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 Celorrio, Carlos Galli and Tom Benson joined me with a cameo appearance by Kelly O’Brien. Topics: The journey to becoming Argentina’s third lithium chemical producer The importance of finding and retaining the right people Combining cultures in the Minera Exar JV The Lithium Americas separation Politics in Argentina The growing significance  of lithium to Argentina  Why it is too soon for Argentina should focus on makingbatteries Doing lithium “differently” The 500,000 ton goal for Argentina Leveraging talent from other industries Bringing new technology to exploration Pastos Grandes  Talent wars “The Signal and the Noise” The five year vision for Lithium Argentina

Lithium Americas will separate into two entities in the fourth 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. John Kanellitsas, Franco Mignacco, Ignacio Celorrio, Carlos Galli and Tom Benson joined me with a cameo appearance by Kelly O’Brien. Topics: The journey to becoming Argentina’s third lithium chemical producer The importance of finding and retaining the right people Combining cultures in the Minera Exar JV The Lithium Americas separation Politics in Argentina The growing significance  of lithium to Argentina Why it is too soon for Argentina should focus on making batteries Doing lithium “differently” The 500,000 ton goal for Argentina Leveraging talent from other industries Bringing new technology to exploration Pastos Grandes Talent wars “The Signal and the Noise” The five year vision for Lithium Argentina

Episode 167: Lithium Argentina 

On this episode I enlist the help of Rene LeBlanc &amp; 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.

On this episode I enlist the help of Rene LeBlanc &amp; 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.

Episode 166: Listener Q&A 

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 North America. Topics: LFP – born in Texas and the early days in Quebec  LFP’s recent resurgence in the market How China came to dominate the market The current state of LFP supply Nano One: “Changing How the World Makes Battery Materials” LFP – the “mass market” EV cathode The original “million mile” battery Bringing LFP production back to North America Nano One partnerships  Recycling LFP Learning from cathode “OG” Dr Yuan Gao Rapid fire

Denis Geoffroy is the Chief Commercialization Officer at Nano 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 North America. Topics: LFP – born in Texas and the early days in Quebec LFP’s recent resurgence in the market How China came to dominate the market The current state of LFP supply Nano One: “Changing How the World Makes Battery Materials” LFP – the “mass market” EV cathode The original “million mile” battery Bringing LFP production back to North America Nano One partnerships Recycling LFP Learning from cathode “OG” Dr Yuan Gao Rapid fire

Episode 165: Denis Geoffroy

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 is a tier 1 lithium deposit? First steps in developing a project The Team The importance of getting a lithium legend on the BOD Potential off-takers Rapid fire Rest in peace Dr John Goodenough

Chris Gale is the founder and MD of Latin Resources. <a href="http://www.latinresources.com.au" rel="nofollow" target="_blank">www.latinresources.com.au</a> / @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 is a tier 1 lithium deposit? First steps in developing a project The Team The importance of getting a lithium legend on the BOD Potential off-takers Rapid fire Rest in peace Dr John Goodenough

Episode 164: Chris Gale

Tu Le is the founder &amp; Managing Director of Sino Auto Insights (@SinoAutoInsight on Twitter) and a Co-Host of the China EVs &amp; 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 &amp; future position in the global EV market Average battery sizes The return of EV incentives in China ? EV price cuts Tu Le: "BYD is what Tesla wants to be"  Why is GM's CEO saying they can't build a profitable EV in the $30-40K price range in this decade China EV plans for North America The coming consolidation of EV producers in China Why legacy OEMs are on the decline in China E-Mobility "smartification" &amp; ACES Why software leads the way in EV development North American &amp; EU decoupling from China - easier said than done Changing the US driving mindset E- Mobility growth in India The critical metals angst of OEMs Sodium Ion battery impact on EVs ONE - Our Next Energy  The top five global EV/Mobility companies in 2030 Rapid Fire

