The Ultra Bull Case for Lithium (YJ Lee)

Today we're sharing our conversation with YJ Lee, founder of the Arcane Green Metal Fund, fresh off an incredible 165% return in 2025.

YJ breaks down the explosive dynamics driving lithium and silver markets, and why we're only at the beginning of a multi-year commodity supercycle. With lithium demand set to grow 33% annually and China dominating the EV supply chain, the West faces tough choices ahead.

In this chat, YJ articulates:

• Why the lithium bottom in July 2024 was the buying opportunity

• His 4.6 million ton lithium demand forecast for 2030 (and why it's conservative)

• How Discovery Silver became a 10-bagger in 18 months

• Why battery energy storage systems (BESS) will explode to 1.5 TWh by 2030

• China's EV penetration hitting 80%+ and what it means globally

• The Pilbara Minerals restart strategy and supply dynamics

Follow YJ on:

• X: https://x.com/usuallyYJLee
• Linkedin: https://www.linkedin.com/in/realyjlee/

This was recorded on 19.02.2026.

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TIMESTAMPS  

(0:00) Intro & 165% Fund Performance

(3:10) Silver's Bull Run in 2025 and What Is Happening in 2026

(16:40) Lithium and China's EV Market

(28:20) Battery Energy Storage System Explosion

(33:50) PLS & Wildcat

(44:20) Are Automated Mines Going to Happen in the Future?

(46:50) Other Metals Markets

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