July saw earnings calls from virtually all major spodumene and chemicals producers Pilbara, Mineral Resources, IGO, Allkem, AMG, Albemarle and Livent which painted a broadly rosy medium and long-term market outlook, justifying their significant capital investments to grow lithium supply. We speak to TD Cowen's David Deckelbaum about this quarter's earnings calls and what lies ahead.
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Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com
Intro and outro audio credit: Jamie Klein