Episode 202: Year End Wrap with Daniel Jimenez
Dec 21, 2024•1 hr 5 min
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Episode description
Daniel Jimenez and I discuss the following topics based on listener questions:
2024 Surprises
Lithium demand
Trends in EV adoption
PHEVs
BESS growth
The incentive price
The cost curve
Inventory
Rio - Arcadium
Africa's potential
Price
VW - Patriot
Canada
Argentina
Ex China conversion
LFP
The "Trump" impact
Rapid fire
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