Rock Stock Recap E13: Will CATL cause a Lithium Stampede?

INDEX:00:00 - Introduction02:14 - Thoughts on the latest CATL news and lithium supply?03:36 - Battery Demand and Production04:43 - CATL's Market Impact07:52 - How fast could CATL restart production?11:05 - How much supply can come out of China?13:15 - Different views on African lithium supply costs.16:34 - Is lithium stock rally due to short covering?18:15 - Is it a good time to buy lithium stocks?26:26 - Why does SQM prefer hard rock lithium projects?29:20 - Can Quebec become a top lithium producer?31:00 - Commodity Market Performance and Trends32:27 - Are commodity stocks massively undervalued right now?36:23 - China's EV Market and Renewable Energy Push38:11 - Tesla's Robo Taxi and EV Production Capacity40:33 - China vs Global EV Sales41:42 - How did China grow its EV exports so fast?44:43 - Will hybrids struggle with high maintenance costs?47:25 - Can European carmakers afford carbon fines?49:50 - Geopolitical Implications of EV Adoption50:54 - Is the lithium market nearing its bottom?   _________________________________________________   Links 🌍 RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):  Howard: https://twitter.com/LithiumIonBull  Rodney: https://twitter.com/RodneyHooper13   _________________________________________________   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