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Lithium prices are volatile because the market is small - Green Rush's Matt Watson

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By Michael McCrae and Matt Watson
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Lithium prices are volatile because the market is small - Green Rush's Matt Watson teaser image

(Kitco News) - Ambitious energy transition policies are running into mining constraints, noted Matt Watson, founder of Precious Metals Commodity Management.

This week Matt Watson recorded Green Rush and looked at lithium with guest Chris Williams, an analyst at Adamas Intelligence.

The two discussed 'base case' and 'high case' adoption scenarios and the impact on lithium demand.

The two reviewed historical lithium prices and the factors influencing the recent spike. Water consumption is impacting production. Direct lithium extraction is making in-roads, but the technology still requires significant development. Supply is challenged due to long development times for mining. 

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Michael McCrae

Michael McCrae is leading Kitco's coverage of the mining sector. McCrae, who has both an MBA and CMA, knows how to build digital media properties. He was co-founder and publisher of MINING.com, an award-winning news site. Before coming to media, McCrae worked in IT and banking. Please reach out: mmccrae@kitco.com or (514) 670-1383. You can also follow him at @michaelmccrae.

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Matt Watson

Matt Watson, Founder and President, Precious Metals Commodity Management LLC

Matt is an Operations executive with over 30 years of international and domestic experience, including various engineering, statistical consulting, and supply chain commodity management positions.

Matt spent the first 15 years of his career teaching and consulting in statistical methods in a wide range of industries. Matt then transitioned to the Hard Disk Drive sector for 17-years, most of that time with Seagate Technology. It was here that Matt managed $540M in platinum and ruthenium positions.

Recently, Matt led Tanaka’s North American R&D and Marketing efforts for Tanaka America Inc. Matt helped lead the deeper penetration of the HDD market PVD targets, micro machined medical components and medial PGM wire product markets, and semiconductor/OLED wet chemistry markets.

Matt is now consulting once again, this time with Precious Metals Commodity Management LLC. This new consulting entity supports clients with precious metals market research, risk management, trading/hedging, and design and process thrifting. Matt is working clients in the hard disk drive sector, mining, connector, PVD target fabrication sectors, and precious metals analysts. Matt has developed extensive three way auto catalyst demand models and forecasts, and is a student of the apparent structural deficits in palladium, rhodium, ruthenium, and iridium.

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Matt WatsonLithiumChris WilliamsGreen Rush

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