I was pleased to participate in this investment panel (link here) which focuses on current lithium market dynamics including:

Supply, demand, and pricing
Macro dynamics of the current market
Sustainability and low carbon lithium
M&A
Competing battery tech

About an hour long, but indexed so you can jump across different discussion topics.

Our Thinking and What We Do

We provide advisory and consultancy services to a broad array of clientele including asset managers, corporations, and academia on how supply chain dynamics are being altered by volatility in commodity markets, geopolitics, and macroeconomics.

We're primarily focused on the supply chains of Energy Metals - any metal or mineral used in the generation or storage of energy. Advances in technology, continued urbanization and changing demographics are all creating opportunities across numerous industries which we aim to point out and evaluate.

Throughout history, no society has sustained a higher quality of life without access to cheap commodities or materials. As global population ebbs and flows, putting stresses on resource supply chains, efficiency and technology must come to the fore to continue to provide for a higher quality of life. The looming challenges and impacts on supply chain development are ideas we must all understand and accept in order to chart a sustainable path forward for humanity.

Lithium Panel Webinar with 121 Group

I was pleased to participate in this investment panel (link here) which focuses on current lithium market dynamics including:

Our Thinking and What We Do

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spodumene

I was pleased to participate in this investment panel (link here) which focuses on current lithium market dynamics including: