The Global Lithium Podcast

Over the years SQM has declined multiple invitations to be a guest on the podcast. I am devoting this episode to my thoughts on SQM: past, present and future.

29 Mai 202456min

My guests are Gene Morgan and Clint Van Marrewijk, founders of brinefield services provider Zelandez Gene is @ZelandezGene on Twitter/X Clint is @Clint_Van on Twitter/X Topics: The "Schlumberger" of ...

11 Mai 202451min

In this episode I give my current thoughts on price as well as discussing my past calls both good & bad. I explain how I believe China has taken control of the lithium price narrative and the spodumen...

30 Apr 202443min

This episode includes three guests: Mac Whale of Cormark, Cole McGill of Stifel and Daniel Jimenez of iLi Markets. I joined the group on a site visit to Minera Exar's Cauchari operation. Minera Exar ...

12 Apr 202456min

Michael Dunne (@dunne_insights) on X/Twitter is the CEO of Dunne Insights a global intelligence & advisory service that provides insights on EVs, batteries, and charging with a particular emphasis on ...

7 Apr 20241h 3min

This episode is brought to you by Zelandez and Mississippi Lime. It is the audio of a presentation I gave in late March at the Future Facing Commodities Event in Singapore with some additional comment...

4 Apr 202443min

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

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