My brief remarks on the status of the lithium market followed by Q&A at the Panorama Minero "Lithium South America" event in Buenos Aires on September 29th, 2021. The Q&A begins at 12 minutes. The questions come from a variety of influential people in the world of lithium in South America.
Below of is a list of the questions and the people asking them:
1- Daniel Jiménez, iLi Markets
Your opinion on projects that plan to use DLE, not just in Argentina but also the US & Europe.
2- Miguel Soler: Secretaria de Minería e Hydrocarbons’ de Jujuy
Based on your knowledge and the history of technology evolution during the 20th and present centuryy. How long you believe technologies demanding Lithium will stay with us? before they are replaced by others like Hydrogen and/or new developments ?
3- Flavia Royón, Secretaria de Minería y Energía de Salta
What are the biggest threats you see, associated to the lithium industry development in LatAm in light of: the market dynamics, geopolitics, process technologies and the availability of other critical energy metals?
4- Teresita Regalado, Secretaria de Desarrollo Minero de Catamarca
Thoughts on how to optimize Argentina's opportunity regarding the Lithium supply, taking into account its geographical location with respect to other sources of raw material located close(r) to where the highest industrial consumption is ?
5- José de Castro, COO de Integra Lithium
Why, despite the fact CAPEX, OPEX, Water Footprint and Carbon Footprint are usually higher in most DLE processes than those in conventional evaporation, so many companies have been generating promises on “green and sustainable” processes, contrary to current productions and generating a bad feeling effect in public opinion?
6- Carlos Galli, Consultor/Especialista
We discussed last year about the involvement of OEM (auto makers) in lithium production. Do you see any changes in their approach to try to secure lithium supply? What are your thoughts about this?
7- Alejandra Cardona, de la Cámara Minera de Salta y Mint Intelligence
In the global context, the generation of clean energies is promoted as strategies to fight clámate change. Talingo care of the environment means more mining is needed. How did this impact lithium & other E-mobility related minerals supply projections on a global scale and how does Argentina position itself in this scenario?
8- Alejandro Colombo, Director Periodístico de Panorama Minero
Are you expecting a bigger move from overseas Chinese companies through M&As? What response is expected from the United States and Europe to ensure a sustainable supply chain in the coming years?
9- Ignacio Celorrio, Presidente para Latinoamerica - Lithium Americas
En: Which sources of financing for Li Projects will emerge, in addition to the current ones ? Also, which countries you believe have the biggest potential to take new projects into production ?
10- Asistente al seminario - Event attendee
There is not much talk about Lithium Chloride and solid state batteries use lithium metal. What is the projection of possible Lithium Chloride producers?
Episode 188: SQM
Episode 187: Zelandez
Episode 186: Listener Questions
Episode 185: Cauchari
Episode 184: Michael Dunne
Episode 183: Singapore Sling
Episode 182: Jon Evans
Episode 181: Seth Goldstein
Episode 180: Andy Leyland
Episode 179: Lithium 2024
Episode 178: Blair Way
Episode 177: Year End Wrap
Episode 176: Patrick Howarth (Exxon)
Episode 175: Ernie Ortiz
Episode 174: Update from Asia & Beyond
Episode 173: Team Money of Mine (Part 2)
Episode 172: Team Money of Mine (part 1)
Episode 171: Tu Le - Vol II
Episode 170: Iggy Tan
Episode 169: "Down Under"
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