
Episode 143: Listener Questions
In this episode I briefly speak about why I believe the "Big Banks" have, for the most part, gotten their recent price forecasts wrong. The rest of the episode is answering listener questions: Topics:...
28 Elo 202257min

Episode 142 Anand Sheth & Roland Chavasse
I interview the co-founders of the International Lithium Association (ILiA). Anand, known as “The Lithium Raj,” has deep lithium experience. Roland has experience running other major industry associat...
18 Elo 20221h 12min

Episode 141: Ken Brinsden
As CEO of Pilbara Minerals for over six and a half years Ken Brinsden (@KenBPilbara on Twitter) had a long list of accomplishments. We discuss the past, present, and future in this episode. Topics: Li...
10 Elo 202259min

Episode 140: Mid Year Update / Listener Questions
This is a solo episode where I discuss learnings from recent travel to the Benchmark and Fastmarkets conferences, my visit to the new Lithium Americas Technical Development Center in Reno, thoughts on...
24 Heinä 202237min

Episode 139: Tony Ottaviano
Tony Ottaviano is the CEO of Liontown Resources and an experienced mining executive. Topics: The move from the “Big End of Town” to the world of lithium The Kathleen Valley project Going underground H...
13 Heinä 202243min

Episode 138: Peter Hannah
Peter Hannah is the Senior Price Development Manager at Fastmarkets and one of the best young commentators in the battery metals space. We discuss: Lithium supply and demand dynamics The meaning an...
4 Kesä 20221h 2min

Episode 137: David Guerrero
David Guerrero is currently an independent consultant and advisor with a long history in the Argentina lithium industry beginning with Lithium One before becoming the President of Galaxy Resources - A...
28 Touko 202252min

Episode 136: WeChat Lithium Night
My Q&A session with a WeChat Group featuring some of the brightest young minds in the lithium/battery/EV ecosystem. Topics: The Rise and Future of Ganfeng Global Supply Chain Issues BYD & CATL's Futur...
14 Touko 20221h 21min



















