The Global Lithium Podcast
Episode 191: Daniel Jimenez "Live"
Jul 3, 2024
Industry veteran Daniel Jimenez discusses various topics in the lithium industry, including market sentiment, oversupply, Africa's role, Big Oil's interest, DLE technology, and building supply chains outside China. The conversation also touches on project developments in Argentina, challenges in the EV market, and competition among countries in the lithium-ion battery supply chain.
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Quick takeaways
- Lithium market sentiment influenced by overcapacity and lowered growth plans in Western OEMs.
- SQM's strategies, such as expanding to 200,000 tons, impact lithium prices and market dynamics.
Deep dives
The Impact of Sentiment on the Lithium Industry
Sentiment in the lithium industry is negatively affected by factors such as declining EV sales in Europe and overcapacity in the supply chain. This pessimism is driven by lowered growth plans of Western OEMs. While lithium demand is increasing, challenges like the varying lithium grades in African imports and fierce competition impact the business landscape.
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