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The Global Lithium Podcast · Dec 6, 2025 · 45 min

Episode 225: The Missing Midstream

This episode is a panel discussion that took place at the Arkansas Lithium Innovation Summit in October on the missing midstream. The panelists were: David Park, CEO of Standard Lithium Dan Blondal, CEO of Nano One Hugh McDonald, Arkansas Secretary of Commerce Bhageerath Vadhi, Geologist - Ford Motor Company Topics: What is the midstream? Why does it matter? The cathode bottleneck China's current dominant position Margins Nano One's LFP advantage Washington's perspective and role Emphasizing energy storage over EVs Geopolitics What does success look like?

0:00-45:33
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This episode is a panel discussion that took place at the Arkansas Lithium Innovation Summit in October on the missing midstream.

The panelists were:

David Park, CEO of Standard Lithium

Dan Blondal, CEO of Nano One

Hugh McDonald, Arkansas Secretary of Commerce

Bhageerath Vadhi, Geologist - Ford Motor Company

Topics:

What is the midstream?

Why does it matter?

The cathode bottleneck

China's current dominant position

Margins

Nano One's LFP advantage

Washington's perspective and role

Emphasizing energy storage over EVs

Geopolitics

What does success look like?


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