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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
Thursday Nov 23, 2023
Thursday Nov 23, 2023
INDEX:
0:06 - Atlantic Lithium
4:51 - Discussion with RK Equity $300 Patron Steve Driscoll
6:45 - Winsome Resources
#lithium #electricvehicles
_________________________________________________
Thank you to our Patrons for supporting the channel.
Register your email at https://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 https://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 https://www.rkequity.com
Intro and outro audio credit: Jamie Klein
Saturday Nov 18, 2023
Saturday Nov 18, 2023
INDEX:
0:00 - Introduction
0:22 - First Private Equity Fund
4:11 - Evolution of Benchmark
8:17 - Benchmark's Geopolitical Influence and Industry Transformation
13:08 - The Timeline for Achieving US Battery Supply Chain Independence
16:30 - Arnold Schwarzenegger Champions Critical Minerals and Battery Supply Chain on Global Stage
20:47 - China's Imposition of Export Licenses on Graphite Sparks Global Concerns
23:41 - The Potential for AUS Players to Extend Down the Value Chain
27:00 - Lithium Industry Faces Shifting Dynamics: Could The Hunter Become the Hunted Amid Market Valuation Swings?
31:02 - Exxon's Lithium Aspirations: Investment Plans and Challenges of Pricing Mechanisms
36:20 - Challenges in Meeting EV Demand: Unpacking the Gap Between Ambitious Production Numbers and Supply Constraints
39:05 - Biden's Impact on U.S. EV Policy: Potential for Joe Manchin's Presidential Bid
45:47 - Bifurcation in Lithium Pricing: Capital Intensity, Regional Supply Chains and Different Prices in Global Markets
48:27 - Wrap-up
#lithium #Tesla #electricvehicles
_________________________________________________
Thank you to our Patrons for supporting the channel.
Register your email at https://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 https://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 https://www.rkequity.com
Intro and outro audio credit: Jamie Klein
Thursday Nov 16, 2023
Thursday Nov 16, 2023
INDEX:
0:06 - Introduction
0:54 - EV battery supply chain, political polarization in the U.S., departure of Joe Manchin and speculation about Trump's electoral success
8:54 - Speculation on Joe Manchin's political future. Challenges of the two-party system.
12:19 - Consumer-driven nature of the EV market. Potential Republican policy changes impacting EV credits. Republican proposals for modifying the $7,500 individual credit.
17:42 - Potential impact of a Republican administration on permitting reforms, national security, and fossil fuel promotion. What if Trump wins and Congress remains in Democratic hands?
21:13 - Key demand drivers for EVs:$7,500 point-of-sale credit. Income-level and vehicle origin considerations for federal tax credit.
25:05 - Eligibility of Korean and Japanese batteries under free trade agreements. Importance of critical mineral processing in free trade agreement countries.
26:35 - Complexities of mineral processing and value-added criteria for eligibility under the proposed regulations for tax credits.
32:35 - Impact of China's control over graphite and lithium processing on the eligibility for tax credits - potential limitations for Australian spodumene.
34:10 - Potential collaboration between the U.S. and China - IP licensing and technology transfer.
38:10 - LPO and Jigar Shah's role in financing the clean energy transition. Potential impact of different administrations on the LPO. Expectations of increased loan activities.
43:09 - UAW and the potential impact of strikes on traditional automakers. Biden administration's stance on unions. Tesla as a potential target for unionization efforts.
45:02 - Leasing loophole related to the interpretation of a commercial vehicle credit by the current administration.
47:23 - Belief in ESG as a strong investment framework. China's aggressive EV push. US context considering natural resource footprints. Rising gasoline prices. Consumer preferences on EV adoption in 2022.
51:52 - Wrap-up
#lithium #Tesla #electricvehicles
_________________________________________________
Thank you to our Patrons for supporting the channel.
