Adam Panayi is the Managing Director of UK based EV and Battery consultancy Rho Motion. The key to understanding the future direction of the lithium industry is understanding the growth of EVs and batteries as well understanding the developments in cathode chemistry and solid state. Shout outs to Benchmark Mineral Intelligence, Simon Moores and Roger Atkins.
In a little less than an hour we cover:
How Rho Motion collects and parses data aka “how the forecast sausage is made”
GWH projections for 2025 and 2030 – the driver of lithium demand
The methodology of predicting Gigafactory utilization
Stated Gigafactory capacity vs effective capacity
EV penetration by region
ESS – taking what batteries it can get (for now)
Gigafactory start-up reject rates (the dirty little secret of battery producers)
Warranties
Why after several EV “false starts” it is different this time
Cathode chemistry projections
Rapid fire

Episode 111: Dale Henderson

Joe Lowry (@globallithium on X aka Twitter &amp; IG) and known as "Mr Lithium" is a 30 plus year industry veteran and founder of the advisory firm Global Lithium LLC. Joe hosts the original lithium podcast featuring high level guests from the lithium chemicals industry, battery, cathode, and related areas. The Global Lithium Podcast remains the 'go to' offering in this space and has been downloaded in 181 countries.