Episode Description
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 dynamics
Follow YJ on:
This was recorded on 19.02.2026.
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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
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DISCLAIMER
All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.