Podcasts about Lithium

chemical element with atomic number 3

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  • Jul 8, 2025LATEST
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Best podcasts about Lithium

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Latest podcast episodes about Lithium

The HC Insider Podcast
Lithium's Hard Year with Caspar Rawles

The HC Insider Podcast

Play Episode Listen Later Jul 8, 2025 35:35


 In 2024 the Lithium market saw huge price drops related to oversupply, a slowing EV adoption rate globally, as well as macroeconomic headwinds. Is this a pause or a more structural challenge? What is the long-term demand picture? How does geopolitics fit within that? Does technological change threaten the outlook? And in such a volatile market, why is risk management essential? Our guest is Caspar Rawles, Chief Operating Officer at Benchmark, the Independent Price Reporting Agency for Critical Minerals, including Lithium,  which will soon be launching three Lithium futures contracts with the Intercontinental Exchange, ICE. What are those contracts and what do they mean for the sector?

Innovation Now
Fireworks from the Stars

Innovation Now

Play Episode Listen Later Jul 4, 2025


From copper blue to the red tint of strontium, exotic elements were created as stars exploded into brilliant supernovas.

The China in Africa Podcast
Lessons for Europe From China's Critical Minerals Strategy in Africa

The China in Africa Podcast

Play Episode Listen Later Jul 3, 2025 58:14


While the U.S., India, and countries in the Persian Gulf are all moving quickly to establish new critical mineral supply chains, the European Union is struggling to follow suit, particularly in Africa. The EU currently lacks a cohesive policy framework that would bolster mining companies, support partner countries, and encourage the development of a mineral processing sector that can lessen Europe's current dependence on China. To do this, the EU should follow China's model in Africa, where it paired extraction with the development of vital infrastructure, according to a new commentary from the European Centre for Development Policy Management (ECDPM). The authors, Poorva Karkare and Karim Karaki, join Eric & Géraud from Brussels to explain why the EU should strive for strategic complementarity rather than competition with China in Africa. SHOW NOTES: ECDPM: The EU's playbook for African minerals amid China's dominance by Poorva Karkare and Karim Karaki AFRICA POLICY RESEARCH INSTITUTE: The tumultuous path toward EU-China-Africa trilateral cooperation on Critical Raw Materials in Africa by C. Géraud Neema JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander | @christiangeraud Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth

Triple M - Motley Fool Money
Stocks In Focus: Core Lithium, July 2 2025

Triple M - Motley Fool Money

Play Episode Listen Later Jul 2, 2025 14:02


This week, Scott talks to Motley Fool analyst Michell Lawler about Australian lithium producer, Core Lithium (ASX:CXO).See omnystudio.com/listener for privacy information.

maydornsmeinung
S&P 500, Bitcoin, Tesla, BYD, Xpeng, Ford, Rivian, Standard Lithium, Li-FT Power

maydornsmeinung

Play Episode Listen Later Jul 2, 2025 25:38


Von Sommerflaute nichts zu spüren: Der Dow Jones ist kurz davor, auf ein neues Allzeithoch zu steigen, dem S&P 500 ist das bereits gelungen. In einer neuen Folge Maydorns Meinung analysieren Börsenexperte Alfred Maydorn und Moderator Marco Uome die neuesten Entwicklungen am Gesamtmarkt. Außerdem im Fokus: Bitcoin, Tesla, BYD, Xpeng, Ford, Rivian, Standard Lithium, Li-FT Power Hinweis: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlageempfehlungen dar. Die Moderatoren oder der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen.

Mining Stock Daily
Why Paul Lusty Believes the Bear Market in Lithium is Close to an End

Mining Stock Daily

Play Episode Listen Later Jul 1, 2025 29:06


In this episode, Trevor Hall takes the host seat of the Power Current podcast to interview Paul Lusty, Head of Battery Raw Materials at Fastmarkets. This conversation delves into the future projections of the lithium market, exploring the dynamics of supply and demand, the role of renewable energy, and the importance of other battery raw materials like cobalt and manganese. The discussion highlights the challenges and opportunities within the industry, emphasizing the need for supply discipline and the impact of external factors on market trends.

La chronique de Benaouda Abdeddaïm
Caroline Loyer : Ukraine, Moscou s'empare d'une mine critique - 01/07

La chronique de Benaouda Abdeddaïm

Play Episode Listen Later Jul 1, 2025 3:13


Ce mardi 1er juillet, l'avenir du deal minier conclut avec les USA suite à la conquête du gisement de lithium de Shevchenko dans l'Est de l'Ukraine, a été abordé par Caroline Loyer dans sa chronique, dans l'émission Good Morning Business, présentée par Laure Closier, sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

The Power Current with Chris Berry
Is the Lithium Market Cycle Close to its Bottom? Paul Lusty of Fastmarkets Believes So

The Power Current with Chris Berry

Play Episode Listen Later Jul 1, 2025 29:06


In this episode, Trevor Hall takes the host seat to interview Paul Lusty, Head of Battery Raw Materials at Fastmarkets. This conversation delves into the future projections of the lithium market, exploring the dynamics of supply and demand, the role of renewable energy, and the importance of other battery raw materials like cobalt and manganese. The discussion highlights the challenges and opportunities within the industry, emphasizing the need for supply discipline and the impact of external factors on market trends.

