Part 2 of our chat with Mr Lithium covers lots of fascinating and forgotten (in WA at least) projects & possibilities for the lithium market.
We delve into what sedimentary projects are & what their impact will look like, what to make of this lithium over/under supply debate, whether China can really become the worlds biggest lithium miner & the misconceptions on lithium hydroxide vs carbonate.
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
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TIMESTAMPS
(0:00:00) Introduction
(0:01:11) What is going to save Liontown?
(0:06:11) Exxon moving into Oil Field Brines
(0:13:45) Is the impact of DLE over or under appreciated?
(0:18:28) Sedimentary Lithium - Thacker Pass
(0:33:25) Giga Factory capacity in North America
(0:36:22) Hydroxide vs Carbonate downstream
(0:44:17) Is the Min Res rock only strategy the go-to?
(0:49:35) Is Australian downstream ever going to work?
