Lithium Futures – iLi Markets, SQM, EnergySource Minerals & Marbex, Jade Cove Partners

This webinar identifies the top challenges that asset owners, investors and finance providers need to de-risk before allocating much needed capital to the fast-evolving lithium extraction space

• Framing the lithium market at this pivotal point of transformation for the BEV and automotive industries. Where is the supply likely to come from? Argentina’s promise, Chile’s dynamics, Australian outlook, Chinese droughts and pandemic impacts
• Lithium extraction under an ESG microscope – where is innovation leading to more sustainable projects for the impact investor?
• In the race for sustainability what pillars should investors look for within a lithium business from explorer to producers
• How not to
• DLE expectations. What are the top criteria to ask when assessing a project for investment? What questions should investors ask as part of de-risking a project?
• Discuss inflation ripples across all projects – will costs determine the winning technologies in lithium extraction?
• Are major banks and institutions calling lithium S & D inaccurately – (JP Morgan’s call that the sector will rebalance soon)
• Is lithium a cost driver for battery packs now? Could we see BEVs reach mass market affordability this decade?
• US Inflation reduction bill implications – how positive for permitting, exploration and capital for downstream processing?

Panellists:
Kelly O’Brien, Head of Investor Relations, SQM
Alexander Grant, Principal, Jade Cove Partners
David Deak, Chief Development Officer, EnergySource Minerals, and President, Marbex
Daniel Jimenez, Partner, iLi Markets