Bizarro World
Collapse in Plain Sight: What They're Not Telling You – Bizarro World 323

Bizarro World

Play Episode Listen Later Jul 1, 2025 38:37


Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld The free version of the 323rd episode of Investing in Bizarro World is now published.Here's what was covered:Macro Musings - Stagflation is here: rising inflation and flat growth are driving money into hard assets. Platinum and palladium hit decade highs. Lithium is showing green shoots. The S&P is at record highs—but the streets are filled with fentanyl, homelessness, and Orwellian politics. It's never been more important to own real assets.Market Takes - Gold and silver continue to look strong. Silver leads. Copper pushes above $5, and uranium hovers near $78. Private placements are working, and the window is still open. Gerardo and Nick tease a new copper financing and recap how executive orders have triggered triple-digit gains across U.S. juniors. Deal details here: https://bit.ly/4lwaN1YBizarro Banter - From crypto-backed mortgages and XRP-funded home purchases to fentanyl-themed real estate marketing, the system is off the rails. Nick and Gerardo rant on the Fed, the defense department, missing kids, and Orwell's 1984. Still—asset owners win. The question is: Are you positioned?Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/46ow61d0:00 Introduction2:12 Macro Musings: Platinum Breakout. Stagflation Confirmed. Lithium Lags but Lifts.10:43 Market Takes: Copper Clears $5. Uranium Steadies. Precious Metals Hold.23:31 Bizarro Banter: Executive Orders, Crypto Mortgages, Fourth Turning Chaos.37:02 Premium Portfolio Picks: New Copper Deal Coming. Uranium Catch-Up Trade. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/46ow61d Deal details here: https://bit.ly/4lwaN1YPLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/46ow61d2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

The Power Current with Chris Berry
In-Depth with Patriot Battery Metals CEO Ken Brinsden and His Visions for the Future Lithium Market

The Power Current with Chris Berry

Play Episode Listen Later Jun 29, 2025 26:02


In this episode of The Power Current, host Chris Barry interviews Ken Brinsden, CEO of Patriot Battery Metals, discussing the current state of the lithium market, the evolution of off-take agreements, and the importance of vertical integration in lithium mining. Brinsden shares insights on the demand dynamics, processing challenges, and unconventional takes on the future of the lithium supply chain.

The Global Lithium Podcast
Episode 213: Sam Pigott Live (Lithium Argentina)

The Global Lithium Podcast

Play Episode Listen Later Jun 28, 2025 48:21


Sam Pigott is the CEO of Lithium Argentina. This episode was recorded in front of a live audience at the Fastmarkets event In Las VegasTopics:Sam's backstoryStatus of CauchariRelationship with GanfengThe JV model with GanfengBuilding 150K MT of new capacity in Salta ProvinceAreas of focusLong-term supply challengesLeveraging DLE for lower costProduct optionalityGrowing as a leaderInfrastructure needs in ArgentinaThe talent poolLocal politicsSuccess factorsSam's recent China visitRapid fire

Mental Maps
Should everyone be taking lithium?

Mental Maps

Play Episode Listen Later Jun 27, 2025 20:31


Lithium has long been used in psychiatry for numerous mental health issues. But with the emergence of lithium orotate and it's popularity in western culture the question is now "who should be using this mineral?" In this episode I discuss the history of lithium as a medication and it's emerging uses as a nutraceutical for mental health.    Mental Maps is brought to you by Arukah Well. A virtual holistic mental health service. To learn more check out www.arukahwell.co or on Instagram @arukahwelllife

The BIP Show
Theory of Thing Investment Podcast on Mental health Days and Lithium (unrelated)

The BIP Show

Play Episode Listen Later Jun 27, 2025 32:39


Welcome to the Theory of Thing Investment Podcast, hosted by James Whelan (BPC Wealth) and Heath Moss (HLM Investments), powered by the high-octane brains of Wakey Wakey. Each episode brings a fast-paced mix of markets, mindsets, and mayhem.We cover everything from mental health days in the market, the weirdness of South Australian weather, to lithium picks and Chinese battery tech. Heath brings his signature Market Wrap, and Jimmy's got a slender recession call you'll want to hear.Plus, we've got your AFL and NRL footy tips, banter, and everything else that doesn't quite make it into the mainstream finance shows — because it probably should.Subscribe, tune in, and join the Theory.

Marcus Today Market Updates
End of Day Report – Friday 27 June: ASX loses its gains

Marcus Today Market Updates

Play Episode Listen Later Jun 27, 2025 5:07


The ASX 200 fell 37 points to 8514 (-0.4%) as banks saw profit taking as EOFY approaches. The Big Bank Basket down to $287.72 (-2.4) with CBA down 2.8%. Industrials were also weaker across the board with resources taking the crown today. BHP, RIO, and FMG all putting on the ritz following a 1.9% gain in Iron ore prices in Singapore. Early gains of 50 plus were eradicated as banks fell. Gold miners also slipped as copper stocks took the stage, CSC up 6.7% and SFR rising 3.2%. Lithium in demand as PLS rose 4.6% and even MIN up 1.5% with uranium stocks doing ok, following gains overnight. PDN up 3.2% and BOE up 2.4%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Catalyst with Shayle Kann
GM's big new battery tech push

Catalyst with Shayle Kann

Play Episode Listen Later Jun 26, 2025 38:35


Lithium-manganese-rich (LMR) batteries could offer a rare combination in energy storage: high energy density at lower costs. They swap much of the expensive nickel for abundant, affordable manganese. But technical hurdles — like poor cycle life, voltage decay, and long formation time — kept them on the sidelines. Now GM says it's solved these challenges. In May, it announced plans to mass produce LMR batteries starting in 2028. In energy density, the new chemistry would land between the two major alternative chemistries in the U.S., NMC and LFP. So what does this new entrant mean for the U.S. battery market? In this episode, Shayle talks to Kurt Kelty, VP of battery, propulsion, and sustainability — and a 30-year battery industry veteran who led Tesla's battery development for over a decade. Shayle and Kurt cover topics like: What parts of the U.S. battery supply chain to on-shore or near-shore The tradeoffs between LFP, LMR, and high-nickel chemistries The roles that Kurt sees for all three in the market  Shifting production lines and supply chains from NMC to LMR Why LFP may still outcompete LMR in the stationary market Resources: General Motors: Why LMR batteries will change the outlook for the EV market AutomotiveDive: GM, LG Energy target commercializing manganese-rich batteries for EVs  WSJ: An Ex-Tesla Engineer Is Turning EVs Into Affordable Family Cars Catalyst: What happened at Northvolt? Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by Anza, a platform enabling solar and storage developers and buyers to save time, reduce risk, and increase profits in their equipment selection process. Anza gives clients access to pricing, technical, and risk data plus tools that they've never had access to before. Learn more at go.anzarenewables.com/latitude. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.

