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Episode 152: Sigma Lithium - Ana Cabral

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Manage episode 351956236 series 2584001
Konten disediakan oleh Joe Lowry. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Joe Lowry atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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 LCE producer

Upstream disruption

Boarder adjustments

The “next guardian” of Sigma

Ana’s view on the past failures of miners

ESG

The upward moving cost curve

Price

The Inflation Reduction Act

Ana's respect for Pilbara & WA spodumene producers

My comments on the upcoming Thacker Pass decision

Thoughts (not advice) on lithium investments

Rapid fire

  continue reading

150 episode

Artwork
iconBagikan
 
Manage episode 351956236 series 2584001
Konten disediakan oleh Joe Lowry. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Joe Lowry atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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 LCE producer

Upstream disruption

Boarder adjustments

The “next guardian” of Sigma

Ana’s view on the past failures of miners

ESG

The upward moving cost curve

Price

The Inflation Reduction Act

Ana's respect for Pilbara & WA spodumene producers

My comments on the upcoming Thacker Pass decision

Thoughts (not advice) on lithium investments

Rapid fire

  continue reading

150 episode

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