Amrith Ramkumar
speaker
860 appearances
16 recordings
1 series
first heard May 2018
last heard Sep 2021
Amrith Ramkumar’s voice in public audio — every appearance, attributed to the second.
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Appearances
People have talked a lot about how the price in China, for example, for lithium and even cobalt, another battery metal, they've gone down a lot in China, but globally they seem okay.
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So people are looking at a lot of these conflicting signals.
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100%.
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If you look at the chart, it's pretty striking.
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In late February, when Morgan Stanley started calling for oversupply and said this was the last year that demand would exceed supply, that's really when a lot of this accelerated.
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Some of these oversupply worries were out there, like they usually are for a lot of commodities at this stage in their market development.
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But that was really a catalyst, I think, and a lot of people paid attention to that.
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And there's been a really big debate going on because Morgan Stanley's thesis is basically that SQM, this giant company in Chile that is the largest producer, will really ramp up supply a lot more quickly than people expect.
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And some investors don't think that's possible given some of the logistics and infrastructure and challenges even ramping up supply.
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A lot of this also has to do with turning lithium into battery-grade materials, which are often very specific.
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And so there are a lot of really complicated factors at play.
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And so there are all of these different supply and demand projections.
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So that was Morgan Stanley's, but a lot of other analysts are still kind of bullish.
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And a lot of this, again, comes back to how quickly electric vehicles will be adopted, which is anyone's guess at this point.
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Sure.
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The big ETF is the Global X Battery and Lithium Technology ETF.
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It kind of took off a bit last year.
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It's one of the main ways investors can get access to this commodity because, again, there are no publicly traded futures contracts as the case for other commodities like oil or copper.
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So that's a way a lot of investors kind of bet on it.
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It's down about 20% this year after rising nearly 60% last year.
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