Rock Stock Channel

Matt Fernley joins Howard & Rodney again to talk 10-year highs in #nickel price on strong #ElectricVehicle demand and the potential for a further doubling from here. He also discusses his deep dive into the potential pinch points in the LFP #battery supply chain.

Matt published the monthly Battery Metals Review and associated podcast. 

Visit 

Twitter: @ReviewBatteryhttps://www.batterymaterialsreview.comhttps://batterymaterialsreview.podbea...

Podcast Index

0:00 - 1:04 Introduction1:05 - 9:20 Matt Fernley - Identifying the pinch points in the LFP supply chain & Livent CEO Paul Graves' comments on LFP 9:21 - 11:58 How high can the nickel price go? Why haven't there been more nickel  "unicorns"?11:59 - 20:18 Sulphide vs Laterite, nickel pig iron to nickel matte and the history of the nickel price since 200020:19 -  27:14 Q&A Rodney and Matt - The qualification process and the impact on the supply chain - Are there workarounds to speed up qualification? - Can the nickel price double from here? 27:15 - 31:40 Matt's order of preference for nickel exposure and nickel company valuations31:41 - 33:14 Capex and complexity of making a nickel concentrate

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If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

And please register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.

And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/lithiumionrocks-----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.

Rodney Hooper, Howard Klein and RK Equity have been advisors to Frontier Lithium since 2021 and also have equity interests in Frontier. 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

Alex Grant, aka "Prince & the DLE EVolution," joins Howard and Rodney for a long overdue first interview covering North America's substantial and diverse lithium opportunity set. Discussion covers the potential to create a more secure, sustainable and *scalable* supply chain from the region's unique salar, geothermal and petro-brines and hard rock and sediment assets across Alberta, Arkansas, Utah, California, Nevada, Carolina and eastern Canada. Thoughts include Tesla's differentiated, acid-free approach to unlocking clay deposits.

A number of Alex's writings referenced in the video. See link at the bottom of this video description for all Alex's lithium research as well as his association with leading Life Cycle Assessment company MinViro. Follow Alex on twitter @Alexjadecove

Podcast index

0:00 - 2:13 Introduction, Howard discusses investment and offtake into DLE2:14 - 4:35 Alex gives an overview of his background & discusses the unique nature of brines4:36 - 7:32 North American brownfield brine opportunities7:33 - 9:46 There are a number of DLE technologies, sorption and Ion Exchange are the two main ones, Alex explains the difference between them9:47 - 12:50 How important is grade and magnesium for brine? Can DLE economically extract the lithium?12:51 - 16:14 Infrastructure matters - North America as an opportunity16:15 - 18:20 Realistically what percentage of a resource can you recover using DLE?18:21 - 20:35 Schlumberger's approach to lithium & how is E3's Leduc reservoir similar to Standard Lithium?20:36 - 22:07 What are the important characteristics of a DLE brine?22:08 - 28:46 Minviro and key LCA variables, Alex discusses decarbonization28:47 - 29:40 Tesla's lithium strategy

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If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

And please register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.

And finally, if you find value in our content, please consider joining us on Patreon at patreon.com/rockstockchannel-----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.

Rodney Hooper, Howard Klein and RK Equity have been advisors to Frontier Lithium since 2021 and also have equity interests in Frontier. 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

Research by Alex Grant, Jade Cove Partners

www.jadecove.com/research

Minviro

www.minviro.com

Matt Fernley of Battery Materials Review and The Volta Hedge fund shares his analysis pointing toward $5,000 spodumene and $60,000 lithium carbonate prices and why high lithium battery materials prices are likely to significantly constrain EV sales growth.

 

Podcast Index

0:00 - 2:06 Introduction to Matt Fernley

2:07 - 9: 37 How high can lithium prices go?

9:38 - 12:30 Constrained and unconstrained EV penetration by 2030

12:31 - 19:01 Do you see the battery makers/OEMs writing checks to fund future battery material supply or will capital markets be the driver?

