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Lithium-ion Rocks!™ is a vibrant and engaging look at the mining and chemical industry supplying the lithium-ion battery-fuelled disruption of the Transportation and Utility industries.
Episodes
Tuesday Jul 11, 2023
Tuesday Jul 11, 2023
In this July 4th Independence Day special, we gathered four of the most prominent independent thinkers in lithium for a wide-ranging discussion of all things industry. Featuring Rodney Hooper, Daniel Jiminez, Joe Lowry, Ron Mitchell & Ernie Ortiz, moderated by Howard Klein.
Index:
0:00 - 07:43 Introduction
07:44 - 17:41 Key Takeaways from the Fastmarkets Conference: ESS, Supply Concerns & General Optimism
17:42 - 22:43 Scoreboards, the Structural Deficit & Lithium Royalties.
22:44 - 35:12 Australian Rock, Brine and M&A. DLE Brines & Galan.
35:13 - 49:11 Bolivia and Africa. Geo-political considerations within our sector.
49:12 - 1:10:30 Could SQM significantly increase production if the political backdrop enabled it? Unpacking arguments by the lithium bears. Lepidolite.
1:10:31 - 1:22:54 Quality of spodumene, DMS and ESG considerations. Advantages of Australia (why hasn't SQM/ ALB put in a bid for Sigma?)
1:22:55 - What do you think is going to happen to price in the next 3, 6, 12 months? Concluding words.
#lithium #Tesla #electricvehicles
_________________________________________________
Thank you to our Patrons for supporting the channel.
Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel
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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
Sunday Jun 11, 2023
Sunday Jun 11, 2023
Rodney presented at the 121 Mining Conference in early May, where he delivered "good news" & substantial insight into the present lithium market.
Index:
0:00 - 3:34 Introduction & Summary
3:35 - 06:08 Battery Grade Demand
06:09 - 12:24 Trends that support the Structural Deficit Thesis
12:25 - 16:52 BESS Cell & System Production GrowthQ
16:53 - 18:38 The Economics of Lithium
18:39 - 20:51 Concluding Words
#lithium #Tesla #electricvehicles
_________________________________________________
Hear Winsome Resources Managing Director Chris Evans provide the next investor update next Tuesday 13 June @ 8.30am AWST.
Sign up: https://my.demio.com/ref/RgoNzH6oefNmQ3Tc
_________________________________________________
Thank you to Zelandez for sponsoring this video.
** Visit Zelandez.com for lithium brine services **
And thank you to our Patrons for supporting the channel.
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel
-----
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
Sunday Jun 11, 2023
Sunday Jun 11, 2023
"Only five people know how to run a spodumene mine. And you've got one of them."
Neil Herbert, Chairman of Atlantic Lithium, recalls these words from a recent conference about new CEO, Keith Muller, joining the company.
Tune in for an in-depth discussion with Keith & Neil following the publication of Rodney's latest research note. Hear more about Atlantic's progress on the Ewoyaa project with partner Piedmont Lithium & what could lie ahead in their upcoming DFS...
Index:
0:00 - 03:43 Introducing Atlantic & its projects. "Your valuation is very low... We want to hear what you're hearing."
03:44 - 13:49 Thoughts from Rodney Hooper's recent research note and introducing new CEO Keith Muller. Evaluating a Ghana-based lithium project??
13:49 - 18:32 Community engagement & mining capex.
18:33 - 21:27 "What are your thoughts around where to find a partner in terms of how would garnered material be treated under the IRA in the US?"
21:27 - 24:08 Any feedback / queries on mining license application & expected timeline?
24:09 - 27:36 Atlantic's relations with Ghanaian government. Sufficient downstream demand with offtake partners? DFS expectations.
27:37 - 32:36 Closing words - "Atlantic's a great name."
#lithium #Tesla #electricvehicles
Thank you to Zelandez for sponsoring this video.
** Visit Zelandez.com for lithium brine services **
And thank you to our Patrons for supporting the channel.
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel
-----
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
Monday May 29, 2023
Monday May 29, 2023
This remastered extract from our most recent Twitter spaces focuses on the recent $10.6bn Livent / Allkem merger - unpacking what it means for investors, the 'mistakes' which preceded it, and what value it promises for the quarters ahead.
