Mac Whale is back for another discussion of the lithium world, how he looks at markets, the impact of Covid 19 and how that has changed his analysis of future EV/lithium demand. Mac discusses lack of investment in new lithium projects and how that will likely result in a future run-up in prices that may exceed the price spike of 2015-2016.
I close the episode with my thoughts on why there was a very noticeable increase in the price of many lithium stocks in the last week and caution lithium investors not to fall into the trap of short term thinking. I also do a shout out to my daughter Cailin who shares a birthday (June 5th) with the late Breonna Taylor and was inspired to raise more than $10,000 in her memory to promote social change via BLM charities .