Episode 180: Andy Leyland

Andy Leyland (@andyleyland1 on X) is the founder of Supply Chain Insights (@insights_SC on X). Andy has deep experience in all aspects of the lithium ion battery supply chain. Topics: What Supply Chain Insights does 2023: the "rebalancing" year The lepidolite spectrum Lithium demand - still robust The turnaround in ESS Sodium ion batteries Oversupply Inventory levels The future of conversion in China Brine: "Argentina's race to lose" Two ways of looking at price Why is lithium forecasting so bad? Getting info from China Incentive prices China's domestic lithium potential ESG hypocrisy Who actually paid $80/kg for lithium? Do fixed price contracts make a comeback? Recycling The SCI price forecast Rapid fire