Joe Lowry (aka @globallithium on Twitter) and known as "Mr Lithium" is a 30 year industry veteran and founder of the advisory firm Global Lithium LLC. Joe hosts the original lithium podcast featuring high level guests from the lithium chemicals industry, battery, cathode, and related areas. The Global Lithium Podcast remains the 'go to' offering in this space and has been downloaded in over 130 countries.
Episode 116: Carlos Galli - "All Things Lithium in Argentina"
Carlos Galli is a globally recognized expert in lithium brine technology. This is a wide ranging discussion on the lithium market in Argentina including what needs to happen from a policy perspective to fully leverage Argentina’s diverse portfolio of lithium containing salars.
The importance of access to adequate quantities of fresh water for lithium projects and the great debate of how brine use should be considered in the water discussion.
We review the top projects in some detail. LAC/Minera Exar, Orocobre (both Sal de Vida & Cauchari Expansion), Livent's expansion, Neolithium, POSCO, Eramet, Rincon, Lithica, Millennial, etc.
Ganfeng's ambitious plans beyond Cauchari
We also discuss Lake Resources and their recent commentary about their future
Direct Lithium Extraction (DLE) is another topic both as it relates to Argentina and other parts of the world.
The discussion strays across the border on occasion as we bring Chile and Bolivia into the discussion.
Episode 113 Stephen Biggins
My guest is Stephen Biggins the Managing Director of Core Lithium. Core is developing the Finniss Lithium Project in the Northern Territory of Australia near the capital city of Darwin.
Their project: from metallurgy to process details and timing
Relationships with two top level lithium producers – Ganfeng and Yahua
The project DFS
Drilling to grow the reserve base
The benefits of developing a project in the Northern Territory
Lithium “fines” as a by product
The market: entering the “perpetual lithium deficit”
Becoming vertically integrated in the future
Project execution challenges
Building a team
Episode 111: Dale Henderson
My guest is Dale Henderson, Chief Operating Officer, of Pilbara Minerals.
An operations update
Acquiring and restarting Altura’s operations
Increasing production to ~550K MT of spodumene concentrate by mid-2022 and more than a 1,000K MT by mid-decade
The market and price outlook
Adopting new technology to reduce the operation’s carbon footprint
Potential new products
Lessons learned in the lean years
Dale is on Twitter @henderson_dale
Pilbara Minerals is on Twitter and Instagram @PilbaraMinerals
Episode 108: Adam Panayi
Adam Panayi is the Managing Director of UK based EV and Battery consultancy Rho Motion. The key to understanding the future direction of the lithium industry is understanding the growth of EVs and batteries as well understanding the developments in cathode chemistry and solid state. Shout outs to Benchmark Mineral Intelligence, Simon Moores and Roger Atkins.
In a little less than an hour we cover:
How Rho Motion collects and parses data aka “how the forecast sausage is made”
GWH projections for 2025 and 2030 – the driver of lithium demand
The methodology of predicting Gigafactory utilization
Stated Gigafactory capacity vs effective capacity
EV penetration by region
ESS – taking what batteries it can get (for now)
Gigafactory start-up reject rates (the dirty little secret of battery producers)
Why after several EV “false starts” it is different this time
Cathode chemistry projections
Episode 107: Standard Lithium
Guests: Standard Lithium’s CEO, Robert Mintak and COO, Dr. Andy Robinson.
Managing a project and building a team remotely during Covid
Getting the process right: scale and quality data matters
The benefits of a building a new plant within a larger, established chemical operation
Seeking attention and support from the Biden administration
Timing of commercialization
Potential of lithium from the Smackover formation beyond El Dorado
The coming lithium supply mismatch with demand
The actions needed from OEMs and policymakers
After "rapid fire" I close the episode with comments/advice for the Biden administration on battery raw material supply chain policy
Episode 105: Alexi Zawadzki
Alexi Zawadzki is the President of North American Operations for Lithium Americas (LAC). He is currently leading the effort to bring Thacker Pass into production by mid decade.
In this episode we discuss the resource (type and size), the current status of the project including pilot plant operations, LAC's commitment to sustainable project development, innovative mining and reclamation techniques, planned use of renewable energy and desire to minimize the impact to the environment.
Thacker Pass will be the first world class lithium resource to be brought online in the US in this century.
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