Tu Le is the founder &amp; Managing Director of Sino Auto Insights (@SinoAutoInsight on Twitter) and a Co-Host of the China EVs &amp; 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 &amp; future position in the global EV market Average battery sizes The return of EV incentives in China ? EV price cuts Tu Le: "BYD is what Tesla wants to be" Why is GM's CEO saying they can't build a profitable EV in the $30-40K price range in this decade China EV plans for North America The coming consolidation of EV producers in China Why legacy OEMs are on the decline in China E-Mobility "smartification" &amp; ACES Why software leads the way in EV development North American &amp; EU decoupling from China - easier said than done Changing the US driving mindset E- Mobility growth in India The critical metals angst of OEMs Sodium Ion battery impact on EVs ONE - Our Next Energy The top five global EV/Mobility companies in 2030 Rapid Fire

Episode 163: Tu Le

Ron Mitchell

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 ball” Global Lithium Resources' two projects Building the team at GL1 Partners  Offtake Going downstream? Doing mining differently Geopolitics A question for Ron from Tara Berrie Rapid fire from me as well as Alex Cheeseman Closing comments on China's "interesting" price narrative

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 ball” Global Lithium Resources' two projects Building the team at GL1 Partners Offtake Going downstream? Doing mining differently Geopolitics A question for Ron from Tara Berrie Rapid fire from me as well as Alex Cheeseman Closing comments on China's "interesting" price narrative

Episode 162: Ron Mitchell

John Worth

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 types containing low levels of lithium (50 ppm &amp; up). After successfully piloting DLE technology they now plan to move to the demo level with a target of commercialization in North America by 2025 and later in other jurisdictions. Topics:  The need to add DLE to the lithium supply portfolio    What makes a great DLE project   Why it makes sense to pursue low ppm level lithium streams in North America   Where DLE fits in on the cost curve   Tailwinds from the "new normal" of lithium prices   The need for multiple DLE players   Why geo40 is leaving the Salton Sea to others   My comments on what is happening in price

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 types containing low levels of lithium (50 ppm &amp; up). After successfully piloting DLE technology they now plan to move to the demo level with a target of commercialization in North America by 2025 and later in other jurisdictions. Topics: <ul> <li>The need to add DLE to the lithium supply portfolio </li> </ul> <ul> <li>What makes a great DLE project</li> </ul> <ul> <li>Why it makes sense to pursue low ppm level lithium streams in North America</li> </ul> <ul> <li>Where DLE fits in on the cost curve</li> </ul> <ul> <li>Tailwinds from the "new normal" of lithium prices</li> </ul> <ul> <li>The need for multiple DLE players</li> </ul> <ul> <li>Why geo40 is leaving the Salton Sea to others</li> </ul> <ul> <li>My comments on what is happening in price</li></ul>

Episode 161: John Worth

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 make decisions. I end the episode with some thoughts on the Livent - Allkem merger announced earlier this week.

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 make decisions. I end the episode with some thoughts on the Livent - Allkem merger announced earlier this week.

E160: 3 Listeners / Livent & Allkem

There are two guests on this episode: Daniel Jimenez &amp; 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 structure and ponder Argentina's ultimate lithium production potential with and without DLE. We also briefly discuss lithium activity in Bolivia. If you want to hear more of my thoughts on the new policy in Chile, here is a link to an interview I did with a group in Chile is below: https://twitter.com/i/broadcasts/1eaKbrOoQDYKX

There are two guests on this episode: Daniel Jimenez &amp; 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 structure and ponder Argentina's ultimate lithium production potential with and without DLE. We also briefly discuss lithium activity in Bolivia. If you want to hear more of my thoughts on the new policy in Chile, here is a link to an interview I did with a group in Chile is below: <a href="https://twitter.com/i/broadcasts/1eaKbrOoQDYKX" rel="noopener noreferer nofollow" target="_blank">https://twitter.com/i/broadcasts/1eaKbrOoQDYKX</a>

Episode 159: Chile/Argentina/Price

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.

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.

