The Best, The Worst, The First
Joe and Emily are joined in Perth by Neometals, where they discuss the lithium supply chain, and what exactly is meant by upstream and downstream. They cover the cost curve and “urban mining” via recycling battery materials. Joe comments on the “indigestion” in the supply chain, and the purgatory of the lithium industry. How many hydroxide plants will we see in The Great Oz? Will SQM’s deal with Corfo flood the market? Is there a coming disconnect between spodumene concentrate & lithium chemicals pricing. Will DSO ever make it to the Emerald City?
Joe and Emily are in in Santiago, Chile, where the drama surrounding SQM and Corfo is unfolding prior to a presidential election. Joe makes a new best lithium friend in Julio Ponce. Joe and Emily are joined by Matt Craze to discuss the lithium royalty schemes affecting SQM and Albemarle, as well as SQM’s strategy as a global mining company.
Joe Lowry and Emily Hersh are joined by Chris Berry in Buenos Aires, Argentina to kick off the world’s first global lithium podcast and “tell it like it is”. We look at Argentina’s recent political changes, and what that means to the lithium world. We cover FMC, Lithium Americas, and why Joe doesn’t not want the Clayton Valley for Christmas, as well as Joe’s take on strategic locations and the global lithium supply chain.