Podcast Global Lithium terbaik (2024)

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Episode 200: Dale Henderson 1:02:05

9d ago1:02:05

1:02:05

Dale Henderson (@henderson_dale on X) is the Managing Director & CEO of Pilbara Minerals. I was honored to have him join me for the 200th episode. Topics: Pilbara’s four strategic pillars The wild ride for lithium (& Pilbara) Swing supply created by 2022 pricing The steepening cost curve Unsustainable pricing in 2024 The coming shortage Continuing …

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Episode 199: Dan Blondal (Nano One) 1:02:50

28d ago1:02:50

1:02:50

Dan Blondal aka "the man with one tweet" is the CEO of Nano One (TSX: NANO / OTC: NNOMF). Topics: A world class suite of partners The battery challenge Why ex China cathode capacity matters China's current LFP dominance Why the west has to do LFP differently The importance of ESS as a catalyst "Design one - build many" Will Japan make a battery com…

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Episode 198: Lithium's Bright Future 1:12:52

1M ago1:12:52

1:12:52

The majority of this episode is a presentation I made at the Panorama Minero "Lithium South America" event in Jujuy, Argentina on October 9, 2024. The presentation starts at ~ minute 23. The episode begins with a interview with Alejandro Columbo from Panorama Minero. We discuss what Panorama Minero does and how this event has grown over the last de…

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Episode 197: Live from Panorama Minero in Jujuy, Argentina 57:00

2M ago57:00

57:00

My favorite event on the annual lithium calendar is Panorama Minero's "Lithium South America". My guests on this episode are Daniel Jimenez of iLi Markets, Roland Chavasse of the International Lithium Association and JP Vargas the MD of Galan Lithium.

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Episode 196: Hatch (Sid Subramani) 1:07:48

3M ago1:07:48

1:07:48

Sid Subramani has global responsibility for lithium projects at Hatch (@HATCHglobal on X), a professional services and engineering company. Topics: The Hatch role in lithium A typical engagement Red flags Projects: majors vs juniors Big Energy vs Big Mining DLE – when & how significant? Common project mistakes The importance of grade Why projects a…

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Episode 195: Albemarle (Katie Pyfer) 1:07:49

3M ago1:07:49

1:07:49

Katie Pyfer is a Senior Director of Energy Storage responsible for global pricing at Albemarle. She has a PhD in analytical chemistry. Topics: Product analysis Managing market cycles Price discovery "Micro" managing Battery demand Commodity or specialty chemical? Tolling The blending game Qualification Competitive tension The benefit of lithium auc…

1
Episode 194: Listener Q&A 49:30

3M ago49:30

49:30

I answer listener questions on this episode. Topics: The Future of DLE Argentina production in 2025 Black Swan events Can the US work with China? The Pilbara/LRS deal Is it time for more M&A? US production in 2030 EU lithium potential Hard rock vs brine The Salton Sea Is LFP the future? Oversupply - how long? SQM as a barometer of price Rapid fire…

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Episode 193: Lisa Rebora (Equinor) 1:00:10

4M ago1:00:10

1:00:10

Lisa Rebora is the Head of Global Lithium at Equinor, a global energy company (NYSE: EQNR). Equinor recently invested in two of Standard Lithium's projects in Arkansas and Texas but has lithium ambitions beyond the US. Topics: Who is Equinor? Capital commitment to low carbon solutions Why lithium? The long look at DLE Why Arkansas & Texas? The rela…

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Episode 192 Iola Hughes (Rho Motion) 1:05:58

4M ago1:05:58

1:05:58

Iola Hughes is the Head of Research at Rho Motion, a battery information services company that is part of Benchmark Mineral Intelligence. Iola is @RhoMoIola on X Topics: Cathode chemistry GWH growth numbers China's amazing performance Pack sizes The EV slowdown (ex China) ICE-EV price parity Does BYD need the US? Will Tesla get the boot in China? R…

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Episode 191: Daniel Jimenez "Live" 1:01:20

