E79: LME Week Lithium Special Fastmarkets Will Adams

Lithium-ion Rocks! - A podcast by lithiumionrocks

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INDEX:0:00 - Introduction3:57 - Undersupply and Increased prices7:44 - Wholesale vs. Retail8:48 - Unexpected production?13:03 - Future trading15:23 - Spodumene price16:49 - Margin splits20:08 - Lower highs to come?22:24 - Africa's supply24:24 - Long-term assumptions25:14 - Price of 30 enough?26:15 - MNA: Securing Supply and Price27:47 - Risk of lithium diversification29:19 - Lithium sulphate production?30:08 - Two-tier pricing?31:12 - Are large OEMs on track?33:18 - Hybrids and Developing Worlds35:13 - Will's closing remarks #lithium #Tesla #electricvehicles _________________________________________________ Thank you to our Patrons for supporting the channel.  Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe to Rock Stock Channel on YouTube to ensure full access to all our free content. _________________________________________________ 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