Episode 204: Andy Leyland

Andy Leyland (@andyleyland1 on X) is the founder and MD of Supply Chain Insights (@insights_SC on X). Supply Chain Insights is a leading advisory firm on all things related to the lithium ion battery supply chain.

Topics:

State of the LIB supply chain

China vs the rest of the world

Battery demand growth in 2025

Korea's bet on the US

Is LFP "the answer" for North America?

President Trump and critical metals

Market "reset" or "new normal"

CATL's lepidolite restart

Price in 2025 and beyond

The incentive price for western projects

Contracts: the latest trends

The cost curve

Conversion projects ex China

The change industry structure (Rio, Exxon, etc)

The futures market