42 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
    • 4.3 • 6 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.

    E37: Carolina Spodumene Rocks! Piedmont Lithium's Keith PhiLLips

    E37: Carolina Spodumene Rocks! Piedmont Lithium's Keith PhiLLips

    Piedmont's market cap has grown 100X from $10M to $1B+ in 4 years as it has progressed early stage exploration with 19 drill holes on 500 acres in North Carolina to an expected definitive feasibility study this September & potential start of construction in early 2022.


    Piedmont CEO Keith Phillips discusses PLL's robust updated economic study, improved sustainability profile and near term strategic objectives both on financing the Piedmont Lithium Project in North Carolina and Piedmont's own consolidation/M&A endeavors in Quebec and possibly elsewhere.


    Time Index


    0-2:00 - Intro


    - new scoping study reflects a near doubling of NPV to $1.9B, steady state EBITDA growing from $230M to $400M, 31% after-tax IRR and 3 year payback period.


    2:00-6 - Sustainable Lithium Hydroxide Business


    - Independent LCA analysis by Minviro - the preliminary analysis shows 3 key metrics - water use/land footprint and carbon intensity - Piedmont is a stand out in all 3. What drives the numbers on all three? How is it possible for Piedmont's carbon intensity to be only a quarter of China?


    6:15-8:15 - Innovative Hydroxide Technology


    Piedmont is using a “sulphate free” Metso Outotec process. What are the benefits of this over sulfuric acid roasting process currently used in China and planned for Australia hydroxide projects?


    8:30-15:15 - Hydroxide vs. Carbonate, Price Premium


    - Why is Piedmont focused on lithium hydroxide rather than carbonate?
    - In a world of $100/t a ton carbon taxes we believe the 15t of CO2 per tonne of hydroxide difference with China will mean a $1,500/t premium for Piedmont - do you agree?
    - Will we see an even higher price premium in the USA given transport/logistics benefits such as lower inventory needs given close proximity and no risk of import duties?


    15:15 - 23:45 - Bigger Production/Stronger Economics/Lowest Cost Global Hydroxide Producer


    - The scoping study outlines a near 50% increase in planned production - 30ktpa - presume this is on the back of the increased resource size?
    - Considering Carolina head grade of about 1.1% vs. the world’s best hard rock deposit Greenbushes at 2%, how is it that Piedmont can be the lowest cost producer of hydroxide?


    24:00 - 33:00 - Strategic Dialogues/Process


    - The 2021 study has higher price assumptions for SC6 and LiOH that are similar to current spot prices - are you seeing increased interest in off-take at pricing around the studies assumptions?
    - The Capex for the project has grown to ~$800M. What is the timeline for completion of DFS, full financing, financial investment decision, construction start?


    33:00 - 38:00 - Piedmont as M&A Consolidator


    - Any update on Sayona/North American Lithium?
    - Do you see scope for further consolidation of hard rock projects and do you have any plans for additional project investments?
    - You have recently appointed Tier One global investment banks JP Morgan and Evercore. What is their mandate?


    38:00 - 42:00 - EV, Battery, SPACs, Build Back Better Biden


    - How is both public capital markets and government initiatives impacting overall sentiment toward Piedmont in terms of raising funding?
    - Might USA and/or Canadian government support be relevant in Piedmont/Sayona financing plans?


    NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
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    Intro and outro audio credit: Jamie Klein

    • 42 min
    E36: S3XY Cells & China Sales w/ Jordan Giesige

    E36: S3XY Cells & China Sales w/ Jordan Giesige

    In Part 2,  Rodney Hooper interviews Jordan Giesige from the Limiting Factor to discuss big things happening in the US auto market, Battery material bottlenecks, bi-directional charging, Cybertruck & Semi rollout, Lithium shortage, Auto OEMs sourcing battery materials, LFP batteries and Jordan’s videos speculating about Tesla's clay lithium endeavors.


