In this inaugural podcast for 2023, Howard and Rodney dive deep into the news flow: what's been happening recently with Tesla, M&A activity and (of course) some words on supply, demand and price. 
0:00 - 6:05 Diving into the most recent newsflow.
6:06 - 12:11 Rodney Responds: Will there be a structural deficit? Discussing the demand and price outlook for 2023. 
12:12 - 17:02 Bullish on 2023- what about 2024? Digesting the news. Global Lithium. 
17:03 - 20:14 Potential pay offs: Good drilling, a low-cost Tesla and upstream deals (Ford, GM, Livent, Liontown).
20:15 - 24:14 What will they talk about at Tesla's Investor day!? Nouveau Monde in Graphite.
24:15 - 30:30 Understanding the RK Equity Scoreboard for 2023. Winsome Resources' Skyrocketing Stock. Galan & LPI. 
30:31 - 33:59 Closing words on capital raising, M&A and this year's outlook. 
#Lithium #Tesla #electricvehicles 
Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe to Rock Stock Channel on YouTube to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel
-----
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website www.rkequity.com
Intro and outro audio credit: Jamie Klein

Bang the Drum All Day. 2023 Lithium Equity Outlook

Following E3 Lithium's $27 million award from Canada's Strategic Innovation Fund, Howard Klein and Chris Doornbos discuss what's next for the metals producer. 
Index:
0:00 - 3:37 Introducing E3, Chris Doornbos and their $27 million project. 
3:38 - 10:35 Value creation steps from here? Prospects of a pilot
10:36 - 15:52   How does this inform the PFS, processing & consistency of material. 
15:53 -  18:01 The DPA and working with the defence force/ federal government? 
18:02 - 21:19 Value for shareholders.  
21:20 - 23:27 Imperial partnership
23:28   - 32:42 The infrastructure funding & DLE Lithium Stories. What could we, as equity holders,  expect in the next 12 months? 
32:43 - 35:29 Would large fund raising speed the process along? 
35:30 - 37:12 The reason we're doing this: "Canada's writing cheques" and the E3 Team. 
----
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel
-----
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website www.rkequity.com
Intro and outro audio credit: Jamie Klein

E63: Canada’s DLE Lithium Champion (E3 Lithium)

Rodney Hooper shares takeaways & commentary from his presentations at Benchmark Minerals Week in Los Angeles, 121 Mining Conference in London and following Tesla, Albemarle, Livent and SQM earning results.
#Tesla #Lithium #electricvehicles 
Index:
0:00 - 1:03 Overview: 121 Conference, Benchmark Conference, Rodney's recent report and earnings season from Livent, Albemarle, Tesla and SQM
1:04 - 7:29 ICYMI: 121 and Benchmark Mining Conferences in LA and London
7:30 -  16:39 Addressing Goldman Sachs's negative lithium note/ differences in forecasts
16:40 - 18:10 GS argument for front-loading of supply via subsidies 
18:11 - 20:25 Rodney's recent report on Piedmont
20:26 - 22:55 A look at re-ratings
22:56 - 24:33 Rodney's 121 Presentation and insights from London
24:34 - 27:43 Earnings call discussion: SQM, Livent and Albemarle
27:44 - 31:41 General commentary on EV market growth
31:42 - 35:21 Mineral resources AGM notes
35:22 - 37:55 Elon Musk Software Speculation
37:56 - 39:58 Concluding words
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel
-----
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website www.rkequity.com
Intro and outro audio credit: Jamie Klein

Rodney Hooper on Tour: Benchmark Minerals Week/121 Mining Conference.

