Media
March 5, 2024
Quoted in the WSJ on CATL’s geopolitical maneuvering around the IRA and the efficacy of the legislation.
March 11, 2024
Quoted in the South China Morning Post on the emergence and importance of lithium sourced in Africa as well as the problems the Inflation Reduction Act introduces in terms of sourcing the material.
February 20, 2024
Quoted in C&EN on the ongoing saga with respect to Direct Lithium Extraction and its potentintal to impact lithium supply,
November 16, 2023
Quoted in S&P Platts 2024 Energy Outlook on the potential for Exxon in the lithium business.
October 12, 2023
Quoted in the Wall Street Journal on the attempts by Chinese players to strike agreements in FTA countries and access IRA credits. Time for hard nosed pragmatism!
October 10, 2023
Quoted in S&P Platts on the challenges with optimizing company capital structure (with a focus on Lithium Americas).
August 18, 2023
Interviewed on TVP World (Poland) about the rise of the lithium-ion battery.
August 14, 2023
Quoted in this MUST READ series on battery development and the opportunities and challenges for all stakeholders. I comment on the rise of LFP chemistry.
July 8, 2023
Pleased to speak with Sami Zeidan, host of Al Jazeera’s “Counting the Cost” program discussing the geopolitical and socioeconomic challenges with lithium development. My segment starts at the 13:17 mark.
June 20, 2023
Interviewed on Marketplace about China’s position in the lithium ion supply chain and how the US is attempting to compete.
June 15, 2023
Quoted in The Telegraph on the geopolitical significance of lithium discoveries in India.
May 23, 2023
Interviewed by NPR discussing the recent lithium off-take agreements which Ford has entered into with multiple IRA-compliant parties. The pendulum has clearly swung in favor of the miners. Interviews starts at the 2:50 mark.
April 11, 2023
Quoted in the South China Morning Post discussing the relative positioning along the battery metals supply chain between the US and China in Africa.
February 27, 2023
Quoted in Foreign Policy on the allure and pitfalls of lithium production in Bolivia and the constant threat of resource nationalism
January 18, 2023
Quoted in the FT (Energy Source) on the looming mismatch between lithium mining capacity and lithium chemical conversion capacity in the US
January 4, 2023
Video interview with Kitco discussing the 2023 opportunities and threats in the lithium market.
December 27, 2022
Appearance on Episode 150 of the Global Lithium Podcast discussing the macro economy, lithium markets, favorite books and podcasts and rapid fire questions.
December 26, 2022
Audio interview with Investment News Network discussing the main issues for the lithium market in 2023 - supply cadence, macro economics, etc.
December 12, 2022
Quoted in Bloomberg on the insane moves in the battery metals markets and how government involvement has supercharged the rally.
October 5th, 2022
Quoted by Reuters discussing Berkshire Hathaway and their attempt at lithium processing using Direct Lithium Extraction.
September 28, 2022
Quoted in the South China Morning Post on China’s agnostic view on pursuing critical mineral assets around the globe.
September 4, 2022
Interviewed by Bloor Street Capital on current lithium market dynamics.
August 7, 2022
Quoted in the Financial Times discussing the stickiness of lithium pricing and the time lag in bringing battery metals mines on stream.
July 26, 2022
Quoted in Bloomberg discussing the recent rush by western auto OEMs to lock up lithium supply.
June 28, 2022
Participated in a panel discussion on “The Geopolitics of Battery Metals” at the FastMarkets Battery Materials Conference in Phoenix, AZ
June 13, 2022
Quoted in the South China Morning Post on the reasons behind Chinese investment in lithium assets in Zimbabwe and other parts of the continent.
May 28, 2022
Quoted in the South China Morning Post looking at the battle between Chinese, Australian, and DRC-based entities over one of the world’s largest lithium deposits.
May 25, 2022
Quoted in this NPR Marketplace piece on why and how automakers are pouring billions of dollars into their electrification strategies.
April 21, 2022
Quoted in the WSJ on the viability and timing around Direct Lithium Extraction technologies.
April 14, 2022
Quoted in Mother Jones on copper’s role in the global electrification theme and the challenges in US domestic production.
April 12, 2022
Quoted in The New Republic on the stark realities of building a domestic critical minerals supply chain amidst a global race for market share.
April 6, 2022
Brief discussion with Voice of America on the potential for US domestic lithium production from geothermal sources.
