Lithium Prices: From Spot to Contract, and the Circular Battery Economy - with Chris Berry

Emily is joined by Chris Berry where in this insightful podcast episode, Chris sheds light on the intricacies of the lithium industry's pricing mechanisms, the significance of transparency, and the interplay between market dynamics and the trajectory of the spodumene market.

Chris's insights offer a comprehensive understanding of the lithium industry's ongoing transformation, including the involvement of oil and gas companies, the dynamics of battery recycling and second-life usage, and the complexities of battery ownership and responsibility. His expertise sheds light on the critical factors shaping the industry's future trajectory and highlights the significance of aligning different stakeholders' interests for a sustainable and efficient supply chain.

Episode Highlights
Lithium and Spodumene Pricing
Oil and Gas Industry's Engagement in Lithium
Battery Recycling and Second Life
End-of-Life Battery Responsibility


Chris Berry
Based in Washington DC, Chris has been an independent analyst for the past thirteen years with a focus on battery metals supply chains including lithium, cobalt, graphite, nickel, copper, vanadium, and rare earths. His work supports a roster of global clients including investors, mining companies, oil and gas companies, and EV manufacturers across six continents. 

His advisory work has a specific focus on how battery metals supply chains are evolving to create opportunities and threats during the energy transition in the coming decades. Aside from traditional supply, demand and pricing analysis, his recent work has focused on battery recycling, alternative extraction technologies, and how battery metals will play an increasingly strategic role in geopolitical and supply chain realignment. 

Before shifting focus to analysis of these trends, Chris gained twelve years of capital markets experience on both the buy side and sell side.  

He has visited and performed economic analysis of metals deposits on six continents and has been featured in multiple media outlets including the Financial Times, The Wall Street Journal, Bloomberg, NPR, the South China Morning Post, Al Jazeera and CNN International.

Chris holds a Master of Business Administration in finance with an international focus from Fordham University, and a Bachelor of Arts in international studies from The Virginia Military Institute.

LinkedIn
https://www.linkedin.com/in/chris-berry-6726657/

Chris's Podcast
The Power Current with Chris Berry

House Mountain Partners
http://www.discoveryinvesting.com/

Twitter
@cberry1