In this post-Midterms discussion, Ben Steinberg of Venn Strategies and Howard Klein unpack policy, political happenings, and their implications for the battery metals supply chain. 
Index: 
0:00 -  3:22 Midterm Election context, introduction to Ben Steinberg, Venn Strategies
3:23 - 4:50 The Battery Metals and Technology Coalition 
4:51 - 9:23 Explaining our Grant spreadsheet summary and how this funding is transferred/ Concern about mining (patreon bonus)?
9:24 -  13:29 Could there be funding for mining? 
13:30 - 17:54 Is there movement on grant funding for mineral projects? 
17:55 - 22:28 "Carrot before the stick": USTR Tariffs, minerals securities partnership & the state department. 
22:29 - 27:05 The Energy Transition: Captive Supply Chains?
27:06 - 29:19 Grant negotiations 
29:20 - 33:54 Legislation in Canada & the US: Is the playing field level? 
33:55 -  39:03 Biden's Legislation & The potential of projects to fail?
39:04 - 40:21 Could the battery raw metals production/ supply chain be an olive branch to ratchet down overall geopolitical tensions- and facilitate more Chinese-American partnerships?  
40:22 - End SQM and Closing comments
----
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/lithiumionrocks
-----
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website www.rkequity.com
Intro and outro audio credit: Jamie Klein

E62: Biden’s Bullish Congressional Climate

Signed, Seal'd & Delivered. Critical Elements CEO Jean-Sébastien Lavallée discusses what's next now that he's received FINAL PERMITS for the Rose project in Quebec.
#lithium #electricvehicles #tesla 
Index:
0:00-  4:49 Introducing JS and the Rose project.
4:50 - 6:30 Discussing the Rose project economics
6:31 - 7:58 Forecast pricing deck comparison, shifts in Capex.
7:59  - 9:26 Market timing and the ideal offtake partner. 
9:27 - 17:09 Optionality and the feasibility study, the technical grade glass market.
17:10 - 19:30 Obtaining permits and fundraising.
19:31- 21:22 Next steps in the negotiation process?
21:23  - 24:14 Is there any prospect of grant/ soft funding?
24:15  - 29:29 Financing debt and timelines.
29:30 - 32:12 European partners on the horizon ?
32:13 - 35:33 Next steps for mining if something substantial is found?
35:34 - 36:47 Infrastructure near the Rose site.
36:48 - 41:17 Production prospects for 2024. Value for investors?
41:18 - 42:24 Concluding remarks
Consider joining us on Patreon at www.patreon.com/rockstockchannel
Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.
To access our free newsletter, register your email at www.rkequity.com 
Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn. 
-
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.
No payment has been paid in connection with the preparation of  this video and all Rodney’s comments and research are his own independent opinions. Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website www.rkequity.com
Intro and outro audio credit: Jamie Klein

E61: KISS from a Rose. Critical Elements Lithium

INDEX
0:00 - 2:12 Introductions and context. 
2:13 - 4:11  Michael White, Piedmont Lithium CFO, on Exponential Growth and North American Lithium. 
4:12 - 09:51 Christobal Garcia-Huidobro on Lithium Power in Chile: What are people missing? 
09:52 - 15:49 Emily Hersh of Luna Lithium on minerals in America and policy. 
15:50 - 20:49 Erez Ichilov of Traxys Battery Materials on investment strategy. 
20:50 - 29:28 Howard Marguilis of Maxen Capital Advisors on OEMs and intermediating Big Oil's investment in Lithium. DLE Technology. 
29:29 - 40:30 Brine exploration, sustainability and the use of DLE technologies. 
40:31 - 47:00 Hard rock and growth: Piedmont's promising projects.
47:01 - 49:00 Funding projects and re-investment. 
49:01 -  50:38 Questions from the panel: Doing business in Ghana?
50:39 - 55:32 Recruiting technical talent. 
55:33 - 1:07:27 Questions from the audience. 
1:07:28 - 1:08:14 Concluding words. 
Many thanks to the team at Assay and 121 for editing and preparing the centrepiece of this video, as well as for hosting us. 
Please consider joining us on Patreon at www.patreon.com/rockstockchannel
Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.
Please register your email at www.rkequity.com 
Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn. 
-
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.
No payment has been paid in connection with the preparation of  this video and all Rodney’s comments and research are his own independent opinions. Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website www.rkequity.com
Intro and outro audio credit: Jamie Klein

