Episode 229: YJ Lee

Episode 229: YJ Lee

February 21, 2026 · 1h 0m

About this episode

YJ Lee discusses his journey in the lithium market and shares insights on future trends and investment opportunities.

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

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