Episode 140: Mid Year Update / Listener Questions
This is a solo episode where I discuss learnings from recent travel to the Benchmark and Fastmarkets conferences, my visit to the new Lithium Americas Technical Development Center in Reno, thoughts on...
24 Jul 202237min
Episode 139: Tony Ottaviano
Tony Ottaviano is the CEO of Liontown Resources and an experienced mining executive. Topics: The move from the “Big End of Town” to the world of lithium The Kathleen Valley project Going underground H...
13 Jul 202243min
Episode 138: Peter Hannah
Peter Hannah is the Senior Price Development Manager at Fastmarkets and one of the best young commentators in the battery metals space. We discuss: Lithium supply and demand dynamics The meaning an...
4 Jun 20221h 2min
Episode 137: David Guerrero
David Guerrero is currently an independent consultant and advisor with a long history in the Argentina lithium industry beginning with Lithium One before becoming the President of Galaxy Resources - A...
28 Mai 202252min
Episode 136: WeChat Lithium Night
My Q&A session with a WeChat Group featuring some of the brightest young minds in the lithium/battery/EV ecosystem. Topics: The Rise and Future of Ganfeng Global Supply Chain Issues BYD & CATL's Futur...
14 Mai 20221h 21min
Episode 135: Dr. Rene LeBlanc
Rene LeBlanc is the Chief Technical Officer at Lithium Americas. Rene has also worked for Tesla and FMC Lithium (now Livent). Topics: How much lithium is needed in the production of a lithium ion batt...
24 Apr 202245min
Episode 134: Rio Tinto (Marnie Finlayson & Grant Donald)
My guests from Rio Tinto are Marnie Finlayson, MD of Battery Materials, and Grant Donald, GM of Strategic Marketing, Minerals. Topics: RT’s battery materials strategy Being a leader in the green econo...
9 Apr 20221h
Episode 133: Simon Moores
Topics: The Benchmark vision & business model Limiting factors to the growth of the “lithium ion economy” The “great battery raw material disconnect” The LME nickel fiasco Is President Biden inv...
3 Apr 202257min
