Emily and Joe, abandoned by their GenZer talent for spring break, take on their first remote podcast from Buenos Aires, Argentina and Charlotte, North Carolina respectively. They catch up on news in the lithium space, including BMW’s big turnaround decision to not directly invest in lithium assets, versus automakers like Toyota’s strategy. We chat about the status of Gangfeng’s and Tiang’s IPOs in Hong Kong, and urban mining and ecosystem are still the watch words. Over on the Chilean side of the Andes, Mr. Dr. Bitran has left Corfo and Canadian PotashCorp has not yet sold its stake in SQM. Joe channeled his inner Kim Kardashian when he broke the internet by publishing his new supply and demand forecasts through 2025. Joe differs from the “flood forecasters” at Morgan Stanley and others on what’s going to come out of the Atacama but agrees with Albemarle and others on a few things. Piedmont sets the bar with the “Manhattan Project of Swag”. Emily may be suffering long term skin damage for lack of her Lithium Americas hat. Joe and Emily will be coming at you from China in April, where they’ll catch up with … and check out conversion capacity and cathode manufacturing in person.
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