The Global Lithium Podcast30 Jan 2020

GLP Archives: E25 - Ganfeng "Not Lost in Translation"

One of my objectives in starting the Global Lithium Podcast was to use it as a tool to learn from the best minds in the industry. After recording over 50 episodes, a great deal of valuable knowledge has been disseminated by my guests. Beginning this week I will, on a bi-weekly basis, repost some of the best episodes and provide commentary on what I feel the major "take aways" are. Although the lithiumpodcast.com website is still available, eventually all the episodes with guests will appear on this platform with updates and additional comments. Although I personally know many of my guests well, I learn something new each time I listen and I believe your experience will be the same. I appreciate that listening to podcasts a second time isn't for everyone which is why "Archive" episodes will be stated upfront. The Ganfeng "Not Lost in Translation" episode is one of the best not so much for the technical information revealed but more it is a "rags to riches" story about how initially one man's vision and later a "dynamic duo" can change an industry by defying conventional wisdom. I learn from Li Liangbin and Wang Xiaoshen each time we meet. It has been a privilege to watch my two friends have great success and to have been in a small way part of that success.

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Episoder(188)

Episode 238: David Park

David Park is the CEO of Standard Lithium. Topics:Leaving retirement for a lithium juniorCapital challengesPartnersCritical success factorsGetting to FIDOfftake agreementsDLE The TeamBipartisan projec...

1 Jul 50min

Episode 237: Lithium Confidential (Interview with Chris Berry)

Chris Berry interviewed me about my new book "Lithium Confidential" at the the Fastmarkets Global Lithium event in Las Vegas. The interview was in front of a live audience. The book is available via b...

27 Jun 57min

Episode 236: Jon Evans

Jon Evans is the CEO of Lithium Americas and a long-time industry veteran.Topics:How the industry has changed since 2008Why price stays higher for longer this cycleThe battery marketAfter the first Th...

6 Jun 1h

Episode 235: Thoughts on the Market

This is a solo episode where I talk about market commentary, hype from the US Government, where China is really dominant, the big banks return to lithium, price, and Lithium Confidential.

27 Mai 20min

Episode 234: Brine Fundamentals

My guests are two voices from the brine world. Murray Brooker and Clint Van Marrewijk. Topics:Why do brine projects take so long?WA's hard rock advantagesWill brine development be faster in this cycle...

4 Mai 1h 1min

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 232: Tu Le

Tu Le is the founder of Sino Auto Insights, an innovation & management consulting firm.Topics:The Global EV pictureThe final frontier for China EVsThe US "China EV" strategyGM and FordThe status of FS...

26 Mar 1h 10min

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