Episode 152: Sigma Lithium - Ana Cabral

My guest is Ana Cabral the Co-CEO of  Sigma Lithium  Sigma is in the process of starting up the most significant hard rock project in South America Topics: Commissioning and start-up Sigma’s value proposition for the battery industry Spodumene to lithium chemicals conversion ratios Sustainability The market for tailings The team Becoming a 100K MT LCE producer Upstream disruption Boarder adjustments The “next guardian” of Sigma Ana’s view on the past failures of miners ESG The upward moving cost curve Price The Inflation Reduction Act Ana's respect for Pilbara & WA spodumene producers My comments on the upcoming Thacker Pass decision Thoughts (not advice) on lithium investments Rapid fire