The Global Lithium Podcast

Lisa Rebora is the Head of Global Lithium at Equinor, a global energy company (NYSE: EQNR). Equinor recently invested in two of Standard Lithium's projects in Arkansas and Texas but has lithium ambitions beyond the US. Topics: Who is Equinor? Capital commitment to low carbon solutions Why lithium? The long look at DLE Why Arkansas & Texas? The relationship with Standard Lithium The importance of Koch as a partner Building a lithium team Strength in Partnerships Challenges getting to market Market volatility The lithium growth story M&A The million dollar question The British invasion in Arkansas Rapid fire

In this discussion, Iola Hughes, Head of Research at Rho Motion, sheds light on the dynamic landscape of battery technology and electric vehicles. She dives into cathode chemistry, the impressive growth of GWH, and China's standout performance in the EV market. Iola explores the EV slowdown outside China, contentious issues surrounding BYD and Tesla, and the rise of hybrids in India. With insights on sodium-ion and solid-state batteries, she offers a glimpse of the rapid evolution in the energy storage sector and the future of OEM strategies.

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.

My guests are Standard Lithium CEO Robert Mintak and Dr Andy Robinson, President and COO. Topics: Equinor - another great partner Focusing on high grade brine De-risking DLE with Koch Project timelines What the OEMs are looking for Why the Smackover is so significant 3 projects with a consistent flowsheet The Equinor deal structure Arkansas & Texas as lithium jurisdictions Continuing to build the team Managing 3 projects vs 1 Carbonate or hydroxide? Standard's place on the cost curve What's next? Rapid fire

I take a deep dive into Ganfeng's history and what drove their success. I question why the world's largest lithium company, Albemarle, doesn't have the same vision and ability to get things done as Ganfeng. The episode opens with MLC CEO Paul Hogan briefly explaining why lithium may be a significant part of his company's future.

An extensive analysis of SQM in the Lithium Industry, examining its history, leadership, market strategies, product quality, and global connections. The speaker provides personal insights, industry comparisons, and historical context to highlight SQM's competitive position.

My guests are Gene Morgan and Clint Van Marrewijk, founders of brinefield services provider Zelandez Gene is @ZelandezGene on Twitter/X Clint is @Clint_Van on Twitter/X Topics: The "Schlumberger" of lithium Speeding up brine projects "ErLi" - modular lithium production The impact of price cycles Operating in Argentina vs Chile vs Bolivia Water use The Zelandez treasure trove of brine data DLE and brine reinjection The team and the culture The "BFT" Challenges working at altitude To "BG" or not to "BG" Competition Rapid fire

In this episode I give my current thoughts on price as well as discussing my past calls both good & bad. I explain how I believe China has taken control of the lithium price narrative and the spodumene market, why I think brine based lithium returns to the lithium pole position in the coming decade and then I answer listener questions on everything from Canada, to what I invest in, to Brazil's lithium future to solid state batteries potential impact on the lithium supply chain. I likely repeat myself a few times given that tends to happen when I talk for 40 minutes without a script.

This episode includes three guests: Mac Whale of Cormark, Cole McGill of Stifel and Daniel Jimenez of iLi Markets. I joined the group on a site visit to Minera Exar's Cauchari operation. Minera Exar is a JV between Lithium Argentina and Ganfeng located in Jujuy Province, Argentina. We discuss what we saw and how each guest evaluates a project that is ramping up: 1) What were they key questions they wanted answered? 2) What was their overall impression of the project? This episode is brought to you by Zelandez and Mississippi Lime.

Michael Dunne (@dunne_insights) on X/Twitter is the CEO of Dunne Insights a global intelligence & advisory service that provides insights on EVs, batteries, and charging with a particular emphasis on Asia. Topics: Son of a "car spy" China's lead in EVs The demise of Detroit in China Can the west catch-up? BYD - the early days China's other EV suppliers CATL's significance Can the US be a meaningful battery supplier? Toyota's hybrid strategy Should China be allowed in the US market? Advice for POTUS BYD in Brazil The Art (of EV) War How China out negotiates competitors Vin Fast in the US Rapid fire