Episode

Episode 223: Listener Q&A

Podcast: The Global Lithium Podcast
Published: Nov 19, 2025
Duration seconds: 1512
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Canonical source: https://podcasters.spotify.com/pod/show/globallithium/episodes/Episode-223-Listener-QA-e3b76as
Audio: https://anchor.fm/s/e113880/podcast/play/111433500/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-10-19%2F9fdea6ac-7d72-8747-ea17-6c31f9cad6a4.mp3
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Summary

This solo episode was recorded November 19th 2025 in Los Angeles while I was attending Benchmark Week. Topics: Ganfeng on supply / demand / price Canaccord's take on the market BESS Exxon's comments on lithium The midstream DLE Rio's lithium future US Congress on China's predatory pricing Liontown's spod auction IGO's Kwinana woes