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Episode 180: Andy Leyland

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Indhold leveret af Joe Lowry. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Joe Lowry eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

  continue reading

150 episoder

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Episode 180: Andy Leyland

The Global Lithium Podcast

36 subscribers

published

iconDel
 
Manage episode 402040452 series 2584001
Indhold leveret af Joe Lowry. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Joe Lowry eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

  continue reading

150 episoder

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