Insights on Gangfeng's Activity in Africa and the Significance of SQM and Tangy in the Lithium Market

My guest is industry veteran Daniel Jimenez. This is my first live podcast recorded in Fastmarket's "Live Lounge" during their recent Lithium and Battery Raw Materials Conference in Las Vegas.

Topics:

Lithium market sentiment

Excess capacity across the lithium ion battery supply chain

Recalibrating unrealistic North American and EU EV expectations

Africa – opaque on volume and quality?

SQM as a barometer of the industry

Codelco and the Chilean state

Tianqi’s failed dream in Chile

SQM in Australia

ALB – strategy or tactics?

Big Oil’s move into lithium

Can the oil companies use DLE to transform the industry?

Arcadium – synergy?

Chile – outside of the Atacama

Argentina’s lithium future

Bolivia

Brazil’s hard rock boom

Canada as a lithium province

The future of US lithium

Who will be the marginal cost producer?

The incentive price

Lepidolite

Building lithium ion supply chains ex China

Galan’s project

Rapid fire

Auction advice for Albemarle

Eramet - DLE's first full scale plant or another black eye?