E105: Benchmark’s Giga USA Preview
Episode description
INDEX: 00:00:00 - Introduction 00:10:55 - Talon Metals: US gov funding for nickel projects 00:15:26 - Election's effect on US critical mineral funding 00:17:54 - Europe vs. US: critical mineral policy progress 00:22:25 - Funding options for Europe's mineral projects 00:24:00 - US, Japan, Korea, Europe vs. China: battery competition 00:30:05 - EV adoption: sooner or later than expected? 00:35:15 - Major nickel miners: production boost plans 00:38:36 - China's use of Indonesian tech in nickel projects 00:40:30 - Benchmark's lithium and cathode forecast 00:42:58 - Tesla's focus: from nickel to autonomy 00:48:49 - Will 45X embrace mining? 00:51:48 - DOE's mining loan program and 45X 00:54:03 - Mining unions: cost or advantage? 00:57:08 - Closing Remarks 01:00:30 - US funding for Canadian, Australian projects? 01:02:57 - Howard's Closing Remarks
_________________________________________________ Links 🌍
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
