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Why the Lithium Market Has Bottomed with YJ Lee
Manage episode 442242120 series 3359702
We had the privilege of speaking with YJ Lee (@usuallyYJLe) 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.
Sign-up for the Director’s Special
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.
Podcast Partners:
Axis Mining Technology - Drill hole survey instrumentation experts
info@axisminetech.com – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
enquiry@mineralms.com.au - 1300 546 117
VRIFY – Communicate in 3D
grant@vrify.com
ADIA - The Australian Drilling Industry Association
Register for Drill24 here
https://adia.arinex.one/
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
kenny@sstone.com.au
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
Caleb.M@greenlandsequipment.com.au - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
drew@k-drill.com.au
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Money of Mine on YouTube + Twitter
(0:00:00)Intro
(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 bottome
355 epizódok
Manage episode 442242120 series 3359702
We had the privilege of speaking with YJ Lee (@usuallyYJLe) 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.
Sign-up for the Director’s Special
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.
Podcast Partners:
Axis Mining Technology - Drill hole survey instrumentation experts
info@axisminetech.com – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
enquiry@mineralms.com.au - 1300 546 117
VRIFY – Communicate in 3D
grant@vrify.com
ADIA - The Australian Drilling Industry Association
Register for Drill24 here
https://adia.arinex.one/
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
kenny@sstone.com.au
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
Caleb.M@greenlandsequipment.com.au - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
drew@k-drill.com.au
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Money of Mine on YouTube + Twitter
(0:00:00)Intro
(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 bottome
355 epizódok
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