Emily Hersh - from the other side of the mic - shares her views on #lithium in #Chile post Presidential elections, the state of play in M & #Argentina and the USA in the face of Senator Manchin's "no" to Biden's Build Back Better Act.

Podcast Index

0:00-1:26 Introduction

1:27-5:20 Chile election results and what can the lithium industry expect?

5:21-11:17 Will Chilean lithium output fall in the years to come? The impact of export taxes on lithium production in Chile and Argentina

11:18- 19:40 Argentina discussion and the recent M&A activity

19:41 - 26:06 China has an advantage in permitting time and capex relative to ex-China, who will fund ex-China production?

26:07 - 28:09 China dominance long the supply chain - when and how will this change?

28:10 - 37:11 USA policy issues and delays - what is the impact for EVs and lithium? What is Emily up to?

37:11 - End

 

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