Canada’s Lithium Reality Check ft. Stan Sudol
Canada wants EV power.
But without lithium mining and refining, the strategy falls apart. Stan Sudol explains why Quebec may change that.
In this episode, we break down:
- Why Canada’s EV ambitions outpaced its lithium production and refining capacity
- How hard rock lithium mining differs from lithium brines and direct lithium extraction
- Why Quebec’s James Bay region could become North America’s lithium powerhouse
- What makes lithium refining so difficult, expensive, and strategically important
- How China, Australia, and North America fit into the global lithium supply chain
- Why energy security, industrial policy, and mineral security now shape the EV future
- The risks of relying on hype, subsidies, and unrealistic timelines in critical minerals policy
- How lithium, oil, natural gas, fertilizer, and manufacturing all connect in the real economy
- Hosts: Paul Micucci
- Guests: Stan Sudol
This conversation explores Canada’s lithium industry, EV supply chains, Quebec mining development, battery minerals, lithium refining, critical minerals strategy, and the future of Canadian resource policy.
⏱️ Timestamps:
- 00:00 Intro
- 02:24 Where lithium comes from: hard rock vs. brines
- 05:05 Alberta’s lithium hype and direct extraction debate
- 08:31 Canada’s EV targets vs. lithium reality
- 11:16 Why James Bay, Quebec matters
- 13:42 Refining capacity and Rio Tinto’s plans
- 15:39 New technologies, pilot plants, and processing risks
- 18:06 Canada, the U.S., and China in resource strategy
- 20:29 Why Quebec leads mining development
- 25:05 EV rollout timelines and resource constraints
- 27:39 Why lithium refining is harder than it sounds
- 30:00 Wildfires, delays, and supply chain vulnerability
- 32:22 Global conflict, trade routes, and mineral security
- 36:11 Energy policy, fertilizers, and industrial realism
- 38:50 What Canada can learn from Australia
- 41:19 What governments should do next
- 45:01 Power generation, batteries, and grid limits
- 48:09 Crystal ball: Canada’s lithium future
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Pillars: Resources
#Canada #Lithium #EVs #Mining #CriticalMinerals
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