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Rock Stock Recap E11: Lithium Patience
INDEX:
00:00 - Introduction
01:39 - Post-conference insights on lithium market trends
06:51 - Election effects on EV supply chain and mineral policies
11:10 - Tariffs impact EV battery market and imports
12:47 - Non-Tesla EV sales and Cybertruck challenges
14:40 - Chinese automakers and protectionist policies
16:37 - Concerns over balanced lithium market, future supply-demand
19:48 - Cheaper LFP cells and demand for larger energy storage
21:54 - 28% lithium demand growth projected for 2024
24:10 - Rising project costs challenge lithium producers' loans
28:53 - Lithium Americas' strategy with GM
32:16 - Project delays prompt government funding comparison
37:37 - Reasons behind Albemarle's Carolina plans reconsideration
40:13 - Howard's closing remarks
_________________________________________________
Links 🌍
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
_________________________________________________
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
View all episodes
By rockstockchannel
4.3
1212 ratings
INDEX:
00:00 - Introduction
01:39 - Post-conference insights on lithium market trends
06:51 - Election effects on EV supply chain and mineral policies
11:10 - Tariffs impact EV battery market and imports
12:47 - Non-Tesla EV sales and Cybertruck challenges
14:40 - Chinese automakers and protectionist policies
16:37 - Concerns over balanced lithium market, future supply-demand
19:48 - Cheaper LFP cells and demand for larger energy storage
21:54 - 28% lithium demand growth projected for 2024
24:10 - Rising project costs challenge lithium producers' loans
28:53 - Lithium Americas' strategy with GM
32:16 - Project delays prompt government funding comparison
37:37 - Reasons behind Albemarle's Carolina plans reconsideration
40:13 - Howard's closing remarks
_________________________________________________
Links 🌍
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
_________________________________________________
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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