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Episode 150: Chris Berry & Listener Questions
Manage episode 350054148 series 2584001
Content provided by Joe Lowry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Lowry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Chris Berry (@cberry1 on Twitter) is the founder of Mountain House Partners, a Washington DC based advisory firm. He is also a sought after commentator on the lithium ion battery metals space.
Nothing said on the podcast should be considered investment advice. DYOR - do your own research.
Topics in this episode:
The biggest lithium surprise of 2022
Price – where to from here?
The Inflation Reduction Act
Supply and demand
Canada, Argentina, and Brazil
Redwood Materials recent announcement
Recycling “black mass” at scale
DLE – when will it have an impact on supply?
Lepidolite – how much? how soon? quality?
An “essential question” for Chris from Simon Moores
The “Dragon Armor” LFP battery
Sodium Ion – much ado about nothing?
Battery pack size trends
The “paradox of green growth”
China – where to from here?
Does a “green premium” exist?
Lithium company valuations
Rapid fire
153 episoade
Distribuie
Manage episode 350054148 series 2584001
Content provided by Joe Lowry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Lowry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Chris Berry (@cberry1 on Twitter) is the founder of Mountain House Partners, a Washington DC based advisory firm. He is also a sought after commentator on the lithium ion battery metals space.
Nothing said on the podcast should be considered investment advice. DYOR - do your own research.
Topics in this episode:
The biggest lithium surprise of 2022
Price – where to from here?
The Inflation Reduction Act
Supply and demand
Canada, Argentina, and Brazil
Redwood Materials recent announcement
Recycling “black mass” at scale
DLE – when will it have an impact on supply?
Lepidolite – how much? how soon? quality?
An “essential question” for Chris from Simon Moores
The “Dragon Armor” LFP battery
Sodium Ion – much ado about nothing?
Battery pack size trends
The “paradox of green growth”
China – where to from here?
Does a “green premium” exist?
Lithium company valuations
Rapid fire
153 episoade
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Similar cu The Global Lithium Podcast
The Unshakeables podcast from Chase for Business and iHeartMedia's Ruby Studio dives into the unbelievable “What are we gonna do now?” moments that changed everything for small business owners. From mom-and-pop coffee shops to auto-detailing garages, every small business owner knows that the journey is full of the unexpected. A single make-or-break experience can change the course of your business forever. Those who stand firm in their resolve have a special name. We call them The Unshakeabl ...
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continue reading
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continue reading
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Best Business Podcast (Gold), British Podcast Awards 2023 How do you build a fully electric motorcycle with no compromises on performance? How can we truly experience what the virtual world feels like? What does it take to design the first commercially available flying car? And how do you build a lightsaber? These are some of the questions this podcast answers as we share the moments where digital transforms physical, and meet the brilliant minds behind some of the most innovative products a ...
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