The Global Lithium Podcast20 Marras 2020

Episode 86: Bob Morris

Bob Morris is a battery metals expert who worked for industry heavyweights Umicore, INCO and Vale for many years before starting his own consulting company.

Few people have the depth of the battery supply chain experience that Bob has. Although we dealt with many of the same customers and both spent time as expats in China and Japan, we never crossed paths until we were introduced recently by Dan Blondal, CEO of Nano One.

In this episode Bob shares the basics of industry dynamics for both nickel and cobalt. We discuss why expectations for the growth of high nickel cathode were unrealistic - noting that demand estimates from industry pundits without significant experience often are. We also review why cobalt is likely to have a place in the battery world for a very long time despite the desire of many to minimize use of the metal.

As the development of 811 NMC continues to fall short of expectations, we examine the reasons why 532 and 622 NMC are still viable. We move on to the resurgence of LFP and the ramifications that may have for lithium supply.

Bob provides his thoughts on Tesla’s Battery Day, range anxiety, and why every cathode will continue to have a place in the market for the foreseeable future.

We close by discussing the future of recycling and why Northvolt’s 2030 ambitions for using recycled battery materials are unrealistic.

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Jaksot(194)

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