Marcus Today Market Updates
End of Day Report – Thursday 26 June: ASX 200 falls 8 points in quiet trade | XRO back trading

Marcus Today Market Updates

Play Episode Listen Later Jun 26, 2025 12:23


The ASX 200 fell 8 points to 8551 in quiet trade. Banks fell slightly with the Big Bank Basket at $294.91 (0.1%). ANZ the star playing some catch-up up rising 2.2%. Insurers slid, QBE off 0.6% and financial services continued to push higher. PNI up 1.5% and HUB putting on 1.6%. REITs slipped, GMG off 1.3% and SCG down 0.6%. Industrials generally weaker, TCL down 0.6%, BXB off 0.5% and tech under pressure as XRO resumed trade after placement. Off lows but still down 5.3%. The All-Tech Index dropped 1.0%. Retail and travel stocks mixed, LOV down 1.1% with FLT up 0.8%. Pizza and burritos down, KFC up, LNW pushing ahead again, up %. Resources were mixed. Lithium showed signs of life with Vanguard taking a stake in PLS, up 5.6% and MIN rallying 3.6%. The iron ore miners were flat, gold miners fell, NST down 2.3% and EVN off 0.9%. Uranium stocks slightly better, BOE up 2.0% though BMN dropped 9.9% after a cap raise. Oil and gas mixed, WDS off 0.6% with STO up 0.8%.In corporate news, XRO returned to trade, NEU ran hard up 6.1% on US news. AZJ fell 0.3% on an earnings update. Nothing on the economic front. Asian markets mixed, Japan up 1.7%, HK down 0.9%, China down 0.4%. 10-year yields steady at 4.11%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Plutos Finanzpodcast
Kritische Metalle & seltene Erden

Plutos Finanzpodcast

Play Episode Listen Later Jun 26, 2025 16:35


In der aktuellen Folge des Plutos Finanzpodcasts spricht Research- und Strategieexperte Markus Mezger zum Rückgrat der Energiewende: kritische Metalle und seltene Erden. Ob E-Autos, Windräder oder Batteriespeicher – ohne Rohstoffe wie Lithium, Kobalt oder Nickel geht nichts. Doch: Reicht das Angebot überhaupt aus? Wie abhängig sind wir geopolitisch? Und: Wie können Anleger von diesem Megatrend profitieren?

The COB from ausbiz
the COB: lithium leaps

The COB from ausbiz

Play Episode Listen Later Jun 26, 2025 17:02


Our Top 3 VideosInto MANGO nowAI's golden waveHealthy picks Hosted on Acast. See acast.com/privacy for more information.

Fear and Greed Business Headlines
Fear and Greed Afternoon Report | 26 Jun 2025

Fear and Greed Business Headlines

Play Episode Listen Later Jun 26, 2025 3:29 Transcription Available


This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. Xero tumbles Lithium stocks rally Aurizon downgrades forecast BP / Shell takeover talks NATO talks Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Fear and Greed
Afternoon Report | Markets, takeovers & NATO

Fear and Greed

Play Episode Listen Later Jun 26, 2025 3:27 Transcription Available


This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. Xero tumbles Lithium stocks rally Aurizon downgrades forecast BP / Shell takeover talks NATO talks Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Thoughts on the Market
Humanoids' Insatiable Hunger for Minerals

Thoughts on the Market

Play Episode Listen Later Jun 25, 2025 4:30


Our Australia Materials Analyst Rahul Anand discusses why critical minerals may be the Achilles' heel of humanoids as demand significantly outpaces supply amid geopolitical uncertainties.Read more insights from Morgan Stanley.----- Transcript -----Rahul Anand: Welcome to Thoughts on the Market. I'm Rahul Anand, Head of Morgan Stanley's Australia Materials Research team.Today, I'll dig deeper into one of the vital necessities for the development of robotics – critical minerals – and why they're so vital to be front of mind for the Western world today. It's Wednesday, June 25th at 8am in Sydney, Australia. Humanoid robots will soon become an integral part of our daily lives. A few weeks ago, you heard my colleagues Adam Jonas and Sheng Zhong discuss how humanoids are going to transform the economy and markets. Morgan Stanley Research expects this market to reach more than a billion units by 2050 and generate almost [$] 5 trillion in annual revenue. When we think about that market, and we think about what it could do for critical minerals demand, that could skyrocket. And the key areas of critical minerals demand would basically be focused on rare earths, lithium and graphite. Each one of these complex machines is going to require about a kilo of rare earths, 2 kgs of lithium, 6.5 kgs kilos of copper, 1.5 kgs of nickel, 3 kgs of graphite, and about 200 grams of cobalt. Importantly, this market from a cumulative standpoint by the year 2050, could be to the tune of about $800 billion U.S., which is staggering.And beyond that market size of $800 billion U.S., I think it's important to drill a bit deeper – because if we now consider how these markets are dominated currently, comes the China angle. And China currently dominates 88 percent of rare earth supply, 93 percent of graphite supply and 75 percent of refined lithium supply. China recently placed controls on seven heavy rare earths and permanent magnet exports in response to tariff announcements that were made by the U.S., and a comprehensive deal there is still awaited. It's very important that we have to think about diversification today, not just because these critical minerals are so heavily dominated by China. But more importantly, if we think about how the supply chain comes about, it's now taking circa 18 years to get a new mine online, and that's the statistic for the past five years of mines that came online. That number is up nearly 50 percent from last decade, and that's been driven basically by very long approval processes now in the Western world, alongside very long exploration times that are required to get some of these mines up and running. On top of that, when we think about the supply demand balance, by 2040 we're expecting that the NdPr, or the rare earth, market would be in a 26 percent deficit. Lithium could be in a deficit close to 80 percent. So, it's not just about supply security. It's also about how long it will take to bring these mines on. And on top of that, how big the amount of supply that's required is really going to be. I know when you think about 2040, it sounds very long dated, but it's important to understand that we have to act now. And in this humanoid piece of research that we have done as the global materials team, which was led by the Australian materials team, we basically have provided 34 global stocks to play this thematic in the rare earths, lithium and rare earth magnet space. It's also very important to remember and keep front of mind that as part of the London negotiations that happened between U.S. and China, no agreement was reached on critical military use rare earth magnets and exports. Now that's an important point because that's going to play as a key point of leverage in any future trade deal that comes about between the two countries. This remains an evolving situation, and this is something that we are going to continue monitoring and will bring you the latest on as time progresses.Look, thanks for listening. If you enjoy the show, please leave us a review and share thoughts on the market with a friend or colleague today.