Register your email at https://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 https://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 https://www.rkequity.com
Intro and outro audio credit: Jamie Klein
Monday Nov 06, 2023
Monday Nov 06, 2023
INDEX:
0:00 - Introduction
0:37 - October Lithium Scoreboard, sentiment after jobs report/Powell rate comments
2:00 - Albemarle and Livent results commentary
4:29 - Booming China EV Sales
9:14 - BYD Results & Global EV success
10:15 - What next for Azure? - reading Mineral Resources, Hancock, SQM tea leaves.
14:00 - Mineral Resources, Piedmont & Sayona discussion
18:18 - Sigma drilling results & other Brazil spodumene plays
18:58 - IperionX titanium - $12.7M Dept of Defense grant
20:18 - Talon Metals $115M DOE grant, Albemarle $90M DOD funding for Kings Mountain
21:00 - Toyota supply chain savvy; $8B more for North Carolina battery plant
24:35 - Canada $1.5B Infrastructure Fund; the USA EV adoption slowdown narrative.
25:38 - Lithium price bottoming? Perspective of lithium futures trader/ALB/LTHM.
27:52 - Zimbabwe & other Africa production - threat to ALB/PLS spodumene duopoly?
32:50 - Sir Sam Jonah on Atlantic and Ghana's Lithium future
35:10 - Champion Electric Metals @ IMARC & upcoming Red Cloud, Benchmark, 121 & Deutsche conferences
37:30 - Dichotomy b/w equity valuations & inbound strategic interest in development projects
38:20 - Banks running processes at Global Lithium, Latin Resources, European Metals Holdings
39:19 - Will more OEMs write checks for spodumene in face of Compass Minerals disappointment?
#lithium #Tesla #electricvehicles
_________________________________________________
Thank you to our Patrons for supporting the channel.
Register your email at https://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 https://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 https://www.rkequity.com
Intro and outro audio credit: Jamie Klein
Wednesday Nov 01, 2023
Wednesday Nov 01, 2023
INDEX:
0:00 - Introduction
01:53 - Graphite, nickel, re-cycling news/comments incl Li-Cycle
04:42 - Mineral Resources, Pilbara, Allkem, Core Quarterly Results
07:30 - Key questions on supply/demand. How disciplined will producers be in Q4?
09:44 - China spot & futures - price manipulation/speculation?
14:49 - Chile's pain/Australia's gain: SQM bid for Azure vs. Kidman in 2017
16:50 - Will Gina Rinehart/Hancock thwart SQM as she did ALB?
19:00 - Will Australia's entrepreneurial patriots disrupt spodumene discipline?
21:00 - What's left in Australia to buy? Will we see similar spodumene M&A in Canada/Brazil?
23:30 - Can incumbent western OEMs compete with China OEMs?
27:35 - Headwinds: UAW strike, Tesla price wars cause Ford/GM to slow EV investments
33:48 - Tailwinds: Shell $100M for Tesla superchargers, Cybertruck launch, Semi, energy storage, POS tax credit
38:20 - Sigma new hire vs. M&A process?!
39:00 - Equity trading vs. investing. Is long-term thesis still intact?
40:00 - Bottom fishing exploration plays - Champion, Solis, Stelar, Winsome, Critical Elements
43:40 - Tier 1 Australia, Canada, US, Brazil vs. Africa
44:30 - Atlantic Lithium/Piedmont Lithium's spodumene software license to print money
45:45 - Allkem + Livent, Argentina + Canada = Arcardium; Paul Graves CEO to watch in 2024
49:00 - Few comments on Europe, European Metals Holdings, Vulcan Energy Resources
51:35 - Invite to RK Equity/Patreon proprietary conference calls
#lithium #Tesla #electricvehicles
_________________________________________________
Thank you to our Patrons for supporting the channel.
Register your email at https://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 https://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 https://www.rkequity.com
Intro and outro audio credit: Jamie Klein
Saturday Oct 28, 2023
Saturday Oct 28, 2023
INDEX:
0:00 - Introduction
3:11 - What is the market missing?
6:55 - 38M funding gap
9:47 - Future growth
13:18 - Plans to start drilling
15:23 - Movement of capex?
18:03 - Long-term spod price
21:23 - Increase in Fiscal regime
22:56 - Appointed major bank
27:51 - Nature of offtake partners
29:59 - EPA & SWF opposition?
