Episode
Episode 225: The Missing Midstream
- Podcast
- The Global Lithium Podcast
- Published
- Dec 6, 2025
- Duration seconds
- 2733
- Processing state
not_requested- Canonical source
- https://podcasters.spotify.com/pod/show/globallithium/episodes/Episode-225-The-Missing-Midstream-e3bvj40
Actions
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Summary
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 Lithium Dan Blondal, CEO of Nano One Hugh McDonald, Arkansas Secretary of Commerce Bhageerath Vadhi, Geologist - Ford Motor Company Topics: What is the midstream? Why does it matter? The cathode bottleneck China's current dominant position Margins Nano One's LFP advantage Washington's perspective and role Emphasizing energy storage over EVs Geopolitics What does success look like?