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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
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
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
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
Friday Dec 08, 2023
Friday Dec 08, 2023
INDEX:
2:09 - Exploring the Dichotomy of Bids for Western Australian Spodumene Assets and Chinese Interest in Atlas Lithium
4:03 - Pilbara Minerals' Shorted Stock Status Despite Pristine Balance Sheet and China's Guangzhou Futures' Downward Trend
5:23 - Lithium Market Dilemma: Demand or Supply Issue? Goldman Sachs' Forecast Misses the Mark.
6:36 - Reflecting on China's Role in the Lithium Market: Volatility, Short-Term Thinking, and Novel Supply Sources
12:02 - Diversifying Supply Chains: Initiatives in Western Australia, Korea, and Beyond to Reduce Reliance on China
16:52 - Western Carmakers Face Existential Threat: 10-Year Lag Behind Chinese Competition Forces Urgent Supply Chain Reshaping
18:47 - Political Dilemma: GM's $10 Billion Buyback Amid EV Boom Raises Questions About Future Investments
20:47 - Lithium's Fate: A Cyclical Downturn or a Potential 10-Year Disinterest, Drawing Parallels with Iron Ore's History
22:03 - Unveiling the Magnetite Story: How China's Aggressive Moves in Iron Ore Parallel Current Concerns in Lithium Markets
27:25 - Ken Brinsden's Move to Patriot: Identifying World-Class Mine Potential Similar to Pilgangoora in the Lithium Industry
30:20 - Chris and Gina's M&A Agenda: Thwarting Foreign Players and Stealthy Canadian Asset Stakes Unveiled
37:48 - The Future of Lithium: Will it Follow the Path of Iron Ore with a Duopoly, or Embrace a More Diverse Landscape?
43:41 - The Shifting Dynamics of Spodumene Value: From 30% to Near 100%, What It Means for the Lithium Supply Chain
52:29 - Strategic Vision Unveiled: The Intersection of Mine Capacity and Chemical Capacity in Patriot's Future Plans
56:23 - Decoding Global Spodumene Markets: Evaluating the Viability of Spodumene Transport Globally
1:01:25 - Unveiling the Dilemma of Lithium Prospects: Rarity of Credible Exploration Projects Puts Companies in a Quandary
1:05:44 - Quebec's Project Development Timeline Mirrors Western Australia: Is Corvette Well-Positioned Despite Similar Two-and-a-Half-Year Projection?
1:09:17 - Lepidolite's Place on the Cost Curve: Assessing the Viability and Profitability of Different Lithium Sources.
1:14:30 - Lithium Price Floors Under Scrutiny: Are OEMs Truly Comfortable with $25-30 per Tonne, or Are High Teens More Realistic?
1:18:41 - Deja Vu to 2018: How Long Will the Lithium Boom Last?
1:23:16 - Market Dynamics and Short Interest: Will the $2 Billion Stock Buyback Pose a Challenge for the Lithium Industry?
1:26:10 - Industry Outlook: Betting on Higher Stock Prices in the Coming Six Months, with China as the Market's "Monkey Wrench."
#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
_________________________________________________
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 Nov 23, 2023
Thursday Nov 23, 2023
INDEX:
0:06 - Atlantic Lithium
4:51 - Discussion with RK Equity $300 Patron Steve Driscoll
6:45 - Winsome Resources
#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
Saturday Nov 18, 2023
Saturday Nov 18, 2023
INDEX:
0:00 - Introduction
0:22 - First Private Equity Fund
4:11 - Evolution of Benchmark
8:17 - Benchmark's Geopolitical Influence and Industry Transformation
13:08 - The Timeline for Achieving US Battery Supply Chain Independence
16:30 - Arnold Schwarzenegger Champions Critical Minerals and Battery Supply Chain on Global Stage
20:47 - China's Imposition of Export Licenses on Graphite Sparks Global Concerns
23:41 - The Potential for AUS Players to Extend Down the Value Chain
27:00 - Lithium Industry Faces Shifting Dynamics: Could The Hunter Become the Hunted Amid Market Valuation Swings?
31:02 - Exxon's Lithium Aspirations: Investment Plans and Challenges of Pricing Mechanisms
36:20 - Challenges in Meeting EV Demand: Unpacking the Gap Between Ambitious Production Numbers and Supply Constraints
39:05 - Biden's Impact on U.S. EV Policy: Potential for Joe Manchin's Presidential Bid
45:47 - Bifurcation in Lithium Pricing: Capital Intensity, Regional Supply Chains and Different Prices in Global Markets
48:27 - Wrap-up
#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
_________________________________________________
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 Nov 16, 2023
Thursday Nov 16, 2023
INDEX:
0:06 - Introduction
0:54 - EV battery supply chain, political polarization in the U.S., departure of Joe Manchin and speculation about Trump's electoral success
8:54 - Speculation on Joe Manchin's political future. Challenges of the two-party system.
12:19 - Consumer-driven nature of the EV market. Potential Republican policy changes impacting EV credits. Republican proposals for modifying the $7,500 individual credit.
17:42 - Potential impact of a Republican administration on permitting reforms, national security, and fossil fuel promotion. What if Trump wins and Congress remains in Democratic hands?
