The Global Lithium Podcast

Denis Geoffroy is the Chief Commercialization Officer at

We discuss his journey in LFP and how Nano One’s “One Pot” technology will enable a resurgence of LFP production in North America.

Topics:

LFP – born in Texas and the early days in Quebec

LFP’s recent resurgence in the market

How China came to dominate the market

The current state of LFP supply

Nano One: “Changing How the World Makes Battery Materials”

LFP – the “mass market” EV cathode

The original “million mile” battery

Bringing LFP production back to North America

Nano One partnerships

Recycling LFP

Learning from cathode “OG” Dr Yuan Gao

Rapid fire

Chris Gale is the founder and MD of Latin Resources.

www.latinresources.com.au / @LatinRes on Twitter

Topics:

Backstory – the long, winding road to lithium

Raising capital

Going to South America

How a lithium explorer survives

Why Brazil?

The long odds against explorers becoming producers

Upgrading the resource

Learning from Sigma’s experience

What is a tier 1 lithium deposit?

First steps in developing a project

The Team

The importance of getting a lithium legend on the BOD

Potential off-takers

Rapid fire

Rest in peace Dr John Goodenough

Tu Le is the founder & Managing Director of Sino Auto Insights (@SinoAutoInsight on Twitter) and a Co-Host of the China EVs & More Podcast.

Tu had significant experience with at Ford, GM and Apple before making his way to China and the EV world.

Topics:

China's current & future position in the global EV market

Average battery sizes

The return of EV incentives in China ?

EV price cuts

Tu Le: "BYD is what Tesla wants to be"

Why is GM's CEO saying they can't build a profitable EV in the $30-40K price range in this decade

China EV plans for North America

The coming consolidation of EV producers in China

Why legacy OEMs are on the decline in China

E-Mobility "smartification" & ACES

Why software leads the way in EV development

North American & EU decoupling from China - easier said than done

Changing the US driving mindset

E- Mobility growth in India

The critical metals angst of OEMs

Sodium Ion battery impact on EVs

ONE - Our Next Energy

The top five global EV/Mobility companies in 2030

Rapid Fire

Ron Mitchell is the Managing Director of Global Lithium Resources (ASX GL1) and a veteran of the lithium industry with more than a decade of prior experience at Talison and Tianqi.

Topics:

Ron’s backstory

Early days doing business in China

Building relationships

Negotiating in China

How does the industry 10X supply?

Ron’s spodumene price “crystal ball”

Global Lithium Resources' two projects

Building the team at GL1

Partners

Offtake

Going downstream?

Doing mining differently

Geopolitics

A question for Ron from Tara Berrie

Rapid fire from me as well as Alex Cheeseman

Closing comments on China's "interesting" price narrative

John Worth is the CEO and MD of geo40 a technology company based in New Zealand engaged in low carbon recovery of minerals from geothermal fluids. They currently produce colloidal silica at commercial scale from geothermal streams in New Zealand and are leveraging that technology to provide direct lithium extraction (DLE) to a variety of asset types containing low levels of lithium (50 ppm & up). After successfully piloting DLE technology they now plan to move to the demo level with a target of commercialization in North America by 2025 and later in other jurisdictions.

Topics:

I speak with three podcast listeners who are also keen lithium investors - Nathan Wolyniec from Brisbane Australia; John McElroy, a Green Beret with more than 1,000 parachute jumps originally from Syracuse, NY and David Cebalo a retired investor from Indiana. We discuss what drew them to investing in lithium stocks, how they research companies and make decisions. I end the episode with some thoughts on the Livent - Allkem merger announced earlier this week.

There are two guests on this episode: Daniel Jimenez & David Guerrero. Both have been on the podcast multiple times.

You will get perspective on Chile's new lithium strategy/policy from both sides of the Andes. We also discuss the lithium price and lithium development in Argentina. We probe the possibility of changes to Argentina's royalty structure and ponder Argentina's ultimate lithium production potential with and without DLE. We also briefly discuss lithium activity in Bolivia.

If you want to hear more of my thoughts on the new policy in Chile, here is a link to an interview I did with a group in Chile is below:

https://twitter.com/i/broadcasts/1eaKbrOoQDYKX

I presented "The Lithium Decade" in Singapore last week at the Future Facing Commodities conference. Select slides from the presentation will be available on the Global Lithium website.

Peter Hannah (@PHmetals on Twitter) is a senior manager at Fastmarkets. This is Peter's second appearance. His first appearance in June, 2022 was in the top ten of all episodes to date.

We discuss the current pricing situation: the volatility in China with spot price dropping vs rising contract prices elsewhere, supply and demand, the future of lepidolite, the perceived threat of sodium ion batteries and much more.

Daniel Jimenez is the MD of iLi Markets and a director of Galan Lithium. He has deep experience in lithium after spending almost three decades at SQM before starting his own firm. This is Daniel's fourth appearance on the podcast.

In this episode we have a detailed discussion on current and future supply by region in the face of unprecedented demand growth. 

We discuss the currently volatile price situation in China, examine the reasons for it and try to put it in context with pricing in the markets outside of China.

Daniel can be found on twitter at @D_Jimenez_Sch

The iLi Markets website is ilimarkets.com