19:02 - 21:45 OEMs have signed offtake contracts with geothermal companies using DLE extraction - is this a reflection of them acknowledging the need for supply?

21:46 - 23:07 If an OEM asked what is the fastest route to increase battery-grade supply what would your answer be?

23:08 - 23:38 Is tolling spodumene concentrate in China a viable option?

23:40 - 26:59 Could Canada be a meaningful supplier of both spodumene concentrate and lithium chemicals in the future given the quality of resources and access to low GHG hydropower?

27:00 - 29:36 Which companies/stage of development offers the best future returns?

 

----- If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. And please register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at patreon.com/rockstockchannel -----

 

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. Rodney Hooper, Howard Klein and RK Equity have been advisors to Frontier Lithium since 2021 and also have equity interests in Frontier. 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

Emily Hersh - from the other side of the mic - shares her views on #lithium in #Chile post Presidential elections, the state of play in M & #Argentina and the USA in the face of Senator Manchin's "no" to Biden's Build Back Better Act.

Podcast Index

0:00-1:26 Introduction

1:27-5:20 Chile election results and what can the lithium industry expect?

5:21-11:17 Will Chilean lithium output fall in the years to come? The impact of export taxes on lithium production in Chile and Argentina

11:18- 19:40 Argentina discussion and the recent M&A activity

19:41 - 26:06 China has an advantage in permitting time and capex relative to ex-China, who will fund ex-China production?

26:07 - 28:09 China dominance long the supply chain - when and how will this change?

28:10 - 37:11 USA policy issues and delays - what is the impact for EVs and lithium? What is Emily up to?

37:11 - End

 

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. And please register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/lithiumionrocks 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.

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

If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

And please register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.

And finally, if you find value in our content, please consider joining us on Patreon at patreon.com/rockstockchannel

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.

"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

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH-----If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

And please register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.

And finally, if you find value in our content, please consider joining us on Patreon at patreon.com/rockstockchannel

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.

Keith Phillips - aka The BOSS at Piedmont Lithium - interviewed by Rodney Hooper of RK Equity at Mines & Money and Ryan Castilloux after his presentation at Adamas Intelligence North American Critical Minerals Conference October 19-20, 2021

0 - Introduction0:34 - Keith Phillips updated Piedmont Presentation at Adamas Intelligence conference13:25 - Thoughts on Tesla using more LFP for some vehicles?15:00 - How are shareholders protected against an opportunistic take-over bid given the relatively low valuation for Carolina Lithium Project?17:20 - Would M&A interest come from China or ex-China?19:11 - Update on Sayona spodumene off-take agreement pricing - $500 (floor) - $900 (ceiling) and timing for first start-up?21:30 - Is Sayona Quebec going to blend material with North American Lithium? Does Sayona's purchase of Moblan change any plans?24:25 - Update on Iron Ridge Resources investment/JV?28:33 - Update/impact on new mining ordinances in North Carolina?31:00 - Impact on new USA plant announcements (eg, Ford, Redwood) for localized lithium hydroxide demand in North America?34:35 - Sustainability/ESG attributes of Carolina Lithium - how is land, water and CO2 footprint so low relative to peers?

NOTE: Visit www.adamasintel.com for all presentations from their recent North America Critical Minerals Conference.

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

And please register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.

And finally, if you find value in our content, please consider joining us on Patreon at patreon.com/rockstockchannel

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.

"Anode Arne" Frandsen, Chairman of NYSE-listed Nouveau Monde Graphite joins Rodney and Howard to discuss the not well understood the other half of lithium-ion battery which is "95% graphite" and "100% imported from China" and the superior sustainability attributes of natural graphite over artificial graphite, and in particular the low to zero carbon footprint of NMG's project in hyrdo-powered Quebec.

"There's not a battery that's gonna get built in any car without an anode. There is not a single anode that can be produced without graphite. It's that simple."

