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
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
