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Innhold levert av Joe Lowry. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Joe Lowry eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Episode 150: Chris Berry & Listener Questions

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Manage episode 350054148 series 2584001
Innhold levert av Joe Lowry. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Joe Lowry eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Chris Berry (@cberry1 on Twitter) is the founder of Mountain House Partners, a Washington DC based advisory firm. He is also a sought after commentator on the lithium ion battery metals space.

Nothing said on the podcast should be considered investment advice. DYOR - do your own research.

Topics in this episode:

The biggest lithium surprise of 2022

Price – where to from here?

The Inflation Reduction Act

Supply and demand

Canada, 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

  continue reading

141 episoder

Artwork
iconDel
 
Manage episode 350054148 series 2584001
Innhold levert av Joe Lowry. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Joe Lowry eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Chris Berry (@cberry1 on Twitter) is the founder of Mountain House Partners, a Washington DC based advisory firm. He is also a sought after commentator on the lithium ion battery metals space.

Nothing said on the podcast should be considered investment advice. DYOR - do your own research.

Topics in this episode:

The biggest lithium surprise of 2022

Price – where to from here?

The Inflation Reduction Act

Supply and demand

Canada, 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

  continue reading

141 episoder

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