Peter Hannah is the Senior Price Development Manager at Fastmarkets and one of the best young commentators in the battery metals space.&nbsp;
We discuss:&nbsp;
Lithium supply and demand dynamics&nbsp;
The meaning and importance of the spot price Ponder when lithium will mature as an industry&nbsp;
Why supply will define demand over the next few years Discuss the future of hedging lithium&nbsp;
And why we agree $16/kg lithium carbonate won’t happen anytime soon&nbsp;
I close this episode with thoughts on recent analyst reports, Argentina’s latest move to secure fair export prices and BYD’s foray into Africa

Episode 139: Tony Ottaviano

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.