5M ago1:01:20

1:01:20

My guest is industry veteran Daniel Jimenez. This is my first live podcast recorded in Fastmarket's "Live Lounge" during their recent Lithium and Battery Raw Materials Conference in Las Vegas. Topics: Lithium market sentiment Excess capacity across the lithium ion battery supply chain Recalibrating unrealistic North American and EU EVexpectations A…

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Episode 190: Standard Lithium 1:02:23

5M ago1:02:23

1:02:23

My guests are Standard Lithium CEO Robert Mintak and Dr Andy Robinson, President and COO. Topics: Equinor - another great partner Focusing on high grade brine De-risking DLE with Koch Project timelines What the OEMs are looking for Why the Smackover is so significant 3 projects with a consistent flowsheet The Equinor deal structure Arkansas & Texas…

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Episode 189: Ganfeng, ALB & MLC 39:47

6M ago39:47

39:47

I take a deep dive into Ganfeng's history and what drove their success. I question why the world's largest lithium company, Albemarle, doesn't have the same vision and ability to get things done as Ganfeng. The episode opens with MLC CEO Paul Hogan briefly explaining why lithium may be a significant part of his company's future.…

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Episode 188: SQM 56:46

6M ago56:46

56:46

Over the years SQM has declined multiple invitations to be a guest on the podcast. I am devoting this episode to my thoughts on SQM: past, present and future.

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Episode 187: Zelandez 51:25

7M ago51:25

51:25

My guests are Gene Morgan and Clint Van Marrewijk, founders of brinefield services provider ZelandezGene is @ZelandezGene on Twitter/X Clint is @Clint_Van on Twitter/X Topics: The "Schlumberger" of lithium Speeding up brine projects "ErLi" - modular lithium production The impact of price cycles Operating in Argentina vs Chile vs Bolivia Water use T…

1
Episode 186: Listener Questions 43:53

7M ago43:53

43:53

In this episode I give my current thoughts on price as well as discussing my past calls both good & bad. I explain how I believe China has taken control of the lithium price narrative and the spodumene market, why I think brine based lithium returns to the lithium pole position in the coming decade and then I answer listener questions on everything…

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Episode 185: Cauchari 56:18

8M ago56:18

56:18

This episode includes three guests: Mac Whale of Cormark, Cole McGill of Stifel and Daniel Jimenez of iLi Markets. I joined the group on a site visit to Minera Exar's Cauchari operation. Minera Exar is a JV between Lithium Argentina and Ganfeng located in Jujuy Province, Argentina. We discuss what we saw and how each guest evaluates a project that …

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Episode 184: Michael Dunne 1:03:12

8M ago1:03:12

1:03:12

Michael Dunne (@dunne_insights) on X/Twitter is the CEO of Dunne Insights a global intelligence & advisory service that provides insights on EVs, batteries, and charging with a particular emphasis on Asia. Topics: Son of a "car spy" China's lead in EVs The demise of Detroit in China Can the west catch-up? BYD - the early days China's other EV suppl…

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Episode 183: Singapore Sling 43:09

8M ago43:09

43:09

This episode is brought to you by Zelandez and Mississippi Lime. It is the audio of a presentation I gave in late March at the Future Facing Commodities Event in Singapore with some additional commentary. The presentation slides can be found at: www.globallithium.net/articles Topics: In the beginning there was North Carolina hard rock Questions you…

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Episode 182: Jon Evans 1:00:09

8M ago1:00:09

1:00:09

Jon Evans (@jdevans4005 on X) is the CEO of Lithium Americas and one of the most influential leaders in the lithium industry. Topics: Building Thacker Pass – the largest lithium resource inNorth America The team The project timeline Lessons from Cauchari Lithium through a national security lens GM as a partner LFP in the US Lessons from the DOE loa…

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Episode 181: Seth Goldstein 59:16

9M ago59:16

59:16

Seth Goldstein (@SethGMStar1 on X) is an Equity Strategist and Chair of the Electric Vehicle Committee at Morningstar. This is his third appearance on the podcast.Topics: Defining a top pick at Morningstar Why Seth believes the lithium stocks he follows areundervalued Bullish on LAC and Thacker Pass LAC’s DOE loan Incentivizing a North America batt…

