timeline Lesson
Episode 181: Seth Goldstein
Seth Goldstein (@SethGMStar1 on X) is an Equity Strategist and Chair of the Electric Vehicle Committee at Morningstar. This is his third appearance on the podcast. Topics: Defining a top pick at Morningstar Why Seth believes the lithium sto
Episode 180: Andy Leyland
Andy Leyland (@andyleyland1 on X) is the founder of Supply Chain Insights (@insights_SC on X). Andy has deep experience in all aspects of the lithium ion battery supply chain. Topics: What Supply Chain Insights does 2023: the "rebalancing"
Episode 179: Lithium 2024
A solo episode. What I see in 2024 off the top of my head. I recorded it but haven't listened to it yet. Topics: Woodmac and the damage done. A couple WA ASX updates Price - where to from here? Why the press doesn't get lithium DLE The come
Episode 178: Blair Way
Blair Way is the CEO of Patriot Battery Metals (@Patriot_Battery on X aka Twitter) PMET on the TSXV, PMT on the ASX and PMETF on the OTC Topics: Humble beginnings in Quebec The maiden resource Drill program The team How big a resource? The
Episode 177: Year End Wrap
My guests are Chris Berry (@cberry1 on X) and Daniel Jimenez (@D_Jimenez_Sch on X). Both gentlemen are multi episode guests that bring a wealth of expertise to any lithium conversation. We discuss the highlights and lowlights of a dramatic
Episode 176: Patrick Howarth (Exxon)
Patrick Howarth leads the lithium effort within ExxonMobil’s Low Carbon Solutions Group. Exxon is currently drilling lithium brine wells in Arkansas with a plan to be in commercial production by 2027 using Direct Lithium Extraction (DLE). T
Episode 175: Ernie Ortiz
Ernie Ortiz is the CEO of Lithium Royalty Corp (@Lithium_Royalty on X). Topics: Ernie's backstory The LRC business model Primary vs secondary royalties Building the portfolio Why the focus on hard rock assets? The team The brand Does market
Episode 174: Update from Asia & Beyond
A solo episode where I discuss my recent trip to Korea & Japan, price & index worries, and offer a lithium history less. Topics: Korean worries about the IRA Japan: the land of the "setting sun"? How many legacy OEMs survive? Price - what's
Episode 173: Team Money of Mine (Part 2)
Part 2 with the Money of Mine podcast team: Matt Michael, Travis Ricciardo, and Jonas “JD” Dorling. The Money of Mine Podcast began in April of this year when Matt, Travis and JD quit their day jobs to begin building a “media empire.” I met
Episode 172: Team Money of Mine (part 1)
My guests are the Money of Mine podcast team: Matt Michael, Travis Ricciardo and Jonas "JD" Dorling. The Money of Mine Podcast began in April of this year when Matt, Travis and JD quit their day jobs to begin building their "media empire".
Episode 171: Tu Le - Vol II
Tu Le is the Founder and Managing Director of Sino Auto Insights. He is also co-host of the China EVs & More Podcast. @SinoAutoInsight on X Topics: The UAW Strike The future of the "Big 3" US automakers Tesla's huge EV lead in the US Modify
Episode 170: Iggy Tan
Iggy Tan is the Non-Executive Chairman of Lithium Universe (ASX: LU7) and the Managing Director of Altech Chemicals. He was formerly the CEO of Galaxy Lithium. Topics: The Backstory At Greenbushes in the 1990s Trying to make carbonate in Oz
Episode 168: Tony Ottaviano
Tony Ottaviano is the CEO of Liontown resources. This episode was recorded at Liontown's offices in Perth, Australia the day after I visited their Kathleen Valley project. Topics: Building a culture Alignment The onboarding experience Relat
Episode 167: Lithium Argentina
Lithium Americas will separate into two entities in the fourth quarter of 2023. LAC’s South American assets will become Lithium Argentina (@Lithium_ARG on X aka Twitter). I spent a few days with the team last week in Buenos Aires and Salta,
Episode 166: Listener Q&A
On this episode I enlist the help of Rene LeBlanc & Tara Berrie to help me answer listener questions that cover a broad cross section of interests from how to evaluate lithium projects to the impact of the Inflation Reduction Act to where p
Episode 165: Denis Geoffroy
Denis Geoffroy is the Chief Commercialization Officer at Nano One. Denis has spent a quarter of a century in the lithium ion battery space and was responsible for the only commercial North American LFP operation in Candiac, Quebec. We discu
Episode 164: Chris Gale
Chris Gale is the founder and MD of Latin Resources. www.latinresources.com.au / @LatinRes on Twitter Topics: Backstory – the long, winding road to lithium Raising capital Going to South America How a lithium explorer survives Why Brazil? T
Episode 163: Tu Le
Tu Le is the founder & Managing Director of Sino Auto Insights (@SinoAutoInsight on Twitter) and a Co-Host of the China EVs & More Podcast. Tu had significant experience with at Ford, GM and Apple before making his way to China and the EV w
Episode 162: Ron Mitchell
Ron Mitchell is the Managing Director of Global Lithium Resources (ASX GL1) and a veteran of the lithium industry with more than a decade of prior experience at Talison and Tianqi. Topics: Ron’s backstory Early days doing business in China
Episode 161: John Worth
John Worth is the CEO and MD of geo40 a technology company based in New Zealand engaged in low carbon recovery of minerals from geothermal fluids. They currently produce colloidal silica at commercial scale from geothermal streams in New Ze
E160: 3 Listeners / Livent & Allkem
I speak with three podcast listeners who are also keen lithium investors - Nathan Wolyniec from Brisbane Australia; John McElroy, a Green Beret with more than 1,000 parachute jumps originally from Syracuse, NY and David Cebalo a retired inv
Episode 159: Chile/Argentina/Price
There are two guests on this episode: Daniel Jimenez & David Guerrero. Both have been on the podcast multiple times. You will get perspective on Chile's new lithium strategy/policy from both sides of the Andes. We also discuss the lithium p
Episode 158: The Lithium Decade
I presented "The Lithium Decade" in Singapore last week at the Future Facing Commodities conference. Select slides from the presentation will be available on the Global Lithium website.
Episode 157: Peter Hannah
Peter Hannah (@PHmetals on Twitter) is a senior manager at Fastmarkets. This is Peter's second appearance. His first appearance in June, 2022 was in the top ten of all episodes to date. We discuss the current pricing situation: the volatili
