The Global Lithium Podcast

Епизоди

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  Episode 239: Venkee Sharma 26.07.2026 1ч

  Venkee Sharma is the Executive Chairman of Aquatech, a global leader in water and critical metals technology.Topics:Aquatech’s “superpower”Seizing opportunities in lithiumThe TeamAquatech’s view of the marketDLEThe op-ex challengeBelievers in brineThe future of battery gradeFans of the SmackoverDifferent customers – different problemsSelling solutions not technologyA family cultureThe White Silver ProjectPearlRapid fire
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  Episode 238: David Park 01.07.2026 50мин

  David Park is the CEO of Standard Lithium. Topics:Leaving retirement for a lithium juniorCapital challengesPartnersCritical success factorsGetting to FIDOfftake agreementsDLE The TeamBipartisan projectsThe benefits of ArkansasThe Smackover vs. hard rockPrice"6 hours of angst"Shout outsRapid fire
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  Episode 237: Lithium Confidential (Interview with Chris Berry) 27.06.2026 57мин

  Chris Berry interviewed me about my new book "Lithium Confidential" at the the Fastmarkets Global Lithium event in Las Vegas. The interview was in front of a live audience. The book is available via both as a paperback and e-book via Amazon but can also be ordered from you local bookstore no matter where you live.
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  Episode 236: Jon Evans 06.06.2026 1ч

  Jon Evans is the CEO of Lithium Americas and a long-time industry veteran.Topics:How the industry has changed since 2008Why price stays higher for longer this cycleThe battery marketAfter the first Thacker Pass tonUS lithium demandNot Jon's first rodeoPartnersA lesson from Ted LassoWhat keeps Jon motivatedSulfuric acid LAC's position on the cost curveAmerica's midstream issueAfricaWhat success at Thacker Pass looks like
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  Episode 235: Thoughts on the Market 27.05.2026 20мин

  This is a solo episode where I talk about market commentary, hype from the US Government, where China is really dominant, the big banks return to lithium, price, and Lithium Confidential.
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  Episode 234: Brine Fundamentals 04.05.2026 1ч 1мин

  My guests are two voices from the brine world. Murray Brooker and Clint Van Marrewijk. Topics:Why do brine projects take so long?WA's hard rock advantagesWill brine development be faster in this cycleThe impact of big balance sheetsWhat makes a great brine project?Brine recovery ratesThe "promise" of DLENo DLE, no Smackover"Brine without borders"Modular brine productionThe brine talent poolRapid fire
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  Episode 233: Chris Reed 12.04.2026 59мин

  Chris Reed is the Managing Director of NeometalsTopics:Status of the lithium marketWhat China got rightPivoting from urban mining to brineLFPConversion in the WestAfrica DLEThe project in UtahSPAC of the century?Oh CanadaLithium history lessonsDemand in 2030CATL's lithium strategy?Supply in 2035Geopolitics
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  Episode 232: Tu Le 26.03.2026 1ч 10мин

  Tu Le is the founder of Sino Auto Insights, an innovation & management consulting firm.Topics:The Global EV pictureThe final frontier for China EVsThe US "China EV" strategyGM and FordThe status of FSD (full self-driving)The changing perception of Tesla in ChinaWhat's next for BYD and Tesla?When will CATL be producing batteries in the US?The "best of the rest" China EV companiesRapid fireThe growing angst in China over lithium supply
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  Episode 231: Dr. Tom Benson 11.03.2026 1ч 4мин

  Tom Benson (aka the "Doctor of Volcanoes") is the Vice President of Exploration at Lithium Argentina. Topics:Being creative in explorationThe major upgrade to the Cauchari - Olaroz resourceBigger than the Atacama?Tom's history at Thacker PassLithium Africa - Tom's latest focus The Africa lithium "recipe"Use of new technology & AI in exploration"Permitting Purgatory"Making Africa a lithium successComments on the Smackover & Salton SeaIt's "nice to be nice"Rapid fire
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  Episode 230: Lithium Update 05.03.2026 24мин

  This is a short solo episode.Topics: What lithium investors are askingThe converter in TexasA tale of two earnings callsMy visit to Thacker Pass
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  Episode 229: YJ Lee 21.02.2026 1ч

  YJ Lee is a Director and Fund Manager at Arcane Capital in Singapore. Find him on X @usuallyYJLeeTopics:The BackstoryYJ's path to lithiumThe learning processHis bullish forecasts EVs, E-trucks & BESSPicking winnersGanfeng & Tianqi turn bullishCATL's diminishing lithium market influenceIs another price spike coming?Thacker PassDLE & the SmackoverErametVulcanNemaskaCanadian potential?Rapid fire
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  Episode 228: Rene LeBlanc 23.01.2026 56мин

