Is Australia Spodumene the Marginal Lithium Supply? With Matt Fernley

CHAPTERS 📖
(00:00) Introduction
(01:28) Graphite Market Overview
(05:09) China's Dominance in Graphite
(06:38) Transition to Lithium Discussion
(10:00) Insights from China UBS Site Visit
(14:55) Lithium's New Normal
(21:55) China's Evolving Role in Lithium
(25:57) Commodity Cycle in Lithium
(28:28) Lithium Pricing Outlook
(30:50) Challenges for Western Hard Rock Lithium
(35:03) Is $30,000/ton possible?
(39:14) Emerging Vehicle Trends
(42:53) Regional Opportunities in Lithium
(46:29) Challenges in Competing with China
(52:39) North American Lithium Hubs
(57:44) Uncertainties in DLE and Sedimentary Lithium
(1:03:23) Closing Thoughts

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Links 🌍

RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
  Howard: https://twitter.com/LithiumIonBull
  Rodney: https://twitter.com/RodneyHooper13
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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