The Global Lithium Podcast

David Park is the CEO of Standard Lithium. Topics: Leaving retirement for a lithium junior Capital challenges Partners Critical success factors Getting to FID Offtake agreements DLE The Team Bipartisan projects The benefits of Arkansas The Smackover vs. hard rock Price "6 hours of angst" Shout outs Rapid fire

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.

Jon Evans is the CEO of Lithium Americas and a long-time industry veteran. Topics: How the industry has changed since 2008 Why price stays higher for longer this cycle The battery market After the first Thacker Pass ton US lithium demand Not Jon's first rodeo Partners A lesson from Ted Lasso What keeps Jon motivated Sulfuric acid LAC's position on the cost curve America's midstream iss...

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.

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 advantages Will brine development be faster in this cycle The impact of big balance sheets What makes a great brine project? Brine recovery rates The "promise" of DLE No DLE, no Smackover "Brine without borders" Modular brine prod...

Chris Reed is the Managing Director of Neometals Topics: Status of the lithium market What China got right Pivoting from urban mining to brine LFP Conversion in the West Africa DLE The project in Utah SPAC of the century? Oh Canada Lithium history lessons Demand in 2030 CATL's lithium strategy? Supply in 2035 Geopolitics

Tu Le is the founder of Sino Auto Insights, an innovation & management consulting firm. Topics: The Global EV picture The final frontier for China EVs The US "China EV" strategy GM and Ford The status of FSD (full self-driving) The changing perception of Tesla in China What's next for BYD and Tesla? When will CATL be producing batteries in the US? The "best of the rest"...

Tom Benson (aka the "Doctor of Volcanoes") is the Vice President of Exploration at Lithium Argentina. Topics: Being creative in exploration The major upgrade to the Cauchari - Olaroz resource Bigger than the Atacama? Tom's history at Thacker Pass Lithium Africa - Tom's latest focus The Africa lithium "recipe" Use of new technology & AI in exploration "Permittin...

This is a short solo episode. Topics: What lithium investors are asking The converter in Texas A tale of two earnings calls My visit to Thacker Pass

YJ Lee is a Director and Fund Manager at Arcane Capital in Singapore. Find him on X @usuallyYJLee Topics: The Backstory YJ's path to lithium The learning process His bullish forecasts EVs, E-trucks & BESS Picking winners Ganfeng & Tianqi turn bullish CATL's diminishing lithium market influence Is another price spike coming? Thacker Pass DLE & the Smackover Eramet Vulcan Nemaska...

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 years The return of LFP Flowsheets China's overnight success after two decades The challenge for America The next cycle Is the low hanging fruit gone? What derailed high nickel cathode Tesla's Texas converter hype BESS DLE Thacker Pass update

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.

Daniel Jimenez is the founder of iLi Markets and formerly worked for SQM. On X: @D_Jimenez_Sch Topics: The rapid growth of BESS CATL China's weakening grip on lithium Hidden costs in Africa The tightening market Where is the money made in LIB Chile's lithium future Argentina Rio Tinto's next moves When does DLE matter? Alternatives to CO3 & LiOH The coming price spike Conversion ca...

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 Lithium Dan Blondal, CEO of Nano One Hugh McDonald, Arkansas Secretary of Commerce Bhageerath Vadhi, Geologist - Ford Motor Company Topics: What is the midstream? Why does it matter? The cathode bottleneck China's curr...

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 partnership Consolidating assets - PPG The "marriage" & synergy Ganfeng's view of...

This solo episode was recorded November 19th 2025 in Los Angeles while I was attending Benchmark Week. Topics: Ganfeng on supply / demand / price Canaccord's take on the market BESS Exxon's comments on lithium The midstream DLE Rio's lithium future US Congress on China's predatory pricing Liontown's spod auction IGO's Kwinana woes

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 story Going downstream No DLE, no Smackover US policy gaps Sto...

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 made Simplifying the battery supply chain Why making EV batteries is not the company's goal Speed LFP and vanadium Partners Mentors The commercialization plan Why solid state batteries aren't a panacea Rapid fire

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 strategy The US trend towards state capitalism Picking winners LAC/GM and the DOE loan "deal" Free money?? The market bottom The OPEC analogy to lithium Lithium's version of...

Ron Mitchell has one of the lithium industry's most impressive resumes having worked for Talison, Tianqi, and a resource development project. He also chaired the LME lithium and cobalt committee for several years. Topics: The challenge of developing resources De-risking projects Price Africa - reality vs hype Lepidolite - mountains of residue The beauty of vertical integration The hard rock co...

Chris Doornbos is the Founder and CEO of E3 Lithium. Topics: Thinking differently about lithium The Alberta advantage The Team DLE Sorbent flexibility Timing Financing options Price & price supports The "lithium buyer's club"? The cost curve Influencing policy The critical path Rapid fire

I provide additional perspective of why I believe the "lithium winter" is over. Chinese anti-involution measures are a contributing factor, as is continued strong demand growth and less lithium feedstock and chemical inventory in China than many people think.

My guest is Cormac O'Laoire, PhD the Managing Director of Electrios Consultants . We have a far ranging discussion on the rise of China in the lithium-ion battery space. We cover how China out competed their formerly stronger rivals in Japan and Korea and discuss the current and future state of batteries, NEVs and BESS. Given recent events we also cover lepidolite in Yichun and brine in Qingha...

This is a solo episode where I share some thoughts regarding why I think the recent "lithium winter" is over. I believe price has bottomed and a new upward cycle has begun.

Jesse Edmondson and Arthur Orduña are playing key roles in shaping the future of lithium production and the broader battery supply chain in Arkansas. Together, they bring deep experience and a shared mission: to put Arkansas squarely on the global lithium map. In this episode, we discuss: Why major players like Exxon , Equinor , and Chevron have chosen Arkansas for their first lithium investments...