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Episode 174: Update from Asia & Beyond
Manage episode 386213844 series 2584001
A solo episode where I discuss my recent trip to Korea & Japan, price & index worries, and offer a lithium history less.
Topics:
Korean worries about the IRA
Japan: the land of the "setting sun"?
How many legacy OEMs survive?
Price - what's next?
Concern about the usefulness of indexes
SQM
ALB
#ChrisGina
Argentina elections
141 episódios
Manage episode 386213844 series 2584001
A solo episode where I discuss my recent trip to Korea & Japan, price & index worries, and offer a lithium history less.
Topics:
Korean worries about the IRA
Japan: the land of the "setting sun"?
How many legacy OEMs survive?
Price - what's next?
Concern about the usefulness of indexes
SQM
ALB
#ChrisGina
Argentina elections
141 episódios
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