Episode 158: The Lithium Decade

Joe Lowry (aka @globallithium on Twitter) and known as "Mr Lithium" is a 30 plus year industry veteran and founder of the advisory firm Global Lithium LLC. Joe hosts the original lithium podcast featuring high level guests from the lithium chemicals industry, battery, cathode, and related areas. The Global Lithium Podcast remains the 'go to' offering in this space and has been downloaded in 180 countries.

Look Forward To Future Podcasts

A good supplement to the longer podcast for people that prefer a more focused discussion

Gets to the heart of the matter

The Global Lithium Podcast 

Questions about Ponds, ALB earnings, Price and the Future

Episode 9: Ponds, ALB Earnings, Price and the Future

Mac Whale is my guest. He gives his thoughts on stocks in 2020. I talk about why I believe there is one more step down in price before the bottom, Nemaska seeks protection from creditors, why I sold Livent, 2020 contract prices and SQM's recent behavior in China.

Mac Whale is my guest. He gives his thoughts on stocks in 2020. I talk about why I believe there is one more step down in price before the bottom, Nemaska seeks protection from creditors, why I sold Livent, 2020 contract prices and SQM's recent behavior in China.

Year End Wrap-Up Episode

This has been a tough year for the lithium market. I would love to tell you 2020 is going to be much better but I think we will have to wait for 2021 for a significant positive change. Why? You have to listen to find out.

Thoughts on 2019 and a look at 2020

James Ellsmoor

This episode is a result of a chance meeting in Buenos Aires after seeing a tweet by James Ellsmoor aka the Digital Nomad. James has been on my list of potential podcast guests for several months so it seemed fate intervened to make this episode happen. James is an advocate for sustainability and renewables projects in rural areas and remote islands around the world. A millennial that has started several ventures but never had a "real job" is an interesting departure from my typical podcast guest.  James can be found on twitter: @jellsmoor and on Linked In and Facebook. This is another episode that was enabled by being able to quickly respond to the opportunity via use of my Iphone to record.  In addition to speaking with James, I briefly discuss the situation in Argentina, Bolivia's new "Lithium Czar", Drama in the Atacama and the recent run-up in the stock price of junior lithium stocks.  Please note that after initial publication of this episode  I inserted an "errata clip"  to correct the fact that that I misspoke about Argentina's opponent in the 1986 world cup final - it was West Germany not England.  The "hand of God" goal by Diego Maradona was actually in the quarterfinal final match vs England. Lesson: never listen to an American talking about futbol. Trivia: The picture of the Global Lithium hat was taken one year ago today in a fjord in northern Norway near Tromso.

This episode is a result of a chance meeting in Buenos Aires after seeing a tweet by James Ellsmoor aka the Digital Nomad. James has been on my list of potential podcast guests for several months so it seemed fate intervened to make this episode happen. James is an advocate for sustainability and renewables projects in rural areas and remote islands around the world. A millennial that has started several ventures but never had a "real job" is an interesting departure from my typical podcast guest.  James can be found on twitter: @jellsmoor and on Linked In and Facebook. This is another episode that was enabled by being able to quickly respond to the opportunity via use of my Iphone to record.  In addition to speaking with James, I briefly discuss the situation in Argentina, Bolivia's new "Lithium Czar", Drama in the Atacama and the recent run-up in the stock price of junior lithium stocks.  Please note that after initial publication of this episode  I inserted an "errata clip"  to correct the fact that that I misspoke about Argentina's opponent in the 1986 world cup final - it was West Germany not England.  The "hand of God" goal by Diego Maradona was actually in the quarterfinal final match vs England. Lesson: never listen to an American talking about futbol. Trivia: The picture of the Global Lithium hat was taken one year ago today in a fjord in northern Norway near Tromso.

