• Episode 200: Dale Henderson

  • Nov 20 2024
  • Length: 1 hr and 2 mins
  • Podcast

Episode 200: Dale Henderson

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  • Summary

  • Dale Henderson (@henderson_dale on X) is the Managing Director & CEO of Pilbara Minerals. I was honored to have him join me for the 200th episode.

    Topics:

    Pilbara’s four strategic pillars

    The wild ride for lithium (& Pilbara)

    Swing supply created by 2022 pricing

    The steepening cost curve

    Unsustainable pricing in 2024

    The coming shortage

    Continuing to be nimble

    Managing through volatility

    The POSCO JV & other world class partners

    Where Pilbara sits on the cost curve

    Growth and the Latin Resources acquisition

    The arrival of big balance sheets to lithium

    Brazil as a lithium jurisdiction

    Keeping the team motivated

    Two questions from Dale

    Rapid fire
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