247.8K
Downloads
334
Episodes
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
Wednesday Dec 22, 2021
Wednesday Dec 22, 2021
Emily Hersh - from the other side of the mic - shares her views on #lithium in #Chile post Presidential elections, the state of play in M & #Argentina and the USA in the face of Senator Manchin's "no" to Biden's Build Back Better Act.
Podcast Index
1:27-5:20 Chile election results and what can the lithium industry expect?
5:21-11:17 Will Chilean lithium output fall in the years to come? The impact of export taxes on lithium production in Chile and Argentina
11:18- 19:40 Argentina discussion and the recent M&A activity
19:41 - 26:06 China has an advantage in permitting time and capex relative to ex-China, who will fund ex-China production?
26:07 - 28:09 China dominance long the supply chain - when and how will this change?
28:10 - 37:11 USA policy issues and delays - what is the impact for EVs and lithium? What is Emily up to?
37:11 - End
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH 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 Intro and outro audio credit: Jamie Klein DISCLAIMER RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.
Saturday Dec 18, 2021
Saturday Dec 18, 2021
Author and reporter Steve LeVine join Rodney & Howard to talk the midstream of the EV supply chain, his love of LFP chemistry, and why 2022 will be the year of BATTERY IPOs and SPACs. Discussion also covers strategic sourcing strategies of Tesla, Ford, Volkswagen, GM's rare earth magnet deal with MP Materials and why upstarts with new technologies and processes like Freyr & 24M and Nano One could enable Europe and North America to leapfrog China.
Podcast Index
0:00-1:15 Introduction
1:16-2:22 Steve Levine background
2:23-6:45 2022 year of the battery discussion
6:46-8:19 VW strategy discussion
8:20-10:43 OEM sourcing of lithium and investments
10:44-12:15 Rare earths and GM commitment
12:16-13:23 Ford and Blue Oval
13:24-14:45 LG & SK spin-offs in 2022
14:46-17:18 China vs Rest of World cost of building lithium plants and operating costs
17:19-22:10 LFP’s future
22:11-23:30 Redwood/Rivian/Ford/SK partnerships & recycling
23:31-31:10 24M & Freyr discussion
31:11-34:00 LFP manufacturing ex-China
34:01 End
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
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
Intro and outro audio credit: Jamie Klein
DISCLAIMER
RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.
Monday Nov 01, 2021
Monday Nov 01, 2021
"The EV thematic is magnetic!" But might shortages of North American rare earth supply be a limiting factor to EV demand growth? Ryan Castilloux of Adamas Intelligence shares his thoughts with Rodney Hooper & Howard Klein ahead of their 2-day conference focused exclusively on the North American supply chain for rare earths, lithium, nickel, cobalt and more!
Index
0:00 Introduction
1:11 Adamas overview
4:26 GM/GE collaboration on rare earths
6:16 Battery metals day at the conference
7:26 Are chosen battery chemistries for EVs set in stone or can OEMs change midstream?
8:55 Once you factor in rejected cells (cell yields) do you track the "actual" lithium intensity per kWh?
15:14 Are you seeing any thrifting initiatives to reduce raw material usage in battery cells?
18:06 We've seen COVID-19 play havoc on logistics and supply chains in general, do you see higher inventories as a strategy that's here to stay?
19:14 What is the most important battery trend that the market isn't correctly factoring in currently?
23:38 Rare earth conference speakers. Has the upward move in rare earth prices impacted OEMs motor choices? Where are prices going?
28:39 What are the motor choices available to OEMs and is there flexibility to swap midstream? How will they address shortages?
32:34 Rare earths demand and supply's ability to pivot to the EV market
35:16 End
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
-----
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
Intro and outro audio credit: Jamie Klein
DISCLAIMER
RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.
Monday Nov 01, 2021
Monday Nov 01, 2021
Keith Phillips - aka The BOSS at Piedmont Lithium - interviewed by Rodney Hooper of RK Equity at Mines & Money and Ryan Castilloux after his presentation at Adamas Intelligence North American Critical Minerals Conference October 19-20, 2021
0 - Introduction
0:34 - Keith Phillips updated Piedmont Presentation at Adamas Intelligence conference
13:25 - Thoughts on Tesla using more LFP for some vehicles?
15:00 - How are shareholders protected against an opportunistic take-over bid given the relatively low valuation for Carolina Lithium Project?
17:20 - Would M&A interest come from China or ex-China?
19:11 - Update on Sayona spodumene off-take agreement pricing - $500 (floor) - $900 (ceiling) and timing for first start-up?
