Скачать или смотреть Kaiser Watch June 16, 2022: Is Goldman Sachs bearish about lithium?

KW June 16, 2022: Reflections on PDAC 2022, why resource sector will flourish despite interest rate hikes, and a discussion about the basis for Goldman Sach's short term bearishness toward lithium, and how easy it will be for GS to change its mind given how strongly bullish it is long term for lithium, and why Lithium Mania 2.0, focused on eastern Canada's pegmatite based lithium supply potential, will unfold even as lithium carbonate prices retreat.

0:00 - What was the PDAC conference in Toronto like?

13:38 - The recent market sell-off was triggered by last week's inflation report which showed that the consumer price index rose from 8.3% to 8.6% rather than dropping. We have now seen a 0.75 point rate hike by the Federal Reserve. How high will rates need to go before inflation declines?

25:40 - Goldman Sachs published a Battery Metals Watch report in late May which declared the "end of the beginning" for the battery metals boom. The report says lithium will end up over-supplied between now and 2025. What does that mean for your prediction of Lithium Mania 2.0?