Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23
Introduction
00:00 • 4min
The Importance of Consumer Appetite in China
04:01 • 4min
The Long-Term Structure of the Chinese Stock Market
07:56 • 3min
The Price of Oracobrais Sales
10:27 • 2min
The Future of Lithium Prices
12:21 • 3min
The Long-Term Trend in Lithium Pricing
15:33 • 3min
The Long-Term Outlook for the Bank of England
18:15 • 4min
The Timing of a Rebound in Spot
22:35 • 4min
The Future of Lithium Supply
26:49 • 3min
The Realistic Scenario for Lithium Demand
29:22 • 2min
The Future of Lithium Brine
30:54 • 3min
The Evolution of Lithium Pricing
34:17 • 2min
The Future of Raw Material Supply
36:25 • 2min
The Evolution of the Spodumine Price
38:47 • 2min
The Hypocrisy of China's Battery Industry
40:51 • 2min
The Volatility of the Lithium Market
43:13 • 2min
The Volatility of the Lipidolite Market
45:01 • 3min
The Global Lithium Conference in Las Vegas
48:06 • 2min
The Risk Tilt to the Upside of a Tight Market
49:53 • 2min
The Threats to the Lithium Ion Space
51:53 • 2min
The Future of Lithium Ion
54:11 • 2min
What's Your Favorite TV Show?
55:49 • 2min
The Importance of Opposing Arguments
57:36 • 2min