Rock Stock Recap E11: Lithium Patience
Episode description
INDEX: 00:00 - Introduction 01:39 - Post-conference insights on lithium market trends 06:51 - Election effects on EV supply chain and mineral policies 11:10 - Tariffs impact EV battery market and imports 12:47 - Non-Tesla EV sales and Cybertruck challenges 14:40 - Chinese automakers and protectionist policies 16:37 - Concerns over balanced lithium market, future supply-demand 19:48 - Cheaper LFP cells and demand for larger energy storage 21:54 - 28% lithium demand growth projected for 2024 24:10 - Rising project costs challenge lithium producers' loans 28:53 - Lithium Americas' strategy with GM 32:16 - Project delays prompt government funding comparison 37:37 - Reasons behind Albemarle's Carolina plans reconsideration 40:13 - Howard's closing remarks
_________________________________________________ Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx 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