The Global Lithium Podcast

Tu Le is the founder of Sino Auto Insights, an innovation & management consulting firm.
Topics:
The Global EV picture
The final frontier for China EVs
The US "China EV" strategy
GM and Ford
The status of FSD (full self-driving)
The changing perception of Tesla in China
What's next for BYD and Tesla?
When will CATL be producing batteries in the US?
The "best of the rest" China EV companies
Rapid fire
The growing angst in China over lithium supply

Tom Benson (aka the "Doctor of Volcanoes") is the Vice President of Exploration at Lithium Argentina.
Topics:
Being creative in exploration
The major upgrade to the Cauchari - Olaroz resource
Bigger than the Atacama?
Tom's history at Thacker Pass
Lithium Africa - Tom's latest focus
The Africa lithium "recipe"
Use of new technology & AI in exploration
"Permitting Purgatory"
Making Africa a lithium success
Comments on the Smackover & Salton Sea
It's "nice to be nice"
Rapid fire

This is a short solo episode.
Topics:
What lithium investors are asking
The converter in Texas
A tale of two earnings calls
My visit to Thacker Pass

YJ Lee is a Director and Fund Manager at Arcane Capital in Singapore. Find him on X @usuallyYJLee
Topics:
The Backstory
YJ's path to lithium
The learning process
His bullish forecasts
EVs, E-trucks & BESS
Picking winners
Ganfeng & Tianqi turn bullish
CATL's diminishing lithium market influence
Is another price spike coming?
Thacker Pass
DLE & the Smackover
Eramet
Vulcan
Nemaska
Canadian potential?
Rapid fire

Rene is a VP at Lithium Americas and one of the best technical minds in the industry.
Topics:
How the industry has changed in 20 years
The return of LFP
Flowsheets
China's overnight success after two decades
The challenge for America
The next cycle
Is the low hanging fruit gone?
What derailed high nickel cathode
Tesla's Texas converter hype
BESS
DLE
Thacker Pass update