Episodes
Monday Nov 01, 2021
E46: S3XY Rare Earths & Battery Metals W Ryan Castilloux
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
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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.
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