Episode 87: Live Q&A from Panorama Minero's "Lithium South America"
My favorite lithium event of the year is Panorama Minero's “Lithium South America”. I had the opportunity to keynote at this event in Salta in 2018 and Jujuy in 2019. This year at the virtual event I participated by doing a live Global Lithium Podcast with a great co-host, Carlos Galli, who conveyed the questions from the audience and added his own insightful commentary.
Topics include:
Why OEMs are not investing in lithium and when this will likely change
The bifurcated market in both quality and price
Covid’s impact on the lithium demand
The coming shortage of battery quality lithium
Tesla’s lithium failure
Why Argentina should “build a lithium bridge” to Europe
The Future of DLE
My ranking of the “Top Five” lithium players
Bolivia – the land of lithium dreams
In addition I make a few comments on the "divorce" of Livent and E3 Metals
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