RK Equity Presents: 121 Lithium Panel Discussion

In this address at the 121 Mining Conference, Howard speaks about lithium, its potential, and important trends within this investment space. 
INDEX:
0:00 - 2:52 Introduction and the creation of RK Equity's media. 
2:53 - 4:13 Lithium's Growth Potential
4:14 -  5:54 The Lithium Equity Market: Will it crash? Pricing trends and M&A's.
5:55 - 08:32 The Higher Love Narrative, and Lithium's Bullish Indicators.
08:33 - 10:35 Li Fe is Good. Gold is Old. The return of commodities.
10:36 - 11:50 A Case Study: SQM Aramco
11:51 - 12:43 Spodumene Software.
12:44 - 13:18 Lithium Unicorns
13:19 -  15:43 Are inflation & rising interest rates good or bad for lithium and commodity equities?
15:44 - 16:53 The Declaration of (Lithium) Independence
16:54 - 18:31 Concluding words
Many thanks to the team at Assay and 121 for editing and preparing the centrepiece of this video, as well as for hosting us. 
Please consider joining us on Patreon at www.patreon.com/rockstockchannel
Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.
Please register your email at www.rkequity.com 
Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn. 
-
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.
No payment has been paid in connection with the preparation of  this video and all Rodney’s comments and research are his own independent opinions. Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website www.rkequity.com

RK Equity Presents: Lithium: Bound for Glory

In this interview with Len Kolff, interim CEO of Atlantic Lithium, $ALL is revealed about their recent ASX listing, the progress of their Ewoyaa project in Ghana, and what the future might hold for a re-rating.
 
INDEX
0:00 - 3:32 Setting the scene
3:44 - 8:50  Background to Len Kolff and the Atlantic Story in Ghana
8:51 - 13:03 Where is Atlantic today? Unpacking Atlantic's recent prefeasibility study (PFS) and mine life.
13:04 - 15:08 What is the timeline to production? 
15:09 - 28:15 Explaining the joint venture with Piedmont: How it started and why it's working. 
28:16 - 33:00 Atlantic's ASX Listing. 
33:00 -  34:47 Concluding words.

E60: $ALL About Re-Rating | Len Kolff

Peter Hannah of Fastmarkets discusses his insightful new 3-part article covering:
How is spodumene priced? 
How should spodumene be priced?
Why should you care how spodumene is priced?
Join us on Patreon to access this interview's exclusive extended cut: https://www.patreon.com/rockstockchannel
INDEX
00:00 - 04:49 Introducing Peter Hannah, a bit of background, and takeaways from the Barcelona Fastmarkets Conference. 
04:50 - 10:28 Debriefing SGX's carbonate contract and the evolution of price indexes/ derivative contracts. 
10:29 - 13:31 Spodumene, and how might Albemarle's pricing affect their mining contracts?  
13:32 - 16: 25 "Can spodumene create its own market and price for itself, and be the driver for hydroxide prices?"
16:26 - 18:42 Discussing Peter's 3-part series on spodumene pricing: Funding projects and financial instruments. 
18:43 - 22:14  Green Aluminium and sustainability: Will there be a green premium for lithium? And a word on security of supply and European policy. 
22:15 - 28:33 Will speculation cause volatility in pricing for carbonate contracts? IORs, spot price indexes and banks: Will they play in the spodumene market?
28:34 - 30:16 A unit trust for lithium? Commenting on Sprott's recent development.
30:17 - 33:02 Why should people care about lithium pricing? Midstream potential projects. 
33:03 - 38:44 Chris Ellison, the lithium deficit and spodumene pricing mechanisms. 
38:45- 40:22 Concluding remarks. 
Please consider joining us on Patreon at www.patreon.com/rockstockchannel
Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.
Please register your email at www.rkequity.com 
Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn. 
-
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.
No payment has been paid in connection with the preparation of  this video and all Rodney’s comments and research are his own independent opinions. Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website www.rkequity.com
Intro and outro audio credit: Jamie Klein

