Hey nathanass from Joe Lowry,
About Joe Lowry:
He is considered one of the world's leading lithium experts. Joe hosts “The Global Lithium Podcast” available on Anchor, Apple Podcasts, Spotify and other leading podcast apps. New episodes can also be downloaded on this site. He also posts lithium articles covering a wide variety of topics on LinkedIn
I will post often as I can to keep the wolves from our doors. I utterly despise people who try to gain happiness off other people's misfortune, karma play's a massive role so beware, live by the sword die by the sword!!!
Global narrative around EVs has not changed the macro situation is strong in the US, soft landing, green shoots on inflation reversing, very strong labour market, Biden approval rating moved higher, Trump finished, Inflation reduction Act starting to lead the way into the US becoming another massive demand within the EV industry off setting any future declines.
China narrative extremely robust, subsidies on EVs finishing but demand increasing YOY, wait until mid January for a benchmark on lithium pricing no crash just easing off due to seasonal production timelines.
Core Lithium in the driving seat guy's, lol
)))
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