E56: The Digital Nomad: James Ellsmoor plus my Argentina Trip

I am repeating one of the top episodes from season one of the Global Lithium Podcast. Benchmark Mineral Intelligence's Simon Moores and Andy Miller are the guests. We cover the "Rise of Benchmark" discussing their place in the industry providing price insights and commentary critical to various battery industry stakeholders. You will learn about various types of lithium contracts, offtake agreements vs supply agreements and what makes an agreement "bankable". We learn why the deeply ingrained concept of "spot" price  is a misnomer. We discuss the different contracting philosophies of various industry players and how lithium, the Atacama and James Bond are connected. Before all that I also speak to recent price activity and some industry misinformation. And, yes, you will actually hear me say spot price in my comments when I should have said short term price.... mea culpa.

GLP Archives: E20 "Simon Says" plus A Brief Price Update

Joe and Emily are joined in Los Angeles by the newly minted “geek squad,” the label intended as the ultimate compliment to four technical experts. All are veterans of the podcast. We are guided through the lithium value chain from the ground to lithium chemicals to cathode and ultimately the battery. Dr. Tom Benson of Lithium Americas shares how lithium is formed inside the earth, and how the fact that lithium “Can’t Be Tamed” is what makes it so practical for batteries. Dr. Yuan Gao of Pulead and now a Lithium Americas Board Member takes us through extracting lithium from raw materials and making cathodes. Dr. Gao, or the “Lithium OG”, explains the concept of excess lithium and why it matters even more in a high nickel world. Dr. Dr. Rene LeBlanc of Lithium Americas explains how the process to separate lithium can be the reverse of how it's formed, and shares how the physical separation process for the sedimentary material at Thacker Pass is like the process for extracting gold.. Dan Blondal of Nano One explains the different purposes served by cobalt, as a stabilizer of layered nickel structure or active material in LCO batteries. We give a shout out to the Real Clear Politics discussion of Minerals: The Overlooked Foundations of our Future, where Emily was a panelist and felt like she knew the cool kids when Alexi Zawadski and Thacker Pass were name dropped by Carl Cannon, Executive Editor &amp; Washington Bureau Chief of RealClearPolitics, as a carbon-neutral project. Our guests close with what they experience as most misunderstood lithium myths, and as always we end with rapid fire questions.

Joe and Emily are joined in Los Angeles by the newly minted “geek squad,” the label intended as the ultimate compliment to four technical experts. All are veterans of the podcast. We are guided through the lithium value chain from the ground to lithium chemicals to cathode and ultimately the battery. Dr. Tom Benson of Lithium Americas shares how lithium is formed inside the earth, and how the fact that lithium “Can’t Be Tamed” is what makes it so practical for batteries. Dr. Yuan Gao of Pulead and now a Lithium Americas Board Member takes us through extracting lithium from raw materials and making cathodes. Dr. Gao, or the “Lithium OG”, explains the concept of excess lithium and why it matters even more in a high nickel world. Dr. Dr. Rene LeBlanc of Lithium Americas explains how the process to separate lithium can be the reverse of how it's formed, and shares how the physical separation process for the sedimentary material at Thacker Pass is like the process for extracting gold.. Dan Blondal of Nano One explains the different purposes served by cobalt, as a stabilizer of layered nickel structure or active material in LCO batteries. We give a shout out to the Real Clear Politics discussion of Minerals: The Overlooked Foundations of our Future, where Emily was a panelist and felt like she knew the cool kids when Alexi Zawadski and Thacker Pass were name dropped by Carl Cannon, Executive Editor &amp; Washington Bureau Chief of RealClearPolitics, as a carbon-neutral project. Our guests close with what they experience as most misunderstood lithium myths, and as always we end with rapid fire questions.

E52 of the Global Lithium Podcast "The Geek Squad"

I spent the past week in Japan and China meeting leading cathode and battery producers. I give you my "take aways" on the transition to high nickel cathode, price and quality. I also make comments on the SQM earnings call and Galaxy's recent Sal de Vida announcement.

I spent the past week in Japan and China meeting leading cathode and battery producers. I give you my "take aways" on the transition to high nickel cathode, price and quality. I also make comments on the SQM earnings call and Galaxy's recent Sal de Vida announcement.

