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Koby Kushner of Red Cloud Securities discusses the lithium market, including supply, demand and prices. He also shares where he sees the most opportunity in the sector right now: grassroots exploration and direct lithium extraction.
This interview was filmed on March 6, 2023.
#Investing #Mining #Lithium
0:00 – Intro
0:25 – Where are we in the lithium cycle?
3:31 – What to know about lithium prices
5:13 – Lithium demand in a recession
7:08 – Automakers desperately seeking supply
9:26 – 1st opportunity – grassroots exploration
12:12 – 2nd opportunity – direct lithium extraction
15:03 – Outro
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