The lithium cycle has turned. Prices have taken off during 2021 and, as the impact of cleantech’s exponential growth becomes clearer, demand estimates continue to be upgraded, suggesting lithium prices have yet to peak.
Yet getting exposure to this expected price uplift via equities is not simple. The smart money is in studying each lithium company in detail – navigating a multidimensional minefield of rapidly evolving battery tech, greenhouse emissions, waste management, questionable impacts of water extraction and the integration of the up- and downstream, as well as security of supply and startups that make big claims about the future, but have uncertain horizons with early-stage technologies.
Lepidico exists largely outside this complex landscape. In this short interview CEO Joe Walsh explains why.