This is a conversation with a world-leading expert on the lithium market—not just mining or exploration, but the lithium market. Given that metal’s spectacular rise in recent years and gargantuan correction of the last few months, that’s exactly what independent speculators have questions about now.
I asked Jimenez about some of the questions raised in our free lithium report, and more, including:
- The likely balance of supply and demand in the near- to mid-term.
- The impact of a recession on EV sales and hence lithium demand in the next year or two.
- The impact of new technologies like direct lithium extraction (DLE) on supply.
- Chile’s new “nationalization” of lithium.
- Argentina’s new lithium projects’ chances of delivering as expected.
- Whether we should (ever?) expect Bolivia to become a producer.
- China’s emerging role as a producer.
- Whether he thinks the correction is done and now is a good time to buy lithium stocks.
I learned several new things in this interview. Jimenez’s idea of what the real bottleneck in lithium mining—and hence where to focus our due diligence—was a surprise to me.
I hope you find this conversation as valuable as I did.
But as always…
Caveat emptor,
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