About this episode
My Q&A session with a WeChat Group featuring some of the brightest young minds in the lithium/battery/EV ecosystem.
Topics:
The Rise and Future of Ganfeng
Global Supply Chain Issues
BYD & CATL's Future Outside of China
Tesla's Lithium Positioning
The Lithium Decade
Why Didn't Western Lithium Companies Prepare for the EV Boom?
Do Any Legacy OEMs have a Meaningful Lithium Strategy?
The Best Barometer of Lithium Price
Chile's Lithium Future
How Much Influence will China have in Argentina's Lithium Future?
DLE
Geopolitics and the Battery Space
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