Understanding the lithium spot price: From a room full of people to several over-the-counter markets, Dr Cameron Perks joins Shae Russell to explain the lithium market dynamics. In part one of this two part series, Cameron breaks down lithium pricing, explains direct lithium extraction potential and how it will close the supply gap, plus we look at the role automakers are playing in mining off take agreements and will the broader market be prepared to pay a premium for provenance.
Timestamps
· 2:25 – Lithium is still a specialised chemical and battery grades can vary between parties
· 5:19 – Chinese market is a useful price indicator
· 7:48 – DLE technology is more of an umbrella term, could potentially unlock new resources
· 13:40 – Lithium's looming medium term deficit
· 17:34 – EV makers more willing to put their money where their mouth is
· 19:05 – Weighing economics against national interests
