Rock Stock Recap E13: Will CATL cause a Lithium Stampede?

INDEX:
00:00 - Introduction
02:14 - Thoughts on the latest CATL news and lithium supply?
03:36 - Battery Demand and Production
04:43 - CATL's Market Impact
07:52 - How fast could CATL restart production?
11:05 - How much supply can come out of China?
13:15 - Different views on African lithium supply costs.
16:34 - Is lithium stock rally due to short covering?
18:15 - Is it a good time to buy lithium stocks?
26:26 - Why does SQM prefer hard rock lithium projects?
29:20 - Can Quebec become a top lithium producer?
31:00 - Commodity Market Performance and Trends
32:27 - Are commodity stocks massively undervalued right now?
36:23 - China's EV Market and Renewable Energy Push
38:11 - Tesla's Robo Taxi and EV Production Capacity
40:33 - China vs Global EV Sales
41:42 - How did China grow its EV exports so fast?
44:43 - Will hybrids struggle with high maintenance costs?
47:25 - Can European carmakers afford carbon fines?
49:50 - Geopolitical Implications of EV Adoption
50:54 - Is the lithium market nearing its bottom?

 

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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