Episode 217: The End of Lithium Winter - Part 2
I provide additional perspective of why I believe the "lithium winter" is over. Chinese anti-involution measures are a contributing factor, as is continued strong demand growth and less lithium feedst...
21 Elo 202520min
Episode 216: Dr. Cormac O' Laoire
My guest is Cormac O'Laoire, PhD the Managing Director of Electrios Consultants. We have a far ranging discussion on the rise of China in the lithium-ion battery space. We cover how China out competed...
13 Elo 202554min
Episode 215: The End of the Lithium Winter
This is a solo episode where I share some thoughts regarding why I think the recent "lithium winter" is over. I believe price has bottomed and a new upward cycle has begun.
28 Heinä 202520min
Episode 214: Jesse Edmondson & Arthur Orduna
Jesse Edmondson and Arthur Orduña are playing key roles in shaping the future of lithium production and the broader battery supply chain in Arkansas. Together, they bring deep experience and a shared ...
20 Heinä 20251h 3min
Episode 213: Sam Pigott Live (Lithium Argentina)
Sam Pigott is the CEO of Lithium Argentina. This episode was recorded in front of a live audience at the Fastmarkets event In Las VegasTopics:Sam's backstoryStatus of CauchariRelationship with Ganfeng...
28 Kesä 202548min
Episode 212: Summit Nanotech
My guests are Summit Nanotech CEO Amanda Hall and President Joe Arencibia. Topics:Being a troublemakerDefining DLEDLE " flavors"Amanda's "rules" for SummitComplexity vs scaleWater usageRecovery ratesS...
12 Kesä 20251h 3min
Episode 211: Smackover, SQM & Oz
A solo episode with comments on the royalty hearing in Arkansas this week, SQM's earnings call and a "doom & gloom" analyst call "Down Under".
31 Touko 202523min
Episode 210: Dr Yuan Gao
Yuan Gao is one of the most experienced voices in the lithium ion battery world with more than a quarter century of experience across countries, companies and technologies. Topics:Reasons behind CATL ...
21 Touko 20251h 6min
