Episode 74 “Forged in the Fire” features Ken Brinsden the CEO of Pilbara Minerals. Ken is one of my favorite all time guests. He is articulate and forthright in an industry known for opacity.

We cover several topics in 40 minutes including: Pilbara’s recent refinancing, their improved lithium recoveries to the world class level, how Pilbara is dealing with the current challenging market conditions and preparing for the inevitable upturn.

Ken gives his thoughts on the ability of the industry to respond to the anticipated steep growth in lithium demand in the coming decade and the opportunities a global lithium ion battery build out represent for the company.

I ask Ken to comment on Pilbara’s partnership strategy, corporate culture and the growing importance of ESG considerations to those seeking to finance lithium projects.

Ken’s office in Perth is about as far away from my home base in Charlotte as you can be. The normally reliable Zoom connection was stressed a few times but the majority of the episode is fine from a sound perspective.

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