Throughout 2022, the price of lithium skyrocketed as the supply of the key material in EV batteries struggled to keep pace with demand. For the time being, it looks to have plateaued, but Chris Berry — who has been focused on rare earth minerals for the past 12 years — thinks the demand story is still very much intact. The big question is, can supply keep up? In this fascinating interview with Maggie Lake, Berry walks us through the outlook for the lithium market so you can come up with your own investment thesis. Then, Real Vision analyst Eliot Wilkinson delves into ideas on how to play the space. Recorded on February 9, 2023.