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Lithium’s True Inflection Point (YJ Lee)

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Manage episode 501207874 series 3359702
Content provided by Mineral Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mineral Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

With so much unfolding in China across the battery metalsspace, we sat down with YJ Lee at the perfect time.

YJ runs a fund focused on the energy transition and bringsdeep expertise in both metals and battery markets. In this conversation, we dig into China’s policy pivot toward anti-involution and its knock-on effects for lithium and EVs. From there we dive deep into lithium itself – covering the demand and supply outlook, the surge in BESS, why inventories are often misunderstood, and plenty more.

Follow YJ on Twitter: @usuallyYJLee

Recorded 19 August 2025.

TIMESTAMPS

(00:00) Introduction

(02:06) China's Anti-Evolution Policy Impact on Lithium Markets

(04:40) China's Competitive Market Dynamics

(14:20) Licensing in China's Lithium Industry

(20:00) The Growing Demand for EVs

(24:14) Astounding Growth in BESS

(25:17) China's Commercial Battery Economics

(27:37) Solar and Battery Integration

(28:33) LFP Dominance

(29:25) CATL and Sodium-Ion Batteries

(31:36) Lithium Market Dynamics

(40:06) Global EV Adoption Trends

(42:51) Overrated or Underrated: Quick Fire Segment

(45:40) Closing Remarks and Reflections

……………

Join 14k+ subscribers to the ⁠⁠⁠Director’s Special⁠⁠⁠: one daily email with all the news that matters in mining

……………

PARTNERS

Thank you to the mining services businesses that make this content possible:

· ⁠⁠Axis Mineral Services⁠⁠ – Crushing services for all requirements in mining, milling & civil applications | [email protected]

· ⁠⁠⁠Sandvik Ground Support⁠⁠⁠ – The only ground support you’ll ever need

· Africa Down Under – Get your tickets for Australia’s premier African-focused conference, running from Sept 3 – 5

· ⁠⁠Focus by Marketech⁠⁠ – All your mining news and market needs in one powerful platform | ⁠⁠10-day free trial⁠⁠

……………

FOLLOW & CONNECT

• YouTube: ⁠⁠⁠@MoneyofMine⁠⁠⁠

• Twitter / X: ⁠⁠⁠@moneyofminepod⁠⁠⁠

⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Instagram⁠⁠⁠ | ⁠⁠⁠Facebook⁠⁠⁠

• Travis Ricciardo: ⁠⁠⁠@TRAVmoneyofmine⁠⁠⁠⁠

• Jonas Dorling: ⁠⁠⁠@JDmoneyofmine⁠⁠⁠⁠

• Email us Word on the Decline: [email protected]

……………

JOIN THE GROUP CHAT

• Step 1: Join the ⁠⁠⁠MoneyMiners Facebook Group⁠⁠⁠

• Step 2: Request access to the ⁠⁠⁠HOOTEROO chat⁠⁠⁠

……………

DISCLAIMER

All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our ⁠⁠⁠full disclaimer⁠⁠⁠.

  continue reading

488 episodes

Artwork
iconShare
 
Manage episode 501207874 series 3359702
Content provided by Mineral Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mineral Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

With so much unfolding in China across the battery metalsspace, we sat down with YJ Lee at the perfect time.

YJ runs a fund focused on the energy transition and bringsdeep expertise in both metals and battery markets. In this conversation, we dig into China’s policy pivot toward anti-involution and its knock-on effects for lithium and EVs. From there we dive deep into lithium itself – covering the demand and supply outlook, the surge in BESS, why inventories are often misunderstood, and plenty more.

Follow YJ on Twitter: @usuallyYJLee

Recorded 19 August 2025.

TIMESTAMPS

(00:00) Introduction

(02:06) China's Anti-Evolution Policy Impact on Lithium Markets

(04:40) China's Competitive Market Dynamics

(14:20) Licensing in China's Lithium Industry

(20:00) The Growing Demand for EVs

(24:14) Astounding Growth in BESS

(25:17) China's Commercial Battery Economics

(27:37) Solar and Battery Integration

(28:33) LFP Dominance

(29:25) CATL and Sodium-Ion Batteries

(31:36) Lithium Market Dynamics

(40:06) Global EV Adoption Trends

(42:51) Overrated or Underrated: Quick Fire Segment

(45:40) Closing Remarks and Reflections

……………

Join 14k+ subscribers to the ⁠⁠⁠Director’s Special⁠⁠⁠: one daily email with all the news that matters in mining

……………

PARTNERS

Thank you to the mining services businesses that make this content possible:

· ⁠⁠Axis Mineral Services⁠⁠ – Crushing services for all requirements in mining, milling & civil applications | [email protected]

· ⁠⁠⁠Sandvik Ground Support⁠⁠⁠ – The only ground support you’ll ever need

· Africa Down Under – Get your tickets for Australia’s premier African-focused conference, running from Sept 3 – 5

· ⁠⁠Focus by Marketech⁠⁠ – All your mining news and market needs in one powerful platform | ⁠⁠10-day free trial⁠⁠

……………

FOLLOW & CONNECT

• YouTube: ⁠⁠⁠@MoneyofMine⁠⁠⁠

• Twitter / X: ⁠⁠⁠@moneyofminepod⁠⁠⁠

⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Instagram⁠⁠⁠ | ⁠⁠⁠Facebook⁠⁠⁠

• Travis Ricciardo: ⁠⁠⁠@TRAVmoneyofmine⁠⁠⁠⁠

• Jonas Dorling: ⁠⁠⁠@JDmoneyofmine⁠⁠⁠⁠

• Email us Word on the Decline: [email protected]

……………

JOIN THE GROUP CHAT

• Step 1: Join the ⁠⁠⁠MoneyMiners Facebook Group⁠⁠⁠

• Step 2: Request access to the ⁠⁠⁠HOOTEROO chat⁠⁠⁠

……………

DISCLAIMER

All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our ⁠⁠⁠full disclaimer⁠⁠⁠.

  continue reading

488 episodes

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