Dale Henderson (@henderson_dale on X) is the Managing Director & CEO of Pilbara Minerals. I was honored to have him join me for the 200th episode.
Topics:
Pilbara’s four strategic pillars
The wild ride for lithium (& Pilbara)
Swing supply created by 2022 pricing
The steepening cost curve
Unsustainable pricing in 2024
The coming shortage
Continuing to be nimble
Managing through volatility
The POSCO JV & other world class partners
Where Pilbara sits on the cost curve
Growth and the Latin Resources acquisition
The arrival of big balance sheets to lithium
Brazil as a lithium jurisdiction
Keeping the team motivated
Two questions from Dale
Rapid fire

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