Episode 225: The Missing Midstream
This episode is a panel discussion that took place at the Arkansas Lithium Innovation Summit in October on the missing midstream. The panelists were:David Park, CEO of Standard LithiumDan Blondal, CEO...
6 Joulu 202545min
Episode 224: Lithium Argentina & Ganfeng
There are three guests and a cameo appearance in this episode.Sam Pigott and Carlos Galli from Lithium Argentina are joined by Jason (Xiaofeng) Luo from Ganfeng. The cameo appearance is from Kelly O'B...
23 Marras 20251h 13min
Episode 223: Listener Q&A
This solo episode was recorded November 19th 2025 in Los Angeles while I was attending Benchmark Week.Topics:Ganfeng on supply / demand / priceCanaccord's take on the marketBESS Exxon's comments on li...
19 Marras 202525min
Episode 222: The Arkansas Lithium Innovation Summit (with Governor Sanders)
The state of Arkansas is poised to be the next great lithium brine province. This week at the Arkansas Lithium Innovation Summit I interviewed Governor Sarah Huckabee Sanders along with Allie Kennedy ...
30 Loka 20251h 2min
Episode 221: Emilie Bodoin
Emilie Bodoin is the founder and CEO of Pure Lithium. The mission of Pure Lithium is commercializing a rechargeable lithium metal battery. Topics:Improving how lithium metal is madeSimplifying the bat...
25 Loka 202550min
Episode 220: Chris Berry / Ernest Scheyder
Chris Berry aka "the voice of reason" is the founder and President of House Mountain Partner. Ernest Scheyder is a journalist and the author of "The War Below."Topics:The US critical metals strategyTh...
4 Loka 20251h 20min
Episode 219: Ron Mitchell
Ron Mitchell has one of the lithium industry's most impressive resumes having worked for Talison, Tianqi, and a resource development project. He also chaired the LME lithium and cobalt committee for s...
18 Syys 202559min
Episode 218: Chris Doornbos
Chris Doornbos is the Founder and CEO of E3 Lithium.Topics:Thinking differently about lithiumThe Alberta advantageThe TeamDLESorbent flexibilityTimingFinancing optionsPrice & price supportsThe "lithiu...
5 Syys 20251h 10min
