Ron Mitchell is the Managing Director of Global Lithium Resources (ASX GL1) and a veteran of the lithium industry with more than a decade of prior experience at Talison and Tianqi.
Topics:
Ron’s backstory
Early days doing business in China
Building relationships
Negotiating in China
How does the industry 10X supply?
Ron’s spodumene price “crystal ball”
Global Lithium Resources' two projects
Building the team at GL1
Partners
Offtake
Going downstream?
Doing mining differently
Geopolitics
A question for Ron from Tara Berrie
Rapid fire from me as well as Alex Cheeseman
Closing comments on China's "interesting" price narrative
