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 Introduction02:13 Y.J. 121 Presentation Highlights07:05 Guest Introduction: Y.J. Lee08:23 Focus on Lithium Demand Forecasts15:40 Can European EVs compete with cheap ICE?17:16 Western Alert: Chinese EV plants in Europe18:16 Will Europe Return to High EV Penetration?20:22 SVOLT and Northvolt Withdrawals22:04 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 Solutions45:56 Hydroxide vs. Carbonate Debate50:46 What is the lithium price long-term behavior?54:20 Howard's Closing Remarks   _________________________________________________   Links 🌍 RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):  Howard: https://twitter.com/LithiumIonBull  Rodney: https://twitter.com/RodneyHooper13   _________________________________________________   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