In the Media
Yue Jer (YJ) shares his view on the lithium market and the energy transition.
Our founder joins investment podcasts and financial outlets to discuss battery-metal demand, supply-side discipline, and where the next cycle is headed.
Featured Interview
Ignite Investment Summit – Raging Lithium Bull in a China Shop
Apr 2026 · 40 min
More Appearances
Featured Articles
Bloomberg · Aug 2026
- “CATL is likely to remain the largest battery manufacturer for the foreseeable future, and any such market condition will inescapably yield market power to its largest player,” said YJ Lee, fund manager at 8VantEdge Pte Ltd.’s Arcane Green Metal Fund. “But as the lithium market grows, and similarly the GFEX futures market matures with more global institutional players, the price discovery function of the market should improve.”
Mining.com.au · May 2026
- “YJ Lee – [who] runs Singapore’s first green metal fund – explains why copper and silver are entering sustained supply shortfalls, how geopolitical shocks have accelerated the shift away from fossil fuels, and where the next wave of demand for critical minerals will come from.”
- “Arcane Capital forecasts global demand could hit 4.6 million tonnes LCE by 2030, led by EVs, grid storage, and heavy-duty transport”
- “Arcane Capital Advisors director and co-fund manager YueJer (YJ) Lee thinks it could rebound even sooner, and said he is among the (very) short list of people that think the lithium market will turn around as early as Q4 2025.”
- “Arcadium offers Rio Tinto a mix of vital characteristics that is difficult to replicate with other lithium companies,” said YueJer Lee, Singapore-based fund manager [for Arcane Green Metal Fund], which owns shares in Arcadium Lithium. “It may be unwilling to accept any offer below $5 billion, in my mind, given that they can self-fund their expansions through the decade, albeit at a slower pace.”