E87: Lithium Limbo. Euroz Hartleys' Trent Barnett

INDEX:4:18 - Lithium Prices Too Low, Maintains Long-term Forecasts 7:13 - $2,000 Spodumene Price Needed to Revive Industry 9:46 - Potential Supply Caps Amid Spodumene Price Rebound 15:57 - Feasibility Study Figures, Highlights Lower-than-Expected Recovery Rates 18:04 - Pricing Models and Operating Margins Amidst Lithium Sector Challenges 22:32 - Disparity in Lithium Capex Costs Between China and Other Markets 26:10 - Potential Chinese Dominance in Western Auto Market 30:02 - Concerns Raised Over Efficiency and Competitiveness of US EV Industry Compared to China. Is the ROW going electric? 33:10 - Winsome, Europen Metals and Pilbara's Valuation Amid Shifting Focus on Chinese Demand. Could Pilbara be the new force in lithium? 39:29 - Comparing Goldman Sach's Lithium Predictions to Past Iron Ore Misjudgments, Raising Questions on Accuracy 43:03 - When will we return to $2,000 Spodumene? #lithium #electricvehicles _________________________________________________ Thank you to our Patrons for supporting the channel.  If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel_________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com Intro and outro audio credit: Jamie Klein