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Episode 180: Andy Leyland
Manage episode 402040452 series 2584001
Content provided by Joe Lowry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Lowry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Andy Leyland (@andyleyland1 on X) is the founder of Supply Chain Insights (@insights_SC on X). Andy has deep experience in all aspects of the lithium ion battery supply chain.
Topics:
What Supply Chain Insights does
2023: the "rebalancing" year
The lepidolite spectrum
Lithium demand - still robust
The turnaround in ESS
Sodium ion batteries
Oversupply
Inventory levels
The future of conversion in China
Brine: "Argentina's race to lose"
Two ways of looking at price
Why is lithium forecasting so bad?
Getting info from China
Incentive prices
China's domestic lithium potential
ESG hypocrisy
Who actually paid $80/kg for lithium?
Do fixed price contracts make a comeback?
Recycling
The SCI price forecast
Rapid fire
144 episodes
Share
Manage episode 402040452 series 2584001
Content provided by Joe Lowry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Lowry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Andy Leyland (@andyleyland1 on X) is the founder of Supply Chain Insights (@insights_SC on X). Andy has deep experience in all aspects of the lithium ion battery supply chain.
Topics:
What Supply Chain Insights does
2023: the "rebalancing" year
The lepidolite spectrum
Lithium demand - still robust
The turnaround in ESS
Sodium ion batteries
Oversupply
Inventory levels
The future of conversion in China
Brine: "Argentina's race to lose"
Two ways of looking at price
Why is lithium forecasting so bad?
Getting info from China
Incentive prices
China's domestic lithium potential
ESG hypocrisy
Who actually paid $80/kg for lithium?
Do fixed price contracts make a comeback?
Recycling
The SCI price forecast
Rapid fire
144 episodes
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Similar to The Global Lithium Podcast
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
The Tai Lopez podcast brings you the best business education straight from the world's top entrepreneurs. I will also review the best books in health, wealth, love and happiness that will help you achieve your maximum potential and live the best life possible.
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continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
Montgomery & Co. is a weekly podcast where WNBA champion and part-owner of the Atlanta Dream Renee Montgomery is joined by her mother Bertela Montgomery, her sister Nicole Young and her wife Sirena Grace as they chart a unique path through the business world as four black and brown women keeping their family first at all times. Both insightful and compelling, this one-of-a-kind talk show combines interviews with some of the world’s top innovators & entrepreneurs with sports and culture conve ...
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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continue reading
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