2025 | PLS - Dale Henderson, Managing Director & Chief Executive Officer

📅 Aug 05, 2025 Diggers & Dealers Mining Forum 19 MIN 3140 VIEWS 16 SEGMENTS · 2 SPEAKERS

Introduction ...

Courtney 0:00 ↗

To commence this afternoon's session, I am very pleased to be able to introduce the Managing Director and CEO of Pilbara Minerals, Dale Henderson. Dale joined PLS in 2017 as Chief Operating Officer and became MD and CEO in 2022. Dale is an experienced mining executive with a strong track record of delivering positive financial outcomes for resource businesses and complex operations. He has played an instrumental role in leading Pilbara from project developer to an ASX 100 company operating the largest independent hard rock lithium operation in the world. Over to you, Dale.

2 more exchanges in this transcript

Cite this transcript

APA, MLA, BibTeX

APA

Henderson, D. (2025, August 5). 2025 | PLS - Dale Henderson, Managing Director & Chief Executive Officer [Interview transcript]. Diggers & Dealers Mining Forum. CEOInterviews.AI. https://ceointerviews.ai/interview/3037158/

MLA

Dale Henderson. "2025 | PLS - Dale Henderson, Managing Director & Chief Executive Officer." Diggers & Dealers Mining Forum, 5 Aug. 2025. Transcript, CEOInterviews.AI, https://ceointerviews.ai/interview/3037158/.

BibTeX

@misc{henderson2025_3037158,
  author       = {Dale Henderson},
  title        = {2025 | PLS - Dale Henderson, Managing Director \& Chief Executive Officer},
  howpublished = {Interview transcript, Diggers \& Dealers Mining Forum. CEOInterviews.AI},
  year         = {2025},
  month        = {aug},
  url          = {https://ceointerviews.ai/interview/3037158/},
  note         = {Speaker-attributed transcript with timestamps}
}

▶

Key Quotes (2)

“The lithium market. Well, it's volatile, fast-moving, occasionally irrational. But one thing remains clear. Demand is not going away. We are living through a generational industrial shift, a global transition from piped energy to wired energy and technological change. It's one of the most profound transformations in modern economic history. But it's a wild ride. The lithium market is still young a”

▶ 5:25 POLICY

“This is the slide I want you to remember because it captures the central tension defining this moment for the lithium industry. The very top line is the long-run expectations for the average price for the industry care of benchmark. The two lower lateral lines are the headline pricing for lithium chemicals for both late June and late July respectively. So as you can see pricing remains well below ”

▶ 6:32 CONTROVERSIAL POLICY

More interviews with Dale Henderson

PLS Diggers and Dealers 2026 PresentationAug 04, 2026 · PLS · 20 min
Fastmarkets presentation: The lithium paradox, one year onJun 23, 2026 · PLS · 13 min
Lithium demand 'deepening' despite US renewables backstep, says PLS | The Business | ABC NEWSFeb 18, 2026 · ABC News (Australia) · 9 min
WA Mining Club November Luncheon | Dale Henderson, PLSNov 13, 2025 · WA Mining Club Events · 46 min
Keynote Interview: Navigating Ongoing Market Volatility and the Outlook Ahead for PLSOct 30, 2025 · International Mining and Resources Conference · 15 min
Lithium price surge driven by reports China is reassessing assets: Pilbara Minerals CEO | ABC NEWSAug 05, 2025 · ABC News (Australia) · 8 min

All Dale Henderson transcripts →

About Dale Henderson

Dale Henderson, Managing Director and CEO of PLS, presented the company’s FY26 full-year results in August 2026 and led a P2000 project webcast in October 2026. In the FY26 results, he reported record annual production of approximately 880,000 tons, a 152% increase in revenue, and a 9% reduction in unit operating costs, with the company ending the year with $2.3 billion in cash. He also noted the restart of the Ngungaju processing plant, approval of approximately $175 million in pre-FID expenditure for the P1000 project, and ongoing advancement of the Kalina project in Brazil, with study updates expected in the December quarter of the following year. During the P2000 webcast, Henderson discussed the project’s final investment decision and cost estimates, stating that the $620 cost figure sat at the lower end of the previously guided range when adjusted for inflation. He attributed the difficulty of like-for-like comparisons to changes in mining and processing configuration, while noting that the feasibility studies unlock additional ore supporting higher production over a longer mine life. He also addressed questions on Brazil, reiterating that the next study update is due in the December quarter of the following year, and mentioned potential pre-FID funding for enabling works. Across both appearances, Henderson emphasized the long-term fundamentals of lithium demand, citing falling battery costs, rising electric vehicle penetration, and growth in energy storage, while acknowledging that market volatility is structural due to the capital-intensive and cyclical nature of supply.

All Dale Henderson appearances → Diggers & Dealers Mining Forum on YouTube →