
Episode 217: The End of Lithium Winter - Part 2
Donnerstag, 21. August 2025 · 21 min
Kapitelklicken springt direkt hin
Shownotes
I provide additional perspective of why I believe the "lithium winter" is over.
Chinese anti-involution measures are a contributing factor, as is continued strong demand growth and less lithium feedstock and chemical inventory in China than many people think.