Episode 191: Daniel Jimenez "Live"

My guest is industry veteran Daniel Jimenez. This is my first live podcast recorded in Fastmarket's "Live Lounge" during their recent Lithium and Battery Raw Materials Conference in Las Vegas. Topics: Lithium market sentiment Excess capacity across the lithium ion battery supply chain Recalibrating unrealistic North American and EU EV expectations Africa – opaque on volume and quality? SQM as a barometer of the industry Codelco and the Chilean state Tianqi’s failed dream in Chile SQM in Australia ALB – strategy or tactics? Big Oil’s move into lithium Can the oil companies use DLE to transform the industry? Arcadium – synergy? Chile – outside of the Atacama Argentina’s lithium future Bolivia Brazil’s hard rock boom Canada as a lithium province The future of US lithium Who will be the marginal cost producer? The incentive price Lepidolite Building lithium ion supply chains ex China Galan’s project Rapid fire Auction advice for Albemarle Eramet - DLE's first full scale plant or another black eye?