1
Episode 180: Andy Leyland 1:00:47

9M ago1:00:47

1:00:47

Andy Leyland (@andyleyland1 on X) is the founder of Supply Chain Insights (@insights_SC on X). Andy has deep experience in all aspects of the lithium ion battery supply chain. Topics: What Supply Chain Insights does 2023: the "rebalancing" year The lepidolite spectrum Lithium demand - still robust The turnaround in ESS Sodium ion batteries Oversupp…

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Episode 179: Lithium 2024 30:05

10M ago30:05

30:05

A solo episode. What I see in 2024 off the top of my head. I recorded it but haven't listened to it yet. Topics: Woodmac and the damage done. A couple WA ASX updates Price - where to from here? Why the press doesn't get lithium DLE The comeback of brine A lot of shout outs

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Episode 178: Blair Way 1:12:15

11M ago1:12:15

1:12:15

Blair Way is the CEO of Patriot Battery Metals (@Patriot_Battery on X aka Twitter) PMET on the TSXV, PMT on the ASX and PMETF on the OTC Topics: Humble beginnings in Quebec The maiden resource Drill program The team How big a resource? The lake Production timing Realistic goals Why scale matters The “Brinsden” effect Albemarle Top 3 challenges Will…

1
Episode 177: Year End Wrap 1:25:19

12M ago1:25:19

1:25:19

My guests are Chris Berry (@cberry1 on X) and Daniel Jimenez (@D_Jimenez_Sch on X). Both gentlemen are multi episode guests that bring a wealth of expertise to any lithium conversation. We discuss the highlights and lowlights of a dramatic year in lithium and also look to the year ahead.

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Episode 176: Patrick Howarth (Exxon) 59:56

12M ago59:56

59:56

Patrick Howarth leads the lithium effort within ExxonMobil’s Low Carbon Solutions Group. Exxon is currently drilling lithium brine wells in Arkansas with a plan to be in commercial production by 2027 using Direct Lithium Extraction (DLE). The company intends to become a major lithium producer by 2030. Exxon also developed the first lithium ion batt…

1
Episode 175: Ernie Ortiz 54:08

12M ago54:08

54:08

Ernie Ortiz is the CEO of Lithium Royalty Corp (@Lithium_Royalty on X). Topics: Ernie's backstory The LRC business model Primary vs secondary royalties Building the portfolio Why the focus on hard rock assets? The team The brand Does market negativity create opportunity? Price Competition ESG The IRA Improving lithium industry performance Rapid fir…

1
Episode 174: Update from Asia & Beyond 26:22

1y ago26:22

26:22

A solo episode where I discuss my recent trip to Korea & Japan, price & index worries, and offer a lithium history less. Topics: Korean worries about the IRA Japan: the land of the "setting sun"? How many legacy OEMs survive? Price - what's next? Concern about the usefulness of indexes SQM ALB #ChrisGina Argentina elections…

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Episode 173: Team Money of Mine (Part 2) 51:34

1y ago51:34

51:34

Part 2 with the Money of Mine podcast team: Matt Michael,Travis Ricciardo, and Jonas “JD” Dorling. The Money of Mine Podcast began in April of this year whenMatt, Travis and JD quit their day jobs to beginbuilding a “media empire.”I met them on a trip to Australia in Septemberand was invited to be a guest on their show. I am now a regular listener.…

1
Episode 172: Team Money of Mine (part 1) 1:00:53

1y ago1:00:53

1:00:53

My guests are the Money of Mine podcast team: Matt Michael, Travis Ricciardo and Jonas "JD" Dorling.The Money of Mine Podcast began in April of this yearwhen Matt, Travis and JD quit their day jobs to begin building their "media empire". I met them on a trip to Australia in September whenthey invited me to be a guest on their show – a link to that …

