Episode 225: The Missing Midstream

from The Global Lithium Podcast · host 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 LithiumDan Blondal, CEO of Nano OneHugh McDonald, Arkansas Secretary of CommerceBhageerath Vadhi, Geologist - Ford Motor CompanyTopics:What is the midstream?Why does it matter?The cathode bottleneckChina's current dominant positionMarginsNano One's LFP advantageWashington's perspective and roleEmphasizing energy storage over EVsGeopoliticsWhat does success look like?

Episode metadata supplied by the publisher feed · Published Dec 6, 2025

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Episode 225: The Missing Midstream

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