Episode E143 Listener questions
PODCAST/ APPLE-SPOTIFY
Joe Lowry on lithium prices in the future:

' I think as long as the lithium industries in a structural deficit the price situation looks great obviously the biggest threat to lithium price would be if there was an oversupply situation, its just supply and demand dynamics. i don't see demand collapsing so we are really focused on supply. It will take the industry a long time given all the issues getting all the mining projects approved although financing isn't as big of an issue now as it was 3 or 4 or 5 years ago.'

'Most big banks show a supply deficit but then ( laughs) have price going down. Most of the big banks analysts are not capable of
discerning what reasonable supply estimates so the tend to not handicap the pfs and dfs numbers they see enough'.

Many more questions answered

Episode E143 Listener questions
PODCAST/ APPLE-SPOTIFY
Joe Lowry on lithium prices in the future:

' I think as long as the lithium industries in a structural deficit the price situation looks great obviously the biggest threat to lithium price would be if there was an oversupply situation, its just supply and demand dynamics. i don't see demand collapsing so we are really focused on supply. It will take the industry a long time given all the issues getting all the mining projects approved although financing isn't as big of an issue now as it was 3 or 4 or 5 years ago.'

'Most big banks show a supply deficit but then ( laughs) have price going down. Most of the big banks analysts are not capable of
discerning what reasonable supply estimates so the tend to not handicap the pfs and dfs numbers they see enough'.

Many more questions answered