Simon Moores, Benchmark Mineral Intelligence

Today's guest is Simon Moores, CEO of Benchmark Mineral Intelligence, the world’s leading Price Reporting Agency (PRA) for the lithium-ion battery to the electric vehicle supply chain and a data and intelligence provider for the space. Simon and Cody have a great conversation about the state of the EV battery supply chain and lithium in particular – where it comes from, how it's processed, what drives its price, the geopolitical considerations of its mining and production, and what to expect in the coming years and decades.