The Global Lithium Podcast

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

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
The Smackover's LT potential
The midstream