Episode 229: YJ Lee

YJ Lee is a Director and Fund Manager at Arcane Capital in Singapore. Find him on X @usuallyYJLee
Topics:
The Backstory
YJ's path to lithium
The learning process
His bullish forecasts
EVs, E-trucks & BESS
Picking winners
Ganfeng & Tianqi turn bullish
CATL's diminishing lithium market influence
Is another price spike coming?
Thacker Pass
DLE & the Smackover
Eramet
Vulcan
Nemaska
Canadian potential?
Rapid fire