Episodes
Sunday Mar 10, 2024
E91: Benchmark's Lithium Price Forecast. w/ Daisy Jennings-Gray
Sunday Mar 10, 2024
Sunday Mar 10, 2024
INDEX:
02:20 - Analyzing Goldman Sachs' Lithium Forecast Reliability
08:32 - Benchmark's Insights on Lithium Market Stability
13:44 - Impact of Lower Prices on Lithium Supply Growth
19:21 - Will Low Prices Hinder Investment in Western Supply Chains?
24:24 - Vertical Integration Challenges in Coping with Low Prices
28:08 - African & Chinese Lithium Supply and Demand: Outlook Amid EV Competition
32:11 - Resilience of EV Market: Demand Outlook Amid Price Changes
35:48 - EV Market Penetration: Consumer Preferences and Battery Types
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Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13
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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
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