About this episode
My guest is Ana Cabral the Co-CEO of Sigma Lithium
Sigma is in the process of starting up the most significant hard rock project in South America
Topics:
Commissioning and start-up
Sigma’s value proposition for the battery industry
Spodumene to lithium chemicals conversion ratios
Sustainability
The market for tailings
The team
Becoming a 100K MT LCE producer
Upstream disruption
Boarder adjustments
The “next guardian” of Sigma
Ana’s view on the past failures of miners
ESG
The upward moving cost curve
Price
The Inflation Reduction Act
Ana's respect for Pilbara & WA spodumene producers
My comments on the upcoming Thacker Pass decision
Thoughts (not advice) on lithium investments
Rapid fire
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