Mining Stock Daily
Lithium Exploration Update form Q2 Metals and the Cisco Property

Mining Stock Daily

Play Episode Listen Later Jun 25, 2025 14:41


Trevor interviews Alicia Milne, CEO of Q2 Metals, at the Fast Markets Lithium Conference. They discuss the current state of the lithium market, the challenges faced by exploration companies, and the progress of the Cisco Project in Quebec. Alicia shares insights on the drilling program, market conditions, and future strategies for the company, emphasizing the importance of staying focused and prepared for potential market shifts.

Marcus Today Market Updates
End of Day Report – Wednesday 25 June: ASX 200 up 4 points | Banks vs resources continues

Marcus Today Market Updates

Play Episode Listen Later Jun 25, 2025 13:12


The ASX 200 trod water rising 4 points to 8559 as CPI numbers came in below forecast. Narrow trading range. Banks were firm again, CBA up another 1.7% with the Big Bank Basket at $295.09 (+1.5%). Financials also doing well, GQG up 9.1% and XYZ up 1.0% with REITs better on rate cut hopes. GMG up 0.4% and CHC rising 1.2%. Industrials were mixed, retail better on rates, LOV up 1.9% and NCK rallying 3.3%. Travel stocks better too, CTD up 2.2% with LNW soaring as ALL fell 0.9%. SGH continue to push to new highs, QAN up 0.8% with VGN up 3.4% on day two.Resources were once again under pressure. The big three are getting smaller, BHP down 1.0% and FMG off 2.3%. Lithium stocks fell, MIN off 6.0% and PLS falling 3.1%. Gold miners too slipping again as bullion eases back. NST down 2.6% and GMD down 4.0%. Oil and gas stocks continue to suffer despite crude finding buyers, STO down another 1.2% with uranium steady and coal down, WHC off 2.2%.In corporate news, HUM got a NBIO from its chair, DRO soared 19.9% on a new EU contract, PNI down 3.7% as founder sold a parcel, PBH shareholders turned Japanese, SGR got shareholder approval for Bally and Mathieson to take the stakes. XRO in a trading halt with big capital raising and US acquisition worth $4bn.On the economic front, the local monthly CPI came in below forecasts and rate cut hopes emerged. Asian markets better Japan up 0.3%, China up 0.6% and HK up 0.8%. 10-year yields falling to 4.12%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

WDR 5 Quarks - Wissenschaft und mehr
Grünes Geld - Iranisches Atomprogramm zerstört? - E-Mobilität

WDR 5 Quarks - Wissenschaft und mehr

Play Episode Listen Later Jun 23, 2025 85:16


Iran: Lässt sich Wissen über die Bombe `zerstören´?; Maria und das Sarkom; E-Mobilität - Lithium für Batterien könnte knapp werden; Ist die Ära des grünen Geldes schon wieder vorbei?; Honigbienen und Wildbienen - Beide gut für die Natur oder gegenseitige Konkurrenz?; Kriege und Krisen - Ist Klimaschutz jetzt noch wichtig?; Moderation: Sebastian Sonntag. Von WDR 5.

The KE Report
Volt Lithium - Webinar Replay - Q&A With Alex Wylie, President and CEO

The KE Report

Play Episode Listen Later Jun 23, 2025 62:38


This webinar was recorded live on June 19th. Alex Wylie, President and CEO of Volt Lithium (TSX.V:VLT - OTCQB: VLTLF), soon to be Liberty Stream Infrastructure Partners, joined me to field your questions.    If you have any follow up questions for Alex please email me at Fleck@kereport.com.    Click here to visit the Volt Lithium website.

Redefining Energy
184. Market dynamics and Pricing of Battery Materials - Jun25

Redefining Energy

Play Episode Listen Later Jun 22, 2025 33:18


Six years ago, Simon Moores, CEO of Benchmark Minerals Intelligence shook the world in a now legendary testimony in front of the US Senate. Then, Simon predicted the exponential growth of batteries and the control that China was starting to exert of the supply chains.Fast forward today, we bring in, Caspar Rawles, Simon's trusted lieutenant, and COO of Benchmark Mineral Intelligence to assess how Simon's predictions panned out. What was prophetic and what never materialized. Benchmark Mineral Intelligence, a London-based Price Reporting Agency (PRA) founded in 2014, specializes in lithium-ion battery and EV supply chains, offering IOSCO-accredited price assessments, supply-demand forecasts, ESG analytics, consultancy, global events, and policy influence.It focuses on critical minerals and recently expanded with Rho Motion, valued at $500M. Caspar talks about the growth of BMI, about the importance of its agreement with ICE, and how he sees the future.Laurent and Gerard conclude on Lithium and Rare Earths. Not really what you expect.

The Frontier Psychiatrists
How Can We Treat Bipolar Disorder in the Global South?

