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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
Saturday Sep 10, 2022
Saturday Sep 10, 2022
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.
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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
Saturday Sep 10, 2022
Saturday Sep 10, 2022
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
Wednesday Sep 07, 2022
Wednesday Sep 07, 2022
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
Sunday Sep 04, 2022
Sunday Sep 04, 2022
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
Sunday Jul 24, 2022
Sunday Jul 24, 2022
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
Monday Apr 25, 2022
Monday Apr 25, 2022
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
Thursday Apr 14, 2022
Thursday Apr 14, 2022
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
Monday Feb 21, 2022
Monday Feb 21, 2022
Matt Fernley joins Howard & Rodney again to talk 10-year highs in #nickel price on strong #ElectricVehicle demand and the potential for a further doubling from here. He also discusses his deep dive into the potential pinch points in the LFP #battery supply chain.
Matt published the monthly Battery Metals Review and associated podcast.
Visit
Twitter: @ReviewBattery
https://www.batterymaterialsreview.com
https://batterymaterialsreview.podbea...
Podcast Index
0:00 - 1:04 Introduction
1:05 - 9:20 Matt Fernley - Identifying the pinch points in the LFP supply chain & Livent CEO Paul Graves' comments on LFP
9:21 - 11:58 How high can the nickel price go? Why haven't there been more nickel "unicorns"?
11:59 - 20:18 Sulphide vs Laterite, nickel pig iron to nickel matte and the history of the nickel price since 2000
20:19 - 27:14 Q&A Rodney and Matt - The qualification process and the impact on the supply chain - Are there workarounds to speed up qualification? - Can the nickel price double from here?
27:15 - 31:40 Matt's order of preference for nickel exposure and nickel company valuations
31:41 - 33:14 Capex and complexity of making a nickel concentrate
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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 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.
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
Tuesday Jan 25, 2022
Tuesday Jan 25, 2022
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
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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
Research by Alex Grant, Jade Cove Partners
Minviro
Sunday Jan 23, 2022
Sunday Jan 23, 2022
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?
----- 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