
Tu Le is the founder & Managing Director of Sino Auto Insights (@SinoAutoInsight on Twitter) and a Co-Host of the China EVs & More Podcast.
Tu had significant experience with at Ford, GM and Apple before making his way to China and the EV world.
Topics:
China's current & future position in the global EV market
Average battery sizes
The return of EV incentives in China ?
EV price cuts
Tu Le: "BYD is what Tesla wants to be"
Why is GM's CEO saying they can't build a profitable EV in the $30-40K price range in this decade
China EV plans for North America
The coming consolidation of EV producers in China
Why legacy OEMs are on the decline in China
E-Mobility "smartification" & ACES
Why software leads the way in EV development
North American & EU decoupling from China - easier said than done
Changing the US driving mindset
E- Mobility growth in India
The critical metals angst of OEMs
Sodium Ion battery impact on EVs
ONE - Our Next Energy
The top five global EV/Mobility companies in 2030
Rapid Fire
Jun 15, 2023
1 hr 5 min

Ron Mitchell is the Managing Director of Global Lithium Resources (ASX GL1) and a veteran of the lithium industry with more than a decade of prior experience at Talison and Tianqi.
Topics:
Ron’s backstory
Early days doing business in China
Building relationships
Negotiating in China
How does the industry 10X supply?
Ron’s spodumene price “crystal ball”
Global Lithium Resources' two projects
Building the team at GL1
Partners
Offtake
Going downstream?
Doing mining differently
Geopolitics
A question for Ron from Tara Berrie
Rapid fire from me as well as Alex Cheeseman
Closing comments on China's "interesting" price narrative
Jun 3, 2023
1 hr 10 min

John Worth is the CEO and MD of geo40 a technology company based in New Zealand engaged in low carbon recovery of minerals from geothermal fluids. They currently produce colloidal silica at commercial scale from geothermal streams in New Zealand and are leveraging that technology to provide direct lithium extraction (DLE) to a variety of asset types containing low levels of lithium (50 ppm & up). After successfully piloting DLE technology they now plan to move to the demo level with a target of commercialization in North America by 2025 and later in other jurisdictions.
Topics:
The need to add DLE to the lithium supply portfolio
What makes a great DLE project
Why it makes sense to pursue low ppm level lithium streams in North America
Where DLE fits in on the cost curve
Tailwinds from the "new normal" of lithium prices
The need for multiple DLE players
Why geo40 is leaving the Salton Sea to others
My comments on what is happening in price
May 18, 2023
43 min

I speak with three podcast listeners who are also keen lithium investors - Nathan Wolyniec from Brisbane Australia; John McElroy, a Green Beret with more than 1,000 parachute jumps originally from Syracuse, NY and David Cebalo a retired investor from Indiana. We discuss what drew them to investing in lithium stocks, how they research companies and make decisions. I end the episode with some thoughts on the Livent - Allkem merger announced earlier this week.
May 13, 2023
59 min

There are two guests on this episode: Daniel Jimenez & David Guerrero. Both have been on the podcast multiple times.
You will get perspective on Chile's new lithium strategy/policy from both sides of the Andes. We also discuss the lithium price and lithium development in Argentina. We probe the possibility of changes to Argentina's royalty structure and ponder Argentina's ultimate lithium production potential with and without DLE. We also briefly discuss lithium activity in Bolivia.
If you want to hear more of my thoughts on the new policy in Chile, here is a link to an interview I did with a group in Chile is below:
https://twitter.com/i/broadcasts/1eaKbrOoQDYKX
Apr 29, 2023
47 min

I presented "The Lithium Decade" in Singapore last week at the Future Facing Commodities conference. Select slides from the presentation will be available on the Global Lithium website.
Apr 10, 2023
41 min

Peter Hannah (@PHmetals on Twitter) is a senior manager at Fastmarkets. This is Peter's second appearance. His first appearance in June, 2022 was in the top ten of all episodes to date.
We discuss the current pricing situation: the volatility in China with spot price dropping vs rising contract prices elsewhere, supply and demand, the future of lepidolite, the perceived threat of sodium ion batteries and much more.
Mar 25, 2023
59 min

Daniel Jimenez is the MD of iLi Markets and a director of Galan Lithium. He has deep experience in lithium after spending almost three decades at SQM before starting his own firm. This is Daniel's fourth appearance on the podcast.
In this episode we have a detailed discussion on current and future supply by region in the face of unprecedented demand growth.
We discuss the currently volatile price situation in China, examine the reasons for it and try to put it in context with pricing in the markets outside of China.
Daniel can be found on twitter at @D_Jimenez_Sch
The iLi Markets website is ilimarkets.com
Mar 17, 2023
1 hr 2 min

Jigar Shah (@JigarShahDC on Twitter) is the director of the Loan Programs Office at the Department of Energy. Mr. Shah was formerly the co-founder and President at Generate Capital, where he focused on helping entrepreneurs accelerate decarbonization solutions through the use of low-cost infrastructure-as-a service financing. Jigar also has the best laugh of any prior guest on the podcast and celebrated his two year anniversary at the DOE on March 3rd – the day we recorded.
Topics:
The mandate of the Loan Programs Office
The calculus of leaving the private sector for the DOE
The “alphabet soup” of government programs focused on the Energy Transition
The laziness of big companies
LPO loans – by invitation only
Inspiring action where action wouldn’t otherwise happen
Why Jigar can’t comment on a loan application to LAC for Thacker Pass
Downstream battery investment vs upstream
The contribution of recyclers
Jigar Shah – the “long term lithium bull”
“Friend-shoring” challenges
Tesla
What defines a “friend” of the US
Supply chain risk management
Rapid fire
Closing comments on the BMO conference and lithium price
Mar 4, 2023
53 min

Emilie Bodoin is the CEO of Pure Lithium.
Pure Lithium is on a mission to change the way batteries are made.
Topics:
The current state of lithium metal technology
Brine direct to lithium metal - the ultimate DLE?
Lithium ion batteries: a successful compromise
Making lithium metal batteries a reality
Mentors: Dr Donald Sadoway & Robert Friedland
The first big win
Building a team
Learning from mistakes
Scale and cost
Reality check
A "not so loaded' question
The DOE "disconnect"
Lithium Metal Iron Phosphate
Rapid Fire
My thoughts on recent happenings in the industry
Feb 25, 2023
1 hr 6 min
Load more