E59: The Price is Right - Spodumene Pricing w/ Peter Hannah

Corporate activity is the focus of this final segment of Global Lithium-ion Rocks. Joe Lowry talks with Rodney Hooper and Howard Klein about high prices for some lithium developers, recent off-take agreements, and new entrants to the industry, while speculating on which major and minor producers might get acquired. 
#Lithium #Tesla #electricvehicles 
Index:
00:00 -  03:09 What acquisition deals have been in action recently? Did Ganfeng overpay for Lithea?   
03:10 - 08:47 Thoughts on the spot pricing of spodumene by Mineral Resources vs Albemarle's long-term hydroxide contracts.
08:48 - 12:33 MinRes and Ganfeng's offtake restructuring: How does it work? + A few words on pricing.
12:34 - 17:48 Joe's global viewpoint on Lithium and the hydroxide market. 
17:49 - 22:48 Producers buying producers: Who might buy Livent/ Pilbara/ Allkem? Oulooks on potential acquisitions.  
22:49 - 25:43 Glencore to buy Pilbara? And the future of Lithium investments. 
25:44 - 28:59 What role will Japan and Korea be in resource investing/ serving the global supply chain?  
29:00 -  33:42 OEMs and off-takes: What's the likely outcome for projects with uncommitted partners?
33:43- 37:00 Big Oil's investments in the battery space. 
37:01 - 41:57 Multi-project Juniors: Which projects will generate more cash flow?  
41:58 - "Where is the best bang for your buck if you were to invest in the sector right now, ?"
Please consider joining us on Patreon at www.patreon.com/rockstockchannel
Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.
Please register your email at www.rkequity.com 
Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn. 
---
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.
Welcome to Rock Stock Channel: a series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.
No payment has been paid in connection with the preparation of  this video and all Rodney’s comments and research are his own independent opinions. Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website www.rkequity.com
Intro and outro audio credit: Jamie Klein

E58: Global Lithium-ion Rocks! Part Three - Takeover & Off-taker SPECULATION

In Part Two of our collaboration with Mr. Lithium Joe Lowry, Global Lithium and Lithium Ion Rocks discuss #Lithium geopolitics: secure, sustainable supply chain. 
Keep an eye out for part 3, where we take a close look at corporate activity: M&A's, offtakes, incumbents and developers. 
#Tesla #electricvehicles 
Index
00:00 - 08:20 Thoughts  on the inflation reduction act: Will it level the playing field? Can the USA be self-sufficient?
08:21 - 14:11 Is there a risk of demand destruction based on the high prices forecast? 
14:12 - 18:05 China, Tesla and the raw materials shortage: a rounding error?
18:05 - 22:21 Shipping spodumene.
22:22 - 23:57 What's a short term and medium term solution to have conversion? 
23:58 - 27:37 South American brine to hydroxide refining. 
27:38 - end Thoughts on SQM's investor day.
Please join us on Patreon at www.patreon.com/lithiumionrocks
Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.
Please register your email at www.rkequity.com 
Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn. 
-----
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.
No payment has been paid in connection with the preparation of  this video and all Rodney’s comments and research are his own independent opinions. Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website www.rkequity.com
Intro and outro audio credit: Jamie Klein

E58: Global Lithium-ion Rocks! Part Two - Geopolitics

In this first episode of our much-awaited 3 part collaboration with Mr Lithium, Joe Lowry,  Global Lithium and Lithium Ion Rocks come together to discuss supply, demand and price for spodumene, carbonate and hydroxide. 
Keep an eye out for part 2, which covers geopolitics, industrial policy and
supply security, as well as part 3, where we take a close look at
corporate activity: M&A's, offtakes, incumbents and developers. 
Index
00:00- 03:15 Introducing the Global Lithium Ion Rocks Partnership
03:15 - 07:56 Friendly banter
07:56 - 08:19 Overview of conversation topics
08:19 - 18:10 Supply, Demand and Price: What's the difference between your forecasting?
18:10 - 22:04 Chris Ellision, Spodumene supply and the performance of Mt. Marion
22:04 - 25:39 What does Joe think the average spoudemene prices will be in 2024? SQM vs Albemarle. 
25:39 - 30:05 Is the market pricing in long-term forecasts? Sigma, Core, NAL, uncontracted tons and demand. 
30:05 -  35:29 Financing in the Lithium space, pricing spodumene, hydroxide: 
How much spodumene is currently converted, and how will this % shift?
35:30 - end In future, could spodumene price decouple from hydroxide?
Please consider joining us on Patreon at www.patreon.com/rockstockchannel
Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.
Please register your email at www.rkequity.com 
Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn. 
-----
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.
No payment has been paid in connection with the preparation of  this video and all Rodney’s comments and research are his own independent opinions. Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website www.rkequity.com
Intro and outro audio credit: Jamie Klein

