About this episode
As CEO of Pilbara Minerals for over six and a half years Ken Brinsden (@KenBPilbara on Twitter) had a long list of accomplishments. We discuss the past, present, and future in this episode.
Topics:
Lithium: unreasonable expectations on an immature industry
The new price paradigm
The creation and future of the Battery Metals Exchange (BMX)
“Rearranging” margins in the supply chain
End user naivete
The significance of the Altura acquisition
The importance of the team
Newcomers with mid-stream production aspirations
Innovation in mining is inevitable
Why the future for Pilbara isn’t spodumene
Staying motivated
ESG
Lepidolite and the Goldman Sachs “Report”
Grooming a successor
What’s next?
Rapid fire
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