April 4, 2022
Quoted in Newsweek on the effects of sky high metals pricing on the EV thematic.
March 21, 2022
Quoted here in S&P Platts discussing the inflationary impact of high metals pricing on battery costs.
March 5, 2022
Quoted in El Pais on the challenges and realities of ramping lithium production for decarbonization efforts.
February 13, 2022
Quoted in the SCMP on the evolving dynamics for critical raw material dominance between corporates and governments in China and the RoW. Same game, different rules.
February 4, 2022
Quoted in S&P Platts on the challenges of rising costs for Battery Metals and the geopolitical implications of elections in Chile.
January 26, 2022
Interview with Marketplace discussing the torrid pace of lithium pricing and the consequences for battery pricing and innovation in the space.
December 21, 2021
A few comments on the deal Rio Tinto has proposed for the Rincon lithium asset in Argentina.
December 15, 2021
Podcast with Paul Chapman of the HC Group where we discuss all things macro around battery metals supply chain growth and the likely way forward.
November 9, 2021
Quoted in The Guardian on the challenges with bringing more copper supply to market to feed Green Growth.
October 24, 2021
A guest piece I wrote for Resource Global Network on the potential for Canadian assets and intellectual firepower to contribute to the global move towards electrification.
October 22, 2021
Commented on the potential for lithium development in South America (Chile, Argentina, Brazil) in the magazine America Economia (in Spanish).
October 11, 2021
Quoted in Bloomberg discussing the accelerated M&A for lithium assets in Argentina
October 7, 2021
Quoted in Reuters discussing the opportunities and risks facing investors looking at direct lithium extraction (DLE) tech.
October 6, 2021
Quoted in Bloomberg on the meteoric price rise of lithium and what it means for mergers and acquisitions in the sector.
September 6, 2021
Really solid no nonsense panel on current lithium dynamics including:
1. Supply, demand, and pricing
2. Macro dynamics of current market
3. Sustainability and low carbon lithium
4. M&A
5. Competing tech
September 2, 2021
Quoted in the WSJ regarding whether or not this is a false dawn for lithium supply chain investment.
August 28, 2021
Quoted in the South China Morning Post on the relationship between the DRC and China, high metals prices, contracts, and supply chain implications.
July 28, 2021
Interviewed on NPR Marketplace about the surge in lithium and why automakers are increasingly going directly to miners for long-term supply deals.
July 12, 2021
Quoted in The Northern Miner on the strong forecasts for battery metals demand and how they’re evolving into reality.
July 2, 2021
Quoted in The Verge on the geothermal lithium deal between General Motors and Controlled Thermal Resources.
June 10, 2021
Quoted in Fortune on the potential for lithium from geothermal sources.
May 10, 2021
Quick interview with Marketwatch on NPR about the reasons behind copper’s outrageous pricing strength.
May 2, 2021
This is a really good webinar panel with representatives from LongState, Goldman Sachs, and the Province of Quebec that I had the privilege of moderating. Capital, critical metals, supply chains, and the future are all discussed.
May 1, 2021
Webinar I delivered to Financial Designs titled The Perfect Storm: Critical Minerals and Their Impact on the World. Supply chains, pricing, supply and demand, and geopolitics of resources are all discussed.
May 1, 2021
Quoted in the South China Morning Post on the reasons behind the exceptionally strong copper price and the effects on African producers.
March 19, 2021
Quoted in Bloomberg discussing the torrid pace of financing for North and South American lithium plays as the secular bull market heats up.
March 9, 2021
Brief interview with Molly Fast, host of Marketplace Tech on NPR discussing the opportunities and challenges associated with building a US critical minerals supply chain.
February 9, 2021
Discussion with esteemed Professor Sophia Kalantzakos of NYU/Abu Dhabi titled “Between Rocks and Hard Places: Critical Minerals, Climate Change, and the Future of Globalzation”
February 8, 2021
Keynote address to the Greater China Financial Forum titled Chasing the Chinese Dragon: Can the West Build a Competitive Lithium Ion Supply Chain?
January 28, 2021
Quoted in the South China Morning Post on the reasons behind the recent rise in cobalt pricing.
January 15, 2021
A presentation to The Mining and Metallurgical Society of America titled “The Size of the Prize: Building a Domestic Battery Metals Supply Chain”
January 13, 2021
Quoted here in the Mining Journal discussing the shifting narratives for mining given the looming political and economic transitions
December 3, 2020
Follow up podcast with Mining Stock Daily discussing the structural underpinnings of a copper bull market and an update on the lithium markets.
