Episode 182: Jon Evans
Jon Evans (@jdevans4005 on X) is the CEO of Lithium Americas and one of the most influential leaders in the lithium industry. Topics: Building Thacker Pass – the largest lithium resource in North Ame...
21 Mar 20241h
Episode 181: Seth Goldstein
Seth Goldstein (@SethGMStar1 on X) is an Equity Strategist and Chair of the Electric Vehicle Committee at Morningstar. This is his third appearance on the podcast. Topics: Defining a top pick at Morn...
16 Mar 202459min
Episode 180: Andy Leyland
Andy Leyland (@andyleyland1 on X) is the founder of Supply Chain Insights (@insights_SC on X). Andy has deep experience in all aspects of the lithium ion battery supply chain. Topics: What Supply Chai...
20 Feb 20241h
Episode 179: Lithium 2024
A solo episode. What I see in 2024 off the top of my head. I recorded it but haven't listened to it yet. Topics: Woodmac and the damage done. A couple WA ASX updates Price - where to from here? Why t...
25 Jan 202430min
Episode 178: Blair Way
Blair Way is the CEO of Patriot Battery Metals (@Patriot_Battery on X aka Twitter) PMET on the TSXV, PMT on the ASX and PMETF on the OTC Topics: Humble beginnings in Quebec The maiden resource Drill ...
11 Jan 20241h 12min
Episode 177: Year End Wrap
My guests are Chris Berry (@cberry1 on X) and Daniel Jimenez (@D_Jimenez_Sch on X). Both gentlemen are multi episode guests that bring a wealth of expertise to any lithium conversation. We discuss the...
20 Des 20231h 25min
Episode 176: Patrick Howarth (Exxon)
Patrick Howarth leads the lithium effort within ExxonMobil’s Low Carbon Solutions Group. Exxon is currently drilling lithium brine wells in Arkansas with a plan to be in commercial production by 2027 ...
12 Des 202359min
Episode 175: Ernie Ortiz
Ernie Ortiz is the CEO of Lithium Royalty Corp (@Lithium_Royalty on X). Topics: Ernie's backstory The LRC business model Primary vs secondary royalties Building the portfolio Why the focus on hard roc...
3 Des 202354min
