March 15, 2024

E92: Rising Up. Arcadium Lithium’s CEO Paul Graves

1 hour 48 minutes

INDEX:

00:25:15 - HQ Move and Board Meeting

00:27:50 - CEO on Lithium Pricing, Investments

00:31:00 - Capital Costs, Strategy

00:33:59 - Market Volatility, Pricing

00:39:03 - Argentina Solves Short Carbonate Issue?

00:40:28 - Technical Grade Shift, Sales

00:43:22 - Sal de Vida, Transport

00:45:39 - Naraha Hydroxide

00:50:50 - Third-Party Chloride?

00:54:11 - $30M DLE Venture.

00:58:57 - Quebec Strategy Analysis.

01:04:36 - Ford Nemaska Deal

01:07:30 - Arcadium's OEM Financing Plans

01:10:35 - Ioneer Lithium Carbonate Strategy Adjustments

01:25:51 - Lithium Metal Business Stability

01:16:28 - Technical Grade Carbonate Future

01:19:11 - China Advantage. IRA Compliance

01:24:06 - Lithium Industry's Second Mover Advantage

01:26:50 - Quebec Lithium Industry Interest

01:29:33 - Lithium Industry Supply Chain Focus

01:34:04 - Project Delivery Accountability

01:37:56 - Lithium Market Trends Analysis

01:43:04 - Rising Lithium Industry Costs

01:46:07 - Arcadium's Credit Rating Approach

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Links 🌍

Bank of America fireside chat: https://bofa.veracast.com/webcasts/bofa/globalagriculture2024/idblLf7j.cfm

BMO fireside chat: https://ir.arcadiumlithium.com/investors/financials-and-filings/calendar-of-events/event-details/2024/BMO-Global-Metals-Mining--Critical-Minerals-Conference-Fireside-Chat-with-CEO-Paul-Graves-2024-4vk3VzJjN1/default.aspx

Arcadium Q4 Conference Call: https://ir.arcadiumlithium.com/investors/financials-and-filings/calendar-of-events/event-details/2024/Arcadium-Lithium-Q4-2023-Earnings-Webcast-Conference-Call/default.aspx

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

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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

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