Episode 206: Metals Hub (Dr. Frank Jackel)
Dr Frank Jackel is the co-founder and Managing Director of Metals Hub (metals-hub.com @metals-hub on X).Metals Hub is a leading software solutions provider that optimizes procurement processes. One of...
11 Apr 20251h 4min
Episode 205: Q&A / Thoughts from Florida
This is a solo episode answering listener questions. I also discuss what I learned at a recent conference in Florida.
11 Apr 202545min
Episode 204: Andy Leyland
Andy Leyland (@andyleyland1 on X) is the founder and MD of Supply Chain Insights (@insights_SC on X). Supply Chain Insights is a leading advisory firm on all things related to the lithium ion battery ...
8 Feb 20251h 1min
Episode 203: NEVs & BESS (Tu Le & Henrique Ribeiro)
The first episode of 2025 is a double episode covering the two most significant demand drivers of lithium: electric transportation and battery energy storage systems. My guests are two experts in thei...
11 Jan 20251h 29min
Episode 202: Year End Wrap with Daniel Jimenez
Daniel Jimenez and I discuss the following topics based on listener questions: 2024 Surprises Lithium demand Trends in EV adoption PHEVs BESS growth The incentive price The cost curve Inventory Rio -...
21 Des 20241h 5min
Episode 201: Thacker Pass (Hugh Broadhurst & Ryan Ravenelle)
This episode takes a deep dive into the Lithium Americas Thacker Pass project . My guests are LAC GM Hugh Broadhurst and R&D Manager Ryan Ravenelle.Topics:What makes Thacker Pass special?Working with ...
9 Des 20241h 8min
Episode 200: Dale Henderson
Dale Henderson (@henderson_dale on X) is the Managing Director & CEO of Pilbara Minerals. I was honored to have him join me for the 200th episode. Topics: Pilbara’s four strategic pillars The wild rid...
20 Nov 20241h 2min
Episode 199: Dan Blondal (Nano One)
Dan Blondal aka "the man with one tweet" is the CEO of Nano One (TSX: NANO / OTC: NNOMF). Topics: A world class suite of partners The battery challenge Why ex China cathode capacity matters China's cu...
1 Nov 20241h 2min
