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Podcast: The John Johnston Lounge
Episode: The Lithium-Ion Battery Arms Race and The Raw Materials Disconnect
Description: In episode 45, JJ discusses the emerging global lithium-ion battery arms race. As a consequence, there’s a fast-increasing demand for lithium, and what appears to be a looming raw materials mining disconnect.Episode references:Benchmark Mineral Intelligence Channelhttps://www.youtube.com/channel/UCEesoPlgLQSPWxmgzmK742A/featuredSimon Moores on The Global Lithium podcasthttps://open.spotify.com/episode/1gFY6vnw7f1aEH6FmgyEig?si=K6ZA9-aKTFOYHcVYBuJufQStocks mentioned: TSLA LACThe Art of Value:https://anchor.fm/theartofvalueYouTube: https://www...