November 22, 2020
Quoted in this extensive piece in The Wire on US attempts to wrestle back some of the rare earth supply chain from China.
November 2, 2020
Webinar from 121 Mining Investment Conference with DCDB Group, BMO, TechMet, and IHS in a wide ranging discussion on the battery metals supply chain, investment, technology, and future pathways to growth.
October 26, 2020
Quoted in the WSJ on the potential for a mid-decade nickel shortage due to increased EV demand.
October 8, 2020
Fun podcast I did with Mining Stock Education where we cover a huge breadth of topics (lithium, $4.00 copper, nickel, rare earths, geopolitical considerations, vertical integration strategies, and Tesla Battery Day takeaways) in a short period of time.
October 1, 2020
Quoted in The Verge discussing Tesla’s Battery Day raw material sourcing strategy.
September 24, 2020
Quoted in a Reuters article questioning Tesla’s plans to mine lithium from clay in Nevada.
September 16, 2020
Lengthy Mines and Money roundtable on the state of the battery supply chain with discussions of lithium, copper, and battery innovation.
July 22, 2015
Podcast with Kerry Lutz where we discuss whether or not Tesla (or any OEM) would ever buy a lithium mine, overall battery metal growth, evolving battery chemistries, and the improving TCO of EVs.
July 15, 2020
Podcast with Bill Powers from Mining Stock Education with an update on the battery metals space including: Tesla valuation, supply chain growth, palladium, uranium, and the possibility of energy independence by 2035.
July 7, 2020
Quoted in Bloomberg Green on some of the reasons for longer-term optimism in the battery metals space. The underpinnings for growth are still in place despite the pandemic.
June 2, 2020
Quoted in BN Americas on the feasibility of reshoring critical materials supply chains
April 14, 2020
Conversation with The Assay (via video) on the state of the battery metals markets and catalysts
April 9, 2020
Interview with Investment News Network on the crash in lithium pricing consequences for supply chain re-development
March 19, 2020
Q&A with BNAmericas on the potential effects of COVID on the South American copper and lithium markets
February 20, 2020
Wide-ranging podcast with Mining Stock Education on the recent run in lithium stocks, oversupply challenges, Tesla and OEM market share, and macro trends to focus on going forward.
January 9, 2020
Quoted in the National Post on the potential for capital cost blowouts in the lithium developer space
December 2, 2019
Brief podcast with Joe Lowry on my thoughts for Energy Metals in 2020 and beyond.
November 20, 2019
Everyone searching for the bottom. Quoted in the WSJ on investor sentiment in battery metals.
November 13, 2019
Was the CIA behind the removal of Morales in Bolivia? I have no idea, but I was quoted in Foreign Policy on lithium’s criticality (true) and scarcity (false) in global markets.
Both bull and bear markets sow the seeds of their own destruction. Quoted in Reuters on strategic metals market dynamics.
November 12, 2019
Video interview with INN on the state of the lithium sector and how to approach 2020.
October 17, 2019
Interviewed on The Nightly Business Report discussing rare earth elements, the US-China relationship, and possibility of domestic critical mineral supply chain development. Segment starts at 23:00.
October 17, 2019
Good update with Kitco on the battery metals supply chain with a focus on lithium, rare earths, and China
October 1, 2019
Quoted in Bloomberg on the prospects for US-based lithium projects
September 26, 2019
Quoted in the National Post discussing the increasing focus on technology involved in lithium extraction
September 12, 2019
Quoted in the South China Morning Post on the recent tax cuts in China on heavy rare earths
September 1, 2019
Quoted in the South China Morning Post on the role governments play in attracting FDI for strategic metals projects
August 26, 2019
Interviewed by BNAmericas on the slide in lithium pricing and the implications for South American players
August 25, 2019
Quoted in the South China Morning Post on the economic and metallurgical challenges of bringing US-based rare earth projects into production
July 18, 2019
Podcast with Palisades on the current state of the Energy Metals markets, macro headwinds, and positioning going forward
May 18, 2018
Quoted in Bloomberg on the tightening Chinese grip on the lithium and cobalt supply chains
May 17, 2018
Quoted in the WSJ discussing the wave of lithium investment from downstream end users
May 17, 2018
Quoted in the FT discussing the Tianqi/SQM deal and its implications on the lithium market
May 3, 2018
Quoted in Bloomberg on the impact of the FMC IPO on the lithium market
May 2, 2018
Brief video appearance on CNN discussing the relevance of cobalt in the lithium ion battery
March 13, 2018
Quoted here in Reuters discussing the dynamics between China and potential buyers of SQM shares
March 13, 2018
Video and transcript from PDAC interview on volatility in lithium, DRC cobalt, and vanadium outlook
February 23, 2018
Quoted here in a Bloomberg article discussing Ganfeng Lithium's strategy of vertical integration
December 1, 2017
Extensive interview on opportunities in the Energy Metals space in Mining Weekly
November 20, 2017
Quoted in a CNN Money article on China winning the EV "Arms Race"
November 17, 2017
A clip of me on CNN International discussing the cobalt market
November 15, 2017
Podcast with Mr Lithium, Joe Lowry and the First Lady of Lithium, Emily Hersh where we cover a lot of ground on the global lithium market
October 11, 2017
Interview in The Assay on Financing Battery Metals Projects
October 2, 2017
"Gold has sucked out all my feelings" video interview with Kitco (we really talk lithium and cobalt, but title is catchy!)
