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
People in this episode
Host: Joe Lowry
Guest: YJ Lee
Topics covered
- lithium market
- electric vehicles
- investment strategies
- market forecasts
- battery energy storage systems
- price trends
Keywords
- lithium
- electric vehicles
- investment
- market trends
- battery storage
- Ganfeng
- Tianqi
- CATL
- Eramet
- Canada
Mentioned in this episode
Organizations: Arcane Capital, Ganfeng, Tianqi, CATL, Eramet, Vulcan, Nemaska
Places: Singapore, Thacker Pass, Smackover, Canada
More episodes of The Global Lithium Podcast
- Episode 236: Jon Evans · June 6, 2026 · 1h 1m
- Episode 235: Thoughts on the Market · May 27, 2026 · 21 min
- Episode 234: Brine Fundamentals · May 4, 2026 · 1h 2m
- Episode 233: Chris Reed · April 12, 2026 · 59 min
- Episode 232: Tu Le · March 26, 2026 · 1h 10m
- Episode 231: Dr. Tom Benson · March 11, 2026 · 1h 4m
Explore listener stats, chart rankings, contacts and more on the The Global Lithium Podcast podcast page.