E16: Fastmarkets #Lithium19. Santiago. LCE Meets LME

Will Adams & Jon Mulcahy ⁦@FastmarketsMB banter with @RodneyHooper13 & @LithiumIonBull about Takeaways and Giveaways as #Lithium19 Santiago #Chileconcluded last Wednesday. Featuring: Sounds of Silence. Us & Them Timeline0:00 - 5:07: Introduction. VW ID Buzz. Sounds of Silence.5:08 - 6:15: Fastmarkets introduction6:16-10:35: Fastmarkets conference takeaways 10:36 - 12:10: Shouldn't OEMs lock in equity & off-take deals at current low prices?12:11 - 14:00: Cathode chemistry trends 14:01 - 17:10: Hydroxide and carbonate pricing 17:11-22:58: Tianqi, Ganfeng, Livent, Albemarle banter. Sustainability. Transparency. Us & Them 22:59 - 27:35: Europe & battery supply chain. Infinity. Keliber. Savannah.27:36 - 31:12: EV range, infrastructure, & carbon neutrality.31:13 - 35:26: General commentary & Fastmarkets overview 35:27 - 41:30: LME contract & price forecasts 41:31 - 44:50: Project funding44:51 - End: Trade war, EV sales & LME