Episode 229: YJ Lee Podcast Por  capa

Episode 229: YJ Lee

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YJ Lee is a Director and Fund Manager at Arcane Capital in Singapore. Find him on X @usuallyYJLee

Topics:

The Backstory

YJ's path to lithium

The learning process

His bullish forecasts

EVs, E-trucks & BESS

Picking winners

Ganfeng & Tianqi turn bullish

CATL's diminishing lithium market influence

Is another price spike coming?

Thacker Pass

DLE & the Smackover

Eramet

Vulcan

Nemaska

Canadian potential?

Rapid fire




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