Author and reporter Steve LeVine join Rodney & Howard to talk the midstream of the EV supply chain, his love of LFP chemistry, and why 2022 will be the year of BATTERY IPOs and SPACs. Discussion also covers strategic sourcing strategies of Tesla, Ford, Volkswagen, GM's rare earth magnet deal with MP Materials and why upstarts with new technologies and processes like Freyr & 24M and Nano One could enable Europe and North America to leapfrog China.

Podcast Index0:00-1:15 Introduction1:16-2:22 Steve Levine background2:23-6:45 2022 year of the battery discussion6:46-8:19 VW strategy discussion8:20-10:43 OEM sourcing of lithium and investments10:44-12:15 Rare earths and GM commitment12:16-13:23 Ford and Blue Oval13:24-14:45 LG & SK spin-offs in 202214:46-17:18 China vs Rest of World cost of building lithium plants and operating costs17:19-22:10 LFP’s future22:11-23:30 Redwood/Rivian/Ford/SK partnerships & recycling23:31-31:10 24M & Freyr discussion31:11-34:00 LFP manufacturing ex-China34:01 End

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

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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.