E90: Lithium’s Leap Year. w/ Matt Fernley
ฝัง
- เผยแพร่เมื่อ 3 มี.ค. 2024
- INDEX:
01:03 - Lithium Price Projections: How High Could They Go?
06:13 - Supply Chain Understanding: Why Were Forecasts Off?
09:28 - Evaluating Lithium Supply: Impact of China's Investments?
14:37 - Factors Affecting Lepidolite Production in China?
22:02 - Market Trends: Role of Chinese Future Prices
24:17 - Global EV Market: Bold Growth Prediction
30:46 - Market Recovery Shapes: Debating Lithium Prices
33:23 - Investing in Lithium Industry: Where to Look?
41:09 - China's Economic Narrative Beyond EVs Explored
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Links 🌍
Lithium Royalty Corp: lithiumroyaltycorp.com/home/d...
RK Equity Website: rkequity.com/
Patreon: / rockstockchannel
Podcast:
Apple Podcast: podcasts.apple.com/us/podcast...
Spotify: open.spotify.com/show/0KiMIZO...
X (Twitter):
Howard: / lithiumionbull
Rodney: / rodneyhooper13
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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 www.rkequity.com
Intro and outro audio credit: Jamie Klein - ยานยนต์และพาหนะ
Guest speaker suggestion: Jonathan Evans.
great suggestion. Will reach out to him.
Great idea.
Would be interesting to see like for like AISC of all lithium producers (current and near term). As Matt mentioned, a lot of Chinese producers don't include waste management charges in their AISC which gives a misleading picture.
yep
Hey Rodney, regards to your piece in Battery Materials Review. If a lot of Chinese supply represents the spot price would this then create a higher price environment as a large amount of Chinese supply is coming from Africa & local lepidolite mines? Would It be right in saying that Chinese supply has the most influence on spot pricing & Guangzhou futures?
Another great video - thank you. A follow up interview with Trevor Walker of Frontier would be fantastic about the JV with Mitsubishi 😊💪🔋
Working on it
BESS is currently devoted to LFP, as this ramps up, likely to shift to sodium ion. What the lithium market needs is a breakthrough in EV battery chemistry that will expedite the crush of ICE. See what I did there?
Sodium will likely take some BESS but LFP should be the primary choice for both the near term and long term market. Cycle life and volume advantages combined with LFP being in the ballpark of costs of Sodium ion once sodium is ramped up. It will be hard for sodium to compete with sub 50 dollar a KWh LFP cell.
agree @@matthewmanzi9504
thanks for the comment.
Guest speaker request. Keith Phillips
There will be no slowdown of BEV sales in NA whatsoever. Surprises will be dramatically to the upside.
Hope you’re right!
Curious if sodium ion will take some of the ESS market, and if so how fast. Or is LFP will dominate for many years to come.
We've covered this in recent videos. With lower lithium prices the ease for sodium ion is decreasing, so LFP should dominate as you suggest, though sodium will get some, small share.
Fantastic episode, it covered many important things to be aware of in the coming months and years. Fun: If by the end of 24, the EV market in the world is bigger than in the US, who is still afraid of Trumps agenda 😅? This young industry has just begun. Thank you Howard & Rodney
Thanks for the comment
Crirical Elements has long been on the scoreboard and the Rose may seem a little wilted to some who were expecting the fireworks of a deal 14 months ago. Given they are all full of permits and a rare Quebec case like that with plenty of supposed interest, what are your current thoughts on them. I think they deserve some leniency when it comes to not having financing in place right now given how sour the market turned. They seem very underappreciated and undervalued what do you and Rodney think? They are indicating srrong moves toward financing now and drill results coming.
Agree with your comments. Hope to interview again soon
The hybrid phenomenon will be so short-lived. Guarantee it.
Suggest depends on location.....
Charging infrastructure matters. Let's see take-up of Tesla superchargers by GM, Ford etc and if that addresses range anxiety effectively.
@@RockStockChannel It will obliterate pho range anxiety overnight. And it Will be the EV owners themselves that demonstrate this with their very lifestyles and conversations that prove that it’s simply no big deal. In other words, it will be a SPONTANEOUS and nearly immediate extinguishing of the issue 100%. Without advertising. Without news articles. Without debate. It will spontaneously disappear. Mark these words. I’m not some EV fanboy, etc. I just know human nature. And this is exactly what will happen. Secondary outcome will be that there will actually be a greater demand for EV’s from these OEMs. But then we and they are stuck back in the exact same place they, and we, are now: the inability to catch up, and keep up, with the Tesla’s of the world. Just be ready. We are going to hear more FUD and FUD and FUD for years to come. But it’s all just that - FUD. Go watch ELECTRIFIED’s show today and the quotes from
Polestar CEO. Only fools, FUD’rs and those with special interests will be the ones with their hair on fire. 13 years from all horses and one car in NY parade, to ALL cars and ONE horse. THIRTEEN YEARS! And that was 100 years ago. It’s over… O V E R !
Superb am impressed China more solar than the rest of the world combined. It’s no wonder Tesla is building a Stationary Storage Factory. Cheers.
Thanks
Seen the solar & wind-farms first-hand. Pretty mind blowing. Acres of panels and wind farms.
@@laowai2000 👍
DLE may be a dog that won’t hunt. Ion exchange is a tough nut to crack
Thanks for the comment. DLE likely has a place, but will take a long time and will likely not be 'disruptive' to conventional processes. Exxon has deep pockets to try to figure it out. Let's revisit in 2030.
Yes and indeed, you got a lot of things wrong. I regret following your lithium 'insights', losing a lot of money in the process. Still dropping in now and then to your podcasts, but no longer taking your thoughts as gospel.
Appreciate the comments.
Watch video.
Do your own DD.
Take responsibility.
Unless you do this you will fail as an investor.
good points@@CornelliusTiberious