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Episode 200: Dale Henderson

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Manage episode 451155930 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.

Dale Henderson (@henderson_dale on X) is the Managing Director & CEO of Pilbara Minerals. I was honored to have him join me for the 200th episode.

Topics:

Pilbara’s four strategic pillars

The wild ride for lithium (& Pilbara)

Swing supply created by 2022 pricing

The steepening cost curve

Unsustainable pricing in 2024

The coming shortage

Continuing to be nimble

Managing through volatility

The POSCO JV & other world class partners

Where Pilbara sits on the cost curve

Growth and the Latin Resources acquisition

The arrival of big balance sheets to lithium

Brazil as a lithium jurisdiction

Keeping the team motivated

Two questions from Dale

Rapid fire

  continue reading

150 episoder

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Episode 200: Dale Henderson

The Global Lithium Podcast

36 subscribers

published

iconDel
 
Manage episode 451155930 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.

Dale Henderson (@henderson_dale on X) is the Managing Director & CEO of Pilbara Minerals. I was honored to have him join me for the 200th episode.

Topics:

Pilbara’s four strategic pillars

The wild ride for lithium (& Pilbara)

Swing supply created by 2022 pricing

The steepening cost curve

Unsustainable pricing in 2024

The coming shortage

Continuing to be nimble

Managing through volatility

The POSCO JV & other world class partners

Where Pilbara sits on the cost curve

Growth and the Latin Resources acquisition

The arrival of big balance sheets to lithium

Brazil as a lithium jurisdiction

Keeping the team motivated

Two questions from Dale

Rapid fire

  continue reading

150 episoder

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