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Episode 223: Listener Q&A
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
View all episodes
By Joe Lowry
4.7
4040 ratings
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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