Скачать или смотреть Lithium’s True Inflection Point (YJ Lee)

With so much unfolding in China across the battery metals space, we sat down with YJ Lee at the perfect time.

YJ runs a fund focused on the energy transition and brings deep expertise in both metals and battery markets. In this conversation we dig into China’s policy pivot toward anti-involution and its knock-on effects for lithium and EVs.

From there we dive deep into lithium itself – covering the demand/supply outlook, the surge in BESS, why inventories are often misunderstood, and plenty more.

Follow YJ on Twitter: https://x.com/usuallyYJLee

Recorded 19 August 2025.


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▶️ CHAPTER TIMESTAMPS

00:00 Introduction
02:06 China's Anti-Evolution Policy Impact on Lithium Markets
04:40 China's Competitive Market Dynamics
14:20 Licensing in China's Lithium Industry
20:00 The Growing Demand for EVs
24:14 Astounding Growth in BESS
25:17 China's Commercial Battery Economics
27:37 Solar and Battery Integration
28:33 LFP Dominance
29:25 CATL and Sodium-Ion Batteries
31:36 Lithium Market Dynamics
40:06 Global EV Adoption Trends
42:51 Overrated or Underrated: Quick Fire Segment
45:40 Closing Remarks and Reflections

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