About this episode
Today we're sharing our conversation with YJ Lee, founder of the Arcane Green Metal Fund, fresh off an incredible 165% return in 2025.YJ breaks down the explosive dynamics driving lithium and silver markets, and why we're only at the beginning of a multi-year commodity supercycle. With lithium demand set to grow 33% annually and China dominating the EV supply chain, the West faces tough choices ahead.In this chat, YJ articulates:• Why the lithium bottom in July 2024 was the buying opportunity• His 4.6 million ton lithium demand forecast for 2030 (and why it's conservative)• How Discovery Silver became a 10-bagger in 18 months• Why battery energy storage systems (BESS) will explode to 1.5 TWh by 2030• China's EV penetration hitting 80%+ and what it means globally• The Pilbara Minerals restart strategy and supply dynamicsFollow YJ on:X: https://x.com/usuallyYJLeeLinkedin: https://www.linkedin.com/in/realyjlee/This was recorded on 19.02.2026.…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the ????????????????????????????????????????????????Director’s Special????????????????????????????????????????????????: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Intro & 165% Fund Performance(3:10) Silver's Bull Run in 2025 and What Is Happening in 2026(16:40) Lithium and China's EV Market(28:20) Battery Energy Storage System Explosion(33:50) PLS & Wildcat(44:20) Are Automated Mines Going to Happen in the Future?(46:50) Other Metals Markets…………… PARTNERS ??????????????Exceed Capital?????????????? – Diversify your portfolio with Exceed’s property funds???????????????????????? ??????????SS&C Intralinks?????????????? - Powering deals with unmatched security and efficiency ?????????????????????????????????????????????Sandvik Ground Support?????????????????????????????????????????
