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Kaiser Watch June 16, 2022: Is Goldman Sachs bearish about lithium?

Posted: Jun 16, 2022JK: Kaiser Watch June 16, 2022 with Jim Goddard and John Kaiser
Published: Jun 16, 2022KRO: Kaiser Watch June 16, 2022: Is Goldman Sachs bearish about lithium?
Kaiser Watch is a weekly 15-30 minute audio show produced by KaiserResearch.com with Jim Goddard and John Kaiser discussing the junior resource sector. The show has three parts: the first is a general topic, the second discusses developments involving the KRO Favorites which as of January 1, 2022 are no longer exclusive to KRO members, and the third is a peek inside the members only KRO Bottom-Fish Workshop. KRO is transitioning into a Do-It-Yourself research platform that covers all Canadian and Australian resource listings and which also features a Bottom-Fish Workshop where John Kaiser highlights juniors with solvable "missing pieces". Companies that graduate from the Workshop may become part of the Annual Favorites collection whose profiles and related commentary are unrestricted for non-members. Visit the KRO Favorites Dashboard for quick access to all the unrestricted Favorites related content. KRO is not sponsored or compensated directly or indirectly by public companies. The business model is based solely on membership fees in the form of a USD $450 Annual Individual Membership that at some point will increase substantially to reflect KRO's shift to a research platform. However, when the change happens active members will be grandfathered to renew indefinitely at the current rate provided they maintain a continuous paid membership. Kaiser Watch is available at Kaiser Research YouTube and as a Podcast downloadable from KaiserResearch.com. Each episode will be made available through the publication of a Kaiser Media Watch blog report which will provide links to specific questions and include supplementary graphics. All episodes will be archived at Kaiser Watch.

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Kaiser Watch June 16, 2022: Is Goldman Sachs bearish about lithium?
Jim (0:00:00): What was the PDAC conference in Toronto like?

All Zimtu hands were on deck during PDAC opening day fiasco
Jim (0:11:38): The recent market sell-off was triggered by last week's inflation report which showed that the consumer price index rose from 8.3% to 8.6% rather than dropping. We have now seen a 0.75 point rate hike by the Federal Reserve. How high will rates need to go before inflation declines?

Long Term Chart of US Prime, CPI and Real 1 Yr T-Bill Rate

Comparison of Dow during 1920s and 2010s

Daily Holding Changes of GLD ETF

Will the Hodlrs help the Whales convert their dung into cash?

The China-Russia Axis controls a staggering portion of raw material supply

The champion of democracy controls a fraction of raw material supply
Jim (0:25:40): Goldman Sachs published a Battery Metals Watch report in late May which declared the "end of the beginning" for the battery metals boom. The report says lithium will end up over-supplied between now and 2025. What does that mean for your prediction of Lithium Mania 2.0?

Goldman Sachs expects Chinese supply expansion to tank lithium carbpnate below $10/lb by 2023

Goldman Sachs expects China to expand its supply 5-fold by 2025

Existing Lithium Supply Centers

Eastern Canada has ptoential to emerge as a primary lithium supply center

Canada, missing from the supply chart, is the future supply elephant in the room

Goldman Sachs is very bullish about lithium long term!
Disclosure: JK does not own any of the companies mentioned

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