The Fin

Billionaires v BHP: who is right about lithium?

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Episode notes

This week on The Fin podcast, resources reporters Peter Ker and Elouise Fowler on lithium’s rise and fall and rise again, why the Liontown deal collapsed and whether the critical mineral could become the next iron ore for Australia.

This podcast is sponsored by SAP.

Further reading:

Can brains disrupt Australia's lithium mining brawn Some of the world’s biggest and smallest companies reckon technology can disrupt Australia’s lithium boom by unlocking vast new supplies and crushing prices.

Deal off, Game on: The battle for Liontown is just beginning
Less than five hours after Liontown Resources announced the withdrawal of Albemarle’s $6.6 billion takeover bid, the lithium junior’s biggest shareholder, Gina Rinehart, was busy setting up a new vehicle for her pivot towards critical minerals.

Lithium takeovers ignite the Pilbara Deal fever has swept the Australian lithium, with Chilean giant Socieded Quimica Y Minera set to play a central role in two deals.

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