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.

#RK Equity Advisors #Battery Metal #Lithium #Howard Klein

View The Full Transcript of this Interview

21st September 2020
17 minute read

Interview with Howard Klein, Lithium market commentator and Founder & Partner of RK Equity Advisors, Writer of Lithium-ion Bull and Host of Lithium-ion Rocks! You can also catch Klein’s last interview with us about how lithium is mined in different parts of the world and who the key players are. Find it here. Klein also …

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