Episode 138: Peter Hannah

Peter Hannah is the Senior Price Development Manager at Fastmarkets and one of the best young commentators in the battery metals space.  We discuss:  Lithium supply and demand dynamics  The meaning and importance of the spot price Ponder when lithium will mature as an industry  Why supply will define demand over the next few years Discuss the future of hedging lithium  And why we agree $16/kg lithium carbonate won’t happen anytime soon  I close this episode with thoughts on recent analyst reports, Argentina’s latest move to secure fair export prices and BYD’s foray into Africa