Episodes
Sunday Jan 28, 2024
Rock Stock Recap E8: Albemarle to the Rescue?!
Sunday Jan 28, 2024
Sunday Jan 28, 2024
INDEX:
2:18 - Lithium Demand Shift Sparks Speculation on Albemarle and Arcadium's Strategic Moves
4:37 - Potential Cutbacks in Greenbushes Production Raises Questions for Albemarle and Arcadium
8:14 - Evaluating Sayona: Does James Brown have another Altura on his hands?
14:07 - Evaluating Future Lithium Prices: OEMs' Hedging Opportunities and Reinvestment Economics
18:55 - Macro Insights: Elections, Global Investments, and EV Sales Trends Influence Market Sentiment
20:09 - Frustration Mounts as Lithium Market Dynamics Lean Towards China Dominance
21:02 - Geopolitical Shifts and Lithium Prices: Analyzing the Road to $50 per Kilowatt Hour Batteries
23:55 - The Puzzle of Low-Priced EVs: Geopolitical Factors and Subsidies Examined
25:18 - North American Lithium Triangle: Partnerships and Projects Drive Industry Growth
27:08 - Anticipation Builds: Potential Market Correction with Albemarle's Greenbushes Decision
#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
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