Lithium Market Fundamentals Explained by Mining Analyst Koby Kushner (Bubble or Bull Market?)
Mining Stock Education - A podcast by Mining Stock Education
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The lithium market has been on the forefront of this worldwide electrification boom. Lithium’s inherent physical qualities make it invaluable to batteries and thus, vital for this major paradigm change. In this interview with Red Cloud Securities’ mining analyst, Koby Kushner, we cover the basics of the lithium market: deposit types, production, end products, security of supply and market dynamics heading into 2023. Not unlike the other battery metals, security of supply appears to be the biggest driver of price appreciation. Listen to Kushner overview of the lithium market’s state of supply. Enjoy! 0:00 Introduction 0:35 Lithium basics: Deposit types, how they were formed, breakdown of production 2:30 Clay deposits, why aren’t any in production? 3:34 Uses for lithium outside of batteries? 4:28 Lithium end products delivered to the battery makers? 4:50 Hydroxide versus carbonate? 6:50 Lithium substitution in the future? 9:17 Security of supply? 10:50 Canada as a jurisdiction for lithium exploration and development 13:10 Direct Lithium Extraction Technology 17:15 Impact of the lithium triangle on the lithium market 18:48 Is there a big difference technologically and economically between the hard rock and brine source of lithium? 22:01 EU’s lithium supply? 23:47 Recap the lithium market in 2022 26:05 Could a recession de-rail the lithium market in 2023? 28:40 Where’s the best place to track the lithium price? 30:01 Red Cloud Financial Services Offering – Pre-PDAC conference? Red Cloud Securities: https://redcloudsecurities.com/ Junior Stock Review Premium - https://www.juniorstockreview.com/premium-subscript ion/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This interview was not sponsored. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.