An unfiltered conversation with Mr Lithium

It had been far too long, so for this special episode, we invited back Joe “Mr Lithium” Lowry. We discussed Joe’s fantastic recent write-up on the evolution and geopolitical strategy at play in the lithium sector, what the West can do going forward, the winners from recent M&A, the lithium markets sentiment, and finally, in a turning of the tables, Joe fires a few questions at us.

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(0:00:00)Introduction

(0:02:45)China & past 15-20yrs in Lithium

(0:21:45)Conversion capability

(0:29:52)Equities cratering

(0:46:40)Joe's Albemarle recommendations

(0:58:17)Joe's questions to the lads