Episode 226: Daniel Jimenez (Year End Wrap)

Episode 226: Daniel Jimenez (Year End Wrap)

From The Global Lithium Podcast by Joe Lowry

December 19, 2025 · 1h 30m

About this episode

Daniel Jimenez discusses the current state and future of the lithium market, including growth areas and challenges.

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

People in this episode

Host: Joe Lowry

Guest: Daniel Jimenez

Topics covered

  • BESS growth
  • lithium market
  • Chile's lithium future
  • Argentina's lithium
  • DLE importance
  • lithium alternatives
  • price spike

Keywords

  • lithium
  • BESS
  • DLE
  • price spike
  • conversion capacity
  • Chile
  • Argentina
  • Rio Tinto

Mentioned in this episode

Organizations: iLi Markets, SQM, CATL, Rio Tinto

Places: Chile, Argentina

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