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lithium

3 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 17, 2025 by Josh Goldman · across every show →

Everything said about lithium, oldest first

Apr 17, 2025 bullish
Assertion Not checkable as stated
Goldman: High battery penetration requires tenfold increase in lithium production
“To, you know, to get to a high penetration of battery powered devices that we need a tenfold increase in lithium production relative to today.”
Josh Goldman Apr 17, 2025 ▶ 39:53 No Priors Ep. 111 | With KoBold Metals Co-Founder and President Josh Goldman
Apr 17, 2025
Insight
Goldman: Mineral exploration is constrained by information, not metal abundance
“The scarce resource is not lithium or copper metal in the ground. It's actually information. The scarce resource are not the ore deposits. And the scarce resource is the information about where the ore deposits are located.”
Josh Goldman Apr 17, 2025 ▶ 8:06 No Priors Ep. 111 | With KoBold Metals Co-Founder and President Josh Goldman
Apr 17, 2025 neutral
Assertion Partly supported
Goldman: Major active hard-rock lithium deposits were discovered targeting tantalum
“You know, the big lithium deposits in production today, at least the hard rock lithium deposits were found like people looking for tantalum, for capacitors, for the electronics industry, you know, in the 19 eighties.”
Josh Goldman Apr 17, 2025 ▶ 27:53 No Priors Ep. 111 | With KoBold Metals Co-Founder and President Josh Goldman
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