Episode 161: John Worth The Global Lithium podcast

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Business Joe Lowry

Innhold levert av Joe Lowry. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Joe Lowry eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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Episode 161: John Worth

1+ y ago 43:35

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Innhold levert av Joe Lowry. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Joe Lowry eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

John Worth is the CEO and MD of geo40 a technology company based in New Zealand engaged in low carbon recovery of minerals from geothermal fluids. They currently produce colloidal silica at commercial scale from geothermal streams in New Zealand and are leveraging that technology to provide direct lithium extraction (DLE) to a variety of asset types containing low levels of lithium (50 ppm & up). After successfully piloting DLE technology they now plan to move to the demo level with a target of commercialization in North America by 2025 and later in other jurisdictions.

Topics:

The need to add DLE to the lithium supply portfolio

What makes a great DLE project

Why it makes sense to pursue low ppm level lithium streams in North America

Where DLE fits in on the cost curve

Tailwinds from the "new normal" of lithium prices

The need for multiple DLE players

Why geo40 is leaving the Salton Sea to others

My comments on what is happening in price

… continue reading

146 episoder

#Business #Joe Lowry

Artwork

Episode 161: John Worth

The Global Lithium Podcast

35 subscribers

published 1+ y ago

Del

MP3•Episoder hjem

Innhold levert av Joe Lowry. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Joe Lowry eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

John Worth is the CEO and MD of geo40 a technology company based in New Zealand engaged in low carbon recovery of minerals from geothermal fluids. They currently produce colloidal silica at commercial scale from geothermal streams in New Zealand and are leveraging that technology to provide direct lithium extraction (DLE) to a variety of asset types containing low levels of lithium (50 ppm & up). After successfully piloting DLE technology they now plan to move to the demo level with a target of commercialization in North America by 2025 and later in other jurisdictions.

Topics:

The need to add DLE to the lithium supply portfolio

What makes a great DLE project

Why it makes sense to pursue low ppm level lithium streams in North America

Where DLE fits in on the cost curve

Tailwinds from the "new normal" of lithium prices

The need for multiple DLE players

Why geo40 is leaving the Salton Sea to others

My comments on what is happening in price

… continue reading

146 episoder

#Business #Joe Lowry

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