Gerardo Del Real, Digest Publishing co-founder, discusses the resurgence of the lithium market and what he describes as the early stages of the "Lithium Bull Cycle 3.0." Del Real reflects on past cycles, including the sharp corrections that tested investor conviction, and explains why recent price gains signal a broader structural shift rather than a short-term rebound.

This interview was recorded on April 17, 2026.

0:00 - Intro

2:46 - Entering "Lithium Bull Cycle 3.0"

6:37 - Why did the broader market underestimate the growth of battery energy storage by so much?

8:48 - Will the latest round of capital bolster production growth?

14:22 - Where are lithium opportunities now?

18:40 - Strategic reserves and Project Vault

25:13 - Outro

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