GLP Archives: E20 "Simon Says" plus A Brief Price Update

I am repeating one of the top episodes from season one of the Global Lithium Podcast. Benchmark Mineral Intelligence's Simon Moores and Andy Miller are the guests. We cover the "Rise of Benchmark" discussing their place in the industry providing price insights and commentary critical to various battery industry stakeholders. You will learn about various types of lithium contracts, offtake agreements vs supply agreements and what makes an agreement "bankable". We learn why the deeply ingrained concept of "spot" price  is a misnomer. We discuss the different contracting philosophies of various industry players and how lithium, the Atacama and James Bond are connected. Before all that I also speak to recent price activity and some industry misinformation. And, yes, you will actually hear me say spot price in my comments when I should have said short term price.... mea culpa.