YJ Lee

YJ Lee, a fund manager at Arcane Capital with a focus on energy transition and battery markets, dives into the volatile world of lithium. He discusses China's recent policy shifts and their effects on lithium supply and demand, especially in the EV sector. YJ highlights the booming demand for lithium iron phosphate batteries compared to traditional options, and he addresses common misconceptions about inventory levels. Additionally, he sheds light on innovations in the battery space and the global trends shaping electric vehicle adoption.