September 1, 2017
Interview in Latin Finance on the potential for lithium mining investments
August 21, 2017
Interview in Latin America Advisor on the strategy for Chile and lithium supply chain development.
May 17, 2017
Podcast with Gecko Research on how to interpret the lithium and cobalt investment cycles.
March 1, 2017
Interviewed by Chile Explor Report on the potential for Chile across the lithium ion supply chain.
January 5, 2017
Quoted in the FT on China's voracious appetite for lithium assets.
December 1, 2016
Interview with INN on the lithium space in 2016 and 2017. Couple other good guys interviewed here as well.
November 11th, 2016
Talking with Industrial Minerals about the possible effects on Renewables and EVs from a Trump presidency
September 26, 2016
Talking with Kitco about lithium (be careful), uranium (terrible, but hopeful), and gold (pretty good).
May 19, 2016
I am quoted here on Bloomberg about the political tension in Chile and significance for lithium supply.
May 16, 2016
I am quoted here in the FT on China's natural resource strategy on cobalt and copper. (paywall)
April 13, 2016
A quick hit with Kitco on gold, uranium, and lithium
March 18, 2016
Lithium is going to be an exciting sector, but don't get your fingers burned! - Quoted in Mining Weekly
March 7, 2016
Talking Gold, Donald Trump, and Lithium at PDAC with Kitco
February 5, 2016
I'm featured in Resource Global Network on the outlook for 2016.
December 8, 2015
I'm quoted here in the FT's "Big Read" on the material revolution in commodities (paywall).
December 6, 2015
Here's an interview with me and a group of analysts (and really good guys) on the outlook for lithium in 2016.
December 1, 2015
Here's an interview with SmallCap Power on the global economy, best positioned Energy Metals, and why "disruption" shouldn't be feared.
October 24, 2015
Here's a radio interview Mike did with Michael Campbell on the state of the global economy (under Interview of the Week")
August 7, 2015
Here's an article where I'm quoted on my outlook for the cobalt market.
June 16, 2015
Here's a written interview conducted with the Metals Report on a wide variety of economic, financial, and general "big picture" topics.
Here's Part 2 of the interview with an emphasis on vehicle electrification and copper.
Here's Part 1 of a recent interview with Investor Intel on the recent movements in the lithium ion battery space
May 16, 2015
Interview with Dale Jackson of Money on the Mark on WABC 770 on disruptive innovation in the economy and implications for commodities
April 7, 2015
Interview with The Metals Report on the threat of deflation and what it means for the Energy Metals
December 30, 2014
Interview with The Metals Report on global economic conditions and which Energy Metals to watch going into 2015.
November 8, 2014
Interview (in English) with Miningscout at the Munich Precious Metals Show on the outlook for the metals markets
January 14th, 2014
Interview with MiningScout on Discovery Investing and the Potential for Uranium Going Forward
January 2014
Interview with Investing News Network on Cobalt, Graphite, and Graphene
January 2014
Interview with Investing News Network on Uranium, Phosphate, and Middle Class Growth
January 2014
Moderator for World Class Investor Panel with Frank Giustra, Rick Rule, Murray John, and Frank Holmes
November 2013
Interview with Jochen Stanzl at Edelmetallmesse 2013
September 2013
Interview with Goldseek discussing the Global Economy
