Lithium – downstream demand, battery storage costs and timing the EV inflection
RockTalks is a Stockhead video series featuring a roundtable of resources experts discussing a new macro topic each week. The program is sponsored by Bridge Street Capital Partners, a leading ECM and principal investment firm focused on mining, energy & tech.
In this episode, host Peter Strachan takes a look at the lithium market.
Populating the expert panel for this discussion is JP Vargas De La Vega, managing director of Galan Lithium (ASX:GLN), Malcom Day, non-executive director of European Lithium (ASX:EUR) and Sam Hosack, managing director of Prospect Resources (ASX:PSC).
The group discusses a range of topics, including Europe’s lithium demand spike, supply dynamics for lithium compounds, state of play in South America’s lithium triangle, exploration conditions in Southern Africa and more.
So tune in above to hear the panel discuss all things lithium.