The Global Lithium Podcast

There are two guests on this episode: Daniel Jimenez & David Guerrero. Both have been on the podcast multiple times. You will get perspective on Chile's new lithium strategy/policy from both sides of the Andes. We also discuss the lithium price and lithium development in Argentina. We probe the possibility of changes to Argentina's royalty structure and ponder Argentina's ultimate lithium production potential with and without DLE. We also briefly discuss lithium activity in Bolivia. If you want to hear more of my thoughts on the new policy in Chile, here is a link to an interview I did with a group in Chile is below: https://twitter.com/i/broadcasts/1eaKbrOoQDYKX

I presented "The Lithium Decade" in Singapore last week at the Future Facing Commodities conference. Select slides from the presentation will be available on the Global Lithium website.

Peter Hannah (@PHmetals on Twitter) is a senior manager at Fastmarkets. This is Peter's second appearance. His first appearance in June, 2022 was in the top ten of all episodes to date. We discuss the current pricing situation: the volatility in China with spot price dropping vs rising contract prices elsewhere, supply and demand, the future of lepidolite, the perceived threat of sodium ion batteries and much more.

Daniel Jimenez is the MD of iLi Markets and a director of Galan Lithium. He has deep experience in lithium after spending almost three decades at SQM before starting his own firm. This is Daniel's fourth appearance on the podcast. In this episode we have a detailed discussion on current and future supply by region in the face of unprecedented demand growth.  We discuss the currently volatile price situation in China, examine the reasons for it and try to put it in context with pricing in the markets outside of China. Daniel can be found on twitter at @D_Jimenez_Sch The iLi Markets website is ilimarkets.com

Jigar Shah (@JigarShahDC on Twitter) is the director of the Loan Programs Office at the Department of Energy. Mr. Shah was formerly the co-founder and President at Generate Capital, where he focused on helping entrepreneurs accelerate decarbonization solutions through the use of low-cost infrastructure-as-a service financing. Jigar also has the best laugh of any prior guest on the podcast and celebrated his two year anniversary at the DOE on March 3rd – the day we recorded. Topics: The mandate of the Loan Programs Office The calculus of leaving the private sector for the DOE The “alphabet soup” of government programs focused on the Energy Transition The laziness of big companies LPO loans – by invitation only Inspiring action where action wouldn’t otherwise happen Why Jigar can’t comment on a loan application to LAC for Thacker Pass Downstream battery investment vs upstream The contribution of recyclers Jigar Shah – the “long term lithium bull” “Friend-shoring” challenges Tesla What defines a “friend” of the US Supply chain risk management Rapid fire Closing comments on the BMO conference and lithium price

Emilie Bodoin is the CEO of Pure Lithium.  Pure Lithium is on a mission to change the way batteries are made. Topics: The current state of lithium metal technology Brine direct to lithium metal - the ultimate DLE? Lithium ion batteries: a successful compromise Making lithium metal batteries a reality Mentors: Dr Donald Sadoway & Robert Friedland The first big win Building a team Learning from mistakes Scale and cost Reality check A "not so loaded' question The DOE "disconnect" Lithium Metal Iron Phosphate Rapid Fire My thoughts on recent happenings in the industry

This is a solo episode where I discuss: The recent General Motors investment in Lithium Americas  The Thacker Pass decision Rumors regarding Mineral Resources interest in Patriot Battery Metals Another round of bad lithium analysis from a large bank. And a shout out to Seth Goldstein at Morningstar

My guest is Ana Cabral the Co-CEO of  Sigma Lithium  Sigma is in the process of starting up the most significant hard rock project in South America Topics: Commissioning and start-up Sigma’s value proposition for the battery industry Spodumene to lithium chemicals conversion ratios Sustainability The market for tailings The team Becoming a 100K MT LCE producer Upstream disruption Boarder adjustments The “next guardian” of Sigma Ana’s view on the past failures of miners ESG The upward moving cost curve Price The Inflation Reduction Act Ana's respect for Pilbara & WA spodumene producers My comments on the upcoming Thacker Pass decision Thoughts (not advice) on lithium investments Rapid fire

This short solo episode takes a look at the lithium year that just ended but more importantly what to expect in 2023. Brought to you by brinefield services company Zelandez. DYOR - the Global Lithium Podcast does not present ANY investment advice.

Chris Berry (@cberry1 on Twitter) is the founder of Mountain House Partners, a Washington DC based advisory firm.  He is also a sought after commentator on the lithium ion battery metals space. Nothing said on the podcast should be considered investment advice. DYOR - do your own research. Topics in this episode: The biggest lithium surprise of 2022 Price – where to from here? The Inflation Reduction Act Supply and demand Canada, Argentina, and Brazil Redwood Materials recent announcement Recycling “black mass” at scale DLE – when will it have an impact on supply? Lepidolite – how much? how soon? quality? An “essential question” for Chris from Simon Moores The “Dragon Armor” LFP battery Sodium Ion – much ado about nothing? Battery pack size trends The “paradox of green growth” China – where to from here? Does a “green premium” exist? Lithium company valuations Rapid fire