Why the Lithium Market Has Bottomed with YJ Lee

We had the privilege of speaking with YJ Lee (@usuallyYJLee) for a fascinating discussion on all things “clean energy”. YJ, a fund manager at Arcane Capital, covered why he thinks consensus lithium/battery/EV expectations are far too weak, the components of the market he believes analyst’s are glossing over, where fragility in his opinions sit, the other battery metals he’s bullish on & a heap more. We thoroughly enjoyed this one & know you will too. Thank you to our Podcast Partners: Axis Mining Technology - Drill hole survey instrumentation experts https://axisminetech.com/ Shaun Oehlman - +61457053260 Mineral Mining Services - Your preferred mining contractor https://www.mineralminingservices.com... [email protected] - 1300 546 117 Greenlands Equipment – Turnkey mine water management https://greenlandsequipment.com.au/ [email protected] +61 447 178 806 VRIFY - Communicate in 3D https://vrify.com/ Email [email protected] (no e) for more information ADIA - The Australian Drilling Industry Association Register for Drill24 here https://adia.arinex.one/ CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] https://creinsurance.com.au/ +61 2 9493 6100 DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries https://www.dsiunderground.com/ https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business https://sstone.com.au/ [email protected] K-Drill – Safe, reliable, and productive surface RC drilling https://www.k-drill.com.au/ [email protected] +61 416 015 876 We use SPARK - Market data for active ASX Traders - https://sparktrader.com ------------------------------- Buy your Money of Mine merch at https://bf3b61-2.myshopify.com/ FOLLOW US Join our Money Miner Facebook Group: Facebook Group: https://tinyurl.com/yxhph4fw Sign-up for our Daily Newsletter THE DIRECTOR'S SPECIAL - https://www.moneyofmine.com/ Subscribe to our podcast wherever you listen to them: Spotify: https://sptfy.com/PRGW Apple: https://apple.co/3SoYpVZ Google Podcasts: https://tinyurl.com/4rm5wk6b Follow us on all social platforms to stay up-to-date: Twitter: https://tinyurl.com/5a6ufw9c Instagram: https://tinyurl.com/2p9p4xpd LinkedIn: https://tinyurl.com/kvszkse3 Facebook: https://tinyurl.com/yck4vx9p We have personal Twitter accounts you can follow too: Matty:   / mattymikals   JD:   / jdmoneyofmine   Trav:   / travmoneyofmine   ------------------------------- CHAPTERS 0:00:00 Introduction 0:01:53 Going deep into China Lithium 0:04:18 Why are supply forecasts overstated? 0:12:27 Future of lower cost lepidolite operations 0:15:34 YJ's supply forecast 0:24:43 Demand contention 0:32:17 Stationary storage 0:38:40 Fragility to thesis 0:44:02 Silver and solar panels 0:51:43 Will silver usage decline? 0:58:48 Interesting miners and developers 1:05:08 Has Lithium bottomed? ------------------------------- DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.