21:30 - Is Sayona Quebec going to blend material with North American Lithium? Does Sayona's purchase of Moblan change any plans?
24:25 - Update on Iron Ridge Resources investment/JV?
28:33 - Update/impact on new mining ordinances in North Carolina?
31:00 - Impact on new USA plant announcements (eg, Ford, Redwood) for localized lithium hydroxide demand in North America?
34:35 - Sustainability/ESG attributes of Carolina Lithium - how is land, water and CO2 footprint so low relative to peers?
NOTE: Visit www.adamasintel.com for all presentations from their recent North America Critical Minerals Conference.
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
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
Intro and outro audio credit: Jamie Klein
DISCLAIMER
RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.
Monday Oct 11, 2021
Monday Oct 11, 2021
"Anode Arne" Frandsen, Chairman of NYSE-listed Nouveau Monde Graphite joins Rodney and Howard to discuss the not well understood the other half of lithium-ion battery which is "95% graphite" and "100% imported from China" and the superior sustainability attributes of natural graphite over artificial graphite, and in particular the low to zero carbon footprint of NMG's project in hyrdo-powered Quebec.
"There's not a battery that's gonna get built in any car without an anode. There is not a single anode that can be produced without graphite. It's that simple."
Index:
0 - 1:30: Introduction
1:30 - 4:39 Nemaska update and Becancour discussion
4:39 - 10:04 Nouveau Monde- the company is executing its plan, why the fall in price since March?
10:04 - 13:45 Nouveau Monde’s relative valuation review
13:45 - 17:10 Graphite’s advantages relative to other battery metals - but is solid state a risk?
17:10 - 18:24 There is substantial investment in lithium ion cell plants - why graphite will remain in huge demand
18:24 - 24:35 Financials and earnings potential for Nouveau Monde plus offtake discussion
24:35 - 32:15 Synthetic vs Natural graphite
32:15 - 34:12 Graphite’s carbon footprint and quality considerations
34:12 - 37:15 Potential for government grants and loan funding
37:15 - 38:38 Nouveau Monde’s future milestones
38:38 - 41:58 Howard’s investment overview
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
-----
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
Intro and outro audio credit: Jamie Klein
DISCLAIMER
RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.
Monday Sep 13, 2021
Monday Sep 13, 2021
Ken Brinsden, Managing Director of swing spodumene supplier Pilbara Minerals covers Pilbara's operations, downstream initiatives with a particular focus on spodumene price discovery and transparency from the company's pioneering BMX trading platform. Since Pilbara's astute consolidation and mothballing of its neighbor Altura Mining 9 months ago, lithium chemical and spodumene pricing have tripled resulting in a six-fold increase in PLS shares.
0:00 - 1:28 Introduction
1:29 - 6:12 What was the final Altura purchase price? How is the POSCO JV progressing and Pilbara's broader strategy?
6:13 - 8:53 POSCO technology
8:54 - 9:50 BMX trading platform and where spodumene prices are going
9:51 - 12:50 Contract pricing is lagging spot prices, how do producers reduce price volatility for spodumene concentrate?
12:51 - 15:40 The potential for longer dated futures contracts for spodumene producers
15:41 - 16:55 The benefit of having a clearinghouse for financial stability and what Ken sees as a long-term price for spodumene prices
16:56 - 19:03 Could new instruments such as the BMX platform and futures remove or reduce the risk of trading with China - the dominant buyer
19:04 - 22:00 Is BMX platform for spodumene like iron ore transition to spot pricing in 2010?
22:01 - 25:36 How many tier 1 qualified Chinese converters are there?
25:37 - 27:03 Speculation on spodumene via BMX
27:04 - 29:17 Could Wodgina spoil the party?
29:18 - 32:00 Cost inflation in WA and the impact on cash costs
32:01 - 34:44 Where are the major iron ore players in WA? Why aren't they in lithium?
34:45 - 39:36 Where are the risks to the bull thesis?
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
-----
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
Intro and outro audio credit: Jamie Klein
DISCLAIMER
RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.
Thursday Sep 09, 2021
Thursday Sep 09, 2021
Reg Spencer - Head of Mining research and chief lithium analyst at leading investment bank Canaccord Genuity - joins Rodney and Howard to discuss his most recent half yearly market update in which he brought forward by 3 years his expectation of lithium chemical undersupply.
Video Index:
0:00 – 2:39: Introduction
2:40 – 8:46: Reg’s market overview
8:47 – 10:44: Which of incumbents or end users are responsible for investment given cash flows are still weak?
10:45- 13:13: Risk that lithium prices affect battery cost and EV penetration?
