Episode

Episode 229: YJ Lee

Podcast: The Global Lithium Podcast
Published: Feb 21, 2026
Duration seconds: 3629
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Canonical source: https://podcasters.spotify.com/pod/show/globallithium/episodes/Episode-229-YJ-Lee-e3fdevi
Audio: https://anchor.fm/s/e113880/podcast/play/115833266/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-1-21%2F6c4f2294-7c56-780e-ad8d-10f54e9fc810.mp3
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Markdown: /podcast/the-global-lithium-podcast-1191702/episode-229-yj-lee.md

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Summary

YJ Lee is a Director and Fund Manager at Arcane Capital in Singapore. Find him on X @usuallyYJLee Topics: The Backstory YJ's path to lithium The learning process His bullish forecasts EVs, E-trucks & BESS Picking winners Ganfeng & Tianqi turn bullish CATL's diminishing lithium market influence Is another price spike coming? Thacker Pass DLE & the Smackover Eramet Vulcan Nemaska Canadian potential? Rapid fire