Episodes
Thursday Feb 22, 2024
Rock Stock Recap E9: Lithium Squeeze Box?!
Thursday Feb 22, 2024
Thursday Feb 22, 2024
INDEX:
00:00:00 - Introduction
00:02:05 - Albemarle's Misreading of the Market
[CATL, Albemarle]
00:04:35 - Bloomberg Article pn Chinese Economy's Impact on Lithium Market
[CATL]
00:07:41 - RIU Conference Echoes Optimism Despite Lithium Market Sell-Off
00:17:01 - Market Focus Shifts to Supply Adjustments for Lithium Pricing Boost
00:23:29 - Surge in Lithium Projects Draws Funding
[Sigma]
00:33:02 - Lithium Industry M&A Activity in Western Australia
00:38:51 - Future Lithium Price Trajectory and its Impact on Company Valuations
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Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
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
_________________________________________________
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
Friday Feb 09, 2024
E88: Lithium Pearl Jam. Wilsons Advisorys' Sam Catalano
Friday Feb 09, 2024
Friday Feb 09, 2024
INDEX:
0:00 - Introduction
6:04 - Profitability Still Achievable in Volatile Lithium Market Despite Structural Changes
8:08 - Methodology Behind Long-Term Lithium Pricing Models and Project Viability
13:23 - Significant Price Increase Needed to Incentivize Lithium Project Development
15:34 - Viability of Low-Grade Lepidolite as Alternative Lithium Supply
19:56 - Concerns Over Potential Overcorrection in Lithium Pricing Amidst Recent Production Cuts and Rationing
20:57 - Risks of Market Pivot Towards Lithium and Impact on Supply Chains
25:19 - [Alcoa, Albemarle, Arcadium] Parallels Between Lithium Industry's Evolution and Quality Bias in Matured Steel Industry
30:03 - [Alcoa, Rio Tinto] Profitability and Future Trajectory of Lithium Industry Amid Uncertainties
32:34 - [Sichuan Yahua, Pilbara, Chengxin] Lithium is becoming more commoditized
35:33 - [Atlantic Lithium, Liontown, Leo Lithium, Core Lithium, Ioneer] - Atlantic's Position Despite Quality Assets Amid Bid Activity Discrepancies
42:54 - [Sayona, Lake Resources, AVZ Minerals] Influence of Retail vs. Institutional Ownership on Stock Valuation
51:08 - Mali's Political Instability and its Impact on Leo Lithium's Future
55:09 - [Gangfeng] Industry Dynamics Shift as China Expands Operations in Africa Amid Political Uncertainty in Mali
59:06 - [Liontown] Funding Gap Looms Large as Liontown's Breakeven Price Exceeds Current Market Rates
1:02:01 - [Core Lithium] Core Lithium Shutdown: What Price Reopens the Door?
1:04:26 - [Liontown] - How confident are you in Liontown's study compared to Core Lithium's
1:06:23 - [Ioneer] - Why is Ioneer your long-term prospect?
#lithium #electricvehicles
_________________________________________________
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 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
_________________________________________________
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
Tuesday Feb 06, 2024
E87: Lithium Limbo. Euroz Hartleys' Trent Barnett
Tuesday Feb 06, 2024
Tuesday Feb 06, 2024
INDEX:
4:18 - Lithium Prices Too Low, Maintains Long-term Forecasts
7:13 - $2,000 Spodumene Price Needed to Revive Industry
9:46 - Potential Supply Caps Amid Spodumene Price Rebound
15:57 - Feasibility Study Figures, Highlights Lower-than-Expected Recovery Rates
18:04 - Pricing Models and Operating Margins Amidst Lithium Sector Challenges
22:32 - Disparity in Lithium Capex Costs Between China and Other Markets
26:10 - Potential Chinese Dominance in Western Auto Market
30:02 - Concerns Raised Over Efficiency and Competitiveness of US EV Industry Compared to China. Is the ROW going electric?
