We had the privilege of speaking with YJ Lee (@usuallyYJLe) for a fascinating discussion on all things “clean energy”.
YJ, a fund manager at Arcane Capital, covered why he thinks consensus lithium/battery/EV expectations are far too weak, the components of the market he believes analyst’s are glossing over, where fragility in his opinions sit, the other battery metals he’s bullish on & a heap more.
We thoroughly enjoyed this one & know you will too.
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(0:00:00)Intro
(0:01:53)Going deep into China Lithium
(0:04:18)Why are supply forecasts overstated?
(0:12:27)Future of lower cost lepidolite operations
(0:15:34)YJ's supply forecast
(0:24:43)Demand contention
(0:32:17)Stationary storage
(0:38:40)Fragility to thesis
(0:44:02)Silver and solar panels
(0:51:43)Will silver usage decline?
(0:58:48)Interesting miners and developers
(1:05:08)Has Lithium bottome
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