E58: Global Lithium-ion Rocks! Part One

How does a team from Sayona and Piedmont work together to revive a North America Lithium mine? Patrick Brindle shares insight into the road so far, the journey ahead and what can be expected from their Quebec-based North America Lithium Money Printer.
Index:
0:00 - 4:15 Introducing Patrick Brindle and background to Piedmont.
4:15 - 7:00 What happens after raising capital for the Carolina plant?
7:00 - 10:47 Expected production timeframes. 
10:47 - 11:13 Updates on plant progress?
11:13 - 19:05 How the Sayona/ Piedmont joint venture works, and decision-making regarding carbonate production.
19:05 - 23:54 Does carbonate make sense? Commitments to Canadian government. 
23:54 - 36:20 The equity dilution perspective, demand strengthening and local OEMs.
36:20 - end Conclusions and closing.
Please join us on Patreon at www.patreon.com/lithiumionrocks
Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.
Please register your email at www.rkequity.com 
Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn. 
-----
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.
No payment has been paid in connection with the preparation of  this video and all Rodney’s comments and research are his own independent opinions. Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website www.rkequity.com
Intro and outro audio credit: Jamie Klein

Reviving North America’s Lithium

Is #ElonMusk listening to fellow billionaires Robert Friedland, Jim Litinsky and Chris Ellison who print money mining & refining rock? Is a Teslandia world part of Master Plan 3? Is one or more spodumene, nickel or graphite projects in Elon's sights?
#Lithium #nickel #graphite #rareearths 🐂
0:00 - 2:05 Introduction
2:06 - 4:52 Howard provides background on the clean energy investment sector and recent large investments made by major strategic investors
4:53 - 14:56 Video footage of Robert Friedland, James Litinsky and Chris Ellison discussing the battery and magnet supply chain for EVs and the difficulties that downstream customers will face as shortages loom
14:57 - 25:30 Howard discusses the downfall of speculative SPACs and how mining companies are well positioned from "refining billions". Companies mentioned include Nouveau Monde, Talon, Sigma, Mineral Resources, Piedmont Lithium, Sayona Mining, Winsome Resources, European Metals Holdings, Critical Elements and Frontier Lithium
25:31 - End

Refining BILLIONS $$$

Pilbara's new Managing Director Dale Henderson discusses record cash generation, path to 1M ton spoduemene production, POSCO hydroxide JV, Calix midstream R&D project as well as broader market (supply, demand and price) and corporate strategy (M&A vs. dividends/buybacks)
#Lithium #Tesla #electricvehicles 
Video Index
0:00 - 1:25 Introduction
1:26 - 11:15 Q&A with Rodney - There's lots of cash sitting in the treasury, is this earmarked for spending, or will Pilbara become a dividend paying company? Historically selling spodumene to China was the only game in town; in your mind, is that changing? Pilbara is partnering with Calix in the midstream space - is this venture something that could become a meaningful line item for the company? What are the products available from this stream, and what are the benefits of going this route? The current difficulties around securing labour in WA - is that a short-term issue that will resolve itself over time? The BMX auction platform has been a huge success - will Pilbara expand sales volumes using this method?
11:16 - 22:25 Q&A with Howard - How much "free" tonnage does Pilbara have to sell on the BMX auction platform? What strategy maximizes value for shareholders? When you think of your relationship with Posco, do you look at the operating margin in a similar way that Mineral Resources does with its arrangement with Ganfeng? 
22:26 - 24:57 Q&A with Rodney - It looks as if spodumene concentrate grades are drifting downwards closer to 5.5%, is that the new 6% or will grades climb upward in the future? The only way RK Equity sees prices falling is if undisciplined tonnage comes online. Do you see any risk of that happening?
24:58 - Q&A with Howard - How does Pilbara view potential M&A? Have you thought about shipping ore from WA to Europe or the USA? Pilbara's thoughts on long-term prices and reflections on the markets. Is there a takeover risk?
37:20 - End
Please join us on Patreon at www.patreon.com/lithiumionrocks
Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.
Please register your email at www.rkequity.com 
Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn. 
-----
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.
No payment has been paid in connection with the preparation of  this video and all Rodney’s comments and research are his own independent opinions. Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your ow

