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By Joe Lowry
4.7
4040 ratings
The podcast currently has 203 episodes available.
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Dr Yuan Gao is one of the most respected voices in the lithium-ion battery supply chain. A battery scientist with a number of cathode patents that has worked for a lithium producer, been the CEO of a major cathode maker, and is now on the board of directors of Lithium Americas and Pure Lithium, Dr Gao has a unique perspective on the history and future of the battery industry. Topics: The holy grail The future of BESS What's next in cathode Demand growth The evolution of lithium intensity Repurposing US gigafactories CATL Sodium-ion Robin Zeng's team Solid state batteries Innovation in lithium metal Making a difference Lessons from Lithium Americas US-China relations Lithium-ion surprises Rapid fire

In this solo episode, I discuss the state of the lithium market: the good, the bad and the ugly. Despite the market’s overreaction to misinformation from China about the impact of a mine reopening on the supply and demand balance and the threat of sodium ion, lithium’s long-term fundamentals have never looked better. Demand continues to go from strength to strength. Meanwhile, production shortfalls, project delays and efforts by African countries to retain more of the value created from their resources continue to put pressure on supply. Topics: ALB's bullish market commentary SQM displaces ALB as the #1 producer CATL: #1 in GWH & misinformation The pulled US lithium tender The midstream/downstream future in Oz US critical metals "hype machine" Tesla's long ramp up in Texas Buy the book

My guests are the co-founders of ILiA: Anand Sheth and Roland Chavasse. Topics: The membership mix Not just a producer organization Communicating the industry message What is success for ILiA? Challenges Commodity or specialty chemical? Communicating with regulators Chemicals or mining? Lithium trivia China: flexibility, growth and chaos

My guests are: David Park and Dr. Andy Robinson, the CEO and President/COO, respectively. Topics: The LG offtake agreement How deals get done The market tailwind Standard's path to FID The DLE journey Advantages of Smackover brine Tightening specifications Bi-carbonation The build Safety Culture The Smackover's LT potential The midstream

Chris Berry interviewed me about my new book "Lithium Confidential" at the the Fastmarkets Global Lithium event in Las Vegas. The interview was in front of a live audience. The book is available via both as a paperback and e-book via Amazon but can also be ordered from you local bookstore no matter where you live.
The podcast currently has 203 episodes available.

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