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The Age of Electricity is creating enormous opportunities in the critical minerals investment thematic. Howard, Rodney and Matt provide in-depth discussions with major developers and analysts covering lithium battery metals, rare earths, and many other specialty commodities.
Episodes
Sunday Aug 13, 2023
Sunday Aug 13, 2023
July saw earnings calls from virtually all major spodumene and chemicals producers Pilbara, Mineral Resources, IGO, Allkem, AMG, Albemarle and Livent which painted a broadly rosy medium and long-term market outlook, justifying their significant capital investments to grow lithium supply. We speak to TD Cowen's David Deckelbaum about this quarter's earnings calls and what lies ahead.
#lithium #Tesla #electricvehicles
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Thank you to our sponsors, Lithium Royalty Corp $LIRC & Zelandez.
https://www.lithiumroyaltycorp.com
https://www.zelandez.com
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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 https://www.rkequity.com
Intro and outro audio credit: Jamie Klein
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