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Green Rush
Listen to Kitco Mining's Green Rush to understand and profit from a once in a century event: the clean energy transition.
Each week host Matt Watson, founder of Precious Metals Commodity Management, will take a deep dive on a metal that will underpin our new electrified world. Green Rush explores the vital role of nickel, copper, lithium, cobalt, silver, platinum group metals, rare earth elements and other metals that power the batteries driving our sustainable future.
Green Rush
Lithium prices are volatile because the market is small - Green Rush's Matt Watson
Ambitious energy transition policies are running into mining constraints, noted Matt Watson, founder of Precious Metals Commodity Management.
This week Matt Watson recorded Green Rush and looked at lithium with guest Chris Williams, an analyst at Adamas Intelligence.
The two discussed 'base case' and 'high case' adoption scenarios and the impact on lithium demand.
The two reviewed historical lithium prices and the factors influencing the recent spike. Water consumption is impacting production. Direct lithium extraction is making in-roads, but the technology still requires significant development. Supply is challenged due to long development times for mining.
