General Comments & Banter, page-11958

https://www.batteryjapan.jp/en-gb.html



He might go to this while he's over there to complete the offtake?

In the latest lithium podcast Joe said he's going, will probably do another podcast from over there.

Interesting how he talks about the roads from Salta to Livent ( Salar del Hombre Muerto)  all being dirt and any amount of rain turns them to mud. Will take more than a few hours on a grader to clean them all up.

"The company said that heavy rains at its Argentina lithium production facility diluted evaporation ponds with more than 80 millimeters (3.2 inches) of water last month, affecting more than 750 tonnes of production."

Just gets better and better for AGY if we can pull it off. Goes to show our research is actually fairly accurate.

http://lithiumpodcast.com/podcast/e32-hat-trick/

"In the first Global Lithium Podcast hat trick, Chris Berry is back for his third appearance—this time remotely. Joe is in North Carolina, Emily in Argentina, and Chris in New York. Together they take on the news that Nemaska is going to need CAD $375 million in additional financing, and what that is going to mean for the industry.

Chris shares his views on 2019, comparing the market to Winston Churchill and predicting falling spodumene prices as new Western Australian supply competes for currently limited conversion capacity in China.

Given that the much-hyped oversupply of lithium chemicals does not appear to be anywhere on the horizon, are automakers asleep at the wheel in what Joe describes as a “fool’s paradise?” He says the assumption is that lithium supply will magically appear without any action on automakers’ part. There three also discuss whether or not the US is willing to take the steps to take the lead in the battery space.

In light of the Livent (nee FMC) announcement that it will be exporting hydroxide produced in China, Emily takes advantage of the opportunity to pick Joe’s brain on hydroxide vs. carbonate pricing, and whether the headlong rush into hydroxide for high nickel cathodes is potentially overdone."