Episode 136: WeChat Lithium Night

My Q&A session with a WeChat Group featuring some of the brightest young minds in the lithium/battery/EV ecosystem. Topics: The Rise and Future of Ganfeng Global Supply Chain Issues BYD & CATL's Future Outside of China Tesla's Lithium Positioning The Lithium Decade Why Didn't Western Lithium Companies Prepare for the EV Boom? Do Any Legacy OEMs have a Meaningful Lithium Strategy? The Best Barometer of Lithium Price Chile's Lithium Future How Much Influence will China have in Argentina's Lithium Future? DLE Geopolitics and the Battery Space