33:10 - Winsome, Europen Metals and Pilbara's Valuation Amid Shifting Focus on Chinese Demand. Could Pilbara be the new force in lithium?
39:29 - Comparing Goldman Sach's Lithium Predictions to Past Iron Ore Misjudgments, Raising Questions on Accuracy
43:03 - When will we return to $2,000 Spodumene?
#lithium #electricvehicles
_________________________________________________
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 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
_________________________________________________
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
Wednesday Jan 31, 2024
E86: Take it Easy: Lithium with Daniel Jimenez
Wednesday Jan 31, 2024
Wednesday Jan 31, 2024
INDEX:
0:00 - Introduction
3:52 - Predictions For Lithium Prices to Soar to $35,000 This Year
6:46 - China's Lepidolite and Africa's Spodumene: Price Speculations
11:51 - Long-Term Viability of Chinese Lepidolite Amid Rising Lithium Demand
16:47 - SQM's Ability to Meet Production Growth Targets Amid Chilean Government Relations Concerns
22:10 - SQM's Investment Plans During Lower Capex Estimates
30:23 - SQM's Negotiated Terms for Atacama Operations Beyond 2030
34:18 - Strategic Moves of Lithium Players in Western Australia
41:32 - Galan Progresses with Lithium Chloride Production, Eyes Export Markets
45:44 - Timing of Export License for Galan Lithium Project Expected Within Next Few Months
46:56 - Who Can Process Lithium Chloride Besides China?
49:58 - Surveying Global Lithium Landscape: Where to Invest in the Next 1-5 Years?
#lithium #electricvehicles
_________________________________________________
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 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
_________________________________________________
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 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
_________________________________________________
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 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
_________________________________________________
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
Wednesday Jan 24, 2024
E85: Fast & Furious Lithium. Fastmarkets' Will Adams & Jordan Roberts
Wednesday Jan 24, 2024
Wednesday Jan 24, 2024
INDEX:
0:00 - Introduction
4:07 - Fast Markets' Jordan Roberts Lithium Price Forecasts, Differing from Liontown's Financing Woes
7:33 - Fast Markets' Will Adams Breaks Down Inventory Trends and Analyzes Market Dynamics Amidst Ongoing Destocking
11:35 - Market Controversy: Conflicting Reports on Battery Cell Inventories and Incentives for EV Makers
14:02 - Current Inventory Levels in China Slightly Exceed Ideal Range of Two to Three Months
17:25 - Concerns Rise Over Albemarle's Deferred Megaflex Facility Investment in the US Amidst Increasing Difficulty in Securing Lithium Units
20:31 - Addressing the Rise of Chinese-Made EVs Globally and Potential Measures to Level the Playing Field
23:52 - Examining the Impact of Plug-In Hybrids on IRA Guidance and the Potential Lifeline for Incumbents
24:50 - Evaluating China's Innovation and Response Strategies in the Lithium Market: Is Lithium Following the Iron Ore Analogy or Heading Towards Commoditization?
28:22 - Exploring the Sodium-Ion Battery Landscape: Application Suitability, Cost Considerations, and the Future Amidst Evolving EV Battery Technologies
31:30 - Are Chinese Companies Manipulating the Lithium Market to Acquire Assets at Lower Costs?
34:49 - Critical Funding Challenges: Chinese Investors Poised to Take Advantage as Western OEMs Face Tough Financing Environment
37:25 - Uncertainty Surrounding Future Lithium Projects: Will Goulamina and James Bay Move Forward Amidst Current Market Volatility?
#lithium #electricvehicles
_________________________________________________
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 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
_________________________________________________
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
Saturday Jan 20, 2024
Rock Stock Recap E7: Peak Pessimism?!
Saturday Jan 20, 2024
Saturday Jan 20, 2024
INDEX:
0:35 - Howard and Rodney Reflect on Five-Year Partnership and Launch of First Podcast
3:10 - Analyzing Lithium Market Trends: A Year-by-Year Review and Predictions for 2024
6:09 - Examining the Roots of Lithium Euphoria's Demise and the Emergence of Pessimistic Outlook: Will it Spark the Next Bull Market?
