E79: LME Week Lithium Special Fastmarkets Will Adams

INDEX:
0:00 - Introduction
3:57 - Undersupply and Increased prices
7:44 - Wholesale vs. Retail
8:48 - Unexpected production?
13:03 - Future trading
15:23 - Spodumene price
16:49 - Margin splits
20:08 - Lower highs to come?
22:24 - Africa's supply
24:24 - Long-term assumptions
25:14 - Price of 30 enough?
26:15 - MNA: Securing Supply and Price
27:47 - Risk of lithium diversification
29:19 - Lithium sulphate production?
30:08 - Two-tier pricing?
31:12 - Are large OEMs on track?
33:18 - Hybrids and Developing Worlds
35:13 - Will's closing remarks

#lithium #Tesla #electricvehicles 
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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