1
Episode 171: Tu Le - Vol II 59:51

1y ago59:51

59:51

Tu Le is the Founder and Managing Director of Sino Auto Insights. He is also co-host of the China EVs & More Podcast. @SinoAutoInsight on X Topics: The UAW Strike The future of the "Big 3" US automakers Tesla's huge EV lead in the US Modifying IRA rules The long road to NA/EU battery competitiveness The German auto retreat in China EV = battery & s…

1
Episode 170: Iggy Tan 53:37

1y ago53:37

53:37

Iggy Tan is the Non-Executive Chairman of Lithium Universe (ASX: LU7) and the Managing Director of Altech Chemicals. He was formerly the CEO of Galaxy Lithium. Topics: The Backstory At Greenbushes in the 1990s Trying to make carbonate in Oz in the 1990s Iggy’s time at Galaxy Mt Cattlin and Zhangjiagang China’s first “western” lithium plant Building…

1
Episode 169: "Down Under" 26:50

1y ago26:50

26:50

A summary of my recent 12 day trip to Australia.

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Episode 168: Tony Ottaviano 58:39

1y ago58:39

58:39

Tony Ottaviano is the CEO of Liontown resources. This episode was recorded at Liontown's offices in Perth, Australia the day after I visited their Kathleen Valley project. Topics: Building a culture Alignment The onboarding experience Relationship with the Tjiwarl The Dragonfly camp design Using renewable energy Empowerment Documentation & control …

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Episode 167: Lithium Argentina 1:04:01

1+ y ago1:04:01

1:04:01

Lithium Americas will separate into two entities in thefourth quarter of 2023. LAC’s South American assets will become Lithium Argentina (@Lithium_ARG on X aka Twitter). I spent a few days with the team last week in Buenos Aires and Salta, Argentina. Recording a podcast seemed like a natural thing to do. JohnKanellitsas, Franco Mignacco, Ignacio Ce…

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Episode 166: Listener Q&A 53:20

1+ y ago53:20

53:20

On this episode I enlist the help of Rene LeBlanc & Tara Berrie to help me answer listener questions that cover a broad cross section of interests from how to evaluate lithium projects to the impact of the Inflation Reduction Act to where price may be heading. Shout outs to Daniel Jimenez and Chris Berry.…

1
Episode 165: Denis Geoffroy 55:33

1+ y ago55:33

55:33

Denis Geoffroy is the Chief Commercialization Officer atNano One. Denis has spent a quarter of a century in the lithium ion battery space and was responsible for the only commercial North American LFP operation in Candiac, Quebec. We discuss his journey in LFP and how Nano One’s “One Pot” technology will enable a resurgence of LFP production in Nor…

1
Episode 164: Chris Gale 53:49

1+ y ago53:49

53:49

Chris Gale is the founder and MD of Latin Resources. www.latinresources.com.au / @LatinRes on Twitter Topics: Backstory – the long, winding road to lithium Raising capital Going to South America How a lithium explorer survives Why Brazil? The long odds against explorers becoming producers Upgrading the resource Learning from Sigma’s experience What…

1
Episode 163: Tu Le 1:05:54

1+ y ago1:05:54

1:05:54

Tu Le is the founder & Managing Director of Sino Auto Insights (@SinoAutoInsight on Twitter) and a Co-Host of the China EVs & More Podcast. Tu had significant experience with at Ford, GM and Apple before making his way to China and the EV world. Topics: China's current & future position in the global EV market Average battery sizes The return of EV…

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Episode 162: Ron Mitchell 1:10:41

1+ y ago1:10:41

1:10:41

Ron Mitchell is the Managing Director of Global Lithium Resources (ASX GL1) and a veteran of the lithium industry with more than a decade of prior experience at Talison and Tianqi. Topics: Ron’s backstory Early days doing business in China Building relationships Negotiating in China How does the industry 10X supply? Ron’s spodumene price “crystal b…

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Episode 161: John Worth 43:35

