Listen "Episode 152: Sigma Lithium - Ana Cabral"
Episode Synopsis
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
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
More episodes of the podcast The Global Lithium Podcast
Episode 224: Lithium Argentina & Ganfeng
23/11/2025
Episode 223: Listener Q&A
19/11/2025
Episode 221: Emilie Bodoin
25/10/2025
Episode 220: Chris Berry / Ernest Scheyder
04/10/2025
Episode 219: Ron Mitchell
18/09/2025
Episode 218: Chris Doornbos
05/09/2025
Episode 216: Dr. Cormac O' Laoire
13/08/2025
Episode 215: The End of the Lithium Winter
28/07/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.