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In this solo episode, I discuss the state of the lithium market: the good, the bad and the ugly.
Despite the market’s overreaction to misinformation from China about the impact of a mine reopening on the supply and demand balance and the threat of sodium ion, lithium’s long-term fundamentals have never looked better.
Demand continues to go from strength to strengt...
Venkee Sharma is the Executive Chairman of Aquatech, a global leader in water and critical metals technology.
Topics:
Aquatech’s “superpower”
Seizing opportunities in lithium
The Team
Aquatech’s view of the market
DLE
The op-ex challenge
Believers in brine
The future of battery grade
Fans of the Smackover
Diffe...
David Park is the CEO of Standard Lithium.
Topics:
Leaving retirement for a lithium junior
Capital challenges
Partners
Critical success factors
Getting to FID
Offtake agreements
DLE
The Team
Bipartisan projects
The benefits of Arkansas
The Smackover vs. hard rock
Price
"6 hours of angst"
...Chris Berry interviewed me about my new book "Lithium Confidential" at the the Fastmarkets Global Lithium event in Las Vegas. The interview was in front of a live audience.
The book is available via both as a paperback and e-book via Amazon but can also be ordered from you local bookstore no matter where you live.
Jon Evans is the CEO of Lithium Americas and a long-time industry veteran.
Topics:
How the industry has changed since 2008
Why price stays higher for longer this cycle
The battery market
After the first Thacker Pass ton
US lithium demand
Not Jon's first rodeo
Partners
A lesson from Ted Lasso
What keeps Jon motivated<...