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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

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