Navigating the Lithium Industry Post-COVID

Alison Dai is the Commercial Director of Chengdu Chemphys, a specialty producer of high purity lithium chemicals. Although less well known than Chinese major producers Ganfeng and Tianqi, Chemphys was active selling high quality lithium chemicals to the difficult to penetrate Japanese and Korean markets long before their larger rivals.

Alison was born in China, raised in Western Australia and left an investment banking career with JP Morgan Chase to return to Chengdu and become involved in the family lithium business.

We discuss the current state of the lithium market and ponder when the the oversupply situation will turn to shortage. I ask Alison about Chemphys plans for both expansion and utilizing partnerships to grow in the international market.

We explore the rise of lithium reprocessors, the challenge of upgrading industrial quality lithium to battery quality and opportunities for Chemphys to help brine producers implement direct lithium extraction.

Alison gives her thoughts on the rise of high nickel cathodes and the recent resurgence of LFP cathode.

And, of course, we close with rapid fire.