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?
