Bob Brackett
speaker
400 appearances
1 recordings
1 series
first heard Nov 2024
last heard Nov 2024
Bob Brackett’s voice in public audio — every appearance, attributed to the second.
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Appearances
From a
Base of 10-ish percent.
And it's always going to be there.
So it's always going to be part of the mix.
What you're seeing is a customer base that really, really wants it and has deep pockets.
And so if you've got big tech throwing research and development funds, then you can start to say, well, well, maybe it inflects higher.
And maybe small modular reactors come quicker.
And what's the
Yeah, it'd be that sort of tune, right?
But it's never going to be there's no obvious reason it has to be the majority.
So uh on the sell side on Wall Street, there are perma bulls and there's perma bears, and then I'm something of a perma-cycle.
And so my general response is this too shall pass.
And so lithium prices were high two years ago, and I would have said, and we did say, this too shall pass, they are low today, measured in 10 bucks a kilogram, sorts of levels, and this too shall pass.
And we would say, not.
Not returning to that $80 a kilogram from the whipsaw effects of the post-COVID and uh but really think about building back from ten to maybe fifteen dollars a kilogram in the near term towards twenty.
It's not a terribly hard commodity to extract, it's not terribly scarce, and we've terribly overcapitalized it for the next couple of years.
Yeah, so for a period of time, I always want to be a copper bull and I want to be an oil bull.
The two things that undermine the combined thesis are hybrid electric vehicles.
Because hybrids, they're fuel efficient, right?
And they carry very small 15 kilowatt hour batteries.
Showing 201–220 of 400 · page 11 of 20
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