Are Grid Queues Distorting Battery Demand Signals?

Project Blue analysts Rob Burrell and Jordan Roberts join Rock Stock Channel (Matt and Ben) for a deep dive into the lithium and battery markets. The discussion covers lithium prices, China EV demand, energy storage growth, spodumene supply, sodium-ion batteries, commercial EVs, drones, robotics, Zimbabwe exports and India’s emerging battery industry.

Follow:LinkedIn (Rob Burrell) - https://www.linkedin.com/in/robert-burrell-phd-196878196/LinkedIn (Jordan Roberts) - https://www.linkedin.com/in/jordan-roberts-68b746114/LinkedIn (Project Blue) - https://www.linkedin.com/company/theprojectblue/Website (Project Blue) - https://projectblue.com/

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Chapters

(00:00) Intro(04:07) Lithium Market Drivers(05:45) Supply Risks Ahead(07:29) China VAT Changes(11:55) China EV Demand(13:43) Energy Storage Growth(15:09) Sodium-Ion Outlook(16:55) Grid Connection Bottlenecks(19:15) Lithium Price Outlook(20:10) Lithium Market Balance(22:07) Concentrate Supply Risks(24:29) EVs vs. Storage(28:24) Commercial Vehicle Demand(31:31) Drones And Defence(34:54) Humanoid Robot Demand(37:56) Lithium Phosphate Growth(41:39) Zimbabwe Export Outlook(43:53) India Battery Market

Links

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Podcast  Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: https://x.com/RodneyHooper13Ben: https://x.com/benjihammond_________________________________________________

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