The Ultra Bull Case for Lithium (YJ Lee) скачать в хорошем качестве

The Ultra Bull Case for Lithium (YJ Lee)

Today we're sharing our conversation with YJ Lee, founder of the Arcane Green Metal Fund, fresh off an incredible 165% return in 2025. YJ breaks down the explosive dynamics driving lithium and silver markets, and why we're only at the beginning of a multi-year commodity supercycle. With lithium demand set to grow 33% annually and China dominating the EV supply chain, the West faces tough choices ahead. In this chat, YJ articulates: • Why the lithium bottom in July 2024 was the buying opportunity • His 4.6 million ton lithium demand forecast for 2030 (and why it's conservative) • How Discovery Silver became a 10-bagger in 18 months • Why battery energy storage systems (BESS) will explode to 1.5 TWh by 2030 • China's EV penetration hitting 80%+ and what it means globally • The Pilbara Minerals restart strategy and supply dynamics Follow YJ on: X: https://x.com/usuallyYJLee Linkedin:   / realyjlee   This was recorded on 19.02.2026. 📰 THE DIRECTOR'S SPECIAL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining https://www.moneyofmine.com/subscribe ------------------------------------------------------- ▶️ CHAPTER TIMESTAMPS 0:00 – Intro & 165% Fund Performance 3:10 – Silver's Bull Run in 2025 and What Is Happening in 2026 16:40 – Lithium and China's EV Market 28:20 – Battery Energy Storage System Explosion 33:50 – PLS & Wildcat 44:20 – Are Automated Mines Going to Happen in the Future? 46:50 – Other Metals Markets ------------------------------------------------------- 🤝 OUR PARTNERS Thank you to the mining services businesses that make this show possible: Sandvik Ground Support – The only ground support you’ll ever need http://www.rocktechnology.sandvik/gro... Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial: https://marketech.com.au/focus?utm_so... SS&C Intralinks - Powering deals with unmatched security and efficiency | https://www.intralinks.com/ Exceed Capital – Diversify your portfolio with Exceed’s property trusts - https://www.exceedcapital.com.au/sp-p... ------------------------------------------------------- 📌 FOLLOW US Join our group chat: Discord:   / discord   Subscribe to our podcast: Spotify: https://open.spotify.com/show/0LsIJIs... Apple: https://apple.co/3Fdocwx Follow us on all social platforms to stay up-to-date: Twitter: https://x.com/moneyofminepod Instagram:   / moneyofminepod   LinkedIn:   / moneyofmine   Facebook:   / moneyofminepod   TikTok:   / moneyofminepod   Our personal Twitter accounts: Travis Ricciardo:   / travmoneyofmine   Jonas Dorling:   / jdmoneyofmine   ------------------------------------------------------- ⚠️ DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine are not financial professionals. Money of Mine and our contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. Money of Mine doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of Money of Mine are their opinions only and may contain forward-looking statements that may not eventuate. Please read the full Disclaimer here: https://www.moneyofmine.com/privacy-p...