Why the Lithium Market Has Bottomed with YJ Lee

[@progamersfortnite9441]

Very interesting interview and great information about the elements of supply and demand! Please ask YJ Lee back by end of year for another update on these topics. Thx

[@JPLUSUI]

I always like listening YJ Lee comments. On his supply forecast LCE from Europe, I do not see anything coming from Europe before at least till early 2026 even though Vulcan is vocal with their start of production Li2CO3 or LiOH. The LCE out of Europe seems to me very optimistic. You should have a look at it deeper.

[@Tom0000]

Insanely good content. Need more of this! It's hard to get this sort of in-depth information about the supply dynamics of a specific metal. Makes me feel better about sticking with my lithium producers. Good work boys!

[@ohlssonster]

Which ones do you recommend? I'm completely new to this space and this video got me very interested in investing.

[@sarahkolenberg7282]

Amazing amount of work has gone into this. Thanks for sharing. Well worth following his X account

[@baabaabaabaaable]

You guys should try doing an episode while smashing increasingly spicier chicken wings

[@heinzyketchupy4175]

Thank you guys for the content. I've been looking a lot in LAC and ABERMALE

[@peterjohn5834]

Outstanding interview and research fellows. To be frank I feel somewhat deflated with main stream media and their views on lithium pricing. It is going to happen and we have to grow up and face the reality that China is a major processing player in this energy transition. Thrilled that YJ also gas twigged to EV Truck demands. It is business and not politics that will drive the energy transition. We are currently in Europe and the motor bikes are all petroleum. In China they are all electric. Positive change ahead. Cheers.

[@patrickshanghai2064]

excellent data points

[@robertpatterson4185]

Excellent interview.I would love to know if YJ thinks graphite prices will recover and if he sees a deficit emerging in graphite supply/demand

[@deklares1]

Mattys voice holding on by a thread 😂

[@petertimp5416]

Thanks

[@johnegan1623]

Great episode guys. If YJ is right and I suspect he is the Lithium sector will recover quicker than most analysts think.

[@SurfMyLife1]

Look out for WC8 when lithium bounces. 🚀🚀

[@walidali]

which mines are they talking about which has the lowest SC grade?

[@SurfMyLife1]

Lithium will have a supply shock sooner than later.

[@haroldb6773]

Layoff the vape matty

[@xlargetophat]

NICKEL

[@petertimp5416]

Maybe they have much, much,much better infrastructure 😂

[@donfather09]

Love this podcast. Please reach out to Tolga Kumova get him on the show 👍

[@martinlukes9962]

Great Friday night viewing lads! You Got the Silver?? Theme song for podcast tonight... kzbin.info/www/bejne/g5qzhKStgp5kna8