Lithium’s Hard Year with Caspar Rawles

Lithium’s Hard Year with Caspar Rawles

In 2024 the Lithium market saw huge price drops related to oversupply, a slowing EV adoption rate globally, as well as macroeconomic headwinds. Is this a pause or a more structural challenge? What is the long-term demand picture? How does geopolitics fit within that? Does technological change threaten the outlook? And in such a volatile market, why is risk management essential? Our guest is Caspar Rawles, Chief Operating Officer at Benchmark, the Independent Price Reporting Agency for Critical Minerals, including Lithium, which will soon be launching three Lithium futures contracts with the Intercontinental Exchange, ICE. What are those contracts and what do they mean for the sector?

For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

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11 Kesä 202447min

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Special: Enco Insights at 6 months with Bill Read

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200 Episodes with Paul Chapman

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In this episode, to celebrate 200 episodes and a name change, our host Paul Chapman reflects on the podcast, its goals and development and the back catalogue. A body of work, still highly relevant, t...

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Trade finance is the lifeblood of the commodity sector. Liquidity shrank throughout the last decade in the wake of regulatory changes. Now deglobalization and sanctions, environmental pressures and vo...

7 Touko 202441min

Dry Freight, FFAs and Technology with Mads Frank Markussen

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