E5: Crisis in Lithium Air Supply

Albemarle and SQM have followed Rodney Hooper and Livent’s above consensus Lithium DEMAND expectations - 1MT LCE 2025 is essentially now everyone’s “base case” - while also demonstrating again that these Tier One Oligopolists are struggling mightily to grow production of battery grade chemicals to meet such hyper demand growth.

Howard interviews the leader in lithium pricing intelligence @BenchmarkMin: Andy Miller guides us to which SC6, Carbonate and Hydroxide Price is Right, today, and through 2025. E5 also includes the most relevant lithium industry voices from ALB’s Luke Kissam, SQM’s Ricardo Ramos, Orocobre's Tara Berrie, as well as Morgan Stanley and BMO analysts.

As the mining world moves from sunny Florida to Toronto’s PDAC cold, Rodney and Howard discuss what the Mr. Lithium Market Scoreboard tells us after two healthier months to start the year amidst news flow from Galaxy, Altura, Nemaska, Sigma, Piedmont, Lithium Power, Lithium Americas, ioneer, Standard Lithium and others.

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