56 episodes

Brought to you by co-hosts Howard Klein and Rodney Hooper, Lithium-ion Rocks!™ is a vibrant and engaging podcast looking at the lithium-ion battery-fuelled disruption of the mining, chemical, transportation and utility industries. Featuring guests such as representatives from major firms, investment analysts and diverse perspectives, Lithium-ion Rocks! offers invaluable insight into this exciting industry.

Lithium-ion Rocks‪!‬ lithiumionrocks

    • Business
    • 4.5 • 8 Ratings

Brought to you by co-hosts Howard Klein and Rodney Hooper, Lithium-ion Rocks!™ is a vibrant and engaging podcast looking at the lithium-ion battery-fuelled disruption of the mining, chemical, transportation and utility industries. Featuring guests such as representatives from major firms, investment analysts and diverse perspectives, Lithium-ion Rocks! offers invaluable insight into this exciting industry.

    E54: Battery Mineral Intelligence. Benchmark’s Simon Moores

    E54: Battery Mineral Intelligence. Benchmark’s Simon Moores

    Simon Moores, CEO of Benchmark Minerals Intelligence joins Rodney & Howard following record conference attendance at GIGA USA in Washington DC to discuss #lithium, nickel, graphite, cobalt, #Tesla, Panasonic and the increased checks being written by US government agencies and big #EV OEMs

    Video Index

    0:00-2:03 Introduction, including an overview of Benchmark Mineral Intelligence
    2:04 - 3:27 Benchmark & Simon's influence in the USA
    3:28 - 11:18 USA government assistance for domestic raw battery material supply - how does Simon see this playing out? Which sectors will benefit?
    11:19 -14:57 Elon Musk seems to be walking back their lithium production plans while, at the same time, Panasonic is now planning 2TWh of battery cell production - is Tesla outsourcing the raw material challenge to suppliers like Panasonic?
    14:58 - 16:24 Panasonic is likely to go with NCA and NCM cathode chemistries - does that make the local supply of local materials - particularly nickel and lithium, a major challenge?
    16:25 - 20:36 Benchmark gave 5 key reasons lithium won't be in oversupply as a rebuttal to the Goldman Sachs report - can you elaborate? Howard discusses the market impact of the report on lithium share prices.
    20:37 - 21:49 Howard discusses recession fears and the broader market sell-off. The price of lithium chemicals and spodumene concentrate are holding firm.
    21:50 - 30:15 How can mid and downstream manufacturers secure upstream supply?
    30:16 - 32:37 Rodney asks Simon about the Benchmark's outlook for cathode chemistry market shares in 2030
    32:38 - 33:40 Would the US allow CATL to build a gigafactory in the US?
    33:41 - 36:23 Are all the battery cell plants planned for the US to date nickel-based cathodes? Should the US be supporting and funding nickel refineries?
    36:24 - 40:00 What is Simon's expected average price for carbonate and hydroxide in 2023?
    40:00 - End

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

    Please register your email at www.rkequity.com

    Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @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.

    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

    • 40 min
    E52: A Lake And An Atlantic Ocean Of Lithium

    E52: A Lake And An Atlantic Ocean Of Lithium

    Stu Crow - Chairman of Lake Resources and a Director of Atlantic Lithium - joins Rodney and Howard to discuss the past, present and exciting future at these two advanced lithium developers in Argentina and Ghana.

    #ElectricVehicles #ElonMusk #Tesla

    Video Index

    0:00 - 0:32 Introduction
    0:33 - 3:40 How did Stu get involved in lithium?
    3:41 - 9:26 Vince Mascolo, Lake & Atlantic Lithium early days
    9:27 - 21:55 Rodney & Stu discuss Atlantic Lithium's valuation, resource size upside, production volume potential, unsolicited bidders & an ASX listing
    21:56 - 38:09 Howard & Stu discuss Lake's recent offtake announcements with Hanwa and Ford, the pilot plant being assembled in Argentina and the timing of the DFS/FID
    38:10 - End

    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/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

    • 38 min
    E50: North America’s Unconventional Lithium Promise - Alex Grant

    E50: North America’s Unconventional Lithium Promise - Alex Grant

    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 DLE
    2:14 - 4:35 Alex gives an overview of his background & discusses the unique nature of brines
    4:36 - 7:32 North American brownfield brine opportunities
    7:33 - 9:46 There are a number of DLE technologies, sorption and Ion Exchange are the two main ones, Alex explains the difference between them
    9:47 - 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 opportunity
    16:15 - 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 decarbonization
    28:47 - 29:40 Tesla's lithium strategy

    ----

    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

    • 29 min
    E49: How High Can Lithium Prices Go? with Matt Fernley

    E49: How High Can Lithium Prices Go? with Matt Fernley

    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

    • 29 min
    E47: The Electric. The Powerhouse. Steve LeVine.

    E47: The Electric. The Powerhouse. Steve LeVine.

    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 Index
    0:00-1:15 Introduction
    1:16-2:22 Steve Levine background
    2:23-6:45 2022 year of the battery discussion
    6:46-8:19 VW strategy discussion
    8:20-10:43 OEM sourcing of lithium and investments
    10:44-12:15 Rare earths and GM commitment
    12:16-13:23 Ford and Blue Oval
    13:24-14:45 LG & SK spin-offs in 2022
    14:46-17:18 China vs Rest of World cost of building lithium plants and operating costs
    17:19-22:10 LFP’s future
    22:11-23:30 Redwood/Rivian/Ford/SK partnerships & recycling
    23:31-31:10 24M & Freyr discussion
    31:11-34:00 LFP manufacturing ex-China
    34:01 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.

    • 34 min
    E46: S3XY Rare Earths & Battery Metals W Ryan Castilloux

    E46: S3XY Rare Earths & Battery Metals W Ryan Castilloux

    "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 Introduction
    1:11 Adamas overview
    4:26 GM/GE collaboration on rare earths
    6:16 Battery metals day at the conference
    7:26 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 market
    35:16 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.

    • 35 min

Customer Reviews

4.5 out of 5
8 Ratings

8 Ratings

malfoxley ,

Great Show!

Howard and Rodney, hosts of the Lithium-ion Rocks! podcast, highlight all aspects of the mining industry and more in this can’t miss podcast! The hosts and expert guests offer insightful advice and information that is helpful to anyone that listens!

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