Koby Kushner: Lithium Just Getting Started, Here's How I'm Positioning | Summary and Q&A

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March 18, 2023
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Koby Kushner: Lithium Just Getting Started, Here's How I'm Positioning

TL;DR

Lithium demand is projected to continue growing, driven by the electric vehicle industry and the green energy transition. Supply is struggling to keep up, leading to potential investment opportunities in lithium exploration and direct lithium extraction. Prices vary based on product type, purity levels, and location, making it important for investors to navigate the market carefully.

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Questions & Answers

Q: What is the current state of the lithium market?

The lithium market is experiencing increasing demand, primarily driven by the electric vehicle industry. However, supply is struggling to keep up, leading to potential investment opportunities in lithium exploration and direct lithium extraction.

Q: Why are lithium prices volatile and how can investors navigate this?

Lithium prices vary based on factors such as product type, purity levels, and location. To navigate the market, investors should focus on long-term price assumptions and consider investments that can withstand lower lithium prices.

Q: How do factors like recessions and inflation impact lithium demand?

While short-term economic factors like recessions and inflation may impact lithium demand, the long-term trend towards electric vehicles and green energy transition drives a sustained increase in demand for lithium.

Q: What are some investment opportunities in the lithium sector?

Investment opportunities in the lithium sector include lithium exploration, particularly for new discoveries, and companies involved in direct lithium extraction. Rounded Lithium and Latin Resources are two companies worth exploring for their potential in these areas.

Summary & Key Takeaways

  • Lithium supply is currently struggling to meet demand, with the supply-demand curves projected to widen further by the 2030s.

  • Prices have experienced volatility but are expected to remain elevated due to increasing production costs and a shift towards more expensive sources like lepidolite.

  • Lithium is not yet a commodity, with different lithium chemicals fetching different prices based on factors such as product type, purity levels, and location.

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