Worthwhile Review of Lithium Market
October 17, 2020
https://www.youtube.com/watch?v=SUDxGF6rnc8&feature=youtu.be
- Joe Lowry Lithium interview October 17 with Crux Investors
- Review of lithium market supply and demand: 90+% lithium use will be EV and storage in 2025
- Lithium refining very important
- Supply will go into deficit in next few years
- Lithium price should spike like it did in 2015-2016, perhaps in 2022
- Lithium brine, pegmatite (spodumene), claystone all equally important
- Partnership with experienced lithium refiners/producers important
- Europe advancing vertical integration of lithium + EV industry, lithium sources hindered by NIMBY, will need to source from outside Europe in near term