The Frontier Psychiatrists

Play Episode Listen Later Jun 22, 2025 29:34


I was invited, thanks to the magnificent and only-ever-positive internet, to give a lecture to colleagues in Nigeria. I'm kidding, a little—the internet can be rough. Ask a comment section of a YouTube video! However, it is also a technology that has brought the world closer together. One of those less absurd corners of the internet is LinkedIn—it's like the world's most boring dad and his boss decided to invite you to a global-scale compliance educational module. “So exciting, it's mandatory!”I am giving the internet a hard time. Sometimes it's a special kind of magic. Like, for example, today. Imagine you are a progressive hospital system in Lagos, such as Gracehill Hospital. Yes, that is in Nigeria. It's a progressive country, compared to the rest of the continent, but some of that progress is recent, as in 2023.A new Mental Health law was recently enacted in Nigeria to replace the Lunacy Ordinance of 1958. The passage of the new law was a major leap from the old. It was received with excitement because the former law was not only outdated but failed to address core issues such as the promotion of mental health and the protection of the rights of the mentally ill.If you're looking to move your healthcare system into the future, you might want to consider finding speakers for your grand rounds. With Zoom, it's easy to host hundreds of people. On LinkedIn, you can see professionals posting about what they are up to. And, if you're bold, you can simply ask one of those folks to speak. Which is what happened to me, and how I found myself drafting a lecture on Bipolar Disorder for an audience of Nigerian (and global—many people, both professionals, patients, and family members attend these seminars!).Nigeria has an estimated 250 practicing psychiatrists for a population of over 220 million (WHO, 2023), amounting to roughly one psychiatrist per 880,000 people. I probably spoke to 1/4 of them yesterday.There are substantial barriers to mental health care in Nigeria—much if it financial. According to the World Bank, Nigeria's Gross National Income (GNI) per capita in 2023 was $2,460 USD. Fewer than 10% of Nigerians have health insurance. Those plans cost $250+ a year, but mental health parity doesn't exist, and thus those services are only covered under yet more expensive plans.To draw a direct comparison, Nigeria has 0.11 psychiatrists /100,000 population. This is similar to Kenya (0.2/100,000) but with 400% more money budgeted to address the care of the population. The US has 13/100,000 and spends about 6.2% of its health budget on mental health care.The question, globally, is how to do more for our patients with less harm and at lower cost. One interventional treatment is considered essential—and its ECT. The WHO's keep an “essential medicines” list! Nigeria has access to ECT. Lithium is also an essential medicine. TMS is not on that list, yet. Maybe, I posit, it should be?What follows in this podcast is the talk I gave. Thanks for reading— and listening. A huge shout out to my gracious hosts at GraceHill, and their Partners, who make this series possible!The Frontier Psychiatrists is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.If you are interested in the Validation Institute's award for Best Mental Health Treatment in 2024, consider Radial. It's where I work, and with locations across the US already, we are working to bring the most advanced mental health care to everyone — and make it accessible. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit thefrontierpsychiatrists.substack.com/subscribe

Recharge by Battery Materials Review
Recharge June 25 (IRA repeal, US planning, High Manganese, Lithium, BESS)

Recharge by Battery Materials Review

Play Episode Listen Later Jun 20, 2025 35:30


In June 2025's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the month's key talking points in the battery industry, including: The current state of US/China trade war, the impact of the IRA repeal on the sector and the uncertain investment environment Changes to the US raw material planning structure - is it enough to attract investment to the sector? Exciting sounding announcements from Ford & GM around high manganese batteries but where will the raw materials come from? Thoughts on lithium prices, how Chinese lepidolite costs are misunderstood by the market and the issue that it's not just China adding supply Social leasing as a driver of EV sales and Tesla's seeming loss of market share Why BMR's BESS forecast is so bullish and the impact of changing ESS tech and scale

Autoline Daily - Video
AD #4079 - ZR1X Is Sub 2-Second Corvette; VW To Launch L4 ID. Buzz Robotaxis; Chinese Cities Run Out of Car Subsidies

Autoline Daily - Video

Play Episode Listen Later Jun 18, 2025 10:43


- ZR1X Is Sub 2-Second Corvette  - Chinese Cities Run Out of Car Subsidies - Shawn Fain Is Foul-Mouthed, Angry, Threatening UAW Leader - Ram Adopts 10-Year Warranty to Boost Sales - Big Oil Investing in EV Battery Materials - VW To Launch L4 ID. Buzz Robotaxis - Scout Re-Engineers to Reduce Rare Earths - Huawei Building Solid-Date EV Battery Plant - Honda Jumps into Last Mile Delivery

Autoline Daily
AD #4079 - ZR1X Is Sub 2-Second Corvette; VW To Launch L4 ID. Buzz Robotaxis; Chinese Cities Run Out of Car Subsidies

Autoline Daily

Play Episode Listen Later Jun 18, 2025 10:27


- ZR1X Is Sub 2-Second Corvette  - Chinese Cities Run Out of Car Subsidies - Shawn Fain Is Foul-Mouthed, Angry, Threatening UAW Leader - Ram Adopts 10-Year Warranty to Boost Sales - Big Oil Investing in EV Battery Materials - VW To Launch L4 ID. Buzz Robotaxis - Scout Re-Engineers to Reduce Rare Earths - Huawei Building Solid-Date EV Battery Plant - Honda Jumps into Last Mile Delivery

The Water Tower Hour
Stardust Power (NASDAQ: SDST) CEO on Bridging the Critical Supply and Processing Gap for Battery Grade Lithium in the US

The Water Tower Hour

Play Episode Listen Later Jun 18, 2025 22:32


Send us a textOn this week's episode of the WTR Small-Cap Spotlight, Roshan Pujari, Executive Chairman and CEO of Stardust Power joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainability Analyst at Water Tower Research to discuss: 1) the critical need for developing domestic lithium refining capacity in the US, a market which is dominated by imports; 2) plans to build one of the largest battery-grade lithium refineries in the US and strategic advantages of locating in Oklahoma; 3) progress on offtake agreements including 80-100% of phase 1 supply in a non-binding agreement with Sumitomo Corp; 4) Stardust Power's upstream integration strategy and the abundance of lithium reserves and brine assets linked to the oil and gas industry in the US; and 5) the company's financing and capital strategy.  

Big Picture Science
Lithium Valley

Big Picture Science

Play Episode Listen Later Jun 16, 2025 54:00


The discovery of a massive amount of lithium under the Salton Sea could make the U.S. lithium independent. The metal is key for batteries in electric vehicles and solar panels. But the area is also a delicate ecosystem. We go to southern California to hear what hangs in the balance of the ballooning lithium industry, and also how we extract other crucial substances  – such as sand, copper and iron– and turn them into semiconductors, circuitry and other products upon which the modern world depends. Guests: Ed Conway – economics and data editor of Sky News and columnist for the Times in London.  He's the author of “Material World, The Six Raw Materials that Shape Modern Civilization“. Frank Ruiz – Audubon California Salton Sea Program Director.  Michael McKibben – Geologist, University of California, Riverside.  Descripción en Español Featuring music by Dewey Dellay and Jun Miyake Originally aired February 19, 2024 You can get early access to ad-free versions of every episode by joining us on Patreon. Thanks for your support! Big Picture Science is part of the Airwave Media podcast network. Please contact advertising@airwavemedia.com to inquire about advertising on Big Picture Science. Learn more about your ad choices. Visit megaphone.fm/adchoices

