Near-term lithium supply constraints

We need inspiration for today's episode - and it came our way.

We picked up the phone in an attempt to make sense of everything going on in this market. We called some fund managers to get clarity and ask the questions we can't get off our mind.

This episode goes deep into how smart money is positioning in uncertain times.In the episode, we discuss:

• Why energy prices could stay higher for longerThe LNG supply shock
• How gold has historically performed during major drawdowns
• The structural shift in lithium demand
• Constructing a portfolio across energy, gold, and food exposure
• Specific asymmetric opportunities in gas, copper, and gold equities
• Why diversification matters more than ever

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Episode recorded: 04/24/26

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TIMESTAMPS  

(0:00) Lithium Demand Turning Point
(0:20) Anzac Weekend and No Plan
(4:00) Rapid Fire Market Themes
(23:30) Gold Miners Outlook
(25:00) Lithium Market Repricing
(29:00) Copper, Nickel, and Energy Shocks
(32:50) Coal Debate and Wrap

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