8:03 - Reflecting on Past Predictions: Are Faster Price Declines Indicators of a Quicker Recovery in the Lithium Market?
9:56 - Argentina's Lithium Outlook Brightens: New Market Players Enter as Lithium America's Argentina Hits Production Milestone
12:05 - Ganfeng's Role as a Lithium Rally Indicator: Will Their Spot Carbonate Price Predict Broader Market Trends in 2024?
12:36 - Scrutinizing Lithium Industry Giants: Q4 Results to Reveal Potential Production Cuts and Growth Capex Adjustments
14:38 - Is Lithium Industry Facing Peak Pessimism? Analysts Reflect on the Ongoing Bull vs. Bear Debate Amid Downgrades and Market Trends
18:18 - Addressing the Lithium Supply-Demand Paradox: How Has the Market Caught Up, and Is the Investment Case for EVs Still Intact?
20:17 Evaluating Challenges in Low-Grade Lepidolite Extraction: Implications for the Lithium Market Amid Price Fluctuations
25:19 - Spodumene Mines at Risk: Potential 500,000 Ton Reduction and Oversupply Concerns in the Lithium Market
26:44 - Potential Lithium Production Cutbacks: 65,000 Ton Reduction, Highlighting Ganfeng Pilbara Deal as a Key Indicator
29:06 - Implications of Lower Lithium Prices on Operations: Cash Flow Challenges and the Likelihood of Mines Going Offline
30:24 - Q4 Results Impact on Lithium Industry: Albemarle's CapEx, Pilbara's Response, and Continued Supply Challenges
32:03 - Market Perception: Mixed Views on Imminent Turnaround, Eyes on Key Players Arcadium, Albemarle, and SQM
33:07 - Potential Panic in the Market: Analysts Predict Scramble for Material as Operations Consider Care and Maintenance
34:55 - Can Chinese Operators Sustain Production Amid Losses? Questioning the Viability of Prolonged Production at Current Price Levels
36:46 - Anticipating a Demand Bump: The Likelihood of Increased EV Sales and Gigawatt Hours Deployed in the Coming Years
38:52 - Election Year Uncertainty: Potential Volatility and Market Impact Amid Political Developments
46:05 - Investment Dilemma: To Double Down on Uranium or Average Down in Lithium? Evaluating Western Australia's Hard Rock Projects, M&A Trends, and the Role of Argentina and SQM in the Evolving Market
48:04 - The Future of Lithium: Emphasizing Structural Deficit Amidst Solar and Battery Storage Growth
52:08 Competitive Tension: Brazil, Africa, and Argentina Face Off Against China Dominance in Lithium Market, Q1 Catalysts Awaited for Corporate Strategic Demand
55:05 - Caution on Acquisitions: Companies Likely to Focus on Organic Growth Plans Despite Market Dynamics
57:14 - Impact of COVID-19 on Cost Curve and Profitability
57:58 - Examining Stability and Cost Competitiveness of Lithium Production Amid Market Dynamics
#lithium #electricvehicles
_________________________________________________
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 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
_________________________________________________
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
Thursday Dec 28, 2023
E84: 2023 Lithium Recap w/ Mac Whale & Darko Kuzmanovic
Thursday Dec 28, 2023
Thursday Dec 28, 2023
INDEX:
0:06 - Introduction
5:58 - Lithium and Iron Ore Price Comparisons. Australia-Driven Spodumene Market Dynamics
6:58 - Rapid Lithium Price Decline, Questioning Whether Sharp Reversal Might Occur Given the Speed of the Fall
8:23 - Comparisons Drawn Between Lithium and Iron Ore Volatility, Highlighting Immaturity as a Cause for Lithium's Price Swings
13:12 - Comparing Iron Ore Market Orderliness to Emerging Lithium Industry. Equilibrium Challenges Due to Continued Fast Growth and Increasing Entrants?
