E87: Lithium Limbo. Euroz Hartleys' Trent Barnett

INDEX:
4:18 - Lithium Prices Too Low, Maintains Long-term Forecasts

7:13 - $2,000 Spodumene Price Needed to Revive Industry

9:46 - Potential Supply Caps Amid Spodumene Price Rebound

15:57 - Feasibility Study Figures, Highlights Lower-than-Expected Recovery Rates

18:04 - Pricing Models and Operating Margins Amidst Lithium Sector Challenges

22:32 - Disparity in Lithium Capex Costs Between China and Other Markets

26:10 - Potential Chinese Dominance in Western Auto Market

30:02 - Concerns Raised Over Efficiency and Competitiveness of US EV Industry Compared to China. Is the ROW going electric?

33:10 - Winsome, Europen Metals and Pilbara's Valuation Amid Shifting Focus on Chinese Demand. Could Pilbara be the new force in lithium?

39:29 - Comparing Goldman Sach's Lithium Predictions to Past Iron Ore Misjudgments, Raising Questions on Accuracy

43:03 - When will we return to $2,000 Spodumene?

#lithium #electricvehicles 
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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