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