Big Picture Science
Lithium Valley

Big Picture Science

Play Episode Listen Later Jun 16, 2025 54:00


The discovery of a massive amount of lithium under the Salton Sea could make the U.S. lithium independent. The metal is key for batteries in electric vehicles and solar panels. But the area is also a delicate ecosystem. We go to southern California to hear what hangs in the balance of the ballooning lithium industry, and also how we extract other crucial substances  – such as sand, copper and iron– and turn them into semiconductors, circuitry and other products upon which the modern world depends. Guests: Ed Conway – economics and data editor of Sky News and columnist for the Times in London.  He's the author of “Material World, The Six Raw Materials that Shape Modern Civilization“. Frank Ruiz – Audubon California Salton Sea Program Director.  Michael McKibben – Geologist, University of California, Riverside.  Descripción en Español Featuring music by Dewey Dellay and Jun Miyake Originally aired February 19, 2024 You can get early access to ad-free versions of every episode by joining us on Patreon. Thanks for your support! Big Picture Science is part of the Airwave Media podcast network. Please contact advertising@airwavemedia.com to inquire about advertising on Big Picture Science. Learn more about your ad choices. Visit megaphone.fm/adchoices

Forschung Aktuell - Deutschlandfunk
Begehrter Rohstoff: Wieviel Lithium wird in Europa, China und USA produziert?

Forschung Aktuell - Deutschlandfunk

Play Episode Listen Later Jun 13, 2025 4:31


Röhrlich, Dagmar www.deutschlandfunk.de, Forschung aktuell

Ham Radio 2.0
E1583: Get Ready to MAXIMIZE Your Solar Power with the BuddiPole PowerPro MPPT Controller

Ham Radio 2.0

Play Episode Listen Later Jun 13, 2025 3:06


Check out the new Buddipole PowerPro MPPT Solar Charge Controller in this YouTube video! Designed for ham radio and off-grid enthusiasts, this innovative DC power management system features a 150W MPPT solar charger, automatic DC/battery switching, and a vibrant LCD display for real-time monitoring. Perfect for portable solar setups, it supports Lead Acid and Lithium-ion batteries with user-friendly controls. Learn how the PowerPro maximizes solar efficiency for your adventures!Become a supporter of this podcast: https://www.spreaker.com/podcast/ham-radio-2-0--2042782/support.

Erichsen Geld & Gold, der Podcast für die erfolgreiche Geldanlage
Lithium-Aktien: Jetzt endlich kaufen?

Erichsen Geld & Gold, der Podcast für die erfolgreiche Geldanlage

Play Episode Listen Later Jun 12, 2025 12:54 Transcription Available


Wie in der vergangenen Folge am Dienstag besprochen, richten wir heute unseren Blick auf Lithium-Aktien. Steht hier eine Turnaround-Chance im Raum – oder sollte man besser die Finger davon lassen? Genau dieser Frage gehen wir jetzt auf den Grund.
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ACEP Critical Decisions in Emergency Medicine
April 2025: Acute Psychosis Evaluation and Treating Lithium Toxicity

ACEP Critical Decisions in Emergency Medicine

Play Episode Listen Later Jun 12, 2025 40:12


In the April 2025 episode of Critical Decisions in Emergency Medicine, Drs. Danya Khoujah and Wendy Chang discuss acute psychosis and lithium toxicity. As always, you'll also hear about the hot topics covered in the regular features, including pelvic inflammatory disease in a non–sexually active teen in Clinical Pediatrics, joint capsule foreign bodies in Critical Cases in Orthopedics and Trauma, male urethral catheterization in The Critical Procedure, high-dose nitroglycerin for SCAPE in The LLSA Literature Review, and a patient with recurrent chest pain in The Critical Image.In the April 2025 episode of Critical Decisions in Emergency Medicine, Drs. Danya Khoujah and Wendy Chang discuss acute psychosis and lithium toxicity. As always, you'll also hear about the hot topics covered in the regular features, including pelvic inflammatory disease in a non–sexually active teen in Clinical Pediatrics, joint capsule foreign bodies in Critical Cases in Orthopedics and Trauma, male urethral catheterization in The Critical Procedure, high-dose nitroglycerin for SCAPE in The LLSA Literature Review, and a patient with recurrent chest pain in The Critical Image.

The Practical Islamic Finance Podcast
How Much is Robotaxi Worth?

The Practical Islamic Finance Podcast

Play Episode Listen Later Jun 11, 2025 18:17


► If you enjoyed the episode, please leave us a good review!► More from PIF: https://linktr.ee/practicalislamicfinanceHow Much is Robotaxi Worth?In this episode, we will cover:Intro & Market UpdateBitcoin and Crypto OverviewTesla and Elon Musk NewsFirst Real-World Robotaxi SpottedWhat Makes Tesla's Robotaxi UniqueCost Comparison: Tesla vs WaymoFleet Size & Growth ProjectionsConservative Robotaxi Adoption EstimatesRevenue and Profit ProjectionsTesla's Potential Market Cap from RobotaxiComparison to Amazon's Valuation StrategyWhy Tesla is in the PIF PortfolioQ&A on Iron, Lithium, and Opportunity Cost CONTACT USsalam@practicalislamicfinance.comABOUT OUR PODCASTOur podcast is about helping people ethically build wealth. We cover a broad range of topics, including stock and crypto investing, product reviews, and general financial well-being.DISCLAIMERAnything you hear in this video is an opinion. It is not personalized financial advice. Make sure you do your due diligence before making any investment decisions.

Psychopharmacology and Psychiatry Updates
Lithium: Implications for Bone Health

Psychopharmacology and Psychiatry Updates

Play Episode Listen Later Jun 10, 2025 10:27


In this episode, we explore lithium's surprising positive effect on bone mineral density in patients with bipolar disorder. Could the medication many psychiatrists use as a mood stabilizer also be protecting patients from osteoporosis? Faculty: Paul Zarkowski, M.D. Host: Richard Seeber, M.D. Learn more about our membership here Earn 0.5 CME: Quick Take Vol. 68 Can Lithium Protect Against Osteoporosis?

