• Episode 202: Year End Wrap with Daniel Jimenez

  • Dec 21 2024
  • Length: 1 hr and 5 mins
  • Podcast

Episode 202: Year End Wrap with Daniel Jimenez

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  • Summary

  • 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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