Episode 219: Ron Mitchell
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Episode 219: Ron Mitchell
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About this listen
Ron Mitchell has one of the lithium industry's most impressive resumes having worked for Talison, Tianqi, and a resource development project. He also chaired the LME lithium and cobalt committee for several years.
Topics:
The challenge of developing resources
De-risking projects
Price
Africa - reality vs hype
Lepidolite - mountains of residue
The beauty of vertical integration
The hard rock cost curve
Incentive prices
Hard rock conversion beyond China
Peak spodumene in Australia
Risk management tools
Issues with spot price
What's next?
Rapid fire
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