Kodal Minerals overview

Kodal Minerals CEO Bernard Aylward joins us to break down the latest progress at the company as it transitions from explorer to lithium producer in West Africa. With construction underway and first production approaching, this interview covers everything investors want to know about timelines, throughput and project economics. Kodal Minerals has moved decisively from a discovery story to a development-stage operation. Bernard explains how the company is positioning itself to become a significant source of spodumene concentrate, outlining the key milestones achieved to date and the work now happening on site. This includes plant construction, mining preparation and the rapid build-out of supporting infrastructure. One of the major focuses of the interview is lithium production volumes. Bernard details Kodal’s expected output profile, including nameplate capacity of around 125,000 tonnes of concentrate per year and a production rate that is expected to average more than 10,000 tonnes per month. He also discusses the flexibility built into the operation and how the project is designed to scale as demand grows. We also explore the broader lithium market. With global EV adoption increasing and upstream supply struggling to keep pace, Bernard shares his view on pricing, long-term demand drivers and why West African lithium assets are becoming strategically important. He explains how Kodal’s project aims to meet both regional and international demand for high-quality spodumene concentrate. Funding, partnerships and off-take agreements are also covered. Bernard outlines the benefits of having strategic support, the importance of security of supply for Asian buyers and how these relationships de-risk the project. He also highlights the strong economics behind the operation and what makes Kodal’s asset competitive on both cost and grade. This is an essential watch for anyone following the lithium market, junior miners on AIM, or the transition from exploration into full-scale production. Whether you are an investor, analyst or sector watcher, this conversation provides a clear, direct update on Kodal Minerals’ path to becoming a meaningful lithium producer.