"The EV thematic is magnetic!" But might shortages of North American rare earth supply be a limiting factor to EV demand growth? Ryan Castilloux of Adamas Intelligence shares his thoughts with Rodney Hooper & Howard Klein ahead of their 2-day conference focused exclusively on the North American supply chain for rare earths, lithium, nickel, cobalt and more!

Index

0:00 Introduction1:11 Adamas overview4:26 GM/GE collaboration on rare earths6:16 Battery metals day at the conference7:26 Are chosen battery chemistries for EVs set in stone or can OEMs change midstream?8:55 Once you factor in rejected cells (cell yields) do you track the "actual" lithium intensity per kWh?15:14 Are you seeing any thrifting initiatives to reduce raw material usage in battery cells?18:06 We've seen COVID-19 play havoc on logistics and supply chains in general, do you see higher inventories as a strategy that's here to stay?19:14 What is the most important battery trend that the market isn't correctly factoring in currently?23:38 Rare earth conference speakers. Has the upward move in rare earth prices impacted OEMs motor choices? Where are prices going?28:39 What are the motor choices available to OEMs and is there flexibility to swap midstream? How will they address shortages?32:34 Rare earths demand and supply's ability to pivot to the EV market35:16 End

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Intro and outro audio credit: Jamie Klein

DISCLAIMER

RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.