Episode 150: Chris Berry & Listener Questions
Chris Berry (@cberry1 on Twitter) is the founder of Mountain House Partners, a Washington DC based advisory firm. He is also a sought after commentator on the lithium ion battery metals space. Nothing said on the podcast should be considered investment advice. DYOR - do your own research. Topics in this episode: The biggest lithium surprise of 2022 Price – where to from here? The Inflation Reduction Act Supply and demand Canada, Argentina, and Brazil Redwood Materials recent announcement Recycling “black mass” at scale DLE – when will it have an impact on supply? Lepidolite – how much? how soon? quality? An “essential question” for Chris from Simon Moores The “Dragon Armor” LFP battery Sodium Ion – much ado about nothing? Battery pack size trends The “paradox of green growth” China – where to from here? Does a “green premium” exist? Lithium company valuations Rapid fire