E83: Australian Lithium Patriots. Patriot’s Ken Brinsden

INDEX:
2:09 - Exploring the Dichotomy of Bids for Western Australian Spodumene Assets and Chinese Interest in Atlas Lithium

4:03 - Pilbara Minerals' Shorted Stock Status Despite Pristine Balance Sheet and China's Guangzhou Futures' Downward Trend

5:23 - Lithium Market Dilemma: Demand or Supply Issue? Goldman Sachs' Forecast Misses the Mark.

6:36 - Reflecting on China's Role in the Lithium Market: Volatility, Short-Term Thinking, and Novel Supply Sources

12:02 - Diversifying Supply Chains: Initiatives in Western Australia, Korea, and Beyond to Reduce Reliance on China

16:52 - Western Carmakers Face Existential Threat: 10-Year Lag Behind Chinese Competition Forces Urgent Supply Chain Reshaping

18:47 - Political Dilemma: GM's $10 Billion Buyback Amid EV Boom Raises Questions About Future Investments

20:47 - Lithium's Fate: A Cyclical Downturn or a Potential 10-Year Disinterest, Drawing Parallels with Iron Ore's History

22:03 - Unveiling the Magnetite Story: How China's Aggressive Moves in Iron Ore Parallel Current Concerns in Lithium Markets

27:25 - Ken Brinsden's Move to Patriot: Identifying World-Class Mine Potential Similar to Pilgangoora in the Lithium Industry

30:20 - Chris and Gina's M&A Agenda: Thwarting Foreign Players and Stealthy Canadian Asset Stakes Unveiled

37:48 - The Future of Lithium: Will it Follow the Path of Iron Ore with a Duopoly, or Embrace a More Diverse Landscape?

43:41 - The Shifting Dynamics of Spodumene Value: From 30% to Near 100%, What It Means for the Lithium Supply Chain

52:29 - Strategic Vision Unveiled: The Intersection of Mine Capacity and Chemical Capacity in Patriot's Future Plans

56:23 - Decoding Global Spodumene Markets: Evaluating the Viability of Spodumene Transport Globally

1:01:25 - Unveiling the Dilemma of Lithium Prospects: Rarity of Credible Exploration Projects Puts Companies in a Quandary

1:05:44 - Quebec's Project Development Timeline Mirrors Western Australia: Is Corvette Well-Positioned Despite Similar Two-and-a-Half-Year Projection?

1:09:17 - Lepidolite's Place on the Cost Curve: Assessing the Viability and Profitability of Different Lithium Sources.

1:14:30 - Lithium Price Floors Under Scrutiny: Are OEMs Truly Comfortable with $25-30 per Tonne, or Are High Teens More Realistic?

1:18:41 - Deja Vu to 2018: How Long Will the Lithium Boom Last?

1:23:16 - Market Dynamics and Short Interest: Will the $2 Billion Stock Buyback Pose a Challenge for the Lithium Industry?

1:26:10 - Industry Outlook: Betting on Higher Stock Prices in the Coming Six Months, with China as the Market's "Monkey Wrench."

#lithium #Tesla #electricvehicles 
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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 https://www.rkequity.com

Intro and outro audio credit: Jamie Klein