The Global Lithium Podcast

Part 2 with the Money of Mine podcast team: Matt Michael, Travis Ricciardo, and Jonas “JD” Dorling. The Money of Mine Podcast began in April of this year when Matt, Travis and JD quit their day jobs to begin building a “media empire.” I met them on a trip to Australia in September and was invited to be a guest on their show. I am now a regular listener. You can access their daily content via YouTube and all major podcast platforms. On X (aka Twitter) @moneyofminepod Topics: Piedmont Lithium Albemarle Ioneer The “Donald Trump” of Oz North & South America “field trip” Lithium or “midstream” chemicals? Price bifurcation Investing $5 million in ASX lithium stocks Common mistakes made by retail investors Podcast – lessons learned Interacting with the fan base Canaccord’s “Mr. October” Rapid fire

My guests are the Money of Mine podcast team: Matt Michael, Travis Ricciardo and Jonas "JD" Dorling. The Money of Mine Podcast began in April of this year when Matt, Travis and JD quit their day jobs to begin building their "media empire". I met them on a trip to Australia in September when they invited me to be a guest on their show – a link to that episode on YouTube is here. You can get their daily content via YouTube and all major podcast platforms. On X, they are @moneyofminepod Topics: The Money of Mine origin story The endgame Liontown drama Announcing: “Chrisgina” Australia’s lithium future SQM’s next moves Wesfarmer’s future Mineral Resources – where to from here? The Aussie lithium diaspora Albemarle You will have to wait for part 2 for rapid fire Other social media links Instagram: https://tinyurl.com/2p9p4xpd - LinkedIn: https://tinyurl.com/kvszkse3 - Facebook: https://tinyurl.com/yck4vx9p Personal Twitter accounts you can follow too: - Matty: https://twitter.com/mattymikals - JD: https://twitter.com/JDmoneyofmine - Travis: https://twitter.com/TRAVmoneyofmine

Tu Le, Founder and MD of Sino Auto Insights and co-host of China EVs & More Podcast, discusses the UAW strike, future of US automakers, Tesla's EV lead, modifying IRA rules, NA/EU battery competitiveness, German auto retreat in China, China and India EV market, LFP in NA

Iggy Tan, Chairman of Lithium Universe and Managing Director of Altech Chemicals, discusses his time at Galaxy Lithium, China's first 'western' lithium plant, and creating a 'Lithium Universe'. They also explore the industry's biggest mistake, design considerations, and Iggy's role in the lithium industry.

A summary of my recent 12 day trip to Australia.

CEO of Liontown resources, Tony Ottaviano, discusses building a strong team and culture, developing a renewable energy project, maintaining supply readiness and customer visits, navigating uncertainty and potential changes, lithium carbonate and hydroxide prices in Korea and Japan, Australian meat pies, and encounters in the lithium industry and podcasting.

Lithium Americas will separate into two entities in the fourth quarter of 2023. LAC’s South American assets will become Lithium Argentina (@Lithium_ARG on X aka Twitter). I spent a few days with the team last week in Buenos Aires and Salta, Argentina. Recording a podcast seemed like a natural thing to do. John Kanellitsas, Franco Mignacco, Ignacio Celorrio, Carlos Galli and Tom Benson joined me with a cameo appearance by Kelly O’Brien. Topics: The journey to becoming Argentina’s third lithium chemical producer The importance of finding and retaining the right people Combining cultures in the Minera Exar JV The Lithium Americas separation Politics in Argentina The growing significance  of lithium to Argentina Why it is too soon for Argentina should focus on making batteries Doing lithium “differently” The 500,000 ton goal for Argentina Leveraging talent from other industries Bringing new technology to exploration Pastos Grandes Talent wars “The Signal and the Noise” The five year vision for Lithium Argentina

On this episode I enlist the help of Rene LeBlanc & Tara Berrie to help me answer listener questions that cover a broad cross section of interests from how to evaluate lithium projects to the impact of the Inflation Reduction Act to where price may be heading. Shout outs to Daniel Jimenez and Chris Berry.

Denis Geoffroy is the Chief Commercialization Officer at Nano One. Denis has spent a quarter of a century in the lithium ion battery space and was responsible for the only commercial North American LFP operation in Candiac, Quebec. We discuss his journey in LFP and how Nano One’s “One Pot” technology will enable a resurgence of LFP production in North America. Topics: LFP – born in Texas and the early days in Quebec LFP’s recent resurgence in the market How China came to dominate the market The current state of LFP supply Nano One: “Changing How the World Makes Battery Materials” LFP – the “mass market” EV cathode The original “million mile” battery Bringing LFP production back to North America Nano One partnerships Recycling LFP Learning from cathode “OG” Dr Yuan Gao Rapid fire

Chris Gale is the founder and MD of Latin Resources. www.latinresources.com.au / @LatinRes on Twitter Topics: Backstory – the long, winding road to lithium Raising capital Going to South America How a lithium explorer survives Why Brazil? The long odds against explorers becoming producers Upgrading the resource Learning from Sigma’s experience What is a tier 1 lithium deposit? First steps in developing a project The Team The importance of getting a lithium legend on the BOD Potential off-takers Rapid fire Rest in peace Dr John Goodenough