In episode 83 I have a conversation with a skilled interviewer who talks to me about my three decade “journey” in the lithium world.
Topics include:
Current lithium “state of play”
False lithium narratives
The EU battery build out and need for interdependence in lithium supply
Why do some contemplating EU conversion projects feel carbonate, rather than spodumene, is the best route to battery quality hydroxide?
Why the lithium industry continues to be so misunderstood
Barriers to investment
Is Elon Musk “worth his salt” with respect to lithium?
The future of the cost curve
Why I will never catch up with my daughter’s presence on social media
What is my favorite “type” of lithium?
Why the next lithium shortage will last for years?
The problem with feasibility studies
Why partners matter
Urban Mining
Ganfeng’s strategy
Shout outs to Jon Evans, Dr. Tom Benson and Chris Reed
Why I like LAC and hope Standard Lithium succeeds

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