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My guests are the co-founders of ILiA: Anand Sheth and Roland Chavasse.
Topics:
The membership mix
Not just a producer organization
Communicating the industry message
What is success for ILiA?
Challenges
Commodity or specialty chemical?
Communicating with regulators
Chemicals or mining?
Lithium trivia
China: f...
My guests are: David Park and Dr. Andy Robinson, the CEO and President/COO, respectively.
Topics:
The LG offtake agreement
How deals get done
The market tailwind
Standard's path to FID
The DLE journey
Advantages of Smackover brine
Tightening specifications
Bi-carbonation
The build
Safety
Culture
Th...
Dr Yuan Gao is one of the most respected voices in the lithium-ion battery supply chain. A battery scientist with a number of cathode patents that has worked for a lithium producer, been the CEO of a major cathode maker, and is now on the board of directors of Lithium Americas and Pure Lithium, Dr Gao has a unique perspective on the history and future of the battery industry....
In this solo episode, I discuss the state of the lithium market: the good, the bad and the ugly.
Despite the market’s overreaction to misinformation from China about the impact of a mine reopening on the supply and demand balance and the threat of sodium ion, lithium’s long-term fundamentals have never looked better.
Demand continues to go from strength to strengt...