Daniel Jimenez and I discuss the following topics based on listener questions:
2024 Surprises
Lithium demand
Trends in EV adoption
PHEVs
BESS growth
The incentive price
The cost curve
Inventory
Rio - Arcadium
Africa's potential
Price
VW - Patriot
Canada
Argentina
Ex China conversion
LFP
The "Trump" impact
Rapid fire
