S9E2 - The Shocking Requirements of Spodumene Processing (and More Lithium 101 stories)
with 🎙️ Tony Strobbe - EV supply chain Projects Director
💧 Every Monday, Tony compiles a dedicated content piece he shares on LinkedIn that covers one aspect of that said supply chain
What we covered:
⚡ How there are no electric vehicles without batteries, no batteries without lithium, and no lithium without some kind of mining, hence you have to build a supply chain
🤝 How the closer you are to your customer, the higher the margins for your product, and the consequences this has on the lithium mining vertical
📉 How car manufacturers could well end up being left without lithium if they donc tackle the challenge seriously
2️⃣ How there are two ways to approach the vertical, from the bottom and from the top and where those two paths cross and meet
💰 How the large lithium companies currently "printing money" have two paths to continue doing so, and which one is probably the best for them
🛠️ What are the material requirements to process one ton of spodumene and turn it into battery-grade lithium carbonate or hydroxide
💧 How ESG considerations will impact the lithium value chain today and tomorrow
🧮 What parameters to consider when conceiving and building a lithium refinery and where to ideally locate it
🌍 How geopolitics and history shape the current and future lithium markets
😈 How there may well be a Powerpoint path to lithium equilibrium, but how the devil lies in the execution
🍲 How DLE deals with a hot soup, and how this comes with its own challenges
🚢 Lithium offer and demand, high prices solving high prices, the shelf life of Lithium Hydroxide, shipping spodumene across the World, extracting as much value as possible locally, lithium from new sources... and much more!
🔥 ... and of course, we concluded with the 𝙧𝙖𝙥𝙞𝙙 𝙛𝙞𝙧𝙚 𝙦𝙪𝙚𝙨𝙩𝙞𝙤𝙣𝙨 🔥
🔗 Come say hi to Tony on Linkedin
➡️ Check out the entire article on The Shocking Requirements of Spodumene Processing
➡️ Reach out to me: antoine@dww.show
More episodes in this Series:
1 - Why Water Technologies Matter in Lithium Mining (And Why You Should Buy Now!)
2 - The Shocking Requirements of Spodumene Processing (and other Lithium 101 stories)
3 - Standard Lithium's 10 Simple Secrets to DLE Success (and how that rolls out in El Dorado)
4 - How 'Reverse ZLD' made the World's Largest Water Company a Lithium Refinery Expert
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