Episode 230: Lithium Update
This is a short solo episode.Topics: What lithium investors are askingThe converter in TexasA tale of two earnings callsMy visit to Thacker Pass
5 Mars 24min
Episode 229: YJ Lee
YJ Lee is a Director and Fund Manager at Arcane Capital in Singapore. Find him on X @usuallyYJLeeTopics:The BackstoryYJ's path to lithiumThe learning processHis bullish forecasts EVs, E-trucks & BESSP...
21 Feb 1h
Episode 228: Rene LeBlanc
Rene is a VP at Lithium Americas and one of the best technical minds in the industry. Topics:How the industry has changed in 20 yearsThe return of LFPFlowsheetsChina's overnight success after two deca...
23 Jan 56min
Episode 227: The New Year in Lithium
This is a solo episode. In the past I wrote a time limited "stream of consciousness" New Year's post on LinkedIn. This year I decided to do a podcast with the same rules.
6 Jan 26min
Episode 226: Daniel Jimenez (Year End Wrap)
Daniel Jimenez is the founder of iLi Markets and formerly worked for SQM. On X: @D_Jimenez_SchTopics:The rapid growth of BESSCATLChina's weakening grip on lithium Hidden costs in AfricaThe tightening ...
19 Dec 20251h 30min
Episode 225: The Missing Midstream
This episode is a panel discussion that took place at the Arkansas Lithium Innovation Summit in October on the missing midstream. The panelists were:David Park, CEO of Standard LithiumDan Blondal, CEO...
6 Dec 202545min
Episode 224: Lithium Argentina & Ganfeng
There are three guests and a cameo appearance in this episode.Sam Pigott and Carlos Galli from Lithium Argentina are joined by Jason (Xiaofeng) Luo from Ganfeng. The cameo appearance is from Kelly O'B...
23 Nov 20251h 13min
Episode 223: Listener Q&A
This solo episode was recorded November 19th 2025 in Los Angeles while I was attending Benchmark Week.Topics:Ganfeng on supply / demand / priceCanaccord's take on the marketBESS Exxon's comments on li...
19 Nov 202525min