The Secret Teachings
Dr Pepper Will See You Now: 7UP Yours (6/10/25)

The Secret Teachings

Play Episode Listen Later Jun 10, 2025 120:01


Moxie was the first mass-produced soft drinks in the United States dating back to 1876 when it was created by a doctor. Root Beer was invented by a pharmacist named Charles Hires, who introduced the beverage in 1876 with real sassafras, something today considered too dangerous and therefore replaced with artificial flavor. Dr Pepper was introduced by a pharmacist named Charles Alderton and his famous 23 flavors in 1885. Coca-Cola was introduced by pharmacist John Pemberton in 1886, who used a small amount of cocaine. In 1893 another pharmacist introduced Caleb Bradshaw Pepsi, the later name for the pepsin and kola nut extra in the product. In 1929 Charles Grigg introduced 7UP, which contained lithium citrate, a naturally occurring alkali metal with psychotropic (or mood altering) effects.Fig Newtons, Graham Crackers, Corn Flakes, and Grape-Nuts were all introduced as health supplements. In all of these cases we are observing beverages and food-substances that were originally sold as tonics, medicinals, and the like, while today they are anything but. What was originally sold as medicine is today sold as liberty, and what would certainly never be sold as a health tonic today is also never accused of causing health issues.The British Journal of Sports Medicine reported back in 2017 the “overlap between the consumption of added sugars and drug-like effects.” Cheese is likewise known to be just as addictive, something linked to casein and casomorphines produced during digestion. The study, published in the U.S. National Library of Medicine, examines why certain foods are more addictive than others. Researchers identified addictive foods from about 500 people who completed the Yale Food Addiction Scale, designed to measure if someone has a food addiction.*The is the FREE archive, which includes advertisements. If you want an ad-free experience, you can subscribe below underneath the show description.-FREE ARCHIVE (w. ads)SUBSCRIPTION ARCHIVEX / TWITTER FACEBOOKYOUTUBEMAIN WEBSITECashApp: $rdgable Paypal email rdgable1991@gmail.comEMAIL: rdgable@yahoo.com / TSTRadio@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-secret-teachings--5328407/support.

Cigars Liquor And More
430 Perfect Future Batteries and no Lithium with 2012 by Oscar and Smoke Wagon

Cigars Liquor And More

Play Episode Listen Later Jun 9, 2025 39:18 Transcription Available


Korean researchers have created a battery that combines the best of capacitors and the standard batteries. It doesn't require lithium and has all the qualities we're looking for. Bill and Darrell Smoke the 2012 Corojo by Oscar and drink the Smoke Wagon Uncut Unfiltered. https://www.msn.com/en-us/news/technology/scientists-develop-next-gen-energy-storage-technologies-that-enable-high-power-and-capacity-simultaneously/ar-AA1Eu1ta?ocid=msedgdhp&pc=NMTS&cvid=ad3ef327e16442f38f075e2c8d02300e&ei=11

Climate Connections
Book warns of potential harms of lithium boom in Southern California

Climate Connections

Play Episode Listen Later Jun 6, 2025 1:31


The region is home to vast amounts of lithium, a mineral critical for battery manufacturing. Learn more at https://www.yaleclimateconnections.org/  

SPIEGEL Update – Die Nachrichten
Das Ende der Bromance Trump/Musk, Wissen und Macht an Unis, der ungeliebte Schatz des Erzgebirges

SPIEGEL Update – Die Nachrichten

Play Episode Listen Later Jun 6, 2025 4:54


Der Streit zwischen Trump und Musk eskaliert. Harvard setzt sich vor Gericht durch. Und im Erzgebirge formiert sich Widerstand gegen den Abbau von Lithium. Das ist die Lage am Freitagabend. Die Artikel zum Nachlesen: Der ultimative Loyalitätstest Trump gegen Harvard: »Wir müssen als Universität den Dialog mit allen Parteien suchen – sonst haben wir amerikanische Verhältnisse« Der ungeliebte Schatz des Erzgebirges+++ Alle Infos zu unseren Werbepartnern finden Sie hier. Die SPIEGEL-Gruppe ist nicht für den Inhalt dieser Seite verantwortlich. +++ Den SPIEGEL-WhatsApp-Kanal finden Sie hier. Alle SPIEGEL Podcasts finden Sie hier. Mehr Hintergründe zum Thema erhalten Sie mit SPIEGEL+. Entdecken Sie die digitale Welt des SPIEGEL, unter spiegel.de/abonnieren finden Sie das passende Angebot. Informationen zu unserer Datenschutzerklärung.

Stocks To Watch
Episode 614: Inside Ioneer’s ($INR) Rhyolite Ridge: The World’s Largest Lithium-Boron Reserve

Stocks To Watch

Play Episode Listen Later Jun 5, 2025 7:19


Ioneer (ASX: INR | NASDAQ: IONR) owns 100% of the Rhyolite Ridge Lithium-Boron Project—the largest known lithium-boron reserve in the world—positioning the company as a key supplier of critical minerals essential for a sustainable future.In this exclusive video, Managing Director Bernard Rowe discusses how the updated project estimates support Ioneer's long-term strategy, how their company has enhanced production efficiency, and how current milestones align with their goal to begin production by 2028.Watch the full video to see how Ioneer's Rhyolite Ridge Project is well-positioned to help shape the future of the critical mineral industry.Discover Ioneer's potential through their website: https://www.ioneer.com/Watch the full YouTube interview here: https://youtu.be/BiiL7wpNHcgAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

