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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 183: Singapore Sling

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Manage episode 410691635 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.

This episode is brought to you by Zelandez and Mississippi Lime. It is the audio of a presentation I gave in late March at the Future Facing Commodities Event in Singapore with some additional commentary. The presentation slides can be found at: www.globallithium.net/articles

Topics:

In the beginning there was North Carolina hard rock

Questions you should be asking about the lithium market

Where did 2023 "oversupply" come from?

China battery players influence on lithium price

Increasing capital intensity

The cost curve

Negative sentiment

Demand: all about batteries in 2024

Lithium price: a many splendored thing

Bottom "price" fishing

Supply

"Swing supply"

This cycle vs the last one

Do the work!

  continue reading

146 episoder

Artwork
iconDel
 
Manage episode 410691635 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.

This episode is brought to you by Zelandez and Mississippi Lime. It is the audio of a presentation I gave in late March at the Future Facing Commodities Event in Singapore with some additional commentary. The presentation slides can be found at: www.globallithium.net/articles

Topics:

In the beginning there was North Carolina hard rock

Questions you should be asking about the lithium market

Where did 2023 "oversupply" come from?

China battery players influence on lithium price

Increasing capital intensity

The cost curve

Negative sentiment

Demand: all about batteries in 2024

Lithium price: a many splendored thing

Bottom "price" fishing

Supply

"Swing supply"

This cycle vs the last one

Do the work!

  continue reading

146 episoder

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