Episode 11: A week in Asia

Five questions: from Livent earnings to why I am critical of ALB but not of Ganfeng. Does Bolivia matter? Do I ignore Altura? plus rapid fire.

Five questions: from Livent earnings to why I am critical of ALB but not of Ganfeng. Does Bolivia matter? Do I ignore Altura? plus rapid fire.

Episode 8: Earnings, Livent, ALB, Bolivia, Altura and Ganfeng

This is a special episode of Global Lithium Q&amp;A with guests former SQM Commercial VP Daniel Jimenez and Alejandro Hess. Both gentlemen are from Chile and provide local insights to the current situation of social unrest along with the potential short and long term impacts on the lithium industry. 

This is a special episode of Global Lithium Q&amp;A with guests former SQM Commercial VP Daniel Jimenez and Alejandro Hess. Both gentlemen are from Chile and provide local insights to the current situation of social unrest along with the potential short and long term impacts on the lithium industry.

The Big (Lithium) Chill?

In this episode we discuss the recent announcement by Lithium Americas regarding a transaction with their partner Ganfeng Lithium. The agreement  will result in benefits to both parties. Guests Mac Whale of Cormark and LAC CEO Jon Evans will give their perspective on the deal.  Note: Mac misspeaks on the project valuation implied by the 1% of the project Ganfeng is purchasing. (1% at $16 million = a valuation of $1.6 billion).  I also discuss the recent run-up in Tesla stock and caution lithium investors not to get too excited about the likely short term impact Tesla's performance has had on certain lithium stocks. I wish Luke Kissam, CEO of Albemarle, "Godspeed" in dealing with his recently disclosed health issue. I also briefly discuss the coronavirus and potential impacts it may have on 2020 in the lithium world. 

In this episode we discuss the recent announcement by Lithium Americas regarding a transaction with their partner Ganfeng Lithium. The agreement  will result in benefits to both parties. Guests Mac Whale of Cormark and LAC CEO Jon Evans will give their perspective on the deal.  Note: Mac misspeaks on the project valuation implied by the 1% of the project Ganfeng is purchasing. (1% at $16 million = a valuation of $1.6 billion).  I also discuss the recent run-up in Tesla stock and caution lithium investors not to get too excited about the likely short term impact Tesla's performance has had on certain lithium stocks. I wish Luke Kissam, CEO of Albemarle, "Godspeed" in dealing with his recently disclosed health issue. I also briefly discuss the coronavirus and potential impacts it may have on 2020 in the lithium world.

Q&A: Ganfeng - LAC, Luke, Tesla & Coronavirus

This episode features Vivas Kumar of Benchmark Mineral Intelligence. Vivas was previously with Tesla.  We discuss e-mobility, the "Manhattan Project" like effort the US needs to catch up in the "battery arms race", millennial attitudes towards mining and much more. 

This episode features Vivas Kumar of Benchmark Mineral Intelligence. Vivas was previously with Tesla.  We discuss e-mobility, the "Manhattan Project" like effort the US needs to catch up in the "battery arms race", millennial attitudes towards mining and much more.

Episode 54 of the Global Lithium Podcast "The Lithium Manhattan Project"

One of my objectives in starting the Global Lithium Podcast was to use it as a tool to learn from the best minds in the industry. After recording over 50 episodes, a great deal of valuable knowledge has been disseminated by my guests. Beginning this week I will, on a bi-weekly basis, repost some of the best episodes and provide  commentary on what I feel the major "take aways" are. Although the lithiumpodcast.com website is still available, eventually all the episodes with guests will appear on this platform with updates and additional comments. Although I personally know many of my guests well, I learn something new each time I listen and I believe your experience will be the same. I appreciate that listening to podcasts a second time isn't for everyone which is why "Archive" episodes will be stated upfront.The Ganfeng "Not Lost in Translation" episode is one of the best not so much for the technical information revealed but more it is a "rags to riches" story about how initially one man's vision and later a "dynamic duo" can change an industry by defying conventional wisdom. I learn from Li Liangbin and Wang Xiaoshen each time we meet. It has been a privilege to watch my two friends have great success and to have been in a small way part of that success.

