Episode 202: Year End Wrap with Daniel Jimenez

21/12/2024 1h 5min

Listen "Episode 202: Year End Wrap with Daniel Jimenez"

Episode Synopsis

Daniel Jimenez and I discuss the following topics based on listener questions:
2024 Surprises
Lithium demand
Trends in EV adoption
PHEVs
BESS growth
The incentive price
The cost curve
Inventory
Rio - Arcadium
Africa's potential
Price
VW - Patriot
Canada
Argentina
Ex China conversion
LFP
The "Trump" impact
Rapid fire