Episode

Episode 217: The End of Lithium Winter - Part 2

Podcast
The Global Lithium Podcast
Published
Aug 21, 2025
Duration seconds
1232
Processing state
not_requested
Canonical source
https://podcasters.spotify.com/pod/show/globallithium/episodes/Episode-217-The-End-of-Lithium-Winter---Part-2-e374kja
Audio
https://anchor.fm/s/e113880/podcast/play/107155498/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-7-21%2F1a64db69-2a5b-d105-b803-c0fc2d277082.mp3
JSON
/v1/public/podcasts/the-global-lithium-podcast-1191702/episodes/episode-217-the-end-of-lithium-winter-part-2
Markdown
/podcast/the-global-lithium-podcast-1191702/episode-217-the-end-of-lithium-winter-part-2.md

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Summary

I provide additional perspective of why I believe the "lithium winter" is over. Chinese anti-involution measures are a contributing factor, as is continued strong demand growth and less lithium feedstock and chemical inventory in China than many people think.