14:36 - Unprecedented Rise in Lithium Prices, Attributes the Change to Shift in Market Players and Influx of Capital, Highlights Impact of Short Positions in Stocks
17:37 - Unique Challenges of Building a New Lithium Industry, Anticipate Cyclical Ups and Downs Coinciding with Economic Growth and Chinese Buying Patterns
19:49 - Challenges in Rallying Resource Stocks in Toronto Despite General Market Improvement, Foresee Delayed Impact on Lithium Sector
27:49 - Structural Factors Impacting Valuations in the Canadian Resource Market, Highlighting Regulatory Changes and Global Investment Trends
29:35 - Balloon Effect in Australian Lithium Market Valuations
31:40 - Efficiency of Global Markets. Varied Valuations in ASX, TSX, and US Lithium Stocks Amidst Shifting EV Sentiment
36:23 - Market Disparities. Examining Valuation Dichotomy Between Permitted Mines and Fully Funded Projects
44:21 - Investors to Consider Exploration Upside in Lower-Valued Projects
46:03 - Sigma's Decision to List Brazil Subsidiary in the U.S. and Singapore. Motives and Tax Implications for Shareholders
49:05 - Potential Takeover of Sigma Amidst Listing Changes
57:04 - Winsome's Resource Announcement. Questions About Resource Valuation Metrics in Current Bearish Market
1:02:45 - The Need for Concentrate Solutions and Downstream Opportunities, Green Tech Metals' Model as a Potential Blueprint for Winsome and Patriot
1:07:16 - Hancock Group's Entry into Lithium Sector and Speculates on Strategic Approach with Azure Deal
1:11:23 - Bullish Outlook for Allkem and Livent Merger, Anticipating Substantial Re-Rating and Growth Opportunities in Argentina and James Bay
1:14:07 - Anticipating Signs of Inventory Destocking, Continued Customer Purchases, and Potential Production Cuts from Existing Producers
1:16:17 - Lithium Market Operates in Short-Term Duopoly? Emphasizing Dominance of Albemarle and Pilbara Amid Growing Supply
#lithium #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
_________________________________________________
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
Thursday Dec 28, 2023
RK Equity Presents: 121 London 2023 Lithium Panel Discussion
Thursday Dec 28, 2023
Thursday Dec 28, 2023
INDEX:
3:28 - Lithium Ionic Introduction
4:45 - Winsome Resources Introduction
6:44 - Atlantic Lithium Introduction
7:21 - Brunswick Exploration Introduction
9:45 - Why valuation discrepancy in the immature lithium market?
12:10 - Who succeeds: Crocodile Dundees or Québec?
16:14 - Lithium Ionic: Path to production
21:24 - Atlantic Lithium trading at a 30% discount
26:29 - Ionic Lithium: Strategic Interests?
29:23 - Winsome Resources: Strategic Interests?
33:07 - Spodumene vs. Iron Ore & Commodity vs. Specialty Chemical
#lithium #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
_________________________________________________
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
Tuesday Dec 12, 2023
RK Equity Presents: Revolutionize or Rust: Legacy Wake-Up Call!
Tuesday Dec 12, 2023
Tuesday Dec 12, 2023
Rodney Hooper presents his latest thoughts at the 121 Mining Conference in London November 2023
INDEX:
0:35 - Executive Summary
3:31 - Where Are Inventories?
5:32 - Global Brands BEV Quarterly Sales
6:16 - Price Parity Before Subsidies
7:58 - Not All EVs Are Created Equal
8:45 - Profitability Matters
11:45 - China OEM Share of EV Exports
12:25 - Political Concessions & Shifts
13:14 - Transition Away From EV Subsidies To Mass Adoption
15:17 - BESS Cell and System Production Growth
16:28 - The Economics of Lithium
17:41 - Long-Term Fair Value Price
19:11 - Conclusion
#lithium #electricvehicles #Tesla
_________________________________________________
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 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
_________________________________________________
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