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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 May 30, 2019
Thursday May 30, 2019
As the Benchmark Minerals' highly successful North American World Tour through Washington DC, to New York to Vancouver concluded into May Memorial Day weekends, LithiumIonRocks! Howard Klein and Rodney Hooper take a close look at the major DEMAND drivers underpinning the worlds most important lithium producers forecasting 1 million tons of lithium chemicals by 2025, a tripling in just 6 years.
Mega Battery factories & Mega Cathode factories require Mega Investment in brines, mines & chemical converters ASAP.
Podcast Index by Minutes
0-12:30
LithiumIonBull banter with The Seeker, Rodney Hooper, now on Seeking Alpha. Germany/Europe is the New China. VW - Lithium, The Irreplaceable Element. Secure, Sustainable Hard Rock.
12:30-25
Adam Panayi, Rho Motion: Energy Density & EV Battery Chemistries
25-42
Caspar Rawles, Benchmark Minerals: Hyper NCM Battery Growth = Hydroxide Supply Urgency
42-49
Vivas Kumar, Benchmark Minerals interviews by Investing News Network's Priscilla Barerra.
Tuesday May 21, 2019
Tuesday May 21, 2019
Mr. Pegmatite, Mark Calderwood, who literally wrote the book about plain vanilla spodumene hard rock lithium deposits, discusses Alliance Mineral Assets strategic placement with lithium industry stalwart dealmaker Galaxy and joint venture with rapidly growing private China Jianxi Special Electric Motor.
With little fanfare, $A40 (formerly Tawana) has rapidly put into production for only ~USD75M capex the highest quality, premium priced spodumene ramping to 240,000 - 300,000ta SC6, while developing an innovative down stream strategy requiring no capital cost for exposure to hydroxide chemical conversion economics.
Rodney and Howard dive deep with Mark over 30 minutes Q&A before bantering amongst themselves about myriad Mr. Market news; $ALB & $LTHM earnings calls; management changes at LTHM and $LAC; The Lithium-ion Bull Market Scoreboard & Material Girl/Like a Virgin Lithium Developer Checklist; Tianqi & Ganfeng equity rights issue & convertible bond in Hong Kong and Shenzen.
Tuesday May 14, 2019
Tuesday May 14, 2019
Securing America's Future Energy (SAFE) keynote speaker at Benchmark Minerals Washington DC Summit, Robbie Diamond shares his vision since founding this leading 20-person strong non-profit organization 15 years ago with a mission to migrate USA away from its dependence on oil, especially as a transportation fuel. Electric and Autonomous Vehicles have been key to that objective.
USA National Security - in particular the rise and threat of reliance on China across the critical minerals through EV & Energy Storage supply chain - has become an important third leg to Keep America SAFE, alongside climate and decreased oil imports - in building bi-partisan consensus in Washington for a more pro-active response to ensure continued USA leadership of the Commanding Heights in Transportation and Utility industries.
Inspired in part from a call from Jerry Garcia to motivate Dead Heads for the Rainforest, Robbie has inspired LithiumIonRocks! to call out to all Jane and George Battery Packs to go Truckin' with Robbie to Keep America SAFE.
Tuesday May 14, 2019
Tuesday May 14, 2019
Lithium Pioneer James Calaway, founder and ex-Chairman of Argentina/Japan-focused Orocobre and now on a second lithium tour of duty as Chairman of ioneer, a leading American lithium and boron project in Nevada, shares his perspective after a morning keynote speech and day of high-level USA government talks at Benchmark Minerals Washington DC summit "Securing 21st Century US Supply Chains for EVS & Energy Storage."
A serial and accomplished entrepreneur and project developer, Sweet Baby James, Capital Structure Calaway discusses the "un-level playing field" in which US developers compete from a cost of capital perspective, based on the hand-in-glove relationship he sees between industry and government in China, Korea & Japan for the EV/Storage thematic and its implications throughout the entire raw material-to-EV supply chain.
The USA lithium landscape has many potential projects but the opportunity set is quite varied by resource type and therefore risk. James helps frame the opportunity set into four separate buckets and the relative considerations - technical and otherwise - in each bucket.
He also raises some specific policy ideas for where some small government involvement can help level the playing field from a cost-of-capital perspective with America's Asian competitors.
Tuesday May 14, 2019
Tuesday May 14, 2019
ALSO: Ken Brinsden Part 3 + Fast Markets' Martim Facada.
How is the SC6%-to-lithium chemical market similar/different from Fe 62/65%-to-steel industry? Why does it make more sense for SC6 producers to participate in downstream chemical production? What makes lithium "special" and not "commoditized"? Why POSCO? And Korea Inc vs. China?
Tune in to hear Pilbara's Ken Brinsden views on these questions in Part 3 of our interview.
