Episode 204: Andy Leyland

from The Global Lithium Podcast · host Joe Lowry

Andy Leyland (@andyleyland1 on X) is the founder and MD of Supply Chain Insights (@insights_SC on X). Supply Chain Insights is a leading advisory firm on all things related to the lithium ion battery supply chain.Topics:State of the LIB supply chainChina vs the rest of the worldBattery demand growth in 2025Korea's bet on the USIs LFP "the answer" for North America?President Trump and critical metalsMarket "reset" or "new normal"CATL's lepidolite restartPrice in 2025 and beyondThe incentive price for western projectsContracts: the latest trendsThe cost curveConversion projects ex ChinaThe change industry structure (Rio, Exxon, etc)The futures market

Episode metadata supplied by the publisher feed · Published Feb 8, 2025

Embed this episode

Attribution link and audio player

NOW PLAYING

Episode 204: Andy Leyland

0:00 1:01:12

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Global Lithium Podcast?

This episode is 1 hour and 1 minute long.

When was this The Global Lithium Podcast episode published?

This episode was published on February 8, 2025.

Can I download this The Global Lithium Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!