# Episode 225: The Missing Midstream

Page: https://stenobird.com/podcast/the-global-lithium-podcast-1191702/episode-225-the-missing-midstream
Text version: https://stenobird.com/podcast/the-global-lithium-podcast-1191702/episode-225-the-missing-midstream.md
Podcast: [The Global Lithium Podcast](https://stenobird.com/podcast/the-global-lithium-podcast-1191702)
Published: 2025-12-06T15:39:36+00:00
Episode link: https://podcasters.spotify.com/pod/show/globallithium/episodes/Episode-225-The-Missing-Midstream-e3bvj40
Audio file: https://anchor.fm/s/e113880/podcast/play/112233024/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-11-6%2F8121067c-3ea5-c4a8-2cbd-b23d8a358212.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-global-lithium-podcast-1191702/episodes/episode-225-the-missing-midstream
Duration seconds: 2733

## Resource

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?

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## Transcript

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