13:14 – 15:03: $20,000/t carbonate and hydroxide? How high can prices go before year end?
15:04 – 17:07: Is there something that can trigger Wodgina starting production?
17:08 – 19:08: Why is it taking so long for Albemarle to buy conversion in China?
19:09 – 21:42: Can a lot of spodumene projects come online in the short to medium term?
21:43 – 23:35: Capital intensity outside of China?
23:36 – 27:07: Canada/North America, Europe?
27:08 – 28:18: Sayona/Piedmont acquisition of NAL
28:19 – 29:43: Lithium in Africa and converting in Europe
29:44 – 31:46: Sustainability and Metso Outotec?
31:47 – 33:50: Non-Tesla OEMs signing MOUs w/ unconventional DLE projects?
33:51 – 37:57: Why don’t more OEMs partner with local projects like Tesla?
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
-----
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
Intro and outro audio credit: Jamie Klein
DISCLAIMER
RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.
Wednesday Sep 01, 2021
Wednesday Sep 01, 2021
Lithium expert and 30-year Albemarle veteran Gerrit Fuelling join Rodney and Howard again for broad-based Q&A on status of lithium markets, pricing, producers and advanced developers.
Video Index:
0:00-1:18 - Introduction
1:19-1:40 - Gerrit introduction
Questions:
1:41-4:05 - Lithium spot prices are moving up, contract prices and earnings are lagging, when will contract prices increase?
4:06 - 6:45 - What contract prices will incumbents receive and is it realistic for juniors to achieve spot prices?
6:46-8:40 - Albemarle targets low 40s (percentage) margins, it's been lower recently, should investors expect a return to the low 40s?
8:41-10:20 - $13-$15/kg isn't sufficient for some producers to make sufficient margins - how this interacts with spodumene prices - Gerrit reaffirms a $17-$18/kg long term price
10:21-13:49 - Gerrit explains the importance of yield at conversion plant
13:50 - 16:30 - Have end-users, particularly OEMs, understood that $17-$18/kg is the required long-term incentive price?
16:31 -17:27 - The impact on price of lower grade resources being brought into production as we shift to the right on the cost curve given strong demand
17:28 - 21:51 - Chinese spodumene converters in operation/construction in 2012 and 2020
21:52 - 23:45 - China currently has approx 75% cathode capacity and that looks to be growing in the future, what will break this stranglehold?
23:46 - 25:20 - Spodumene concentrate is the quickest route to production and the US GWh demand is the fastest growing market - can Canada be the next frontier?
25:21 - 25:50 - Is a DMS-only project advantageous from time to production and permitting?
25:51 - 26:40 - Conversion technology and permitting in Europe
26:41 - 33:00 - Metso Outotec - various companies seem to be choosing this methodology, the importance of tailings removal -
33:01-34:05 - Gerrit's view of the political risk in South America and its impact on lithium supply?
34:06 - 39:26 - The quality of products coming out of South America linked to export taxes and royalties - what does Gerrit think of the company strategies?
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
-----
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
Intro and outro audio credit: Jamie Klein
DISCLAIMER
RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.
Thursday Aug 12, 2021
Thursday Aug 12, 2021
BNEF has been closely following government policy and consumer trends in the shift to a cleaner world. Howard and Rodney interview James Frith about BNEF's latest report and discuss various topics including the future market share of various passenger EV battery chemistries, whether high nickel cathodes can compete on a cost/performance basis long-term and if sodium-ion has merit.
Index:
1:30: Future battery chemistries
5:20: US Biden administration announcement and impact on forecasts
8:25: The case for EVs vs ICE in 2030
10:15: Consumer shift and OEM sales/advertising focus
11:10: Can high nickel achieve a competitive cost/performance position given rising raw material costs?
15:01: How important is carbon footprint? Will LFP be as competitive ex-China? Thoughts on FREYR Battery
19:51: Will sodium ion compete in the future?
----
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
Intro and outro audio credit: Jamie Klein
DISCLAIMER
RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.
Sunday Aug 08, 2021
Sunday Aug 08, 2021
Post TSLA earnings call and ahead of the "Big 3" Lithium producers ALB, SQM and LTHM, Rodney and Howard caught up with Morningstar's Seth Goldstein to talk US-listed lithium stories, strategies, supply/demand, pricing and valuations. We also discuss his views on the potential and his assessed valuation of America's newest lithium development story, Compass Minerals, which published in July a significant 2.4mt LCE lithium resource contained within their operating Great Salt Lake potash operation in Utah.
----
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
Intro and outro audio credit: Jamie Klein
DISCLAIMER
RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.