Episode 244: The China Syndrome
A stream of consciousness solo episode where I talk about the recent drama concerning SMM's inventory number and change in their process. Did it make sense? Who does it serve? I also talk about commen...
14 Sep 22min
Episode 243: The International Lithium Association
My guests are the co-founders of ILiA: Anand Sheth and Roland Chavasse. Topics:The membership mixNot just a producer organizationCommunicating the industry messageWhat is success for ILiA?ChallengesCo...
8 Sep 1h 13min
Episode 242: Standard Lithium
My guests are: David Park and Dr. Andy Robinson, the CEO and President/COO, respectively. Topics:The LG offtake agreementHow deals get doneThe market tailwindStandard's path to FIDThe DLE journeyAdvan...
1 Sep 56min
Episode 241: Dr Yuan Gao
Dr Yuan Gao is one of the most respected voices in the lithium-ion battery supply chain. A battery scientist with a number of cathode patents that has worked for a lithium producer, been the CEO of a ...
27 Aug 1h 21min
Episode 240: "Lithium Summer" Update
In this solo episode, I discuss the state of the lithium market: the good, the bad and the ugly.Despite the market’s overreaction to misinformation from China about the impact of a mine reopening on t...
9 Aug 24min
Episode 239: Venkee Sharma
Venkee Sharma is the Executive Chairman of Aquatech, a global leader in water and critical metals technology.Topics:Aquatech’s “superpower”Seizing opportunities in lithiumThe TeamAquatech’s view of th...
26 Juli 1h
Episode 238: David Park
David Park is the CEO of Standard Lithium. Topics:Leaving retirement for a lithium juniorCapital challengesPartnersCritical success factorsGetting to FIDOfftake agreementsDLE The TeamBipartisan projec...
1 Juli 50min
