The Global Lithium Podcast11 Jan 2020

E55: Live In Tesla's Backyard

The Global Lithium Podcast adapts the format for the "Lithium Decade". One host, with co-hosts from time to time, same focus on high quality guests on the long version and answering your questions on Q&A episodes. For now, Anchor will be the podcast home but we will remain available on Apple, Spotify and other major platforms. This episode was recorded in Reno, Nevada. My guests are Dr. Rene LeBlanc, CTO of Lithium Americas and Alexi Zawadzki, President of Lithium Nevada. We discuss recent developments at the Cauchari and Thacker Pass Projects before delving into other areas. I ask and Rene explains why it is a misnomer to say "it is too difficult to make battery grade carbonate at altitude". We both worked for FMC Lithium (now Livent) in a day when Hombre Muerto produced an excellent battery quality product above 4,000 meters in Catamarca Province Argentina. I provide some comments on Livent's recent earnings guidance and make some brief comments on pricing and other pertinent topics. We have a cameo appearance by long time friend of the podcast Randall Burns of LAC while I ride across Reno in his EV and am chastised by Alexi for not owning a Tesla yet. Things get loud during the "five guys in a bar segment" when Alexi asks a broader group if you could go back an be alive for any one day in history - what would it be? This episode was recorded on my IPhone - please keep that in mind as you listen. I did not travel with a mic or recording software but didn't want to miss the opportunity to record the first long form episode of the new decade. Sponsorshi

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(188)

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

Episode 237: Lithium Confidential (Interview with Chris Berry)

Chris Berry interviewed me about my new book "Lithium Confidential" at the the Fastmarkets Global Lithium event in Las Vegas. The interview was in front of a live audience. The book is available via b...

27 Juni 57min

Episode 236: Jon Evans

Jon Evans is the CEO of Lithium Americas and a long-time industry veteran.Topics:How the industry has changed since 2008Why price stays higher for longer this cycleThe battery marketAfter the first Th...

6 Juni 1h

Episode 235: Thoughts on the Market

This is a solo episode where I talk about market commentary, hype from the US Government, where China is really dominant, the big banks return to lithium, price, and Lithium Confidential.

27 Maj 20min

Episode 234: Brine Fundamentals

My guests are two voices from the brine world. Murray Brooker and Clint Van Marrewijk. Topics:Why do brine projects take so long?WA's hard rock advantagesWill brine development be faster in this cycle...

4 Maj 1h 1min

Episode 233: Chris Reed

Chris Reed is the Managing Director of NeometalsTopics:Status of the lithium marketWhat China got rightPivoting from urban mining to brineLFPConversion in the WestAfrica DLEThe project in UtahSPAC of ...

12 Apr 59min

Episode 232: Tu Le

Tu Le is the founder of Sino Auto Insights, an innovation & management consulting firm.Topics:The Global EV pictureThe final frontier for China EVsThe US "China EV" strategyGM and FordThe status of FS...

26 Mars 1h 10min

Episode 231: Dr. Tom Benson

Tom Benson (aka the "Doctor of Volcanoes") is the Vice President of Exploration at Lithium Argentina. Topics:Being creative in explorationThe major upgrade to the Cauchari - Olaroz resourceBigger than...

11 Mars 1h 4min