In part two of our collaboration with Mr. Lithium Joe Lowry, Global Lithium and Lithium Ion Rocks discuss #Lithium geopolitics: secure, sustainable supply chain.
Keep an eye out for part 3, where we take a close look at corporate activity: M&A’s, offtakes, incumbents and developers.
#Tesla #electricvehicles
Index
00:00 – 08:20 Thoughts on the inflation reduction act: Will it level the playing field? Can the USA be self-sufficient?
08:21 – 14:11 Is there a risk of demand destruction based on the high prices forecast?
14:12 – 18:05 China, Tesla and the raw materials shortage: a rounding error?
18:05 – 22:21 Shipping spodumene.
22:22 – 23:57 What’s a short term and medium term solution to have conversion?
23:58 – 27:37 South American brine to hydroxide refining.
27:38 – end Thoughts on SQM’s investor day.
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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
