The Global Lithium Podcast

A solo episode where I discuss the reasons for the recent price action, two schools of thought about where we are headed from here and why China needs Argentina more than Argentina needs China from a lithium perspective.

A stream of consciousness solo episode where I talk about the recent drama concerning SMM's inventory number and change in their process. Did it make sense? Who does it serve? I also talk about comments from Ganfeng on the quality of inventory information and the fact that some of the GFEX warehouse inventory isn't usable.

My guests are the co-founders of ILiA: Anand Sheth and Roland Chavasse. Topics:The membership mixNot just a producer organizationCommunicating the industry messageWhat is success for ILiA?ChallengesCommodity or specialty chemical?Communicating with regulatorsChemicals or mining?Lithium triviaChina: flexibility, growth and chaos

My guests are: David Park and Dr. Andy Robinson, the CEO and President/COO, respectively. Topics:The LG offtake agreementHow deals get doneThe market tailwindStandard's path to FIDThe DLE journeyAdvantages of Smackover brineTightening specificationsBi-carbonationThe buildSafetyCultureThe Smackover's LT potentialThe midstream

Dr Yuan Gao is one of the most respected voices in the lithium-ion battery supply chain. A battery scientist with a number of cathode patents that has worked for a lithium producer, been the CEO of a major cathode maker, and is now on the board of directors of Lithium Americas and Pure Lithium, Dr Gao has a unique perspective on the history and future of the battery industry.Topics:The holy grailThe future of BESSWhat's next in cathodeDemand growth The evolution of lithium intensityRepurposing US gigafactoriesCATLSodium-ionRobin Zeng's teamSolid state batteriesInnovation in lithium metalMaking a difference Lessons from Lithium AmericasUS-China relationsLithium-ion surprisesRapid fire