This is a Q&A episode that is the result of an “Ask Me Anything” Zoom call with a very well prepared and insightful podcast listener.

I am asked how meaningful tracking Gigafactories is when projecting demand.  We talk about the continued progress at Tesla and ponder whether “big money” that has recently shown interest in lithium will jump in or “pass”. I am asked if the quality issues at Orocobre “can be fixed?” and what I think about Piedmont.

We move to the Atacama: is water really an issue? We discuss SQM’s continued disappointing performance and briefly wonder aloud if the new management at ALB will bring change.

I am asked if investing in LAC long term is my “best idea”?

What is discussed is very similar to what I do on an expert call. 

Thanks to our sponsor Zelandez