Multi-decade Runway, Consumer Cracks, and Power Player 7/17/23
The Exchange
00:00
The Economic Impact of the IRA on the Electric Vehicle Industry
Lithium prices went up 8X from 2020 to 2022. They've come down 50%. So we're now up 4X, which is a place where I think they'll stay there for a decade or more. We are seeing signs of maybe over supply of EVs right now,. Lithium price all over the place. What do the next 18 months mean for you in terms of whether that demand starts to slow down and kind of normalize the marketplace?
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