The Global Lithium Podcast

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

Peter Oliver has been one of the most influential people in the lithium industry over the past two decades. He spent 18 years at Talison – 12 years as CEO/Managing Director and later was a Non-Executive Director.  Peter guided Talison through the acquisition by Tianqi Lithium in 2013 and then served as an advisor to Tianqi when they sold 49% of Talison to Rockwood (now Albemarle) and later acquired 24% of SQM. He was a founding director of Tianqi Lithium Australia, a wholly owned subsidiary of Tianqi that was established to build the first hydroxide conversion facility in Australia. Peter remained a director until June 2021. Few have the breadth of experience and understanding of the global lithium markets. Peter has recently returned to the lithium world as a Non-Executive Director of Latin Resources. Topics: The history of Greenbushes and the transition from tantalum producer to dominant hard rock lithium mine. The lithium industry before the lithium ion battery China’s rise as a lithium chemical converter based on Greenbushes spodumene. Competing with brine based lithium in China Lithium industry structure and why it needs to evolve to supply the energy transition The reason China continues to lead the world in lithium chemicals production Lithium geopolitics Developing talent Lepidolite – why development has been limited and its potential in the future Staying under the radar Coming back to the industry / joining the Latin Resources board The lithium opportunity in Brazil Price Rapid fire

John Young is the Non-Executive Chairman of Green Technology Metals (ASX: GT1) and a Co-Founder of leading lithium producer Pilbara Minerals. Cam Henry is the Founder and CEO of Primero, an EPC company that serves many industries but stands alone as the leading company serving the hard rock lithium space. He is also a Non-Executive Director of Green Technology Metals. In this episode we cover the current state of the hard rock universe from what is happening in Western Australia to developments in Canada, Brazil, and Africa. After a macro discussion of the hard rock world we get into specifics of what attracted these two Aussie lithium pioneers to get involved with Green Technology Metals and why developing lithium in Canada will be critical to the future of battery supply chain development in North America and the EU.  We also discuss the GT1 partnership with Lithium Americas and why that is important to the future development of the company.  Towards the end of the podcast, Cam turns the tables and asks me some questions. We end with rapid fire.