https://www.fool.com/earnings/call-transcripts/2021/08/06/livent-corporation-lthm-q2-2021-earnings-call-tran/
- LTHM的看法比ALB乐观多了，以前他们是非常保守的，我记得，一年或者不到一年前，他们CEO强调没有客户commitment，他们不会开新项目的
- 提高2021 guidance，mid-pt rev，350M to 380M, EBITDA 50M to 62.5M
- The strong pick-up in lithium demand that we saw at the very end of last year has accelerated through the first half of this year, and shows no signs of slowing down
- 最重要的EV消费市场的增长，中欧都很强劲
- 像LTHM这种采矿提炼一体化公司，因为原材料的稳定而吃香
- 隐晦地黑，新项目/greenfield，新矿种和新技术，没有那么容易，会有delay，成本会out of curve
- 暗示未来几个Quarter，会有partnership announcement, We expect this to translate into some exciting new partnership opportunities for Livent over the next few quarters, and it reiterates why it is so important for us to continue to focus on expanding our low-cost, sustainable, global production footprint.
- 近期不需要funding了，要focus on execution
- CEO认为，And so, I don't see solid-state batteries really hitting any kind of commercial scale this decade.
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