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Cameron Perks: It's not just about the economics, location matters
Dr Cameron Perks, principal analyst for Lithium at Benchmark Minerals Intelligence returns for part two of his lithium interview. Today he discusses the rise of economic nationalism and the impact on lithium, why Elon Musk might just need better advisors and is the market
ready to pay a premium for provenance?
Timestamps:
0:39 – Will Australian lithium miners embrace the downstream process?
2:58 – Financial incentives in the Inflation Reduction Act may not trickle down to the mining level
7:52 - Where the bottle necks in lithium are really lurking.
10:39 – Picking on a billionaire
13:02 – Key things to look for when investing in lithium
16:32 – We put mocktails on the menu
Miss part one? Go here: https://open.spotify.com/episode/0mhWncK3uDCkOaxQoHFkYg?si=I-7LEFNbT1eJ7m9hugldNg
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By Shae RussellDr Cameron Perks, principal analyst for Lithium at Benchmark Minerals Intelligence returns for part two of his lithium interview. Today he discusses the rise of economic nationalism and the impact on lithium, why Elon Musk might just need better advisors and is the market
ready to pay a premium for provenance?
Timestamps:
0:39 – Will Australian lithium miners embrace the downstream process?
2:58 – Financial incentives in the Inflation Reduction Act may not trickle down to the mining level
7:52 - Where the bottle necks in lithium are really lurking.
10:39 – Picking on a billionaire
13:02 – Key things to look for when investing in lithium
16:32 – We put mocktails on the menu
Miss part one? Go here: https://open.spotify.com/episode/0mhWncK3uDCkOaxQoHFkYg?si=I-7LEFNbT1eJ7m9hugldNg