One of my objectives in starting the Global Lithium Podcast was to use it as a tool to learn from the best minds in the industry. After recording over 50 episodes, a great deal of valuable knowledge has been disseminated by my guests. Beginning this week I will, on a bi-weekly basis, repost some of the best episodes and provide  commentary on what I feel the major "take aways" are. Although the <a href="http://lithiumpodcast.com" rel="nofollow" target="_blank">lithiumpodcast.com</a> website is still available, eventually all the episodes with guests will appear on this platform with updates and additional comments. Although I personally know many of my guests well, I learn something new each time I listen and I believe your experience will be the same. I appreciate that listening to podcasts a second time isn't for everyone which is why "Archive" episodes will be stated upfront. The Ganfeng "Not Lost in Translation" episode is one of the best not so much for the technical information revealed but more it is a "rags to riches" story about how initially one man's vision and later a "dynamic duo" can change an industry by defying conventional wisdom. I learn from Li Liangbin and Wang Xiaoshen each time we meet. It has been a privilege to watch my two friends have great success and to have been in a small way part of that success.

GLP Archives: E25 - Ganfeng "Not Lost in Translation"

A Cyber Monday special - I am posting E53 of the Global Lithium Podcast on the Q&amp;A site and later today will post a regular Global Lithium Q&amp;A episode with Chris Berry aka "The Voice of Reason". 

A Cyber Monday special - I am posting E53 of the Global Lithium Podcast on the Q&amp;A site and later today will post a regular Global Lithium Q&amp;A episode with Chris Berry aka "The Voice of Reason".

Episode 53 of the Global Lithium Podcast: "Boyz in the Hood" with Benchmark Mineral Intelligence

Jose Hofer is a rare breed in the lithium world. He has experience working for a major producer (SQM) and now the freedom to leverage his knowledge as a senior analyst at Benchmark Mineral Intelligence. I have known Jose since shortly after he entered the lithium world. One of his first mentors at SQM was Daniel Jimenez, a past guest of both the Global Lithium Podcast and this podcast. Jose also known as "titanium fingers" based on his guitar prowess is someone I believe you will be hearing from for a long time.

Jose Hofer is a rare breed in the lithium world. He has experience working for a major producer (SQM) and now the freedom to leverage his knowledge as a senior analyst at Benchmark Mineral Intelligence. I have known Jose since shortly after he entered the lithium world. One of his first mentors at SQM was Daniel Jimenez, a past guest of both the Global Lithium Podcast and this podcast. Jose also known as "titanium fingers" based on his guitar prowess is someone I believe you will be hearing from for a long time.

Episode 13: Q&A with Jose Hofer - Young Gun of Lithium

This episode reviews some highlights from Cathodes 2019 and my feedback to listeners on their criticism of the podcast. One gaffe is when I say spodumene carbonate instead of spodumene concentrate but most of you would understand what I meant anyway.

Episode 10: Live From Cathodes 2019

More on the social unrest situation in Chile. In this episode we hear from Alonso Barros, an attorney and Cambridge PhD.  Alonso is involved in many things, among them serving as an advisor to various  Indigenous Groups in Chile.  Dr. Barros knows the details of the situation between various stakeholders in the world's largest lithium brine producing region well. 

More on the social unrest situation in Chile. In this episode we hear from Alonso Barros, an attorney and Cambridge PhD.  Alonso is involved in many things, among them serving as an advisor to various  Indigenous Groups in Chile.  Dr. Barros knows the details of the situation between various stakeholders in the world's largest lithium brine producing region well.