E56: Spodumene Software. Pilbara’s Dale Henderson

USA government has turbo-charged the already strong tailwind behind the EV Battery investment thematic. Big money is coming to battery metals projects in the USA & those of its "friends" like Canada and Australia
#Tesla #inflationreductionact #electricvehicles 
Video Index
0:00 - 1:24 Introduction - John Miller (Cowen)
1:25 - 6:34 Recent legislation impacting climate change and critical minerals - the disconnect between the high level will for change and the on-the-ground resistance to mining
6:35 - 14:03 DOE Loans project office - what companies have applied and the increase in its balance sheet. The tax credit (48C) is effectively a 30% investment tax credit to build a new processing facility capped at $10B 45X - advance manufacturing production credit (10% of the production cost) with no cap.
14:04 - 20:08 The changes from the previously proposed legislation to the current legislated IRA - what is the legislation trying to achieve, and who does it benefit?
20:09 - 27:31 What is a foreign entity of concern? Does the blanket exclusion of these entities impact any existing lithium incumbents? What of countries that don't fall into the free trade agreement definition but are not foreign entities of concern?
27:32 - 30:44 What of the incentive for heavy-duty trucks? They represent 5% of the fleet stock but 25% of transportation emissions - Commercial clean vehicle credit of 30% up to $40k - Tesla Semi to benefit?
30:45 - 33:49 Infrastructure permitting reform - how meaningful are the implications?
33:50 - End
Please join us on Patreon at www.patreon.com/lithiumionrocks
Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.
Please register your email at www.rkequity.com 
Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn. 
-----
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.
No payment has been paid in connection with the preparation of  this video and all Rodney’s comments and research are his own independent opinions. Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website www.rkequity.com
Intro and outro audio credit: Jamie Klein

E55: Biden’s Battery Metals Inflation Acts - Cowen’s John Miller

Piedmont Lithium's big week, Mineral Resources annual results lithium commentary, Rodney's updated lithium outlook/price forecasts and more!
#Tesla #lithium #electricvehicles 
Video Index
0:00 - 1:19 Introduction
1:20 - 6:08 Piedmont update - Tennessee hydroxide plant and Belmont office opening - excerpt from Senator Tom Tillis' speech
6:09 - 8:29 Piedmont video of its proposed lithium hydroxide plant in Tennessee
8:30 - 12:59 Lithium market update - Rodney shares his views on company earnings announcements and current market pricing  
13:00 - 17:35 Rodney and Howard discuss Mineral Resources and their market position in both spodumene and chemicals
17:36 - 24:03 What drives prices? Is it the spodumene price or the chemical price? Where to for spodumene production in the coming years? Will there be more M&A?
24:04 - 28:20 What other battery metals stand to gain from EV demand and the IRA in the US?
28:21 - End
Please join us on Patreon at www.patreon.com/lithiumionrocks
Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.
Please register your email at www.rkequity.com 
Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn. 
-----
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.
No payment has been paid in connection with the preparation of  this video and all Rodney’s comments and research are his own independent opinions. Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website www.rkequity.com
Intro and outro audio credit: Jamie Klein

Back to School. Easy Money. Q&A with Rodney & Howard

YES in My Backyard! Four Americans at Luna Lithium, Talon Metals, ioneer and Piedmont Lithium discuss the bi-partisan consensus to on-shore and "friend shore" clean energy battery metal production for climate, sustainability and national security reasons. The national discussion has shifted from "if" we should mine & process locally to "how" and "where," now supported by a "land of plentiful" government support aimed to level the playing field with China. 
#Tesla #battery #ev 
0:00 - 2:20 - Introduction
2:21 - 7:10 Emily Hersh CEO of Luna Lithium outlines her view on the importance of having a US-based battery supply chain 
7:11 -  15:45 Todd Malan VP Government Affairs at Talon Metals discusses in detail the IRA and the Critical Minerals Tax Provisions within the Act and other related provisions that will encourage the development of projects in the US
15:46 - 26:45 James Calaway, Chairman of ioneer, discusses the potential impact of the IRA and the DOE loan program on ioneer's project 
26:46 - 33:20 Austin Devaney VP and Chief Marketing Officer of Piedmont  discusses the IRA's impact on the company and permitting projects in the US
33:21 - 44:15 Emily, Todd and Austin discuss the public perception of mining in the US and the challenges of changing those perceptions and fears
44:16 - 51:15 James Calaway discusses the challenges of developing projects on Federal land in the US 
51:16 - 57:02 - Final commentary from all the participants on the future prospects of a US supply chain with locally produced battery materials 
57:03 - End
Please join us on Patreon at www.patreon.com/lithiumionrocks
Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.
Please register your email at www.rkequity.com 
Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn. 
-----
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.
No payment has been paid in connection with the preparation of  this video and all Rodney’s comments and research are his own independent opinions. Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website www.rkequity.com
Intro and outro audio credit: Jamie Klein

