53 min
E102: Fast & Furious Part 2. Fastmarkets' Jordan Roberts Lithium-ion Rocks!
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- Business
INDEX:00:00 - Introduction02:13 - About Jordan03:04 - Future Lithium Demand09:02 - Predictions on Lower Lithium Prices10:17 - Mining Cost Analysis11:30 - Risks in Chinese Lithium Production14:00 - Impact of Minor Production Changes14:54 - Possible Lithium Market Slowdown17:19 - Consolidation Prospects & Funding Challenges19:06 - Interpreting CME Futures20:13 - Lithium Futures Market Growth23:00 - Disparity with Guangzhou Carbonate Futures24:54 - Equities vs. Futures26:27 - Spodumene Hedging: CME Futures27:34 - Fastmarkets' Regional Pricing Initiative30:35 - Regional Pricing Impact34:13 - North American Battery Supply Chain35:45 - Sustainable Lithium Prices in EVs38:28 - China's Renewable Growth41:33 - Auctions Impact on Lithium Prices44:35 - Argentina's Lithium Chloride Developments45:46 - Uncertainty in Chloride Price47:03 - South East Asian Development49:46 - Lithium Price Shifts
_________________________________________________Links 🌍
RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (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
INDEX:00:00 - Introduction02:13 - About Jordan03:04 - Future Lithium Demand09:02 - Predictions on Lower Lithium Prices10:17 - Mining Cost Analysis11:30 - Risks in Chinese Lithium Production14:00 - Impact of Minor Production Changes14:54 - Possible Lithium Market Slowdown17:19 - Consolidation Prospects & Funding Challenges19:06 - Interpreting CME Futures20:13 - Lithium Futures Market Growth23:00 - Disparity with Guangzhou Carbonate Futures24:54 - Equities vs. Futures26:27 - Spodumene Hedging: CME Futures27:34 - Fastmarkets' Regional Pricing Initiative30:35 - Regional Pricing Impact34:13 - North American Battery Supply Chain35:45 - Sustainable Lithium Prices in EVs38:28 - China's Renewable Growth41:33 - Auctions Impact on Lithium Prices44:35 - Argentina's Lithium Chloride Developments45:46 - Uncertainty in Chloride Price47:03 - South East Asian Development49:46 - Lithium Price Shifts
_________________________________________________Links 🌍
RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (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
53 min