PLUS - Lithium price reporter Martim Facada provides Fast Markets commentary following their recent Shanghai conference and ahead of their flagship Lithium Supply Conference in Santiago Chile June 10-12
And LithiumIonRocks co-host Rodney Hooper shares some of his own new supply and demand analysis which paints a far less pessimistic oversupply picture with a 12-24 month view.
Tuesday May 14, 2019
Tuesday May 14, 2019
What's the outlook for spodumene 6% prices? Conversion capacity in China?
Will Pilgangoora-branded SC6 garner price premium with long-term strategic partners?
In part two of three with Pilbara Minerals' Ken Brinsden, Rodney dives deep into these and operational questions such as Pilgangoora's high quality LOW IRON complement to ultra pure SC6.
Rodney also interviews Piedmont Lithium's CEO Keith Phillips and General Manager Patrick Brindle covering expanded acreage, high grade intercepts, permitting and path to construction decision by year end in North Carolina, USA.
Keith also discusses PLL's unique Nasdaq/ASX stock listing and growth of Jane and George Battery Pack USA investors, increasing average daily trading liquidity on both exchanges.
$PLS $PLL
2Ps in an iPod.
Not Investment Advice. DYOR. Read Disclaimer
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Tuesday May 14, 2019
Tuesday May 14, 2019
You asked, we answered!!
More banter from Rodney & Howard amidst a flurry of news to end Q1 and begin Q2 with a far brighter outlook than looked possible at the start of the year.
To help you navigate through 67 minutes of pure #LithiumIonRocks! bliss, here's an index of what you'll hear:
Minute
0 - 7:30 - Introduction. Thoughts on Ganfeng/LAC
7:30 - 24:30 - Real Vision Talks Lithium Bull. ALB, LTHM, PLL
24:30 -33:30 - Ken Brinsden & the Thrilla in The Pilbara. PLS
33:30 - 39:30 - Rodney Debunks Fuzzy Demand Math @MorganStanley
39:30-41:30 - Developing Brine Projects - NLC, LPI, LAC
41:30-43 - VW & European Lithium Sustainability/Security - SAV, BCN, INF
43-48 - Dissecting Fellow Lithium Bull from Cormark & Canaccord
48-60 - USA Lithium Security of Supply: Hard Rock PLL, INR & the others
60-68 - Volkswagen Verbatim. Battery Arms Race Meet Scramble for Lithium @Benchmarkmin @FT
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Not Investment Advice. DYOR.
Tuesday May 14, 2019
Tuesday May 14, 2019
In this episode, Lithium-ion Rocks! welcomes two esteemed ex-Rockwood Lithium senior executives.
We ask Gerrit Fuelling, who oversaw $200M in lithium sales from Asia, whether $40,000 capital intensity per lithium hydroxide paid by Albemarle for JV with Mineral Resource at Wodgina is the new norm? Are Argentina brines really as low cost as advertised? Where might we see lithium chemical prices in 5, 10 years? Gerrit addresses these more and also shares thoughts on Albemarle, Livent, Ganfeng, SQM and Tianqi assets and M&A growth strategies.
From KKR portfolio company to 4X+ return over the 2005-2015 10-year period, Rockwood Lithium is the source of Albemarle being one of the best positioned specialty chemical lithium producers on the planet. With continued bold bets on lithium will ALB CEO Luke Kissam pull off from the 2015-2025 10-year period similar returns to his ROC predecessor Seifi Gashemi?
Tim McKenna shares tales from 10 years in an important government, investor and public relations role at Rockwood Lithium which included a battle and then partnership with China's Tianqi for the world’s best hard rock lithium mine at Talison/Greenbushes . Tim also share his success with the US Department of Energy during the Obama administration and his views on the current US government perspective about critical battery raw material security of supply.
Tuesday May 14, 2019
Tuesday May 14, 2019
Tuesday May 14, 2019
Tuesday May 14, 2019
Albemarle and SQM have followed Rodney Hooper and Livent’s above consensus Lithium DEMAND expectations - 1MT LCE 2025 is essentially now everyone’s “base case” - while also demonstrating again that these Tier One Oligopolists are struggling mightily to grow production of battery grade chemicals to meet such hyper demand growth.
Howard interviews the leader in lithium pricing intelligence @BenchmarkMin: Andy Miller guides us to which SC6, Carbonate and Hydroxide Price is Right, today, and through 2025. E5 also includes the most relevant lithium industry voices from ALB’s Luke Kissam, SQM’s Ricardo Ramos, Orocobre's Tara Berrie, as well as Morgan Stanley and BMO analysts.
As the mining world moves from sunny Florida to Toronto’s PDAC cold, Rodney and Howard discuss what the Mr. Lithium Market Scoreboard tells us after two healthier months to start the year amidst news flow from Galaxy, Altura, Nemaska, Sigma, Piedmont, Lithium Power, Lithium Americas, ioneer, Standard Lithium and others.
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Not Investment Advice. DYOR. Read Disclaimer.