The Global Lithium Podcast11 Tammi 2020

E55: Live In Tesla's Backyard

The Global Lithium Podcast adapts the format for the "Lithium Decade". One host, with co-hosts from time to time, same focus on high quality guests on the long version and answering your questions on Q&A episodes. For now, Anchor will be the podcast home but we will remain available on Apple, Spotify and other major platforms. This episode was recorded in Reno, Nevada. My guests are Dr. Rene LeBlanc, CTO of Lithium Americas and Alexi Zawadzki, President of Lithium Nevada. We discuss recent developments at the Cauchari and Thacker Pass Projects before delving into other areas. I ask and Rene explains why it is a misnomer to say "it is too difficult to make battery grade carbonate at altitude". We both worked for FMC Lithium (now Livent) in a day when Hombre Muerto produced an excellent battery quality product above 4,000 meters in Catamarca Province Argentina. I provide some comments on Livent's recent earnings guidance and make some brief comments on pricing and other pertinent topics. We have a cameo appearance by long time friend of the podcast Randall Burns of LAC while I ride across Reno in his EV and am chastised by Alexi for not owning a Tesla yet. Things get loud during the "five guys in a bar segment" when Alexi asks a broader group if you could go back an be alive for any one day in history - what would it be? This episode was recorded on my IPhone - please keep that in mind as you listen. I did not travel with a mic or recording software but didn't want to miss the opportunity to record the first long form episode of the new decade. Sponsorshi

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Episode 244: The China Syndrome

A stream of consciousness solo episode where I talk about the recent drama concerning SMM's inventory number and change in their process. Did it make sense? Who does it serve? I also talk about commen...

14 Syys 22min

Episode 243: The International Lithium Association

My guests are the co-founders of ILiA: Anand Sheth and Roland Chavasse. Topics:The membership mixNot just a producer organizationCommunicating the industry messageWhat is success for ILiA?ChallengesCo...

8 Syys 1h 13min

Episode 242: Standard Lithium

My guests are: David Park and Dr. Andy Robinson, the CEO and President/COO, respectively. Topics:The LG offtake agreementHow deals get doneThe market tailwindStandard's path to FIDThe DLE journeyAdvan...

1 Syys 56min

Episode 241: Dr Yuan Gao

Dr Yuan Gao is one of the most respected voices in the lithium-ion battery supply chain. A battery scientist with a number of cathode patents that has worked for a lithium producer, been the CEO of a ...

27 Elo 1h 21min

Episode 240: "Lithium Summer" Update

In this solo episode, I discuss the state of the lithium market: the good, the bad and the ugly.Despite the market’s overreaction to misinformation from China about the impact of a mine reopening on t...

9 Elo 24min

Episode 239: Venkee Sharma

Venkee Sharma is the Executive Chairman of Aquatech, a global leader in water and critical metals technology.Topics:Aquatech’s “superpower”Seizing opportunities in lithiumThe TeamAquatech’s view of th...

26 Heinä 1h

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