Show Notes
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 chain China vs the rest of the world Battery demand growth in 2025 Korea's bet on the US Is LFP "the answer" for North America? President Trump and critical metals Market "reset" or "new normal" CATL's lepidolite restart Price in 2025 and beyond The incentive price for western projects Contracts: the latest trends The cost curve Conversion projects ex China The change industry structure (Rio, Exxon, etc) The futures market
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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.
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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
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