Episode 240: "Lithium Summer" Update

In this solo episode, I discuss the state of the lithium market: the good, the bad and the ugly.Despite the market’s overreaction to misinformation from China about the impact of a mine reopening on the supply and demand balance and the threat of sodium ion, lithium’s long-term fundamentals have never looked better.Demand continues to go from strength to strength. Meanwhile, production shortfalls, project delays and efforts by African countries to retain more of the value created from their resources continue to put pressure on supply.Topics:ALB's bullish market commentarySQM displaces ALB as the #1 producerCATL: #1 in GWH & misinformationThe pulled US lithium tenderThe midstream/downstream future in OzUS critical metals "hype machine"Tesla's long ramp up in TexasBuy the book