Where mining meets financial markets. We break down the news that matters to investors and industry, without the fluff. Hosted by Jonas Dorling and Travis Ricciardo.
Where mining meets financial markets. We break down the news that matters to investors and industry, without the fluff. Hosted by Jonas Dorling and Travis Ricciardo.
With so much unfolding in China across the battery metalsspace, we sat down with YJ Lee at the perfect time.
YJ runs a fund focused on the energy transition and bringsdeep expertise in both metals and battery markets. In this conversation, we dig into China’s policy pivot toward anti-involution and its knock-on effects for lithium and EVs. From there we dive deep into lithium itself – covering the demand and supply outlook, the surge in BESS, why inventories are often misunderstood, and plenty more.
Follow YJ on Twitter: @usuallyYJLee
Recorded 19 August 2025.
TIMESTAMPS
(00:00) Introduction
(02:06) China's Anti-Evolution Policy Impact on Lithium Markets
(04:40) China's Competitive Market Dynamics
(14:20) Licensing in China's Lithium Industry
(20:00) The Growing Demand for EVs
(24:14) Astounding Growth in BESS
(25:17) China's Commercial Battery Economics
(27:37) Solar and Battery Integration
(28:33) LFP Dominance
(29:25) CATL and Sodium-Ion Batteries
(31:36) Lithium Market Dynamics
(40:06) Global EV Adoption Trends
(42:51) Overrated or Underrated: Quick Fire Segment
(45:40) Closing Remarks and Reflections
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