In episode 45, JJ discusses the emerging global lithium-ion battery arms race. As a consequence, there’s a fast-increasing demand for lithium, and what appears to be a looming raw materials mining disconnect.

Episode references:

Benchmark Mineral Intelligence Channel

https://www.youtube.com/channel/UCEesoPlgLQSPWxmgzmK742A/featured

Simon Moores on The Global Lithium podcast

https://open.spotify.com/episode/1gFY6vnw7f1aEH6FmgyEig?si=K6ZA9-aKTFOYHcVYBuJufQ

Stocks mentioned: TSLA LAC

The Art of Value:

https://anchor.fm/theartofvalue

YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg

Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2

Twitter: https://twitter.com/theartofvalue

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision.

The Lithium-Ion Battery Arms Race and The Raw Materials Disconnect