Biden’s Big Money for Battery Metals - Roundtable @Mines & Money 5@5

Simon Moores, CEO of Benchmark Minerals Intelligence joins Rodney & Howard following record conference attendance at GIGA USA in Washington DC to discuss #lithium, nickel, graphite, cobalt, #Tesla, Panasonic and the increased checks being written by US government agencies and big #EV OEMs
Video Index
0:00-2:03 Introduction, including an overview of Benchmark Mineral Intelligence
2:04 - 3:27 Benchmark & Simon's influence in the USA
3:28 - 11:18 USA government assistance for domestic raw battery material supply - how does Simon see this playing out? Which sectors will benefit?
11:19 -14:57 Elon Musk seems to be walking back their lithium production plans while, at the same time, Panasonic is now planning 2TWh of battery cell production - is Tesla outsourcing the raw material challenge to suppliers like Panasonic?
14:58 - 16:24 Panasonic is likely to go with NCA and NCM cathode chemistries - does that make the local supply of local materials - particularly nickel and lithium, a major challenge?
16:25 - 20:36 Benchmark gave 5 key reasons lithium won't be in oversupply as a rebuttal to the Goldman Sachs report - can you elaborate? Howard discusses the market impact of the report on lithium share prices.
20:37 - 21:49 Howard discusses recession fears and the broader market sell-off. The price of lithium chemicals and spodumene concentrate are holding firm.
21:50 - 30:15 How can mid and downstream manufacturers secure upstream supply?
30:16 - 32:37 Rodney asks Simon about the Benchmark's outlook for cathode chemistry market shares in 2030
32:38 - 33:40 Would the US allow CATL to build a gigafactory in the US?
33:41 - 36:23 Are all the battery cell plants planned for the US to date nickel-based cathodes? Should the US be supporting and funding nickel refineries?
36:24 - 40:00 What is Simon's expected average price for carbonate and hydroxide in 2023?
40:00 - End
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Please register your email at www.rkequity.com
Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.
Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/lithiumionrocks
-----
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.
No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered invest

E54: Battery Mineral Intelligence. Benchmark’s Simon Moores

Podcast Index
0:00 - 0:46 Howard's introduction
0:47 - 7:45 Neal describes his background in the mining industry and when Sibanye started assessing the battery metals space
7:46 - 9:45 What is the impact of COVID on the EV thematic and Russia invading Ukraine?
9:46 - 11:02 Are ESG considerations important or is it more about getting the job done?
11:03 - 17:02 Can you give us some insight into what drove Sibanye's investments into Keliber and ioneer?
17:03 - 18:00 Based on Sibanye's objectives surely Canada must rank highly on your list as an investment jurisdiction?
18:01 - 21:02 Is it fair to say lithium and nickel are your preferred battery metals and would you consider downstream exposure?
21:03 - 22:20 Is Sibanye agnostic on the lithium processing flowsheet or do you have a preference for hard rock given the company's background?
22:21 -  23:56 What of Africa? Does Sibanye consider Africa an investment opportunity?
23:57 - 24:50 What revenue/EBITDA spread is Sibanye targeting from its individual sectors, particularly battery metals?
24:51 - 29:29 ioneer - What attracted Sibanye to ioneer and what of the buckwheat permitting issue?
29:30 - 31:16 To what extent is Sibanye assisting ioneer in getting permitted or financed?
31:17 - 33:23 How important was the relationship with James in getting comfortable with partnering with ioneer?
33:24 - 35:26 What happened with the Appian deal?
35:27 - 36:53 How much capital will Sibanye deploy into the battery metals space?
36:54 - 38:40 What's your read on the US making permitting easier?
38:41 - Howard's closing comments

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