Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 4min
EV Batteries - The Driver of the Lithium Market?
03:30 • 2min
What's the Definition of a Commodity?
05:25 • 2min
The Core of the Lithium Future
07:32 • 3min
What's Driving Energy Storage Volumes Today?
11:00 • 2min
The Supply Chain of Lithium Batteries
12:46 • 3min
MCJ Membership - What's Upstream?
16:01 • 2min
Is There an OPEC-style Pricing Cartel Emerging?
17:58 • 2min
Lithium, Rare Earths, and Other Critical Minerals
19:37 • 2min
The Environmental Impact of Processing Lithium From Brine Mining
21:49 • 2min
Is China Dominating the Supply Chain for Lithium Ion Batteries?
24:17 • 4min
EV Manufacturers Are Starting to Verticalize Into Lithium Processing
28:04 • 2min
Will the US Allow Chinese Battery Makers to Set Up Shops in the US?
30:02 • 1min
The US and the EU - Are You Seeing Japan?
31:32 • 2min
Is China Going to End Consumer Subsidization of EVs?
33:24 • 2min
Is CTL the Leading Producer on the eV Side?
35:07 • 3min
Is There a Lot of Speculation Going on in the Lithium Market?
38:28 • 3min
The Long Term Outlook for Lithium Mining Companies
41:10 • 2min
MCJ Collective - What Didn't We Cover?
43:11 • 2min