Episode 217: The End of Lithium Winter - Part 2

21/08/2025 20 min

Listen "Episode 217: The End of Lithium Winter - Part 2"

Episode Synopsis

I provide additional perspective of why I believe the "lithium winter" is over. Chinese anti-involution measures are a contributing factor, as is continued strong demand growth and less lithium feedstock and chemical inventory in China than many people think.