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The Age of Electricity is creating enormous opportunities in the critical minerals investment thematic. Howard, Rodney and Matt provide in-depth discussions with major developers and analysts covering lithium battery metals, rare earths, and many other specialty commodities.
Episodes
Tuesday May 14, 2019
Tuesday May 14, 2019
ALSO: Ken Brinsden Part 3 + Fast Markets' Martim Facada.
How is the SC6%-to-lithium chemical market similar/different from Fe 62/65%-to-steel industry? Why does it make more sense for SC6 producers to participate in downstream chemical production? What makes lithium "special" and not "commoditized"? Why POSCO? And Korea Inc vs. China?
Tune in to hear Pilbara's Ken Brinsden views on these questions in Part 3 of our interview.
PLUS - Lithium price reporter Martim Facada provides Fast Markets commentary following their recent Shanghai conference and ahead of their flagship Lithium Supply Conference in Santiago Chile June 10-12
And LithiumIonRocks co-host Rodney Hooper shares some of his own new supply and demand analysis which paints a far less pessimistic oversupply picture with a 12-24 month view.
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