Episode 149: Peter Oliver

Episode 149: Peter Oliver

Peter Oliver has been one of the most influential people in the lithium industry over the past two decades. He spent 18 years at Talison – 12 years as CEO/Managing Director and later was a Non-Executive Director.

Peter guided Talison through the acquisition by Tianqi Lithium in 2013 and then served as an advisor to Tianqi when they sold 49% of Talison to Rockwood (now Albemarle) and later acquired 24% of SQM. He was a founding director of Tianqi Lithium Australia, a wholly owned subsidiary of Tianqi that was established to build the first hydroxide conversion facility in Australia. Peter remained a director until June 2021.

Few have the breadth of experience and understanding of the global lithium markets. Peter has recently returned to the lithium world as a Non-Executive Director of Latin Resources.

Topics:

The history of Greenbushes and the transition from tantalum producer to dominant hard rock lithium mine.

The lithium industry before the lithium ion battery

China’s rise as a lithium chemical converter based on Greenbushes spodumene.

Competing with brine based lithium in China

Lithium industry structure and why it needs to evolve to supply the energy transition

The reason China continues to lead the world in lithium chemicals production

Lithium geopolitics

Developing talent

Lepidolite – why development has been limited and its potential in the future

Staying under the radar

Coming back to the industry / joining the Latin Resources board

The lithium opportunity in Brazil

Price

Rapid fire

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Jaksot(188)

Episode 238: David Park

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)

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

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

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

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

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

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

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

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