32:24 - Ghanaian elections
33:06 - Chinese partnership
34:36 - Australian take-over activity
35:21 - Closing
#lithium #Tesla #electricvehicles
_________________________________________________
Thank you to our Patrons for supporting the channel.
Register your email at https://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 https://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 https://www.rkequity.com
Intro and outro audio credit: Jamie Klein
Friday Oct 27, 2023
Friday Oct 27, 2023
INDEX:
0:00 - Introduction
3:57 - Undersupply and Increased prices
7:44 - Wholesale vs. Retail
8:48 - Unexpected production?
13:03 - Future trading
15:23 - Spodumene price
16:49 - Margin splits
20:08 - Lower highs to come?
22:24 - Africa's supply
24:24 - Long-term assumptions
25:14 - Price of 30 enough?
26:15 - MNA: Securing Supply and Price
27:47 - Risk of lithium diversification
29:19 - Lithium sulphate production?
30:08 - Two-tier pricing?
31:12 - Are large OEMs on track?
33:18 - Hybrids and Developing Worlds
35:13 - Will's closing remarks
#lithium #Tesla #electricvehicles
_________________________________________________
Thank you to our Patrons for supporting the channel.
Register your email at https://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.
_________________________________________________
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
Wednesday Oct 18, 2023
Wednesday Oct 18, 2023
INDEX:
0:00 - Liontown news
3:49 - Trading prices
7:44 - Albemarle should look for alternatives
11:24 - Why the asset rush?
17:45 - JP Morgan's bearish forecast
25:42 - Inclusion of Bacanora, Mexico
27:35 - Latent converting capacity
31:53 - Guangzhou Futures
35:18 - Sign of a bottom
40:10 - Low valuation companies
44:16 - Winsome Resources webinar
46:19 - Critical Elements early intercepts
48:05 - Closing remarks
Saturday Sep 30, 2023
Saturday Sep 30, 2023
INDEX:
2:55 - Dale's background
6:22 - Discuss presentation
9:52 - Demo plant
13:19 - Use of 3B AUD
14:49 - View on spod market
20:25 - Conversion capacity
23:03 - Miners margin split
24:29 - Short-term forecast
26:29 - Fortescue
28:12 - Potential partners
32:29 - M&A: Where's Pilbara?
35:52 - M&A: Entry strategy
37:18 - South America considerations?
38:42 - Thoughts on Quebec
40:08 - The bond market
40:33 - Market vs. Strategic evaluations
42:03 - Closing
#lithium #Tesla #electricvehicles
_________________________________________________
Thank you to Zelandez for sponsoring this video.
** Visit Zelandez.com for lithium brine services **
A note about the DLE services advertised: Zelandez helps clients choose wisely what DLE may work for their brine chemistry.
And thank you to our Patrons for supporting the channel.
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 https://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 https://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 https://www.rkequity.com
Intro and outro audio credit: Jamie Klein
Saturday Sep 23, 2023
Saturday Sep 23, 2023
INDEX:
0:00 - Introduction
1:56 - Top 12 in James Bay
3:56 - Jonathan's introduction
7:11 - Scale of project
9:07 - Financial standing
11:47 - Drilling
16:41 - Land position
21:23 - Shareholder base/ASX listing
23:31 - Permitting
27:42 - Other projects
30:20 - Champion's future
33:26 - Closing
#lithium #Tesla #electricvehicles
_________________________________________________
Hear Winsome Resources Managing Director Chris Evans provide the next investor update next Tuesday 13 June @ 8.30am AWST.
Sign up: https://my.demio.com/ref/RgoNzH6oefNm...
_________________________________________________
Re-uploaded due to an editing omission :)
Thank you to Zelandez for sponsoring this video.
** Visit Zelandez.com for lithium brine services **
A note about the DLE services advertised: Zelandez helps clients choose wisely what DLE may work for their brine chemistry.
And thank you to our Patrons for supporting the channel.
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 https://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 https://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 https://www.rkequity.com
Intro and outro audio credit: Jamie Klein