The Global Lithium Podcast

This episode is brought to you by Zelandez and Mississippi Lime. It is the audio of a presentation I gave in late March at the Future Facing Commodities Event in Singapore with some additional commentary. The presentation slides can be found at: www.globallithium.net/articles Topics: In the beginning there was North Carolina hard rock Questions you should be asking about the lithium market Where did 2023 "oversupply" come from? China battery players influence on lithium price Increasing capital intensity The cost curve Negative sentiment Demand: all about batteries in 2024 Lithium price: a many splendored thing Bottom "price" fishing Supply "Swing supply" This cycle vs the last one Do the work!

Jon Evans (@jdevans4005 on X) is the CEO of Lithium Americas and one of the most influential leaders in the lithium industry. Topics: Building Thacker Pass – the largest lithium resource in North America The team The project timeline Lessons from Cauchari Lithium through a national security lens GM as a partner LFP in the US Lessons from the DOE loan process The importance of LAC’s Tech Center Partnering with local stakeholders The lithium market Dealing with the anti mining crowd Improving price discovery Why Jon didn’t take the easier career path Motivating the team in hard times Rapid fire

Seth Goldstein (@SethGMStar1 on X) is an Equity Strategist and Chair of the Electric Vehicle Committee at Morningstar. This is his third appearance on the podcast. Topics: Defining a top pick at Morningstar Why Seth believes the lithium stocks he follows are undervalued Bullish on LAC and Thacker Pass LAC’s DOE loan Incentivizing a North America battery supply chain Lithium Argentina’s impressive start-up at Cauchari Seth’s candid thoughts on Albemarle & their price strategy SQM & Arcadium Arcadium’s long struggle with expansions The global EV growth story The politics of EVs in the US BYD & Tesla Lithium prices CATL’s inventory “tells” & the impact on lithium demand Lepidolite costs ESS Rapid fire

Andy Leyland (@andyleyland1 on X) is the founder of Supply Chain Insights (@insights_SC on X). Andy has deep experience in all aspects of the lithium ion battery supply chain. Topics: What Supply Chain Insights does 2023: the "rebalancing" year The lepidolite spectrum Lithium demand - still robust The turnaround in ESS Sodium ion batteries Oversupply Inventory levels The future of conversion in China Brine: "Argentina's race to lose" Two ways of looking at price Why is lithium forecasting so bad? Getting info from China Incentive prices China's domestic lithium potential ESG hypocrisy Who actually paid $80/kg for lithium? Do fixed price contracts make a comeback? Recycling The SCI price forecast Rapid fire

Exploring the future of lithium in 2024, analyzing Woodmac's impact, WA ASX updates, the unpredictable lithium price trends, media's misunderstanding of the industry, advancements in DLE technology, the resurgence of brine, and numerous shout outs.

Blair Way is the CEO of Patriot Battery Metals (@Patriot_Battery on X aka Twitter) PMET on the TSXV, PMT on the ASX and PMETF on the OTC Topics: Humble beginnings in Quebec The maiden resource Drill program The team How big a resource? The lake Production timing Realistic goals Why scale matters The “Brinsden” effect Albemarle Top 3 challenges Will Patriot own Corvette at start-up? Rapid fire

Chris Berry and Daniel Jimenez discuss the highs and lows of the lithium market in the past year, factors affecting the industry, the potential of lapidolite in brine production, hindrances to industry growth, interesting questions from kids, lithium market assessment and forecasts for 2024, EV sales and lithium supply, and their love for Austria, Chile, and Gimmütlickeit.

Patrick Howarth leads the lithium effort within ExxonMobil’s Low Carbon Solutions Group. Exxon is currently drilling lithium brine wells in Arkansas with a plan to be in commercial production by 2027 using Direct Lithium Extraction (DLE). The company intends to become a major lithium producer by 2030. Exxon also developed the first lithium ion battery prototype in the 1970s. Topics: Exxon’s Low Carbon Solutions Group Leveraging Exxon’s technology capabilities to decarbonize Drilling for lithium vs oil & gas The Smackover DLE Lithium “surprises” Arkansas as a lithium province Hard rock ambitions? Supply & Demand Price The Team “Lithium years” Beyond Arkansas A tribute to Dr Stanley Whittingham Rapid fire

Ernie Ortiz is the CEO of Lithium Royalty Corp (@Lithium_Royalty on X). Topics: Ernie's backstory The LRC business model Primary vs secondary royalties Building the portfolio Why the focus on hard rock assets? The team The brand Does market negativity create opportunity? Price Competition ESG The IRA Improving lithium industry performance Rapid fire

A solo episode where I discuss my recent trip to Korea & Japan, price & index worries, and offer a lithium history less. Topics: Korean worries about the IRA Japan: the land of the "setting sun"? How many legacy OEMs survive? Price - what's next? Concern about the usefulness of indexes SQM ALB #ChrisGina Argentina elections