E85: Fast & Furious Lithium. Fastmarkets' Will Adams & Jordan Roberts

INDEX:
0:00 - Introduction

4:07 - Fast Markets' Jordan Roberts Lithium Price Forecasts, Differing from Liontown's Financing Woes

7:33 - Fast Markets' Will Adams Breaks Down Inventory Trends and Analyzes Market Dynamics Amidst Ongoing Destocking

11:35 - Market Controversy: Conflicting Reports on Battery Cell Inventories and Incentives for EV Makers

14:02 - Current Inventory Levels in China Slightly Exceed Ideal Range of Two to Three Months

17:25 - Concerns Rise Over Albemarle's Deferred Megaflex Facility Investment in the US Amidst Increasing Difficulty in Securing Lithium Units

20:31 - Addressing the Rise of Chinese-Made EVs Globally and Potential Measures to Level the Playing Field

23:52 - Examining the Impact of Plug-In Hybrids on IRA Guidance and the Potential Lifeline for Incumbents

24:50 - Evaluating China's Innovation and Response Strategies in the Lithium Market: Is Lithium Following the Iron Ore Analogy or Heading Towards Commoditization?

28:22 - Exploring the Sodium-Ion Battery Landscape: Application Suitability, Cost Considerations, and the Future Amidst Evolving EV Battery Technologies

31:30 - Are Chinese Companies Manipulating the Lithium Market to Acquire Assets at Lower Costs?

34:49 - Critical Funding Challenges: Chinese Investors Poised to Take Advantage as Western OEMs Face Tough Financing Environment

37:25 - Uncertainty Surrounding Future Lithium Projects: Will Goulamina and James Bay Move Forward Amidst Current Market Volatility?

#lithium #electricvehicles 
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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