# Episode 229: YJ Lee

Page: https://stenobird.com/podcast/the-global-lithium-podcast-1191702/episode-229-yj-lee
Text version: https://stenobird.com/podcast/the-global-lithium-podcast-1191702/episode-229-yj-lee.md
Podcast: [The Global Lithium Podcast](https://stenobird.com/podcast/the-global-lithium-podcast-1191702)
Published: 2026-02-21T15:55:56+00:00
Episode link: https://podcasters.spotify.com/pod/show/globallithium/episodes/Episode-229-YJ-Lee-e3fdevi
Audio file: https://anchor.fm/s/e113880/podcast/play/115833266/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-1-21%2F6c4f2294-7c56-780e-ad8d-10f54e9fc810.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-global-lithium-podcast-1191702/episodes/episode-229-yj-lee
Duration seconds: 3629

## Resource

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

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-global-lithium-podcast-1191702/episodes/episode-229-yj-lee/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/the-global-lithium-podcast-1191702/episode-229-yj-lee.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.