Episode 225: The Missing Midstream

About this episode

This episode features a panel discussion on the missing midstream in lithium production, highlighting key industry figures and topics.

This episode is a panel discussion that took place at the Arkansas Lithium Innovation Summit in October on the missing midstream. The panelists were: David Park, CEO of Standard Lithium Dan Blondal, CEO of Nano One Hugh McDonald, Arkansas Secretary of Commerce Bhageerath Vadhi, Geologist - Ford Motor Company Topics: What is the midstream? Why does it matter? The cathode bottleneck China's current dominant position Margins Nano One's LFP advantage Washington's perspective and role Emphasizing energy storage over EVs Geopolitics What does success look like?

People in this episode

Host: Joe Lowry

Guests: David Park, Dan Blondal, Hugh McDonald, Bhageerath Vadhi

Topics covered

• midstream
• cathode bottleneck
• China's dominance
• energy storage
• geopolitics
• success metrics

Keywords

• lithium
• midstream
• cathode
• energy storage
• geopolitics
• China
• Nano One
• Ford Motor Company

Mentioned in this episode

Organizations: Standard Lithium, Nano One, Arkansas Secretary of Commerce, Ford Motor Company

Places: Arkansas

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