The Global Lithium Podcast26 Feb 2021

Episode 97: Alex Cheeseman

Alex Cheesemen (@ACheesey on Twitter) is an ex Australian military officer and a significant player in the Western Australia lithium industry. Alex had the unique “opportunity” to be one of the last people standing at Altura Mining. In this episode Alex will share what he learned in the process of helping bring a significant hard rock asset into production and then, due to the vagaries of lithium asset financing challenges and unfavorable market conditions, he was tasked with taking it through the receivership process. Alex has a great perspective on the WA lithium industry past, present, and future. We discuss: The timeframe for bringing projects into production Pros and Cons of having a lean project team DMS vs flotation The financial struggles of junior mining companies Learning how to connect Altura’s product with the conversion market in China The receivership experience and how the WA mining community helped out Thoughts on when currently shut in spodumene capacity will come back online Mineral Resources and Albemarle aka “watching the elephants dance” How much spodumene production can we expect from Australia in 2025 and 2030 How soon price will recover and to what level China and Australia trade tensions Why I may never be let back into WA Plus “Rapid Fire”

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Episoder(188)

Episode 238: David Park

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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