In the latest episode of Livewire’s Buy Hold Sell, host James Marlay is joined by two battle-hardened commodity experts to run the ruler over one of the most volatile and recently unloved sectors of the market: lithium and battery metals. After a meteoric rise in 2021 and 2022, lithium prices have taken a sharp turn, falling significantly over the past year. This pullback has left many investors questioning whether the sector's structural tailwinds—such as electrification and the global energy transition—are still intact. Joining the conversation are Ben Richards of Seneca Financial Solutions and Daniel Sullivan from Janus Henderson Investors, who share their insights on where value is emerging and what to steer clear of. They delve into the recent price weakness, explore how far valuations have reset, and debate which companies and commodities are best positioned for a rebound. Whether you're already exposed or just lithium-curious, this episode is essential viewing for anyone trying to navigate the next phase of the commodity cycle. Please note this video was filmed on 9 April 2025.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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