The Lithium-Ion Battery Arms Race and The Raw Materials Disconnect

The John Johnston Lounge · Apr 26, 2022 · 19m

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 Channel

https://www.youtube.com/channel/UCEesoPlgLQSPWxmgzmK742A/featured

Simon Moores on The Global Lithium podcast

https://open.spotify.com/episode/1gFY6vnw7f1aEH6FmgyEig?si=K6ZA9-aKTFOYHcVYBuJufQ

Stocks mentioned: TSLA LAC

The Art of Value:

https://anchor.fm/theartofvalue

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