Business
Chris Berry (@cberry1 on Twitter) is the founder of Mountain House Partners, a Washington DC based advisory firm. 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
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