
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

Episode 132: "March Madness"
A solo episode covering the following topics: Lithium prices - why SQM, Albemarle and Livent have very different prices per kg The price of lithium stocks The false narrative of Chinese lithium domi...
26 Mar 202219min

Episode 131: Seth Goldstein
Seth Goldstein is an analyst at Morningstar - an industry leader providing independent research and analysis on a global basis. In his role at Morningstar, Seth covers Tesla, Albemarle, SQM, Livent an...
27 Feb 202256min

Episode 130: Chris Reed
Chris Reed is the CEO of Neometals Topics include: First lithium success – the development of Mt Marion and a profitable exit Battery recycling plans – Europe, North America, Asia Feedstock – scrap & ...
20 Feb 202251min

Episode 129: "Live from El Dorado" with Standard Lithium & Benchmark Mineral Intelligence
A double episode for Super Bowl weekend. Part One is with Standard Lithium's Dr Andy Robinson and Will Smith. Andy is COO. Will is Engineering Manager. We discuss the Standard Lithium project with pa...
12 Feb 20221h 2min

Episode 128: Simon Hay
Simon Hay is the CEO of Leo Lithium and the former CEO of Galaxy Resources. Leo Lithium has a 50/50 JV with Ganfeng Lithium to develop the Goulamina Project in Mali. Topics include: Africa's history ...
4 Feb 202244min

Episode 127: Sigma Lithium
My guests are Co-CEOs Ana Cabral-Gardner and Calvyn Gardner A lively discussion that was originally 72 minutes edited down to 47 minutes. Topics: Construction update and challenges Ramping up Covid an...
28 Des 202147min



















