Episode 230: Lithium Update

Episode 230: Lithium Update

This is a short solo episode.

Topics:

What lithium investors are asking

The converter in Texas

A tale of two earnings calls

My visit to Thacker Pass


Jaksot(181)

Episode 231: Dr. Tom Benson

Episode 231: Dr. Tom Benson

Tom Benson (aka the "Doctor of Volcanoes") is the Vice President of Exploration at Lithium Argentina. Topics:Being creative in explorationThe major upgrade to the Cauchari - Olaroz resourceBigger than...

11 Maalis 1h 4min

Episode 229: YJ Lee

Episode 229: YJ Lee

YJ Lee is a Director and Fund Manager at Arcane Capital in Singapore. Find him on X @usuallyYJLeeTopics:The BackstoryYJ's path to lithiumThe learning processHis bullish forecasts EVs, E-trucks & BESSP...

21 Helmi 1h

Episode 228: Rene LeBlanc

Episode 228: Rene LeBlanc

Rene is a VP at Lithium Americas and one of the best technical minds in the industry. Topics:How the industry has changed in 20 yearsThe return of LFPFlowsheetsChina's overnight success after two deca...

23 Tammi 56min

Episode 227: The New Year in Lithium

Episode 227: The New Year in Lithium

This is a solo episode. In the past I wrote a time limited "stream of consciousness" New Year's post on LinkedIn. This year I decided to do a podcast with the same rules.

6 Tammi 26min

Episode 226: Daniel Jimenez (Year End Wrap)

Episode 226: Daniel Jimenez (Year End Wrap)

Daniel Jimenez is the founder of iLi Markets and formerly worked for SQM. On X: @D_Jimenez_SchTopics:The rapid growth of BESSCATLChina's weakening grip on lithium Hidden costs in AfricaThe tightening ...

19 Joulu 20251h 30min

Episode 225: The Missing Midstream

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 LithiumDan Blondal, CEO...

6 Joulu 202545min

Episode 224: Lithium Argentina & Ganfeng

Episode 224: Lithium Argentina & Ganfeng

There are three guests and a cameo appearance in this episode.Sam Pigott and Carlos Galli from Lithium Argentina are joined by Jason (Xiaofeng) Luo from Ganfeng. The cameo appearance is from Kelly O'B...

23 Marras 20251h 13min

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