Episódios

  • Episode 224: Lithium Argentina & Ganfeng
    Nov 23 2025

    There are three guests and a cameo appearance in this episode.

    Sam Pigott and Carlos Galli from Lithium Argentina are joined by Jason (Xiaofeng) Luo from Ganfeng. The cameo appearance is from Kelly O'Brien the head of investor relations at Lithium Argentina.

    Topics:

    History of the LAR - Ganfeng partnership

    Consolidating assets - PPG

    The "marriage" & synergy

    Ganfeng's view of Argentina

    RIGI

    The success of Cauchari

    The team

    Ganfeng's recent market growth comments

    The incentive price

    Components of demand

    When does Argentina become #1 in brine?

    Funding PPG

    Ganfeng's Marianas project

    Water issues

    DLE

    Rapid fire

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    1 hora e 14 minutos
  • Episode 223: Listener Q&A
    Nov 19 2025

    This solo episode was recorded November 19th 2025 in Los Angeles while I was attending Benchmark Week.


    Topics:

    Ganfeng on supply / demand / price

    Canaccord's take on the market

    BESS

    Exxon's comments on lithium

    The midstream

    DLE

    Rio's lithium future US Congress on China's predatory pricing

    Liontown's spod auction

    IGO's Kwinana woes










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    25 minutos
  • Episode 222: The Arkansas Lithium Innovation Summit (with Governor Sanders)
    Oct 30 2025

    The state of Arkansas is poised to be the next great lithium brine province. This week at the Arkansas Lithium Innovation Summit I interviewed Governor Sarah Huckabee Sanders along with Allie Kennedy Thurmond and Jason Muller from Equinor, Ashu Sharma from Aquatech and Jesse Edmondson of Standard Lithium.

    Topics:

    Why Arkansas?

    Angela's story

    Going downstream

    No DLE, no Smackover

    US policy gaps

    Stockpile options

    Building value chains

    The Smackover Lithium culture

    Force multipliers

    Aquatech's business

    Process optimization

    Li-Pro & Pearl

    What's next for the Summit?

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    1 hora e 2 minutos
  • Episode 221: Emilie Bodoin
    Oct 25 2025

    Emilie Bodoin is the founder and CEO of Pure Lithium. The mission of Pure Lithium is commercializing a rechargeable lithium metal battery.

    Topics:

    Improving how lithium metal is made

    Simplifying the battery supply chain

    Why making EV batteries is not the company's goal

    Speed

    LFP and vanadium

    Partners

    Mentors

    The commercialization plan

    Why solid state batteries aren't a panacea

    Rapid fire


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    51 minutos
  • Episode 220: Chris Berry / Ernest Scheyder
    Oct 4 2025

    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


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    1 hora e 21 minutos
  • Episode 219: Ron Mitchell
    Sep 18 2025

    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

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    59 minutos
  • Episode 218: Chris Doornbos
    Sep 5 2025

    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



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    1 hora e 10 minutos
  • Episode 217: The End of Lithium Winter - Part 2
    Aug 21 2025

    I provide additional perspective of why I believe the "lithium winter" is over.

    Chinese anti-involution measures are a contributing factor, as is continued strong demand growth and less lithium feedstock and chemical inventory in China than many people think.





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    21 minutos