Episode 226: Daniel Jimenez (Year End Wrap)
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Episode 226: Daniel Jimenez (Year End Wrap)
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Narrated by:
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About this listen
Daniel Jimenez is the founder of iLi Markets and formerly worked for SQM. On X: @D_Jimenez_Sch
Topics:
The rapid growth of BESS
CATL
China's weakening grip on lithium
Hidden costs in Africa
The tightening market
Where is the money made in LIB
Chile's lithium future
Argentina
Rio Tinto's next moves
When does DLE matter?
Alternatives to CO3 & LiOH
The coming price spike
Conversion capacity outside China
Rapid fire
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