E27: Roaring 20's Lithium 3.0: 2020 Hindsight. 2030 Vision

Is 2020 Finally Going to Be the Year for Lithium? As the Roaring 20’s Lithium 3.0 begins, so too the need for 2030 Vision: * ~2Mt LCE, 1.7m new tons* 6X 2019 production* 17 new Wodginas* 68 25kta new processing plants! It takes 4-5 years and USD500M-1B+ to build, or buy & build, 50% of Kidman's Mt Holland or 100% of Piedmont Lithium - 20+ year mine life, 20-25kta sustainable, world class qualified integrated project to supply ~500,000 EVs from one new and expanded USA battery plants at LG Chem, SK Innovation, Tesla and Volvo. With 2030 Vision, USA can lead North America to 400,000 tons annual production, or 20% of 2M global LCE, or 33%+ of the EV OEM-qualified market. Where from those 400,000 tons? As China refrains from further withdrawing subsidies prematurely, Tesla is once again THE story, and Europe is the New China with talk about a possible Carbon Border Tax, Sustainability is the buzzword on everyone's lips globally. It may take 60 years to reach the first million tons of demand (~2025), but we expect the next million to take around six years (~2031). New assets will be needed and an "all of the above" lithium investment strategy required - conventional rock, brine, direct lithium extraction and clay/softrock. Tune in to hear special guest Gerrit Fuelling join LithiumIonRocks co-hosts Rodney Hooper and Howard Klein recap Lithium 2.0 with 2020 Hindsight & look forward with 2030 Vision. And discuss which companies we see the most Blue Sky in Green Fields. #LithiumEquityIntelligence www.patreon.com/lithiumionrockslibull.com Not Advice. DYOR