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The Lithium-Ion Battery Arms Race and The Raw Materials Disconnect
Description
In episode 45, JJ discusses the emerging global lithium-ion battery arms race. As a consequence, there’s a fast-increasing demand for lithium, and what appears to be a looming raw materials mining disconnect.
Episode references:
Benchmark Mineral Intelligence Channel
https://www.youtube.com/channel/UCEesoPlgLQSPWxmgzmK742A/featured
Simon Moores on The Global Lithium podcast
https://open.spotify.com/episode/1gFY6vnw7f1aEH6FmgyEig?si=K6ZA9-aKTFOYHcVYBuJufQ
Stocks mentioned: TSLA LAC
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.com/theartofvalue
Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision.