Episode 225: The Missing Midstream

from The Global Lithium Podcast Hosted by Joe Lowry

This episode is a panel discussion that took place at the Arkansas Lithium Innovation Summit in October on the missing midstream. The panelists were: David Park, CEO of Standard Lithium Dan Blondal, CEO of Nano One Hugh McDonald, Arkansas Secretary of Commerce Bhageerath Vadhi, Geologist - Ford Motor Company Topics: What is the midstream? Why does it matter? The cathode bottleneck China's current dominant position Margins Nano One's LFP advantage Washington's perspective and role Emphasizing energy storage over EVs Geopolitics What does success look like?

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Episode 225: The Missing Midstream

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How long is this episode of The Global Lithium Podcast?

This episode is 45 minutes long.

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This episode was published on December 6, 2025.

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