In this episode I briefly speak about why I believe the "Big Banks" have, for the most part, gotten their recent price forecasts wrong.
The rest of the episode is answering listener questions:
Topics:
The Inflation Reduction Act
Permitting
DOE Loan Program
DLE
Canada's future in lithium
The EU vs North America in battery supply chain development
Companies mentioned: SQM, Albemarle, Ganfeng, Tianqi, Lithium Americas, Pilbara Minerals, Mineral Resources, Rio Tinto, Green Technology Metals, Tesla, Galan Lithium, Livent, Allkem, Wesfarmers, Frontier, Critical Elements, E3 and several more
