
Episode 220: Chris Berry / Ernest Scheyder
Chris Berry aka "the voice of reason" is the founder and President of House Mountain Partner. Ernest Scheyder is a journalist and the author of "The War Below."Topics:The US critical metals strategyTh...
4 Okt 20251h 20min

Episode 219: Ron Mitchell
Ron Mitchell has one of the lithium industry's most impressive resumes having worked for Talison, Tianqi, and a resource development project. He also chaired the LME lithium and cobalt committee for s...
18 Sep 202559min

Episode 218: Chris Doornbos
Chris Doornbos is the Founder and CEO of E3 Lithium.Topics:Thinking differently about lithiumThe Alberta advantageThe TeamDLESorbent flexibilityTimingFinancing optionsPrice & price supportsThe "lithiu...
5 Sep 20251h 10min

Episode 217: The End of Lithium Winter - Part 2
I provide additional perspective of why I believe the "lithium winter" is over. Chinese anti-involution measures are a contributing factor, as is continued strong demand growth and less lithium feedst...
21 Aug 202520min

Episode 216: Dr. Cormac O' Laoire
My guest is Cormac O'Laoire, PhD the Managing Director of Electrios Consultants. We have a far ranging discussion on the rise of China in the lithium-ion battery space. We cover how China out competed...
13 Aug 202554min

Episode 215: The End of the Lithium Winter
This is a solo episode where I share some thoughts regarding why I think the recent "lithium winter" is over. I believe price has bottomed and a new upward cycle has begun.
28 Juli 202520min

Episode 214: Jesse Edmondson & Arthur Orduna
Jesse Edmondson and Arthur Orduña are playing key roles in shaping the future of lithium production and the broader battery supply chain in Arkansas. Together, they bring deep experience and a shared ...
20 Juli 20251h 3min

Episode 213: Sam Pigott Live (Lithium Argentina)
Sam Pigott is the CEO of Lithium Argentina. This episode was recorded in front of a live audience at the Fastmarkets event In Las VegasTopics:Sam's backstoryStatus of CauchariRelationship with Ganfeng...
28 Juni 202548min



















