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On the show
From 13 epsHost
Recent guests
Recent episodes
Episode 236: Jon Evans
Jun 6, 2026
1h 00m 53s
Episode 235: Thoughts on the Market
May 27, 2026
20m 40s
Episode 234: Brine Fundamentals
May 4, 2026
1h 01m 54s
Episode 233: Chris Reed
Apr 12, 2026
59m 00s
Episode 232: Tu Le
Mar 26, 2026
1h 10m 01s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/6/26 | Episode 236: Jon Evans✨ | lithium industry changesbattery market+4 | Jon Evans | Lithium Americas | AmericaThacker Pass+1 | lithiumbattery market+6 | — | 1h 00m 53s | |
| 5/27/26 | Episode 235: Thoughts on the Market✨ | market commentaryUS Government hype+4 | — | Lithium Confidentialbig banks | US GovernmentChina | lithiummarket commentary+5 | — | 20m 40s | |
| 5/4/26 | Episode 234: Brine Fundamentals✨ | brine projectsbrine development+4 | Murray BrookerClint Van Marrewijk | WADLE | Smackover | brinehard rock advantages+5 | — | 1h 01m 54s | |
| 4/12/26 | Episode 233: Chris Reed✨ | lithium marketurban mining+5 | Chris Reed | NeometalsCATL | ChinaWest Africa+1 | LFP Conversiongeopolitics+7 | — | 59m 00s | |
| 3/26/26 | Episode 232: Tu Le✨ | Global EV pictureChina EVs+5 | Tu Le | Sino Auto InsightsGM+4 | ChinaUS | electric vehiclesChina EV+5 | — | 1h 10m 01s | |
| 3/11/26 | Episode 231: Dr. Tom Benson✨ | exploration creativityCauchari - Olaroz resource+4 | Tom Benson | Lithium Argentina | Cauchari - OlarozAtacama+4 | lithiumexploration+6 | — | 1h 04m 16s | |
| 3/5/26 | Episode 230: Lithium Update✨ | lithium investmentearnings calls+2 | — | — | TexasThacker Pass | lithiuminvestors+3 | — | 24m 17s | |
| 2/21/26 | Episode 229: YJ Lee✨ | lithium marketelectric vehicles+4 | YJ Lee | Arcane CapitalGanfeng+5 | SingaporeThacker Pass+2 | lithiumelectric vehicles+8 | — | 1h 00m 29s | |
| 1/23/26 | Episode 228: Rene LeBlanc✨ | industry changesLFP return+5 | Rene LeBlanc | LFPhigh nickel cathode+3 | AmericaTexas+1 | lithiumindustry changes+6 | — | 56m 05s | |
| 1/6/26 | Episode 227: The New Year in Lithium✨ | lithiumNew Year+3 | — | — | — | lithiumNew Year+3 | — | 26m 54s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 12/19/25 | Episode 226: Daniel Jimenez (Year End Wrap)✨ | BESS growthlithium market+5 | Daniel Jimenez | iLi MarketsSQM+2 | ChileArgentina | lithiumBESS+6 | — | 1h 30m 00s | |
| 12/6/25 | Episode 225: The Missing Midstream✨ | midstreamcathode bottleneck+4 | David ParkDan Blondal+2 | Standard LithiumNano One+2 | Arkansas | lithiummidstream+6 | — | 45m 33s | |
| 11/23/25 | Episode 224: Lithium Argentina & Ganfeng✨ | Lithium partnershipAsset consolidation+4 | Sam PigottCarlos Galli+1 | Lithium ArgentinaGanfeng+3 | ArgentinaCauchari | Lithium ArgentinaGanfeng+6 | — | 1h 13m 33s | |
| 11/19/25 | Episode 223: Listener Q&A | This solo episode was recorded November 19th 2025 in Los Angeles while I was attending Benchmark Week.Topics:Ganfeng on supply / demand / priceCanaccord's take on the marketBESS Exxon's comments on lithiumThe midstreamDLERio's lithium future US Congress on China's predatory pricingLiontown's spod auctionIGO's Kwinana woes | — | ||||||
| 10/30/25 | Episode 222: The Arkansas Lithium Innovation Summit (with Governor Sanders) | The state of Arkansas is poised to be the next great lithium brine province. This week at the Arkansas Lithium Innovation Summit I interviewed Governor Sarah Huckabee Sanders along with Allie Kennedy Thurmond and Jason Muller from Equinor, Ashu Sharma from Aquatech and Jesse Edmondson of Standard Lithium.Topics:Why Arkansas?Angela's storyGoing downstreamNo DLE, no SmackoverUS policy gapsStockpile optionsBuilding value chainsThe Smackover Lithium cultureForce multipliersAquatech's businessProcess optimization Li-Pro & PearlWhat's next for the Summit? | — | ||||||
| 10/25/25 | Episode 221: Emilie Bodoin | Emilie Bodoin is the founder and CEO of Pure Lithium. The mission of Pure Lithium is commercializing a rechargeable lithium metal battery. Topics:Improving how lithium metal is madeSimplifying the battery supply chainWhy making EV batteries is not the company's goalSpeedLFP and vanadiumPartnersMentorsThe commercialization planWhy solid state batteries aren't a panaceaRapid fire | — | ||||||
