Episode 204: Andy Leyland

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The Global Lithium Podcast

Joe Lowry

172 episodes

3 days ago

Joe Lowry (@globallithium on X aka Twitter & IG) and known as "Mr Lithium" is a 30 plus year industry veteran and founder of the advisory firm Global Lithium LLC. Joe hosts the original lithium podcast featuring high level guests from the lithium chemicals industry, battery, cathode, and related areas. The Global Lithium Podcast remains the 'go to' offering in this space and has been downloaded in 181 countries.

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Episode 204: Andy Leyland

The Global Lithium Podcast

1 hour 1 minute 12 seconds

9 months ago

Episode 204: Andy Leyland

Andy Leyland (@andyleyland1 on X) is the founder and MD of Supply Chain Insights (@insights_SC on X). Supply Chain Insights is a leading advisory firm on all things related to the lithium ion battery supply chain.

Topics:

State of the LIB supply chain

China vs the rest of the world

Battery demand growth in 2025

Korea's bet on the US

Is LFP "the answer" for North America?

President Trump and critical metals

Market "reset" or "new normal"

CATL's lepidolite restart

Price in 2025 and beyond

The incentive price for western projects

Contracts: the latest trends

The cost curve

Conversion projects ex China

The change industry structure (Rio, Exxon, etc)

The futures market