Chris Berry (@cberry1 on Twitter) is the founder of Mountain House Partners, a Washington DC based advisory firm. &nbsp;He is also a sought after commentator on the lithium ion battery metals space.
Nothing said on the podcast should be considered investment advice. DYOR - do your own research.
Topics in this episode:
The biggest lithium surprise of 2022
Price – where to from here?
The Inflation Reduction Act
Supply and demand
Canada, Argentina, and Brazil
Redwood Materials recent announcement
Recycling “black mass” at scale
DLE – when will it have an impact on supply?
Lepidolite – how much? how soon? quality?
An “essential question” for Chris from Simon Moores
The “Dragon Armor” LFP battery
Sodium Ion – much ado about nothing?
Battery pack size trends
The “paradox of green growth”
China – where to from here?
Does a “green premium” exist?
Lithium company valuations
Rapid fire

Episode 151: Lithium 2023 - "Great Expectations"

Joe Lowry (@globallithium on X aka Twitter &amp; IG) and known as "Mr Lithium" is a 30 plus year industry veteran and founder of the advisory firm Global Lithium LLC. Joe hosts the original lithium podcast featuring high level guests from the lithium chemicals industry, battery, cathode, and related areas. The Global Lithium Podcast remains the 'go to' offering in this space and has been downloaded in 181 countries.