Episode 5: More Drama in the Atacama

Chris Berry

The first Global Lithium Podcast guest makes his initial appearance on Global Lithium Q&amp;A. Chris Berry of House Mountain Partners answers my question and then I answer two listener questions. Run time: ~18 minutes

The first Global Lithium Podcast guest makes his initial appearance on Global Lithium Q&amp;A. Chris Berry of House Mountain Partners answers my question and then I answer two listener questions. Run time: ~18 minutes

Episode 12: Chris Berry aka "The Voice of Reason" Gives His Perspective on Energy Metals in 2020.

On this episode we cover everything from the twitter hype over the recent rains in the Argentina Pune and what impact it may have on production to the steadily dropping spodumene prices impacting WA producers to the EV limiting battery shortage claimed by Daimler. I am asked what a new constitution would do to lithium production in Chile and what impact the new virus in China may have on a recovery in lithium prices. Finally I respond to the often asked question of "why aren't there more women guests on the podcast?" My apologies that I didn't have time to answer every question. I am trying to keep Q&amp;A episodes in the 25 minute range.

On this episode we cover everything from the twitter hype over the recent rains in the Argentina Pune and what impact it may have on production to the steadily dropping spodumene prices impacting WA producers to the EV limiting battery shortage claimed by Daimler. I am asked what a new constitution would do to lithium production in Chile and what impact the new virus in China may have on a recovery in lithium prices. Finally I respond to the often asked question of "why aren't there more women guests on the podcast?" My apologies that I didn't have time to answer every question. I am trying to keep Q&amp;A episodes in the 25 minute range.

Lunar New Year Q&A 

Dean Frankel from Solid State Battery developer Solid Power is back for a longer complement to the short part I we recorded a few weeks ago. We review what makes a battery solid state, discuss Solid Power's plans to bring a much higher energy density battery to market. We get into the battery components and the lithium intensity of various cell designs. Along with lithium intensity we discuss the lithium chemical raw material supply implications to accommodate a meaningful entry of solid state batteries into the EV market.  We review the options for getting lithium metal into a solid state battery and potential routes to the lithium sulfide which Solid Power will also require. Along the way we discuss the recent news stories that both BYD and Tesla have plans to implement a new LFP battery design to capture share in the EV market that were previously thought to require nickel cathodes. In addition to the LFP stories we discuss Dean's thoughts on GM's recent announcement about their NMCA plans.  The podcast ends with one of the more interesting rapid fire answers I have had.

Dean Frankel from Solid State Battery developer Solid Power is back for a longer complement to the short part I we recorded a few weeks ago. We review what makes a battery solid state, discuss Solid Power's plans to bring a much higher energy density battery to market. We get into the battery components and the lithium intensity of various cell designs. Along with lithium intensity we discuss the lithium chemical raw material supply implications to accommodate a meaningful entry of solid state batteries into the EV market.  We review the options for getting lithium metal into a solid state battery and potential routes to the lithium sulfide which Solid Power will also require. Along the way we discuss the recent news stories that both BYD and Tesla have plans to implement a new LFP battery design to capture share in the EV market that were previously thought to require nickel cathodes. In addition to the LFP stories we discuss Dean's thoughts on GM's recent announcement about their NMCA plans.  The podcast ends with one of the more interesting rapid fire answers I have had.

E59: Dean Frankel - Solid Power Part II

Much of the western world is still in the early days of dealing with the "Corona Virus Storm". China and Korea have shown us the storm will pass but it takes proper response and time to effectively deal with global outbreak. It is still too early to accurately predict the impact on the lithium, battery and EV markets but I share some thoughts on possible outcomes. I also give my thoughts on what I believe is a false narrative regarding China dominating the lithium, battery &amp; EV markets.

Much of the western world is still in the early days of dealing with the "Corona Virus Storm". China and Korea have shown us the storm will pass but it takes proper response and time to effectively deal with global outbreak. It is still too early to accurately predict the impact on the lithium, battery and EV markets but I share some thoughts on possible outcomes. I also give my thoughts on what I believe is a false narrative regarding China dominating the lithium, battery &amp; EV markets.

Q &A: Riding the Viral Storm Out

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