| 10/4/25 | Episode 220: Chris Berry / Ernest Scheyder | Chris Berry aka "the voice of reason" is the founder and President of House Mountain Partner. Ernest Scheyder is a journalist and the author of "The War Below."Topics:The US critical metals strategyThe US trend towards state capitalismPicking winnersLAC/GM and the DOE loan "deal"Free money??The market bottomThe OPEC analogy to lithiumLithium's version of frackingDLE's future roleLithium as a "party animal"The long road to a circular economyRapid fire | — | ||||||
| 9/18/25 | Episode 219: Ron Mitchell | Ron Mitchell has one of the lithium industry's most impressive resumes having worked for Talison, Tianqi, and a resource development project. He also chaired the LME lithium and cobalt committee for several years.Topics: The challenge of developing resourcesDe-risking projectsPriceAfrica - reality vs hypeLepidolite - mountains of residueThe beauty of vertical integrationThe hard rock cost curveIncentive pricesHard rock conversion beyond ChinaPeak spodumene in AustraliaRisk management toolsIssues with spot priceWhat's next?Rapid fire | — | ||||||
| 9/5/25 | Episode 218: Chris Doornbos | Chris Doornbos is the Founder and CEO of E3 Lithium.Topics:Thinking differently about lithiumThe Alberta advantageThe TeamDLESorbent flexibilityTimingFinancing optionsPrice & price supportsThe "lithium buyer's club"?The cost curveInfluencing policyThe critical pathRapid fire | — | ||||||
| 8/21/25 | Episode 217: The End of Lithium Winter - Part 2 | I provide additional perspective of why I believe the "lithium winter" is over. Chinese anti-involution measures are a contributing factor, as is continued strong demand growth and less lithium feedstock and chemical inventory in China than many people think. | — | ||||||
| 8/13/25 | Episode 216: Dr. Cormac O' Laoire | My guest is Cormac O'Laoire, PhD the Managing Director of Electrios Consultants. We have a far ranging discussion on the rise of China in the lithium-ion battery space. We cover how China out competed their formerly stronger rivals in Japan and Korea and discuss the current and future state of batteries, NEVs and BESS. Given recent events we also cover lepidolite in Yichun and brine in Qinghai. | — | ||||||
| 7/28/25 | Episode 215: The End of the Lithium Winter | This is a solo episode where I share some thoughts regarding why I think the recent "lithium winter" is over. I believe price has bottomed and a new upward cycle has begun. | — | ||||||
| 7/20/25 | Episode 214: Jesse Edmondson & Arthur Orduna | Jesse Edmondson and Arthur Orduña are playing key roles in shaping the future of lithium production and the broader battery supply chain in Arkansas. Together, they bring deep experience and a shared mission: to put Arkansas squarely on the global lithium map.In this episode, we discuss:Why major players like Exxon, Equinor, and Chevron have chosen Arkansas for their first lithium investmentsHow a small startup like Standard Lithium partnered with a Norwegian oil major—and why that collaboration makes strategic senseHow Arkansas is leveraging the Smackover Formation to build a full lithium-ion battery ecosystem through initiatives like the Arkansas Lithium Innovation Accelerator and other emerging programsWhy making cathode materials in Arkansas isn’t just possible—it’s practicalI also extend a direct invitation to Korean battery makers to partner for cathode production in ArkansasThis is a uniquely American story—about innovation, energy, and new beginnings in unexpected places.Stick around for Rapid Fire. | — | ||||||
| 6/28/25 | Episode 213: Sam Pigott Live (Lithium Argentina) | Sam Pigott is the CEO of Lithium Argentina. This episode was recorded in front of a live audience at the Fastmarkets event In Las VegasTopics:Sam's backstoryStatus of CauchariRelationship with GanfengThe JV model with GanfengBuilding 150K MT of new capacity in Salta ProvinceAreas of focusLong-term supply challengesLeveraging DLE for lower costProduct optionalityGrowing as a leaderInfrastructure needs in ArgentinaThe talent poolLocal politicsSuccess factorsSam's recent China visitRapid fire | — | ||||||
| 6/12/25 | Episode 212: Summit Nanotech | My guests are Summit Nanotech CEO Amanda Hall and President Joe Arencibia. Topics:Being a troublemakerDefining DLEDLE " flavors"Amanda's "rules" for SummitComplexity vs scaleWater usageRecovery ratesSurviving in a down marketStanding out vs competitorsChinese competitionDLE in 2030What's next?Rapid fire | — | ||||||
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