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lithium

3 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Feb 3, 2018 by Frank Chen · across every show →

Everything said about lithium, oldest first

Feb 3, 2018
Assertion Supported
Chen: Cobalt, not lithium, is the scarcest EV battery raw material
“It turns out that if we use the existing battery chemistries, which is a lithium ion battery, the most scarce raw material is not going to be lithium itself, but cobalt.”
Frank Chen Feb 3, 2018 ▶ 9:09 The Autonomy Ecosystem: Energy (4 of 8)
Jul 23, 2025 bullish
Disclosure
Caldwell: Mariana Minerals is targeting lithium at cycle lows
“Lithium is like exactly in this position right now. And that's why we're focused on lithium.”
Turner Caldwell Jul 23, 2025 ▶ 47:10 The U.S. Can’t Build AI Without These Materials
Jul 23, 2025 bullish
Prediction Not checkable as stated
Caldwell: Global lithium production capacity must 4x within 10 years
“Lithium, you know, needs to four X in the next, in terms of production capacity in the next 10 years, roughly, in order for the, ah, batteries that we want to build to be built.”
Turner Caldwell Jul 23, 2025 ▶ 44:49 The U.S. Can’t Build AI Without These Materials
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