    Part 2


    0:00 Intro
    1:23 US market
    3:17 Battery material bottlenecks
    8:26 bi-directional charging
    10:12 Cybertruck & Semi rollout
    15:54 Lithium shortage
    17:44 Auto OEMs sourcing battery materials
    22:52 LFP batteries
    30:03 Jordan’s next video
    30:59 Credits


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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


    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.

    • 31 min
    E35: E3 Metals - Alberta's Energy Transition. The Next DLE Lithium Standard Copy

    E35: E3 Metals - Alberta's Energy Transition. The Next DLE Lithium Standard Copy

    In this episode of Rock Stock Channel we are privileged to have E3 Metals CEO Chris Doornbos on the show to discuss updates on recent milestones like their recent PEA, their DLE technology, the size and contents of the Leduc reservoir, how to scale production and much more.


    Research Note Much Ado About Unconfined Aquifers?
    By Alex Grant and Chris Doornbos
    www.jadecove.com/research/muc...​


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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


    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.

    • 26 min
    E34: VW's Unsolid Power. Synthetic Graphite's Limiting Factor

    E34: VW's Unsolid Power. Synthetic Graphite's Limiting Factor

    In this episode of Rock Stock Channel Rodney Hooper interviews Jordan Giesige from the Limiting Factor discussing VW's Power Day, Solid State batteries, Graphite, Synthetic vs Natural and Silicon doping and a lot more


    Time Index


    0:00 Intro
    1:32 VW Power day
    8:28 Natural vs Synthetic graphite
    13:44 Battery materials shortage
    17:00 Localised Supply Chains
    19:56 Novonix
    21:31 Graphite outlook
    24:40 Credits


    ----


    If you like this podcast, 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.

    • 24 min
    E33: Talking Dirty. Graphite Anode Bull with Matt Fernley

    E33: Talking Dirty. Graphite Anode Bull with Matt Fernley

    Dirty or clean? Natural or Artificial? Matt Fernley MD at Battery Materials Review and Head of Research for Westbeck Capital's Volta fund joins Howard and Rodney to discuss all things Graphite. A lot to cover including VW Power day and commitment to Synthetic Graphite, Silicon and solid state batteries, Chinese graphite producers, 2023 graphite shortage and is the future going to be Natural or Synthetic graphite?


    ---



    If you like this video, please leave a review 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 to Rock Stock Channel on YouTube 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.

    • 29 min
    E32: Quebec Rocks! Graphite and NEWmaska LiTHiuM

    E32: Quebec Rocks! Graphite and NEWmaska LiTHiuM

    Arne Frandsen, Managing Partner of The Pallinghurst Group, one of the biggest mining private equity firms focused on battery materials, joins Rodney Hooper and Howard Klein just after they "took over the keys" to Nemaska Lithium, following an 18 month due diligence process and CCAA (bankruptcy) proceeding. The three discuss Pallinghurst's stellar track record at bringing projects to fruition, the past present and future plans with Nemaska, including its partnerships with America's #2 lithium producer Livent Corp. The three also discuss Pallinghurst's other world class project in Quebec investment with Nouveau Monde Graphite.
     
    Quebec is one of the world's most mining friendly jurisdictions. It also has substantial carbon free energy from hydro electric power. Rich in battery materials lithium, graphite and more, and with a strongly supportive government sponsoring the "Propulsion Quebec" initiative with funding from its investment arm Investissment Quebec, the province has significant potential to become an important pillar in the Energy Transition for a secure and sustainable battery metals for the North American market.
     
    If you like the video, please subscribe, like and comment.
     
    And for more free content from Rodney and Howard, please register your email at: www.rkequity.com And join us on Patreon: www.patreon.com/lithiumionrocks
     
    And follow us on Twitter @lithiumionbull @rodneyhooper13
     
    On LinkedIn: https://www.linkedin.com/in/howardklein/ https://www.linkedin.com/in/rodneyhooper/
     
    Not Investment Advice. Do Your Own Research. Read Disclaimer

    • 38 min

Customer Reviews

4.3 out of 5
6 Ratings

6 Ratings

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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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