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In this episode I briefly speak about why I believe the "Big Banks" have, for the most part, gotten their recent price forecasts wrong.
The rest of the episode is answering listener questions:
Topics:
The Inflation Reduction Act
Permitting
DOE Loan Program
DLE
Canada's future in lithium
The EU vs North America in battery supply chain development
Companies mentioned: SQM, Albemarle, Ganfeng, Tianqi, Lithium Americas, Pilbara Minerals, Mineral Resources, Rio Tinto, Green Technology Metals, Tesla, Galan Lithium, Livent, Allkem, Wesfarmers, Frontier, Critical Elements, E3 and several more
By Joe Lowry4.7
4040 ratings
In this episode I briefly speak about why I believe the "Big Banks" have, for the most part, gotten their recent price forecasts wrong.
The rest of the episode is answering listener questions:
Topics:
The Inflation Reduction Act
Permitting
DOE Loan Program
DLE
Canada's future in lithium
The EU vs North America in battery supply chain development
Companies mentioned: SQM, Albemarle, Ganfeng, Tianqi, Lithium Americas, Pilbara Minerals, Mineral Resources, Rio Tinto, Green Technology Metals, Tesla, Galan Lithium, Livent, Allkem, Wesfarmers, Frontier, Critical Elements, E3 and several more

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