  Rene is a VP at Lithium Americas and one of the best technical minds in the industry. Topics:How the industry has changed in 20 yearsThe return of LFPFlowsheetsChina's overnight success after two decadesThe challenge for AmericaThe next cycleIs the low hanging fruit gone?What derailed high nickel cathodeTesla's Texas converter hypeBESSDLEThacker Pass update
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  Episode 227: The New Year in Lithium 06.01.2026 26мин

  This is a solo episode. In the past I wrote a time limited "stream of consciousness" New Year's post on LinkedIn. This year I decided to do a podcast with the same rules.
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  Episode 226: Daniel Jimenez (Year End Wrap) 19.12.2025 1ч 30мин

  Daniel Jimenez is the founder of iLi Markets and formerly worked for SQM. On X: @D_Jimenez_SchTopics:The rapid growth of BESSCATLChina's weakening grip on lithium Hidden costs in AfricaThe tightening marketWhere is the money made in LIBChile's lithium futureArgentinaRio Tinto's next movesWhen does DLE matter?Alternatives to CO3 & LiOHThe coming price spikeConversion capacity outside ChinaRapid fire
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  Episode 225: The Missing Midstream 06.12.2025 45мин

  This episode is a panel discussion that took place at the Arkansas Lithium Innovation Summit in October on the missing midstream. The panelists were:David Park, CEO of Standard LithiumDan Blondal, CEO of Nano OneHugh McDonald, Arkansas Secretary of CommerceBhageerath Vadhi, Geologist - Ford Motor CompanyTopics:What is the midstream?Why does it matter?The cathode bottleneckChina's current dominant positionMarginsNano One's LFP advantageWashington's perspective and roleEmphasizing energy storage over EVsGeopoliticsWhat does success look like?
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  Episode 224: Lithium Argentina & Ganfeng 23.11.2025 1ч 13мин

  There are three guests and a cameo appearance in this episode.Sam Pigott and Carlos Galli from Lithium Argentina are joined by Jason (Xiaofeng) Luo from Ganfeng. The cameo appearance is from Kelly O'Brien the head of investor relations at Lithium Argentina.Topics:History of the LAR - Ganfeng partnershipConsolidating assets - PPGThe "marriage" & synergyGanfeng's view of ArgentinaRIGIThe success of CauchariThe teamGanfeng's recent market growth commentsThe incentive priceComponents of demandWhen does Argentina become #1 in brine?Funding PPGGanfeng's Marianas projectWater issuesDLE Rapid fire
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  Episode 223: Listener Q&A 19.11.2025 25мин

  This solo episode was recorded November 19th 2025 in Los Angeles while I was attending Benchmark Week.Topics:Ganfeng on supply / demand / priceCanaccord's take on the marketBESS Exxon's comments on lithiumThe midstreamDLERio's lithium future US Congress on China's predatory pricingLiontown's spod auctionIGO's Kwinana woes
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  Episode 222: The Arkansas Lithium Innovation Summit (with Governor Sanders) 30.10.2025 1ч 2мин

  The state of Arkansas is poised to be the next great lithium brine province. This week at the Arkansas Lithium Innovation Summit I interviewed Governor Sarah Huckabee Sanders along with Allie Kennedy Thurmond and Jason Muller from Equinor, Ashu Sharma from Aquatech and Jesse Edmondson of Standard Lithium.Topics:Why Arkansas?Angela's storyGoing downstreamNo DLE, no SmackoverUS policy gapsStockpile optionsBuilding value chainsThe Smackover Lithium cultureForce multipliersAquatech's businessProcess optimization Li-Pro & PearlWhat's next for the Summit?
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  Episode 221: Emilie Bodoin 25.10.2025 50мин

  Emilie Bodoin is the founder and CEO of Pure Lithium. The mission of Pure Lithium is commercializing a rechargeable lithium metal battery. Topics:Improving how lithium metal is madeSimplifying the battery supply chainWhy making EV batteries is not the company's goalSpeedLFP and vanadiumPartnersMentorsThe commercialization planWhy solid state batteries aren't a panaceaRapid fire
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  Episode 220: Chris Berry / Ernest Scheyder 04.10.2025 1ч 20мин

  Chris Berry aka "the voice of reason" is the founder and President of House Mountain Partner. Ernest Scheyder is a journalist and the author of "The War Below."Topics:The US critical metals strategyThe US trend towards state capitalismPicking winnersLAC/GM and the DOE loan "deal"Free money??The market bottomThe OPEC analogy to lithiumLithium's version of frackingDLE's future roleLithium as a "party animal"The long road to a circular economyRapid fire