1+ y ago43:35

43:35

John Worth is the CEO and MD of geo40 a technology company based in New Zealand engaged in low carbon recovery of minerals from geothermal fluids. They currently produce colloidal silica at commercial scale from geothermal streams in New Zealand and are leveraging that technology to provide direct lithium extraction (DLE) to a variety of asset type…

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E160: 3 Listeners / Livent & Allkem 59:09

1+ y ago59:09

59:09

I speak with three podcast listeners who are also keen lithium investors - Nathan Wolyniec from Brisbane Australia; John McElroy, a Green Beret with more than 1,000 parachute jumps originally from Syracuse, NY and David Cebalo a retired investor from Indiana. We discuss what drew them to investing in lithium stocks, how they research companies and …

1
Episode 159: Chile/Argentina/Price 47:02

1+ y ago47:02

47:02

There are two guests on this episode: Daniel Jimenez & David Guerrero. Both have been on the podcast multiple times. You will get perspective on Chile's new lithium strategy/policy from both sides of the Andes. We also discuss the lithium price and lithium development in Argentina. We probe the possibility of changes to Argentina's royalty structur…

1
Episode 158: The Lithium Decade 41:30

1+ y ago41:30

41:30

I presented "The Lithium Decade" in Singapore last week at the Future Facing Commodities conference. Select slides from the presentation will be available on the Global Lithium website.

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Episode 157: Peter Hannah 59:32

1+ y ago59:32

59:32

Peter Hannah (@PHmetals on Twitter) is a senior manager at Fastmarkets. This is Peter's second appearance. His first appearance in June, 2022 was in the top ten of all episodes to date. We discuss the current pricing situation: the volatility in China with spot price dropping vs rising contract prices elsewhere, supply and demand, the future of lep…

1
Episode 156: Daniel Jimenez 1:02:24

1+ y ago1:02:24

1:02:24

Daniel Jimenez is the MD of iLi Markets and a director of Galan Lithium. He has deep experience in lithium after spending almost three decades at SQM before starting his own firm. This is Daniel's fourth appearance on the podcast. In this episode we have a detailed discussion on current and future supply by region in the face of unprecedented deman…

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Episode 155: Jigar Shah 53:15

1+ y ago53:15

53:15

Jigar Shah (@JigarShahDC on Twitter) is the director of the Loan Programs Office at the Department of Energy. Mr. Shah was formerly the co-founder and President at Generate Capital, where he focused on helping entrepreneurs accelerate decarbonization solutions through the use of low-cost infrastructure-as-a service financing. Jigar also has the bes…

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Episode 154: Emilie Bodoin 1:06:49

2y ago1:06:49

1:06:49

Emilie Bodoin is the CEO of Pure Lithium. Pure Lithium is on a mission to change the way batteries are made. Topics: The current state of lithium metal technology Brine direct to lithium metal - the ultimate DLE? Lithium ion batteries: a successful compromise Making lithium metal batteries a reality Mentors: Dr Donald Sadoway & Robert Friedland The…

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Episode 153: LAC - GM, The Thacker Pass Decision, & "Patriot Games" 15:51

2y ago15:51

15:51

This is a solo episode where I discuss: The recent General Motors investment in Lithium Americas The Thacker Pass decision Rumors regarding Mineral Resources interest in Patriot Battery Metals Another round of bad lithium analysis from a large bank. And a shout out to Seth Goldstein at Morningstar

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Episode 152: Sigma Lithium - Ana Cabral 1:13:29

2y ago1:13:29

1:13:29

My guest is Ana Cabral the Co-CEO of Sigma Lithium Sigma is in the process of starting up the most significant hard rock project in South America Topics: Commissioning and start-up Sigma’s value proposition for the battery industry Spodumene to lithium chemicals conversion ratios Sustainability The market for tailings The team Becoming a 100K MT LC…

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Episode 151: Lithium 2023 - "Great Expectations" 31:46

2y ago31:46

31:46

This short solo episode takes a look at the lithium year that just ended but more importantly what to expect in 2023. Brought to you by brinefield services company Zelandez. DYOR - the Global Lithium Podcast does not present ANY investment advice.

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