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 picture

The final frontier for China EVs

The US "China EV" strategy

GM and Ford

The status of FSD (full self-driving)

The changing perception of Tesla in China

What's next for BYD and Tesla?

When will CATL be producing batteries in the US?

The "best of the rest" China EV companies

Rapid fire

The growing angst in China over lithium supply


Episoder(183)

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 Apr 59min

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 Mar 1h 4min

Episode 230: Lithium Update

Episode 230: Lithium Update

This is a short solo episode.Topics: What lithium investors are askingThe converter in TexasA tale of two earnings callsMy visit to Thacker Pass

5 Mar 24min

Episode 229: YJ Lee

Episode 229: YJ Lee

YJ Lee is a Director and Fund Manager at Arcane Capital in Singapore. Find him on X @usuallyYJLeeTopics:The BackstoryYJ's path to lithiumThe learning processHis bullish forecasts EVs, E-trucks & BESSP...

21 Feb 1h

Episode 228: Rene LeBlanc

Episode 228: Rene LeBlanc

Rene is a VP at Lithium Americas and one of the best technical minds in the industry. Topics:How the industry has changed in 20 yearsThe return of LFPFlowsheetsChina's overnight success after two deca...

23 Jan 56min

Episode 227: The New Year in Lithium

Episode 227: The New Year in Lithium

This is a solo episode. In the past I wrote a time limited "stream of consciousness" New Year's post on LinkedIn. This year I decided to do a podcast with the same rules.

6 Jan 26min

Episode 226: Daniel Jimenez (Year End Wrap)

Episode 226: Daniel Jimenez (Year End Wrap)

Daniel Jimenez is the founder of iLi Markets and formerly worked for SQM. On X: @D_Jimenez_SchTopics:The rapid growth of BESSCATLChina's weakening grip on lithium Hidden costs in AfricaThe tightening ...

19 Des 20251h 30min

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