Well worth listening to this podcast of Joe Lowry interviewing Chris Berry.
https://podcasts.apple.com/au/podcast/the-global-lithium-podcast/id1483677267?i=1000590493900
Topics in this episode:
The biggest lithium surprise of 2022
Price – where to from here?
The Inflation Reduction Act
Supply and demandCanada, Argentina, and Brazil
Redwood Materials recent announcement
Recycling “black mass” at scale
DLE – when will it have an impact on supply?
Lepidolite – how much? how soon? quality?
An “essential question” for Chris from Simon Moores
The “Dragon Armor” LFP battery
Sodium Ion – much ado about nothing?
Battery pack size trends
The “paradox of green growth”
China – where to from here?
Does a “green premium” exist?
Lithium company valuations
Rapid fire
General Discussion Topics, page-84352
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