Andy Leyland (@andyleyland1 on X) is the founder and MD of Supply Chain Insights (@insights_SC on X). Supply Chain Insights is a leading advisory firm on all things related to the lithium ion battery supply chain.Topics:State of the LIB supply chainChina vs the rest of the worldBattery demand growth in 2025Korea&#39;s bet on the USIs LFP &quot;the answer&quot; for North America?President Trump and critical metalsMarket &quot;reset&quot; or &quot;new normal&quot;CATL&#39;s lepidolite restartPrice in 2025 and beyondThe incentive price for western projectsContracts: the latest trendsThe cost curveConversion projects ex ChinaThe change industry structure (Rio, Exxon, etc)The futures market

Episode 205: Q&A / Thoughts from Florida

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.