The Global Lithium Podcast

My Guests today are: Emilie Bodoin the Founder and CEO of Pure Lithium & Dr Yuan Gao the long time industry veteran who serves as a director of Pure Lithium in addition to the multitude of other roles he has in the lithium and battery space.
Topics:
Origins of the rechargeable lithium battery
The lithium ion "compromise"
The use of excess lithium in cathode
Energy density
Going to court to protect IP
Scaling new technologies
Funding issues
Solid state development challenges
Sodium ion hype
False lithium narratives
Supply/demand/price
Additional information:
Panasonic Court Case Information is below:
Pure Lithium Corporation v. Panasonic Corporation of North America,
Case No. 26CV487768
https://santaclara.courts.ca.gov/online-services/case-information-online

Carlos Galli is the VP of Growth and Innovation at Lithium Argentina.
Topics:
Update on phase 1 of Cauchari
Quality, recovery and cost
The planned brownfield expansion
Starting with DLE
Managing weather impacts
Buffering ponds
An El Nino year
RIGI benefits
Price
Argentina's infrastructure challenges
Brine reinjection
The future impact of AI
My comments on current market confusion

A solo episode where I discuss the reasons for the recent price action, two schools of thought about where we are headed from here and why China needs Argentina more than Argentina needs China from a lithium perspective.

A stream of consciousness solo episode where I talk about the recent drama concerning SMM's inventory number and change in their process. Did it make sense? Who does it serve? I also talk about comments from Ganfeng on the quality of inventory information and the fact that some of the GFEX warehouse inventory isn't usable.

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: flexibility, growth and chaos