Episode 226: Daniel Jimenez (Year End Wrap)

Daniel Jimenez is the founder of iLi Markets and formerly worked for SQM. On X: @D_Jimenez_Sch

Topics:

The rapid growth of BESS

CATL

China's weakening grip on lithium

Hidden costs in Africa

The tightening market

Where is the money made in LIB

Chile's lithium future

Argentina

Rio Tinto's next moves

When does DLE matter?

Alternatives to CO3 & LiOH

The coming price spike

Conversion capacity outside China

Rapid fire