Rystad Energy's Zou on Lithium Market

The video discusses the crisis in southwestern China affecting the battery metal space, particularly lithium production due to power restrictions. It highlights the impact on EV output and lithium prices, emphasizing the need for supply chain diversification and investment in production facilities. The discussion also covers Sichuan's reliance on hydropower and its role in the lithium supply chain.

What role does the US Inflation Reduction Act play in the localization of the battery supply chain?

What strategies could be implemented to diversify the battery supply chain away from China?

How does Sichuan's reliance on hydropower present risks to its lithium production?