In London for episode 3 we discuss the evolving landscape for OEM's and the strategic vulnerability of non-metal producing countries and regions to which the US Senate received an earful this week from Simon Moores at Benchmark Minerals. China, through careful planning, has gained a significant lead in the production of lithium chemicals, batteries & electric vehicles. When will the rest of the world get its act together?

Peter Campbell, the Financial Times auto correspondent agrees there will be a major OEM casualty in the years to come, but which one? David Archer CEO of Savannah Resources discusses the EU lithium-ion battery supply chain and Portugal’s potential place within it.

Subscribe for Free!Lithium-ion Bull newsletterwww.libull.com

Not Investment Advice. DYOR. Read Disclaimer

Still bloodied 3 Months after the IPOs of Livent on NYSE and Ganfeng on HKSE, and 10 days before Livent reports Q4 and yearly results and provides 2019 lithium market forecasts, sales and EBITDA guidance, Rodney Hooper explains his widely liked Linkedin note detailing the four pillars to his investment thesis for Ganfeng.

Howard progresses the Philadelphia Freedom Declaration of Independence that not all Lithium is created equal @LiventCorp. The Real Thing.

It is also Lithium-ion Rocks! privilege to welcome our first ever guest,Guy Bourassa, CEO of a future Livent, future Ganfeng, Softback-backed Nemaska Lithium - Rockin' in the Free World. Low cost Hydro-powered Hydroxide from proprietary IP; a French Canadian Industrial Champion.

And finally, a Casey Kasem-like long distance dedication as we say Goodbye to the Year of the (Black) Dog and Hello to the Year of the Pig.

Subscribe for Free!Lithium-ion Bull newsletterwww.libull.com

Not Investment Advice. DYOR. Read Disclaimer

Lithium-ion Rocks! is a podcast to augment and bring to life the Lithium-ion Bull Investment Blogletter together with a focus on fundamental equity analysis from co-hosts Howard Klein and Rodney Hooper. www.libull.com @HowardKlein10 @RodneyHooper13