The Global Lithium Podcast

YJ Lee is a Director and Fund Manager at Arcane Capital in Singapore. Find him on X @usuallyYJLee
Topics:
The Backstory
YJ's path to lithium
The learning process
His bullish forecasts
EVs, E-trucks & BESS
Picking winners
Ganfeng & Tianqi turn bullish
CATL's diminishing lithium market influence
Is another price spike coming?
Thacker Pass
DLE & the Smackover
Eramet
Vulcan
Nemaska
Canadian potential?
Rapid fire

Rene is a VP at Lithium Americas and one of the best technical minds in the industry.
Topics:
How the industry has changed in 20 years
The return of LFP
Flowsheets
China's overnight success after two decades
The challenge for America
The next cycle
Is the low hanging fruit gone?
What derailed high nickel cathode
Tesla's Texas converter hype
BESS
DLE
Thacker Pass update

This is a solo episode. In the past I wrote a time limited "stream of consciousness" New Year's post on LinkedIn. This year I decided to do a podcast with the same rules.

Daniel Jimenez is the founder of iLi Markets and formerly worked for SQM. On X: @D_Jimenez_Sch
Topics:
The rapid growth of BESS
CATL
China's weakening grip on lithium
Hidden costs in Africa
The tightening market
Where is the money made in LIB
Chile's lithium future
Argentina
Rio Tinto's next moves
When does DLE matter?
Alternatives to CO3 & LiOH
The coming price spike
Conversion capacity outside China
Rapid fire

This episode is a panel discussion that took place at the Arkansas Lithium Innovation Summit in October on the missing midstream.
The panelists were:
David Park, CEO of Standard Lithium
Dan Blondal, CEO of Nano One
Hugh McDonald, Arkansas Secretary of Commerce
Bhageerath Vadhi, Geologist - Ford Motor Company
Topics:
What is the midstream?
Why does it matter?
The cathode bottleneck
China's current dominant position
Margins
Nano One's LFP advantage
Washington's perspective and role
Emphasizing energy storage over EVs
Geopolitics
What does success look like?