Rock Stock Recap E15: Lithium’s Raging Bull - YJ Lee of Arcane Capital Advisors’

Y.J. 121 Presentation: https://youtu.be/bEHMr2l4GE4

 

CHAPTERS 📖
00:00 Introduction
02:13 Y.J. 121 Presentation Highlights
07:05 Guest Introduction: Y.J. Lee
08:23 Focus on Lithium Demand Forecasts
15:40 Can European EVs compete with cheap ICE?
17:16 Western Alert: Chinese EV plants in Europe
18:16 Will Europe Return to High EV Penetration?
20:22 SVOLT and Northvolt Withdrawals
22:04 Is Panasonic competitive in the US?
25:49 How do you invest in brine?
34:08 Project Preference: Brine or Hard Rock shipped to China?
35:44 Is $15,000 enough incentive?
43:04 Demand for Energy Storage Solutions
45:56 Hydroxide vs. Carbonate Debate
50:46 What is the lithium price long-term behavior?
54:20 Howard's Closing Remarks

 

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Links 🌍

RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
  Howard: https://twitter.com/LithiumIonBull
  Rodney: https://twitter.com/RodneyHooper13

 

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com

 

Intro and outro audio credit: Jamie Klein