Alec Lucas - South America's Lithium Rush: Powering Battery Tech, EVs & Infrastructure

Opto Sessions – Invest in the Next Big Idea

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Today, we have the pleasure of welcoming Alec Lucas, Research Analyst at Global X ETFs, to the show.

In this episode, we discuss the pressing megatrend of climate change and the importance of clean tech in meeting global climate goals. Alec sheds light on South America's lithium rush and how it's catering to a growing demand for battery technology and electric vehicles. Alec walks us through the lithium production value chain, highlighting key players such as SQM and Albemarle and their ongoing negotiations with the Chilean government, revealing why Argentina and Brazil could be 'the quicker growing components' of the South American lithium market. To conclude, Alec delves into global efforts to drive investment in infrastructure, highlighting the significance of the Inflation Reduction Act (IRA) before analysing the impact of reshoring in the US.
Prior to joining Global X, Alec interned as an equity research analyst at Nicusa Investment Advisors. He has a Masters in sustainability management from the Colombia University School of Professional Studies, and earned his Bachelor’s Degree in finance and value investing from Fordham University in New York. Enjoy!
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