Episode 190: Standard Lithium
My guests are Standard Lithium CEO Robert Mintak and Dr Andy Robinson, President and COO. Topics: Equinor - another great partner Focusing on high grade brine De-risking DLE with Koch Project timelin...
22 Kesä 20241h 2min
Episode 189: Ganfeng, ALB & MLC
I take a deep dive into Ganfeng's history and what drove their success. I question why the world's largest lithium company, Albemarle, doesn't have the same vision and ability to get things done as Ga...
14 Kesä 202439min
Episode 188: SQM
Over the years SQM has declined multiple invitations to be a guest on the podcast. I am devoting this episode to my thoughts on SQM: past, present and future.
29 Touko 202456min
Episode 187: Zelandez
My guests are Gene Morgan and Clint Van Marrewijk, founders of brinefield services provider Zelandez Gene is @ZelandezGene on Twitter/X Clint is @Clint_Van on Twitter/X Topics: The "Schlumberger" of ...
11 Touko 202451min
Episode 186: Listener Questions
In this episode I give my current thoughts on price as well as discussing my past calls both good & bad. I explain how I believe China has taken control of the lithium price narrative and the spodumen...
30 Huhti 202443min
Episode 185: Cauchari
This episode includes three guests: Mac Whale of Cormark, Cole McGill of Stifel and Daniel Jimenez of iLi Markets. I joined the group on a site visit to Minera Exar's Cauchari operation. Minera Exar ...
12 Huhti 202456min
Episode 184: Michael Dunne
Michael Dunne (@dunne_insights) on X/Twitter is the CEO of Dunne Insights a global intelligence & advisory service that provides insights on EVs, batteries, and charging with a particular emphasis on ...
7 Huhti 20241h 3min
Episode 183: Singapore Sling
This episode is brought to you by Zelandez and Mississippi Lime. It is the audio of a presentation I gave in late March at the Future Facing Commodities Event in Singapore with some additional comment...
4 Huhti 202443min
