There are lots of unknowns in the ever-evolving lithium market: think supply, demand, geopolitics, technology and battery chemistry. Today, emerging young gun Daniel Rau joins us to discuss this.
We explore the current market structure challenges, cost curve steepness, DLE technology, geopolitical forces and much more.
You can read more of Daniel’s insights on his Twitter account: https://x.com/drauwsy
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Chapters:
(00:00) Introduction
(02:54) Supply and Demand Now
(06:17) BESS Growth
(24:36) Long-Term Supply and Demand
(36:30) Chinese Influence on Lithium Market
(42:30) Challenges for Western Lithium Companies
(45:53) Unsettled Battery Technologies
(52:07) Direct Lithium Extraction (DLE)
(57:46) East vs. West: DLE
(01:09:06) Challenges in the Supply Chain
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