The Global Lithium Podcast

GLP Archives: E20 "Simon Says" plus A Brief Price Update


Listen Later

I am repeating one of the top episodes from season one of the Global Lithium Podcast. Benchmark Mineral Intelligence's Simon Moores and Andy Miller are the guests. We cover the "Rise of Benchmark" discussing their place in the industry providing price insights and commentary critical to various battery industry stakeholders. You will learn about various types of lithium contracts, offtake agreements vs supply agreements and what makes an agreement "bankable". We learn why the deeply ingrained concept of "spot" price  is a misnomer. We discuss the different contracting philosophies of various industry players and how lithium, the Atacama and James Bond are connected. Before all that I also speak to recent price activity and some industry misinformation. And, yes, you will actually hear me say spot price in my comments when I should have said short term price.... mea culpa.
...more
View all episodesView all episodes
Download on the App Store

The Global Lithium PodcastBy Joe Lowry

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

39 ratings


More shows like The Global Lithium Podcast

View all
We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,373 Listeners

Odd Lots by Bloomberg

Odd Lots

1,933 Listeners

Energy Gang by Wood Mackenzie

Energy Gang

1,251 Listeners

Mining Stock Education by Bill Powers

Mining Stock Education

140 Listeners

The Rules of Investing by Livewire Markets

The Rules of Investing

10 Listeners

Redefining Energy by Laurent Segalen and Gerard Reid

Redefining Energy

128 Listeners

Recharge by Battery Materials Review by batterymaterialsreview

Recharge by Battery Materials Review

2 Listeners

Money of Mine by Mineral Media

Money of Mine

28 Listeners

Rock Stock Channel by rockstockchannel

Rock Stock Channel

15 Listeners

Buy Hold Sell, by Livewire Markets by Livewire Markets

Buy Hold Sell, by Livewire Markets

3 Listeners

The HC Commodities Podcast by Paul Chapman, HC Group

The HC Commodities Podcast

150 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

348 Listeners

Chanticleer by Australian Financial Review

Chanticleer

19 Listeners

The Fin by Australian Financial Review

The Fin

16 Listeners

The Power Current with Chris Berry by Chris Berry

The Power Current with Chris Berry

2 Listeners