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In this episode, we talk with Iola Hughes from Rho Motion to discuss the rapidly evolving energy storage solutions market, lithium demand, and the impact of electric vehicles (EVs). Iola shares insights into the recent acquisition of Rho Motion by Benchmark Mineral Intelligence and delves into market data, growth projections, and the importance of lithium-ion batteries. We also explore grid storage, policy changes, and the future of the ESS market amid fluctuating lithium prices. CHAPTERS 📖 00:00 Introduction 00:49 The Growth of Grid Storage & Lithium Demand 03:22 Understanding the Energy Storage Market 04:50 US Energy Storage Market & Policy Impact 06:14 NextEra’s Massive Battery Pipeline 11:48 Battery Tariffs & Their Potential Impact 17:29 Lithium Demand from Energy Storage 19:27 Sodium-Ion & Alternative Battery Technologies 24:04 Global Battery Demand/China EV Forecasts for 2025 29:05 Europe’s EV Market & Policy Challenges 33:51 Plug-in Hybrids as a Transition Technology 35:58 Tesla’s Full Self-Driving & Its Impact on EV Adoption 38:29 Battery Supply Chain & Potential Constraints 42:37 Energy Storage System (ESS) Trends & Form Factors 45:18 Have ESS Battery Prices Bottomed Out? 48:21 Renewables + Storage: Competing with Fossil Fuels? 50:11 Recycling LFP Batteries: Viability & Challenges 52:05 Tesla’s Battery Constraints & Market Realities 54:11 Future of Energy Storage: Data Centers & Growth Projections 57:15 Closing Remarks _________________________________________________ Links 🌍 RK Equity Website: https://rkequity.com/ Patreon: / rockstockchannel Podcast: Apple Podcast: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/0KiMIZO... X (Twitter): Howard: / lithiumionbull Rodney: / rodneyhooper13 _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com Intro and outro audio credit: Jamie Klein