E38: From Sichuan & Charlotte

The podcast continues their global efforts as Joe records from Charlotte, North Carolina, and Emily records in Sichuan Province, China. Their internet connection played a little havoc with the sound quality, but, as usual, Elena...

The podcast continues their global efforts as Joe records from Charlotte, North Carolina, and Emily records in Sichuan Province, China. Their internet connection played a little havoc with the sound quality, but, as usual, Elena Piech did an excellent job with the editing.

The two discuss Galaxy’s recent Sal de Vida announcement and the market reaction, Joe’s recent meeting with Livent’s CEO, and Emily’s meetings in China. The two also speak about the various levels of product quality in China and how that impacts the ongoing narrative on lithium prices.

Bashing China is a waste of time. The Middle Kingdom is yet to have a battery supplier in Tier 1. Lithium supply is hardly a China controlled oligopoly. There is no shortage of unfunded #lithium projects. The energy transition is in its infancy but you have to compete to win. pic.twitter.com/D4LLj8SWCe