E60 - Lithium 2020: What's Next?

This episode features five guests - each gives his unique perspective regarding how the Corona Virus is impacting where they live. We hear from podcast newcomer Alex Cheeseman of Altura Mining and four podcast veterans - Benchmark's Simon Moores, Mac Whale from Cormark, Daniel Jimenez and David Guerrero aka "the Last Samurai of Brine". In addition to the guest's commentary I provide some thoughts on the market and why I think those projecting large supply increases over the next 24 months have it wrong. In addition to this podcast I was also on the S&P Global Platts Battery Metals podcast which you can find here:  https://podcasts.apple.com/us/podcast/battery-metals-podcast/id1418058093