Episode 162: Ron Mitchell

Ron Mitchell is the Managing Director of Global Lithium Resources (ASX GL1) and a veteran of the lithium industry with more than a decade of prior experience at Talison and Tianqi.

Topics:

Ron’s backstory

Early days doing business in China

Building relationships

Negotiating in China

How does the industry 10X supply?

Ron’s spodumene price “crystal ball”

Global Lithium Resources' two projects

Building the team at GL1

Partners

Offtake

Going downstream?

Doing mining differently

Geopolitics

A question for Ron from Tara Berrie

Rapid fire from me as well as Alex Cheeseman

Closing comments on China's "interesting" price narrative