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
