Simon Moores: Geopolitics is the Trend to Watch in the Lithium-ion Industry


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Simon Moores of Benchmark Mineral Intelligence shared his thoughts on the lithium market, touching on supply and demand, as well as price dynamics in the sector. In his view, geopolitics is currently the ultimate trend in Europe.

“This geopolitical trend is blanketing this industry, which was in ludicrous mode but has now turbocharged into a rocket ship,” he said.

This interview was recorded at the Battery Gigafactories Europe event, held from March 28 to 29, 2023.

#Investing #Geopolitics #Lithium

0:00 – Intro
0:31 – Main trends in Europe’s lithium-ion battery industry
2:12 – Europe’s critical raw materials supply
4:03 – Learning lessons from other regions
6:15 – Collaboration between regions
9:39 – Junior miners deals
12:06 – Lithium market consolidation
13:54 – Lithium prices falling
15:48 – Financing challenges for miners
17:18 – What should investors understand about the battery space
19:23 – Things to watch out for in 2023
20:56 – 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.

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