• Framing the lithium market at this pivotal point – just how significant is the fundamental disconnect?
• Are current expectations too high for a relatively young and growing industry?
• Why major banks (Goldman) continue to call lithium S & D incorrectly – what are they missing?
• Will the Inflation Reduction Bill trigger waves of new capital into upstream projects?
• Emerging regions for exploration success: Where are the new supply and dominant brine producers this decade? Argentina promising; Chilean permits; Australian outlook; Rest of World.
• Battery cell pack costs rise implications – lithium an overall cost driver? Will EVs remain a premium product due to materials costs?
• If inflation ripples across all projects, will costs ultimately determine winning technologies? How are leading lithium projects stacked up to protect against rising costs?
Moderator:
Howard Klein, Founder & Partner, RK Equity
Panellists:
Michael White, CFO, Piedmont Lithium
Cristobal Garcia-Huidobro, MD & CEO, Lithium Power International
Emily Hersh, Founder & CEO, Luna Lithium, & Managing Partner, DCDB Group
Erez Ichilov, MD, Traxys Battery Materials
Howard Margulis, Senior MD & General Counsel, Maxen Capital Advisors
Mining investment news, insights, and company profiles
Lithium Bull Panel: Can the Right Technologies and Capital Investment Fix the Battery Grade Lithium Deficit?
