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

INDEX:00:00 - Introduction02:22 - About Raju/Fastmarkets04:26 - US Battery Investment Landscape06:36 - Global Mine Supply08:03 - Global Supply Chain Dynamics09:25 - Conference Attendance and Sponsorship13:53 - Sentiment on Lithium Prices16:21 - Price Transparency and Auctions17:56 - Spodumene Market and Payables20:37 - Cathode Choice and Market Flexibility22:56 - African Spodumene Production24:28 - Battery Recycling Industry26:08 - Regionalized Pricing30:04 - US Election Impact on EV Market36:51 - CME Lithium Hydroxide Contract39:13 - 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