Lithium is The TRUE Bottleneck for Electric Vehicles | Macro Talk Ep 3

Talking with the CEOs of Portofino & Usha Resources about Lithium! Welcome to the third episode of Macro Talk, the battery commodity’s series where we discuss all things macro-economics! Today’s topic: Lithium.

00:00 – Intro
00:31 – Lithium’s Demand Equation
02:05 – Historical Comparison
04:02 – The TRUE Bottleneck in EVs
07:09 – David: Governmental Support is NOT Enough
10:23 – Mckinsey: Massive Undersupply in Lithium
12:39 – Mine to Battery, Explained
15:58 – The Trend is YOUR Friend
18:27 – Replacing Lithium
20:48 – Lithium Demand by Sector

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