Chris Berry aka "the voice of reason" is the founder and President of House Mountain Partner. Ernest Scheyder is a journalist and the author of "The War Below."

Topics:

The US critical metals strategy

The US trend towards state capitalism

Picking winners

LAC/GM and the DOE loan "deal"

Free money??

The market bottom

The OPEC analogy to lithium

Lithium's version of fracking

DLE's future role

Lithium as a "party animal"

The long road to a circular economy

Rapid fire

Ron Mitchell has one of the lithium industry's most impressive resumes having worked for Talison, Tianqi, and a resource development project. He also chaired the LME lithium and cobalt committee for several years.

Topics:

The challenge of developing resources

De-risking projects

Price

Africa - reality vs hype

Lepidolite - mountains of residue

The beauty of vertical integration

The hard rock cost curve

Incentive prices

Hard rock conversion beyond China

Peak spodumene in Australia

Risk management tools

Issues with spot price

What's next?

Rapid fire

Chris Doornbos is the Founder and CEO of E3 Lithium.

Topics:

Thinking differently about lithium

The Alberta advantage

The Team

DLE

Sorbent flexibility

Timing

Financing options

Price & price supports

The "lithium buyer's club"?

The cost curve

Influencing policy

The critical path

Rapid fire