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Episode 219: Ron Mitchell

Episode 219: Ron Mitchell

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Ron Mitchell has one of the lithium industry's most impressive resumes having worked for Talison, Tianqi, and a resource development project. He also chaired the LME lithium and cobalt committee for several years.

Topics:

The challenge of developing resources

De-risking projects

Price

Africa - reality vs hype

Lepidolite - mountains of residue

The beauty of vertical integration

The hard rock cost curve

Incentive prices

Hard rock conversion beyond China

Peak spodumene in Australia

Risk management tools

Issues with spot price

What's next?

Rapid fire

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