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Episode 223: Listener Q&A

The Global Lithium Podcast

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This solo episode was recorded November 19th 2025 in Los Angeles while I was attending Benchmark Week.

Topics:

Ganfeng on supply / demand / price

Canaccord's take on the market

BESS

Exxon's comments on lithium

The midstream

DLE

Rio's lithium future US Congress on China's predatory pricing

Liontown's spod auction

IGO's Kwinana woes

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173 episodes