Lithium Market Analysis and Forecast: Solar, China, ESS, EVs

CHAPTERS 📖

(00:00) Introduction and Overview

(01:36) EV Sales Trends and Global Insights

(03:11) China’s EV Market and Incentives

(04:01) Growth in Plug-In Hybrids and Smaller Battery Packs

(04:58) Challenges for Western OEMs in China

(06:09) China’s Rising EV Exports

(06:52) EV Pricing Disparities Across Regions

(08:02) U.S. Policies and Potential Impact on EVs

(08:50) Regional EV Penetration Rates

(09:40) European Economies and the Green Agenda

(11:41) Lithium Supply Challenges and Battery Trends

(14:10) Break-Even Costs for Lithium Production

(16:49) Lithium Futures Market and Price Speculation

(18:06) Vertical Integration in the EV Battery Supply Chain

(19:06) The Role of Incentives in EV Demand

(20:16) Solar and Energy Storage Systems Growth

(22:00) Investment challenges facing mining

(23:30) Challenges for Non-Chinese EV Supply Chains

(24:11) Investment Trends and Mining Realities

(25:33) Short Interest and Market Speculation

(26:37) Long-term fair value price

(27:45) China’s Subsidy Sustainability

(28:46) Final Conclusions and Future Outlook

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Links 🌍

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