Episode 238: David Park
David Park is the CEO of Standard Lithium. Topics:Leaving retirement for a lithium juniorCapital challengesPartnersCritical success factorsGetting to FIDOfftake agreementsDLE The TeamBipartisan projec...
1 Heinä 50min
Episode 237: Lithium Confidential (Interview with Chris Berry)
Chris Berry interviewed me about my new book "Lithium Confidential" at the the Fastmarkets Global Lithium event in Las Vegas. The interview was in front of a live audience. The book is available via b...
27 Kesä 57min
Episode 236: Jon Evans
Jon Evans is the CEO of Lithium Americas and a long-time industry veteran.Topics:How the industry has changed since 2008Why price stays higher for longer this cycleThe battery marketAfter the first Th...
6 Kesä 1h
Episode 235: Thoughts on the Market
This is a solo episode where I talk about market commentary, hype from the US Government, where China is really dominant, the big banks return to lithium, price, and Lithium Confidential.
27 Touko 20min
Episode 234: Brine Fundamentals
My guests are two voices from the brine world. Murray Brooker and Clint Van Marrewijk. Topics:Why do brine projects take so long?WA's hard rock advantagesWill brine development be faster in this cycle...
4 Touko 1h 1min
Episode 233: Chris Reed
Chris Reed is the Managing Director of NeometalsTopics:Status of the lithium marketWhat China got rightPivoting from urban mining to brineLFPConversion in the WestAfrica DLEThe project in UtahSPAC of ...
12 Huhti 59min
Episode 232: Tu Le
Tu Le is the founder of Sino Auto Insights, an innovation & management consulting firm.Topics:The Global EV pictureThe final frontier for China EVsThe US "China EV" strategyGM and FordThe status of FS...
26 Maalis 1h 10min
