Show Notes
Daniel Jimenez is the founder of iLi Markets and formerly worked for SQM. On X: @D_Jimenez_Sch Topics: The rapid growth of BESS CATL China's weakening grip on lithium Hidden costs in Africa The tightening market Where is the money made in LIB Chile's lithium future Argentina Rio Tinto's next moves When does DLE matter? Alternatives to CO3 & LiOH The coming price spike Conversion capacity outside China Rapid fire
More from The Global Lithium Podcast
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.
A stream of consciousness solo episode where I talk about the recent drama concerning SMM's inventory number and change in their process. Did it make sense? Who does it serve? I also talk about comments from Ganfeng on the quality of inventory information and the fact that some of the GFEX warehouse inventory isn't usable.
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
My guests are: David Park and Dr. Andy Robinson, the CEO and President/COO, respectively. Topics: The LG offtake agreement How deals get done The market tailwind Standard's path to FID The DLE journey Advantages of Smackover brine Tightening specifications Bi-carbonation The build Safety Culture The Smackover's LT potential The midstream