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E59: The Price is Right - Spodumene Pricing w/ Peter Hannah
Peter Hannah of Fastmarkets discusses his insightful new 3-part article covering:
How is spodumene priced?
How should spodumene be priced?
Why should you care how spodumene is priced?
Join us on Patreon to access this interview's exclusive extended cut: https://www.patreon.com/rockstockchannel
INDEX
00:00 - 04:49 Introducing Peter Hannah, a bit of background, and takeaways from the Barcelona Fastmarkets Conference.
04:50 - 10:28 Debriefing SGX's carbonate contract and the evolution of price indexes/ derivative contracts.
10:29 - 13:31 Spodumene, and how might Albemarle's pricing affect their mining contracts?
13:32 - 16: 25 "Can spodumene create its own market and price for itself, and be the driver for hydroxide prices?"
16:26 - 18:42 Discussing Peter's 3-part series on spodumene pricing: Funding projects and financial instruments.
18:43 - 22:14 Green Aluminium and sustainability: Will there be a green premium for lithium? And a word on security of supply and European policy.
22:15 - 28:33 Will speculation cause volatility in pricing for carbonate contracts? IORs, spot price indexes and banks: Will they play in the spodumene market?
28:34 - 30:16 A unit trust for lithium? Commenting on Sprott's recent development.
30:17 - 33:02 Why should people care about lithium pricing? Midstream potential projects.
33:03 - 38:44 Chris Ellison, the lithium deficit and spodumene pricing mechanisms.
38:45- 40:22 Concluding remarks.
Please consider joining us on Patreon at www.patreon.com/rockstockchannel
Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.
Please register your email at www.rkequity.com
Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.
-
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.
No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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
View all episodes
By rockstockchannel
4.3
1212 ratings
Peter Hannah of Fastmarkets discusses his insightful new 3-part article covering:
How is spodumene priced?
How should spodumene be priced?
Why should you care how spodumene is priced?
Join us on Patreon to access this interview's exclusive extended cut: https://www.patreon.com/rockstockchannel
INDEX
00:00 - 04:49 Introducing Peter Hannah, a bit of background, and takeaways from the Barcelona Fastmarkets Conference.
04:50 - 10:28 Debriefing SGX's carbonate contract and the evolution of price indexes/ derivative contracts.
10:29 - 13:31 Spodumene, and how might Albemarle's pricing affect their mining contracts?
13:32 - 16: 25 "Can spodumene create its own market and price for itself, and be the driver for hydroxide prices?"
16:26 - 18:42 Discussing Peter's 3-part series on spodumene pricing: Funding projects and financial instruments.
18:43 - 22:14 Green Aluminium and sustainability: Will there be a green premium for lithium? And a word on security of supply and European policy.
22:15 - 28:33 Will speculation cause volatility in pricing for carbonate contracts? IORs, spot price indexes and banks: Will they play in the spodumene market?
28:34 - 30:16 A unit trust for lithium? Commenting on Sprott's recent development.
30:17 - 33:02 Why should people care about lithium pricing? Midstream potential projects.
33:03 - 38:44 Chris Ellison, the lithium deficit and spodumene pricing mechanisms.
38:45- 40:22 Concluding remarks.
Please consider joining us on Patreon at www.patreon.com/rockstockchannel
Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.
Please register your email at www.rkequity.com
Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.
-
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.
No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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
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