Dec 22 2024 77 mins 4
Our very special guest is Pilbara Minerals MD & CEO Dale Henderson and there is no stone left unturned in this conversation around PLS, the lithium story and both the challenges but also the opportunity set in a world of growing EV and battery storage adoption. Dale grew up in NZ, excelled at University, thrives on a challenge and kept on building his skill set to be the leader he is today. If you want an understanding of Dale’s global views on the current Lithium market and where it is positioned, this is compulsory listening.
- 0.00: Growing up in NZ and getting an education
- 9.25: “building stuff and scale”, career kicks off
- 13.04: Move to Australia, Newman Hope Downs 1, Middle East Oil & Gas, Back to Australia, Worley Parsons, Fortescue Metals Group
- 25.50: Joining Pilbara Minerals, intro to Lithium, Great Team,
- 28.42: Deep Dive; including Origins, EV Sales, Supply, Demand, Pricing, Battery Manufacturing and the long game, Partnering, Downstream, Car Companies, Global markets and the role of China, being CEO and Strategy, New Transport Tech, Capital Allocation, Opportunity
- 1.08.28: Family and work/life balance? Ultra Marathons & Mountaineering
