About this episode
Andy Leyland (@andyleyland1 on X) is the founder of Supply Chain Insights (@insights_SC on X). Andy has deep experience in all aspects of the lithium ion battery supply chain.
Topics:
What Supply Chain Insights does
2023: the "rebalancing" year
The lepidolite spectrum
Lithium demand - still robust
The turnaround in ESS
Sodium ion batteries
Oversupply
Inventory levels
The future of conversion in China
Brine: "Argentina's race to lose"
Two ways of looking at price
Why is lithium forecasting so bad?
Getting info from China
Incentive prices
China's domestic lithium potential
ESG hypocrisy
Who actually paid $80/kg for lithium?
Do fixed price contracts make a comeback?
Recycling
The SCI price forecast
Rapid fire
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