The Options Insider Radio Network
The Futures Rundown 35: Raging Dust Storms

The Options Insider Radio Network

Play Episode Listen Later Jun 5, 2025 46:56


In this episode, Mark Longo and guest Dan Gramza discuss current hot topics in futures trading, including the complexities of the 10-Year Note contract specs, the impact of tariffs on the global market, and the performance of various futures contracts ranging from metals like gold and silver to agricultural products like oats and soybeans. They also delve into intriguing market movements, from the resilience of the stock market to the drop in volatility and the perplexing activity in oats. A brief light humor ensues, discussing personal anecdotes relating to unexpected market behaviors like a rare dust storm in Chicago. 00:00 Introduction and Greetings 00:55 Discussing the 10-Year Note 02:52 Options Insider Radio Network Introduction 03:59 Futures Rundown Overview 07:19 Top Movers and Shakers in Futures 07:58 In-Depth Analysis of Specific Futures 19:55 Agricultural Market Insights 25:33 Dust Storm and Local Crop Impact 28:52 Most Active Futures Contracts 31:11 Market Activity Overview 31:29 Interest Rates and Market Uncertainty 33:41 Year-to-Date Movers: Top Performers 34:47 Gold and Central Bank Demand 39:10 Year-to-Date Movers: Biggest Losers 42:29 Lithium and Emerging Battery Technologies 44:36 Concluding Thoughts and Future Topics  

Short Briefings on Long Term Thinking - Baillie Gifford
Emerging markets: the next engines of global growth

Short Briefings on Long Term Thinking - Baillie Gifford

Play Episode Listen Later Jun 3, 2025 32:07


Emerging markets are reshaping the global economy, and a convergence of powerful, long-term trends is accelerating this shift. These include surging demand for commodities, exploding middle-class spending power and booming inter-regional trade. Investment specialist Andrew Keiller reveals some of the standout growth companies positioned to capitalise on this transformation and why now might be the perfect time to take advantage. Background:Andrew Keiller is a partner in Baillie Gifford and an investment specialist in our Emerging Markets Clients Team.In this episode, he discusses how some of the fastest-growing developing economies are driving change in the world and the forces that could further hasten that trend. The discussion builds on his recent paper, Emerging markets in 2050: growth in a changing world, which identifies long-term structural shifts tilting the odds in favour of standout companies in Asia, Latin America and eastern Europe. In the podcast, he expands on this by identifying some of the companies that could be big winners, including:the lithium miner SQM (Sociedad Química y Minera de Chile), which is set to benefit from a mismatch in supply and demand for the critical ingredient to electric car batteries and other energy storage systems the South Korean high bandwidth memory chipmaker, SK Hynix, whose products are critical to training artificial intelligence systems at speedthe ‘super-app' operator Kaspi.kz, which provides everything from bill payments, banking and travel bookings to shopping, maps and messaging  the Singaporean ecommerce, fintech and gaming conglomerate Sea, whose chief executive has ambitions to extend into further sectorsChina's biggest coffee chain, Luckin Coffee, which is giving the country's 1.4 billion citizens a passion for the beverage with its ever-changing menu of inventive recipes In addition, Keiller discusses the implications of President Trump's tariffs and why many Chinese companies still offer an exciting investment opportunity. Resources: Emerging markets in 2050: growth in a changing worldEmerging markets: our philosophyEmerging markets: rethinking the opportunityFinding high-calibre growth companies in emerging markets (podcast)Luckin Coffee: looking forwardKaspi's super-appSouth-east Asia's rising export stars (podcast)SQM: powering the futureThe Time-Travelling Economist by Charlie Robertson Companies mentioned include:Kaspi.kzLuckin CoffeeSeaSK HynixSQMTimecodes:00:00  Introduction01:35  Baillie Gifford beginnings and a trip to Hong Kong03:15  Transformational trends playing out to 2050 and beyond05:05  US exceptionalism and multiple spheres of influence07:25  Rising trade between emerging market nations08:35  Redesigning Chinese e-scooters for Vietnam and the Philippines10:15  The possibility of reduced reliance on the US dollar11:40  Increasing demand for raw materials and semiconductors12:35 Digital-first companies and underserved communities 14:45  Four types of firms capitalising on long-term growth factors16:25  SQM's lithium mines in Chile's Atacama Desert17:55  Lithium's long-term commodity cycle opportunity18:45  SK Hynix's high bandwith memory and its role in AI20:40  Kaspi.kz's Kazakh super-app21:40  Kaspi's expansion plans in Uzbekistan and beyond23:00  Sea's founder Forrest Li and importance of culture24:30  Luckin Coffee's huge domestic opportunity25:25  Luckin's taste for invention26:40  Investing in China amid a trade clash28:50  The risk of underexposure29:40  Book choice30:55  Investing in Africa

The P.A.S. Report Podcast
Trump, China, and the Battle Over America's Critical Minerals

The P.A.S. Report Podcast

Play Episode Listen Later Jun 2, 2025 40:27


America is sitting on a $2 trillion opportunity and no one's talking about it. In this episode of The P.A.S. Report, Professor Nick Giordano breaks down the recent U.S. discoveries of massive lithium and rare earth deposits that could reshape the global economy, restore American manufacturing, and end our reliance on foreign adversaries like China. Now that President Trump is back in office, his administration is taking aggressive steps to fast-track development and unleash America's mineral dominance. But will the bureaucrats, eco-activists, and foreign interests succeed in derailing this opportunity? This episode reveals the stakes and the path forward. Episode Highlights: Uncovered: Trillions of dollars in mineral deposits and the U.S. states poised to become richer than Dubai Why these mineral discoveries could spark a new era of American economic dominance How the Trump administration is cutting red tape and blocking China from controlling America's critical resources  

Climate Change is Here
Will Lithium Extraction Create Earthquakes on tne San Andreas Fault Alt. Open/Close

Climate Change is Here

Play Episode Listen Later Jun 2, 2025 27:00


Californias desert regions have a long history of get rich quick schemes development disasters and ceaseless promotional efforts. Poorly laid plans are often not founded on solid ground. Once the impermanent Salton Sea was touted as Americas latest and best vacation and lifestyle paradise. Today, lithium production captures the imagination of hungry investors. There's no question intentions are good, But what about the downside? Professors, storytellers, historians, 1960's promotional films, environmental justice advocates, and Native American leaders tell the story of the Salton Sea, it's potential for Lithium extraction and the risks

The Water Tower Hour
Jindalee Lithium – Massive North American Resource Ready for Prime Time

The Water Tower Hour

Play Episode Listen Later May 28, 2025 24:20


Send us a textJindalee Lithium's CEO Ian Rodger discusses the company's McDermitt lithium resource in the context of developing a robust domestic critical metals ecosystem and provides an outline of milestones and deliverables stakeholders can look forward to as JLL  moves the project up the value chain.