Matt Fernley of Battery Materials Review and The Volta Hedge fund shares his analysis pointing toward $5,000 spodumene and $60,000 lithium carbonate prices and why high lithium battery materials prices are likely to significantly constrain EV sales growth.

Podcast Index

0:00 - 2:06 Introduction to Matt Fernley
2:07 - 9: 37 How high can lithium prices go? 
9:38 - 12:30 Constrained and unconstrained EV penetration by 2030
12:31 - 19:01 Do you see the battery makers/OEMs writing checks to fund future battery material supply or will capital markets be the driver?
19:02 - 21:45 OEMs have signed offtake contracts with geothermal companies using DLE extraction - is this a reflection of them acknowledging the need for supply?
21:46 - 23:07 If an OEM asked what is the fastest route to increase battery-grade supply what would your answer be?
23:08 - 23:38 Is tolling spodumene concentrate in China a viable option?
23:40 - 26:59 Could Canada be a meaningful supplier of both spodumene concentrate and lithium chemicals in the future given the quality of resources and access to low GHG hydropower?
27:00 - 29:36 Which companies/stage of development offers the best future returns?

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If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

And please 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 patreon.com/rockstockchannel
-----
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.

Rodney Hooper, Howard Klein and RK Equity have been advisors to Frontier Lithium since 2021 and also have equity interests in Frontier. 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

E49: How High Can Lithium Prices Go? with Matt Fernley

Alex Grant, aka "Prince & the DLE EVolution," joins Howard and Rodney for a long overdue first interview covering North America's substantial and diverse lithium opportunity set.  Discussion covers the potential to create a more secure, sustainable and *scalable* supply chain from the region's unique salar, geothermal and petro-brines and hard rock and sediment assets across Alberta, Arkansas, Utah, California, Nevada, Carolina and eastern Canada. Thoughts include Tesla's differentiated, acid-free approach to unlocking clay deposits.

A number of Alex's writings referenced in the video. See link at the bottom of this video description for all Alex's lithium research as well as his association with leading Life Cycle Assessment company MinViro. Follow Alex on twitter @Alexjadecove


Podcast index

0:00 - 2:13 Introduction, Howard discusses investment and offtake into DLE
2:14  - 4:35 Alex gives an overview of his background & discusses the unique nature of brines
4:36 - 7:32 North American brownfield brine opportunities
7:33 - 9:46 There are a number of DLE technologies, sorption and Ion Exchange are the two main ones, Alex explains the difference between them
9:47 - 12:50 How important is grade and magnesium for brine? Can DLE economically extract the lithium?
12:51 - 16:14 Infrastructure matters - North America as an opportunity
16:15 - 18:20 Realistically what percentage of a resource can you recover using DLE?
18:21 - 20:35 Schlumberger's approach to lithium & how is E3's Leduc reservoir similar to Standard Lithium?
20:36 - 22:07 What are the important characteristics of a DLE brine?
22:08 - 28:46 Minviro and key LCA variables, Alex discusses decarbonization 
28:47 - 29:40 Tesla's lithium strategy

----

If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

And please 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 patreon.com/rockstockchannel
-----
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.

Rodney Hooper, Howard Klein and RK Equity have been advisors to Frontier Lithium since 2021 and also have equity interests in Frontier. 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

Research by Alex Grant, Jade Cove Partners

https://www.jadecove.com/research

Minviro

https://www.minviro.com

E50: North America's Unconventional Lithium Promise - Alex Grant

Stu Crow - Chairman of Lake Resources and a Director of Atlantic Lithium - joins Rodney and Howard to discuss the past, present and exciting future at these two advanced lithium developers in Argentina and Ghana.

#ElectricVehicles #ElonMusk #Tesla

Video Index

0:00 - 0:32 Introduction
0:33 - 3:40 How did Stu get involved in lithium?
3:41 - 9:26 Vince Mascolo, Lake & Atlantic Lithium early days
9:27 - 21:55 Rodney & Stu discuss Atlantic Lithium's valuation, resource size upside, production volume potential, unsolicited bidders & an ASX listing
21:56 - 38:09 Howard & Stu discuss Lake's recent offtake announcements with Hanwa and Ford, the pilot plant being assembled in Argentina and the timing of the DFS/FID
38:10 - End


If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

And please 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

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.

Rodney Hooper, Howard Klein and RK Equity have been advisors to Frontier Lithium since 2021 and also have equity interests in Frontier. 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

E52: A Lake And An Atlantic Ocean Of Lithium

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 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

E54: Battery Mineral Intelligence. Benchmark's Simon Moores

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

Lithium-ion Rocks! - Blue Sky in Green Fields