The Future of EV Sales and Lithium Demand. Fastmarkets’ CEO Raju Daswani and Grace Asenov

INDEX:
00:00 - Introduction
02:22 - About Raju/Fastmarkets
04:26 - US Battery Investment Landscape
06:36 - Global Mine Supply
08:03 - Global Supply Chain Dynamics
09:25 - Conference Attendance and Sponsorship
13:53 - Sentiment on Lithium Prices
16:21 - Price Transparency and Auctions
17:56 - Spodumene Market and Payables
20:37 - Cathode Choice and Market Flexibility
22:56 - African Spodumene Production
24:28 - Battery Recycling Industry
26:08 - Regionalized Pricing
30:04 - US Election Impact on EV Market
36:51 - CME Lithium Hydroxide Contract
39:13 - 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