Howard Klein #02 - Lithium Gaining Traction in US

Matthew Gordon,
Ptolemy Capital

43:30
3 Weeks ago

This is a man who provides a really actionable analysis of the lithium market with technical detail. We were glad to get him back on the show to discuss the latest happenings in the space. The big focus today is on 'market sentiment'; it can make or break a company, and in recent years, sentiment around lithium as a whole has been negative courtesy of oversupply and consequent depressed prices. COVID-19 was another short-term kick in the teeth to the lithium demand story, with EV consumption taking a hit whilst global economies attempt to recover. However, on the supply side of things, a lack of investment into new lithium projects, combined with impaired lithium production across the globe, is emphasising the supply-demand deficit and heating things up nicely. The long-term picture for lithium demand also looks very rosy, with EV penetration set to be 25% by 2030.

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