Listen "Episode 143: Listener Questions"
Episode Synopsis
In this episode I briefly speak about why I believe the "Big Banks" have, for the most part, gotten their recent price forecasts wrong.
The rest of the episode is answering listener questions:
Topics:
The Inflation Reduction Act
Permitting
DOE Loan Program
DLE
Canada's future in lithium
The EU vs North America in battery supply chain development
Companies mentioned: SQM, Albemarle, Ganfeng, Tianqi, Lithium Americas, Pilbara Minerals, Mineral Resources, Rio Tinto, Green Technology Metals, Tesla, Galan Lithium, Livent, Allkem, Wesfarmers, Frontier, Critical Elements, E3 and several more
The rest of the episode is answering listener questions:
Topics:
The Inflation Reduction Act
Permitting
DOE Loan Program
DLE
Canada's future in lithium
The EU vs North America in battery supply chain development
Companies mentioned: SQM, Albemarle, Ganfeng, Tianqi, Lithium Americas, Pilbara Minerals, Mineral Resources, Rio Tinto, Green Technology Metals, Tesla, Galan Lithium, Livent, Allkem, Wesfarmers, Frontier, Critical Elements, E3 and several more
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Episode 225: The Missing Midstream
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Episode 224: Lithium Argentina & Ganfeng
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Episode 223: Listener Q&A
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Episode 221: Emilie Bodoin
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Episode 220: Chris Berry / Ernest Scheyder
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Episode 219: Ron Mitchell
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Episode 218: Chris Doornbos
05/09/2025
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