#lithium #Tesla #electricvehicles
*THANK YOU to everyone who joined us at Canada Rocks, and to our Patrons for supporting the channel.*
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel
-----
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
Wednesday May 24, 2023
Wednesday May 24, 2023
On May 9th, Howard Klein gave a solid overview of the lithium space at the SME's 8th Trends in Mining Conference: What questions should a new investor be asking? What trends can we expect to see over the coming quarters? M&A Prospects?
#lithium #Tesla #electricvehicles
**THANK YOU to everyone who joined us at Canada Rocks, and to our Patrons for supporting the channel.**
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel
-----
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
Wednesday May 17, 2023
Wednesday May 17, 2023
Iola Hughes of Rho Motion sheds light on the fastest-growing battery market... that hardly anyone talks about. In this deep dive into stationary storage, EV batteries & charging, Howard, Rodney and Iola address why the hypergrowth of ESS is inevitable.
#lithium #Tesla #electricvehicles
**THANK YOU to everyone who joined us at Canada Rocks, and to our Patrons for supporting the channel.**
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel
-----
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
Tuesday May 16, 2023
Tuesday May 16, 2023
A week ago, we hosted Winsome Resources for our very first Patreon-exclusive webinar. Only a few days' later, Winsome's stock has rallied aggressively: rising nearly 32% in 5 days.
Watch as Chairman Stephen Biggins (Founder at Core Lithium) and CEO Chris Evans unpack the case for Winsome Resources' value.
Index:
0:00 - 03:32 Introducing Winsome Resources
03:33 - 06:41 Chairman Stephen Biggins' thoughts on spodumene supply and the market
06:42 - 11:19 Core's offtake agreements with Tesla's suppliers - thoughts on pricing
11:20 - 14:56 Winsome's appeal: The Core Case
14:57 - 22:44 Power Metals and Permitting challenges in WA vs Canada
22:45 - 39:28 The Canada Rocks Thematic: Winsome's thoughts and role
39:28 - 45:30 Quickness to market and closing words
#lithium #Tesla #electricvehicles
**THANK YOU to everyone who joined us at Canada Rocks, and to our Patrons for supporting the channel.**
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel
-----
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
Tuesday May 16, 2023
Tuesday May 16, 2023
Will Adams and Jordan Roberts of Fastmarkets join us for a deep dive into the lithium price: how is it structured, what factors affect it, and what's the outlook over the coming months?
Index:
0:00 - 06:01 Introduction. If prices are down, why?
06:02 - 10:56 Inventory building & battery sales. when will we see signals of increased demand?
10:57 - 18:34 Views on ESS going forward
18:35 - 24:26 Would you see lepidolite replacing spodumene?
24:27 - 33:25 Open interest and trading volumes. Concluding words.
#lithium #Tesla #electricvehicles
**THANK YOU to everyone who joined us at Canada Rocks, and to our Patrons for supporting the channel.**
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel
-----
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
Tuesday May 16, 2023
Tuesday May 16, 2023
A few highlights from Benchmark Minerals' recent conference, including Howard's lithium update with Red Cloud, a word from Andy Miller of Benchmark, and a snippet from our upcoming Patreon-exclusive interview with Keith Phillips of Piedmont.
Index:
0:00 - 01:42 Intro + ANNOUNCEMENT!
01:43 - 10:08 Howard Klein's Red Cloud lithium update
10:09 - 12:30 Andy Miller Interview at Benchmark Minerals Conference
12:31 - 13:33 Sneak peek of discussion with Keith Phillips
Tuesday Apr 11, 2023
Tuesday Apr 11, 2023
Howard and Rodney unpack Q1 Scoreboards and news flow following a major short squeeze in many lithium shares caused by Liontown's rejection of Albemarle's $3.4B cash bid.
#lithium #Tesla #electricvehicles
Index:
0:00 - 02:55 Initial debriefing Albemarle's hostile bid for Liontown.
02:56 - 03:45 Q1 Lithium Scoreboard
03:46 - 08:28 Ford's Jim Farley on securing supply
08:29 - 12:05 Sigma and Valuation
12:06 - 13:20 Further discussion of Albemarle's hostile bid for Liontown.
13:21 - 14:47 A note on AVZ
14:48 - 18:35 CME Hydroxide contract, and why are spot prices falling so much?
18:36 - 21:01 Will commodity traders step into the market?
21:02 - 25:38 Unpacking the recent IRA guidance
25:39 - 34:25 Ford's JV, CATL and recent price drops in lithium
34:26 - 35:59 Concluding words
*THANK YOU to everyone who joined us at Canada Rocks, and to our Patrons for supporting the channel.*
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel
-----
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