Howard Klein, founder and partner at RK Equity, joins Real Vision managing editor Ed Harrison to provide a strategic update on the battery market and specific lithium stocks such as Albemarle ($ALB), Livent ($LTHM), and Piedmont Lithium ($PLL). Key learnings: Lithium miners offer exposure to the electric vehicle sector but at tremendous discounts to EV manufacturers such as Tesla. Klein is bullish on mined commodities in general, but the inherent inelasticity of lithium makes it especially attractive. Over 80% of the world’s lithium hydroxide supply comes from China, and COVID-19 has brought the issue of supply chain resilience to the fore. Additionally, Klein discusses how lithium hydroxide is a faster-growing market than that for Lithium carbonate. Filmed on November 30, 2020.
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