The Global Lithium Podcast

Episode 244: The China Syndrome

September 14, 2026·22 min
Episode Description from the Publisher

A stream of consciousness solo episode where I talk about the recent drama concerning SMM's inventory number and change in their process. Did it make sense? Who does it serve? I also talk about comments from Ganfeng on the quality of inventory information and the fact that some of the GFEX warehouse inventory isn't usable.

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