E68: Re-Jigar-ing America’s Supply Chains

The Loan Programs office holds the keys to $50bn in funding for Critical Materials projects. 

We're excited to share this interview with Jigar Shah, head of the LPO, who answers all Howard & Rodney's most pressing questions. 

0:00 - 4:43 Pre-interview Banter
4:43 - 8:39 Introduction and context
8:40 - 11:15 Discussing the role of the Loans Project Office, the types of loans on offer and how they work.
11:16 - 15:07 How much capital can the Office deploy?
15:08 - 18:39 A detour to graphite: Does the government distinguish between natural / synthetic? Friendshoring?
18:40 - 25:10 It's time to build - lowering the cost of debt & the LPO's mechanisms
25:11 - 37:07 Albemarle's grant & the Corporate Welfare question
37:08 - 38:57 Implications of extraction technology delays for supply / funding projects outside the US?
38:58 - 41:14 How to recover LPO funding when something goes wrong?
41:15 - 53:48 Ioneer's DFS and partnership with Sibanye - does the LPO need an offttake or DFS to fund? Concluding words.

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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