E43: Lithium - Plaid Acceleration. Canaccord‘s Reg Spencer

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
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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.