E58: Global Lithium-ion Rocks! Part One

In this first episode of our much-awaited 3 part collaboration with Mr Lithium, Joe Lowry,  Global Lithium and Lithium Ion Rocks come together to discuss supply, demand and price for spodumene, carbonate and hydroxide. 

Keep an eye out for part 2, which covers geopolitics, industrial policy and
supply security, as well as part 3, where we take a close look at
corporate activity: M&A's, offtakes, incumbents and developers. 

Index
00:00- 03:15 Introducing the Global Lithium Ion Rocks Partnership
03:15 - 07:56 Friendly banter
07:56 - 08:19 Overview of conversation topics
08:19 - 18:10 Supply, Demand and Price: What's the difference between your forecasting?
18:10 - 22:04 Chris Ellision, Spodumene supply and the performance of Mt. Marion
22:04 - 25:39 What does Joe think the average spoudemene prices will be in 2024? SQM vs Albemarle. 
25:39 - 30:05 Is the market pricing in long-term forecasts? Sigma, Core, NAL, uncontracted tons and demand. 
30:05 -  35:29 Financing in the Lithium space, pricing spodumene, hydroxide: 
How much spodumene is currently converted, and how will this % shift?
35:30 - end In future, could spodumene price decouple from hydroxide?

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.

No payment has been paid in connection with the preparation of  this video and all Rodney’s comments and research are his own independent opinions. 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