Episode 132: "March Madness"
A solo episode covering the following topics: Lithium prices - why SQM, Albemarle and Livent have very different prices per kg The price of lithium stocks The false narrative of Chinese lithium domi...
26 Mars 202219min
Episode 131: Seth Goldstein
Seth Goldstein is an analyst at Morningstar - an industry leader providing independent research and analysis on a global basis. In his role at Morningstar, Seth covers Tesla, Albemarle, SQM, Livent an...
27 Feb 202256min
Episode 130: Chris Reed
Chris Reed is the CEO of Neometals Topics include: First lithium success – the development of Mt Marion and a profitable exit Battery recycling plans – Europe, North America, Asia Feedstock – scrap & ...
20 Feb 202251min
Episode 129: "Live from El Dorado" with Standard Lithium & Benchmark Mineral Intelligence
A double episode for Super Bowl weekend. Part One is with Standard Lithium's Dr Andy Robinson and Will Smith. Andy is COO. Will is Engineering Manager. We discuss the Standard Lithium project with pa...
12 Feb 20221h 2min
Episode 128: Simon Hay
Simon Hay is the CEO of Leo Lithium and the former CEO of Galaxy Resources. Leo Lithium has a 50/50 JV with Ganfeng Lithium to develop the Goulamina Project in Mali. Topics include: Africa's history ...
4 Feb 202244min
Episode 127: Sigma Lithium
My guests are Co-CEOs Ana Cabral-Gardner and Calvyn Gardner A lively discussion that was originally 72 minutes edited down to 47 minutes. Topics: Construction update and challenges Ramping up Covid an...
28 Dec 202147min
Episode 126: Henrique Ribeiro
My guest is Henrique Ribeiro of S&P Global Platts, a leader in providing price information, industry market insights and analytics. In addition to his work in lithium/battery metals price information ...
18 Dec 202156min
Episode 125: Daniel Jimenez
My guest is Daniel Jimenez ex SQM and currently running his own advisory firm, iLi Markets (ilimarkets.com). Recorded less than two weeks before the Chilean Presidential election runoff - described as...
10 Dec 202154min
