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RK Equity’s Howard Klein shared his thoughts on the lithium market at Fastmarkets’ recent Lithium Supply and Battery Raw Materials conference in Las Vegas, saying he sees an oversupply of investment opportunities at the moment.
Speaking about the main trends he expects to see in the second half of the year, Klein said he anticipates more involvement from carmakers in the lithium sector. “Auto OEMs, and also the incumbent lithium producers, have started to get very serious,” he said. “We’re finally seeing auto OEMs take matters into their own hands and write reasonable checks.”
This interview was recorded at Fastmarkets’ Lithium Supply and Battery Raw Materials event, held from June 20 to 22, 2023.
#Investing #ElectricVehicles #Lithium
0:00 – Intro
0:20 – Howard reflects on lithium market growth
6:00 – Lithium trends and catalysts in 2023
12:37 – Where will new lithium supply come from?
17:48 – Cutting through the noise in lithium
20:47 – Is legislation helping the lithium market?
24:26 – Final thoughts on lithium from Howard
27:38 – Outro
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The Investing News Network does not guarantee the accuracy or thoroughness of the information reported in the interviews it conducts. The opinions expressed in these interviews do not reflect the opinions of the Investing News Network and do not constitute investment advice. All readers are encouraged to perform their own due diligence.