The Global Lithium Podcast10 Joulu 2021

Episode 125: Daniel Jimenez

My guest is Daniel Jimenez ex SQM and currently running his own advisory firm, iLi Markets (ilimarkets.com). Recorded less than two weeks before the Chilean Presidential election runoff - described as the most divisive in the country's history. We discuss potential impacts of the election on the lithium industry depending on whether the winner is from the right or the left.

At minute 14, we begin a discussion of the Atacama & the current & future production of both SQM & Albemarle from the world's premier brine asset. We we also review the reasons for SQM lagging the pricing results of most competitors. Spoiler alert – we both expect that situation to change.

We also ponder Albemarle’s long & winding road in ramping up production from expansions in Chile.

We move on to a discussion of global supply & demand. Daniel’s 2021 & 2022 total demand numbers are higher than mine but not drastically so.

Daniel provides his thoughts on the potential for new lithium projects in Chile as well as DLE before moving on to the potential & challenges for the EU & North America to supply a significant percentage of their future lithium demand.

We cover the recent rise of Chinese investment in South American lithium projects.

Will recycling contribute significantly to lithium supply before 2030?

Solid state batteries & the potential impact on what lithium raw material requirements.

Rapid fire.

Daniel can be found on Twitter @D_Jimenez_Sch

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(188)

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

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