Index:

0 - 1:30: Introduction1:30 - 4:39 Nemaska update and Becancour discussion4:39 - 10:04 Nouveau Monde- the company is executing its plan, why the fall in price since March?10:04 - 13:45 Nouveau Monde’s relative valuation review13:45 - 17:10 Graphite’s advantages relative to other battery metals - but is solid state a risk?17:10 - 18:24 There is substantial investment in lithium ion cell plants - why graphite will remain in huge demand18:24 - 24:35 Financials and earnings potential for Nouveau Monde plus offtake discussion24:35 - 32:15 Synthetic vs Natural graphite32:15 - 34:12 Graphite’s carbon footprint and quality considerations34:12 - 37:15 Potential for government grants and loan funding37:15 - 38:38 Nouveau Monde’s future milestones38:38 - 41:58 Howard’s investment overview

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH-----If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

And please register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.

And finally, if you find value in our content, please consider joining us on Patreon at patreon.com/rockstockchannel

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.

Ken Brinsden, Managing Director of swing spodumene supplier Pilbara Minerals covers Pilbara's operations, downstream initiatives with a particular focus on spodumene price discovery and transparency from the company's pioneering BMX trading platform. Since Pilbara's astute consolidation and mothballing of its neighbor Altura Mining 9 months ago, lithium chemical and spodumene pricing have tripled resulting in a six-fold increase in PLS shares.

0:00 - 1:28 Introduction1:29 - 6:12 What was the final Altura purchase price? How is the POSCO JV progressing and Pilbara's broader strategy?6:13 - 8:53 POSCO technology8:54 - 9:50 BMX trading platform and where spodumene prices are going9:51 - 12:50 Contract pricing is lagging spot prices, how do producers reduce price volatility for spodumene concentrate?12:51 - 15:40 The potential for longer dated futures contracts for spodumene producers15:41 - 16:55 The benefit of having a clearinghouse for financial stability and what Ken sees as a long-term price for spodumene prices16:56 - 19:03 Could new instruments such as the BMX platform and futures remove or reduce the risk of trading with China - the dominant buyer19:04 - 22:00 Is BMX platform for spodumene like iron ore transition to spot pricing in 2010?22:01 - 25:36 How many tier 1 qualified Chinese converters are there?25:37 - 27:03 Speculation on spodumene via BMX27:04 - 29:17 Could Wodgina spoil the party?29:18 - 32:00 Cost inflation in WA and the impact on cash costs32:01 - 34:44 Where are the major iron ore players in WA? Why aren't they in lithium?34:45 - 39:36 Where are the risks to the bull thesis?

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH-----If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

And please register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.

And finally, if you find value in our content, please consider joining us on Patreon at patreon.com/rockstockchannel

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.

Reg Spencer - Head of Mining research and chief lithium analyst at leading investment bank Canaccord Genuity - joins Rodney and Howard to discuss his most recent half yearly market update in which he brought forward by 3 years his expectation of lithium chemical undersupply.

Video Index:

0:00 – 2:39: Introduction2:40 – 8:46: Reg’s market overview8:47 – 10:44: Which of incumbents or end users are responsible for investment given cash flows are still weak?10:45- 13:13: Risk that lithium prices affect battery cost and EV penetration?13:14 – 15:03: $20,000/t carbonate and hydroxide? How high can prices go before year end?15:04 – 17:07: Is there something that can trigger Wodgina starting production?17:08 – 19:08: Why is it taking so long for Albemarle to buy conversion in China?19:09 – 21:42: Can a lot of spodumene projects come online in the short to medium term?21:43 – 23:35: Capital intensity outside of China?23:36 – 27:07: Canada/North America, Europe?27:08 – 28:18: Sayona/Piedmont acquisition of NAL28:19 – 29:43: Lithium in Africa and converting in Europe29:44 – 31:46: Sustainability and Metso Outotec?31:47 – 33:50: Non-Tesla OEMs signing MOUs w/ unconventional DLE projects?33:51 – 37:57: Why don’t more OEMs partner with local projects like Tesla?

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH-----If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

And please register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.

And finally, if you find value in our content, please consider joining us on Patreon at patreon.com/rockstockchannel

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.