In The Media
YJ Lee, Fund Manager at Arcane Capital Advisors, joins Money of Mine and Rock Stock Channel to share insights on the lithium market, exploring current challenges, long-term demand drivers, and what this inflection point means for investors.
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"YueJer Lee, fund manager at Arcane Capital, believes demand for batteries is being underestimated, as the downturn spurs cheaper prices and faster uptake. Lithium-ion battery pack prices fell 20% in 2024, the largest drop since 2017, according to the IEA"
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- Nikkei Asia
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"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."
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- Stockhead
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"Arcane Capital VCC has launched the Arcane Green Metal Fund in Singapore in May. This fund is the first pure Energy Transition Metals Fund to be domiciled and launched in Singapore."
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- The Edge
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"YueJer (YJ) Lee, director and co-fund manager at Singapore-based Arcane Capital Advisors, says prices are so far into the cost curve that companies are delaying their projects, slashing output and stockpiling production."
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- Stockhead
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