Episode 150: Chris Berry & Listener Questions

Chris Berry (@cberry1 on Twitter) is the founder of Mountain House Partners, a Washington DC based advisory firm.  He is also a sought after commentator on the lithium ion battery metals space.

Nothing said on the podcast should be considered investment advice. DYOR - do your own research.

Topics in this episode:

The biggest lithium surprise of 2022

Price – where to from here?

The Inflation Reduction Act

Supply and demand

Canada, Argentina, and Brazil

Redwood Materials recent announcement

Recycling “black mass” at scale

DLE – when will it have an impact on supply?

Lepidolite – how much? how soon? quality?

An “essential question” for Chris from Simon Moores

The “Dragon Armor” LFP battery

Sodium Ion – much ado about nothing?

Battery pack size trends

The “paradox of green growth”

China – where to from here?

Does a “green premium” exist?

Lithium company valuations

Rapid fire