The Global Lithium Podcast

This is a solo episode where I talk about market commentary, hype from the US Government, where China is really dominant, the big banks return to lithium, price, and Lithium Confidential.

My guests are two voices from the brine world. Murray Brooker and Clint Van Marrewijk.
Topics:
Why do brine projects take so long?
WA's hard rock advantages
Will brine development be faster in this cycle
The impact of big balance sheets
What makes a great brine project?
Brine recovery rates
The "promise" of DLE
No DLE, no Smackover
"Brine without borders"
Modular brine production
The brine talent pool
Rapid fire

Chris Reed is the Managing Director of Neometals
Topics:
Status of the lithium market
What China got right
Pivoting from urban mining to brine
LFP
Conversion in the West
Africa
DLE
The project in Utah
SPAC of the century?
Oh Canada
Lithium history lessons
Demand in 2030
CATL's lithium strategy?
Supply in 2035
Geopolitics

Tu Le is the founder of Sino Auto Insights, an innovation & management consulting firm.
Topics:
The Global EV picture
The final frontier for China EVs
The US "China EV" strategy
GM and Ford
The status of FSD (full self-driving)
The changing perception of Tesla in China
What's next for BYD and Tesla?
When will CATL be producing batteries in the US?
The "best of the rest" China EV companies
Rapid fire
The growing angst in China over lithium supply

Tom Benson (aka the "Doctor of Volcanoes") is the Vice President of Exploration at Lithium Argentina.
Topics:
Being creative in exploration
The major upgrade to the Cauchari - Olaroz resource
Bigger than the Atacama?
Tom's history at Thacker Pass
Lithium Africa - Tom's latest focus
The Africa lithium "recipe"
Use of new technology & AI in exploration
"Permitting Purgatory"
Making Africa a lithium success
Comments on the Smackover & Salton Sea
It's "nice to be nice"
Rapid fire