21:13 - Key demand drivers for EVs:$7,500 point-of-sale credit. Income-level and vehicle origin considerations for federal tax credit.
25:05 - Eligibility of Korean and Japanese batteries under free trade agreements. Importance of critical mineral processing in free trade agreement countries.
26:35 - Complexities of mineral processing and value-added criteria for eligibility under the proposed regulations for tax credits.
32:35 - Impact of China's control over graphite and lithium processing on the eligibility for tax credits - potential limitations for Australian spodumene.
34:10 - Potential collaboration between the U.S. and China - IP licensing and technology transfer.
38:10 - LPO and Jigar Shah's role in financing the clean energy transition. Potential impact of different administrations on the LPO. Expectations of increased loan activities.
43:09 - UAW and the potential impact of strikes on traditional automakers. Biden administration's stance on unions. Tesla as a potential target for unionization efforts.
45:02 - Leasing loophole related to the interpretation of a commercial vehicle credit by the current administration.
47:23 - Belief in ESG as a strong investment framework. China's aggressive EV push. US context considering natural resource footprints. Rising gasoline prices. Consumer preferences on EV adoption in 2022.
51:52 - Wrap-up
#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
_________________________________________________
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
Monday Nov 06, 2023
Monday Nov 06, 2023
INDEX:
0:00 - Introduction
0:37 - October Lithium Scoreboard, sentiment after jobs report/Powell rate comments
2:00 - Albemarle and Livent results commentary
4:29 - Booming China EV Sales
9:14 - BYD Results & Global EV success
10:15 - What next for Azure? - reading Mineral Resources, Hancock, SQM tea leaves.
14:00 - Mineral Resources, Piedmont & Sayona discussion
18:18 - Sigma drilling results & other Brazil spodumene plays
18:58 - IperionX titanium - $12.7M Dept of Defense grant
20:18 - Talon Metals $115M DOE grant, Albemarle $90M DOD funding for Kings Mountain
21:00 - Toyota supply chain savvy; $8B more for North Carolina battery plant
24:35 - Canada $1.5B Infrastructure Fund; the USA EV adoption slowdown narrative.
25:38 - Lithium price bottoming? Perspective of lithium futures trader/ALB/LTHM.
27:52 - Zimbabwe & other Africa production - threat to ALB/PLS spodumene duopoly?
32:50 - Sir Sam Jonah on Atlantic and Ghana's Lithium future
35:10 - Champion Electric Metals @ IMARC & upcoming Red Cloud, Benchmark, 121 & Deutsche conferences
37:30 - Dichotomy b/w equity valuations & inbound strategic interest in development projects
38:20 - Banks running processes at Global Lithium, Latin Resources, European Metals Holdings
39:19 - Will more OEMs write checks for spodumene in face of Compass Minerals disappointment?
#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
_________________________________________________
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 Nov 01, 2023
Wednesday Nov 01, 2023
INDEX:
0:00 - Introduction
01:53 - Graphite, nickel, re-cycling news/comments incl Li-Cycle
04:42 - Mineral Resources, Pilbara, Allkem, Core Quarterly Results
07:30 - Key questions on supply/demand. How disciplined will producers be in Q4?
09:44 - China spot & futures - price manipulation/speculation?
14:49 - Chile's pain/Australia's gain: SQM bid for Azure vs. Kidman in 2017
16:50 - Will Gina Rinehart/Hancock thwart SQM as she did ALB?
19:00 - Will Australia's entrepreneurial patriots disrupt spodumene discipline?
21:00 - What's left in Australia to buy? Will we see similar spodumene M&A in Canada/Brazil?
23:30 - Can incumbent western OEMs compete with China OEMs?
27:35 - Headwinds: UAW strike, Tesla price wars cause Ford/GM to slow EV investments
33:48 - Tailwinds: Shell $100M for Tesla superchargers, Cybertruck launch, Semi, energy storage, POS tax credit
38:20 - Sigma new hire vs. M&A process?!
39:00 - Equity trading vs. investing. Is long-term thesis still intact?
40:00 - Bottom fishing exploration plays - Champion, Solis, Stelar, Winsome, Critical Elements
43:40 - Tier 1 Australia, Canada, US, Brazil vs. Africa
44:30 - Atlantic Lithium/Piedmont Lithium's spodumene software license to print money
45:45 - Allkem + Livent, Argentina + Canada = Arcardium; Paul Graves CEO to watch in 2024
49:00 - Few comments on Europe, European Metals Holdings, Vulcan Energy Resources
51:35 - Invite to RK Equity/Patreon proprietary conference calls
#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
_________________________________________________
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 Oct 28, 2023
Saturday Oct 28, 2023
INDEX:
0:00 - Introduction
3:11 - What is the market missing?
6:55 - 38M funding gap
9:47 - Future growth
13:18 - Plans to start drilling
15:23 - Movement of capex?
18:03 - Long-term spod price
21:23 - Increase in Fiscal regime
22:56 - Appointed major bank
27:51 - Nature of offtake partners
29:59 - EPA & SWF opposition?
32:24 - Ghanaian elections
33:06 - Chinese partnership
34:36 - Australian take-over activity
35:21 - Closing
#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
-----
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