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内容由Joe Lowry提供。所有播客内容（包括剧集、图形和播客描述）均由 Joe Lowry 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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Episode 183: Singapore Sling
Manage episode 410691635 series 2584001
内容由Joe Lowry提供。所有播客内容（包括剧集、图形和播客描述）均由 Joe Lowry 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
This episode is brought to you by Zelandez and Mississippi Lime. It is the audio of a presentation I gave in late March at the Future Facing Commodities Event in Singapore with some additional commentary. The presentation slides can be found at: www.globallithium.net/articles
Topics:
In the beginning there was North Carolina hard rock
Questions you should be asking about the lithium market
Where did 2023 "oversupply" come from?
China battery players influence on lithium price
Increasing capital intensity
The cost curve
Negative sentiment
Demand: all about batteries in 2024
Lithium price: a many splendored thing
Bottom "price" fishing
Supply
"Swing supply"
This cycle vs the last one
Do the work!
150集单集
分享
Manage episode 410691635 series 2584001
内容由Joe Lowry提供。所有播客内容（包括剧集、图形和播客描述）均由 Joe Lowry 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
This episode is brought to you by Zelandez and Mississippi Lime. It is the audio of a presentation I gave in late March at the Future Facing Commodities Event in Singapore with some additional commentary. The presentation slides can be found at: www.globallithium.net/articles
Topics:
In the beginning there was North Carolina hard rock
Questions you should be asking about the lithium market
Where did 2023 "oversupply" come from?
China battery players influence on lithium price
Increasing capital intensity
The cost curve
Negative sentiment
Demand: all about batteries in 2024
Lithium price: a many splendored thing
Bottom "price" fishing
Supply
"Swing supply"
This cycle vs the last one
Do the work!
150集单集
所有剧集
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continue reading
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continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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