INDEX:
00:00 - Introduction
02:13 - About Jordan
03:04 - Future Lithium Demand
09:02 - Predictions on Lower Lithium Prices
10:17 - Mining Cost Analysis
11:30 - Risks in Chinese Lithium Production
14:00 - Impact of Minor Production Changes
14:54 - Possible Lithium Market Slowdown
17:19 - Consolidation Prospects & Funding Challenges
19:06 - Interpreting CME Futures
20:13 - Lithium Futures Market Growth
23:00 - Disparity with Guangzhou Carbonate Futures
24:54 - Equities vs. Futures
26:27 - Spodumene Hedging: CME Futures
27:34 - Fastmarkets' Regional Pricing Initiative
30:35 - Regional Pricing Impact
34:13 - North American Battery Supply Chain
35:45 - Sustainable Lithium Prices in EVs
38:28 - China's Renewable Growth
41:33 - Auctions Impact on Lithium Prices
44:35 - Argentina's Lithium Chloride Developments
45:46 - Uncertainty in Chloride Price
47:03 - South East Asian Development
49:46 - Lithium Price Shifts
_________________________________________________
Links đ
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 Equityâs website https://www.rkequity.com
Intro and outro audio credit: Jamie Klein
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E42: Whatâs Fuelling Gerrit GF3
E41: Frithing At The Mouth - BNEF Battery Bull
E40: Morningstar's Lithium Compass
E39: EMH Czech-ing All Europe's Lithium Boxes
E38: Still Time to Avoid Lithium Supply Crunch? Fastmarketsâ Will Adams
E37: Carolina Spodumene Rocks! Piedmont Lithium's Keith PhiLLips
E36: S3XY Cells & China Sales w/ Jordan Giesige
E35: E3 Metals - Alberta's Energy Transition. The Next DLE Lithium Standard Copy
E34: VW's Unsolid Power. Synthetic Graphite's Limiting Factor
E33: Talking Dirty. Graphite Anode Bull with Matt Fernley
E32: Quebec Rocks! Graphite and NEWmaska LiTHiuM
E31: What's Fuelling Gerrit? (GF2)
E30: What's Fuelling Gerrit? (GF1)
E29: Thin Lizzium - 1H 2020 Market Scoreboard Recap
E28: The Price is Right #PDAC2020 - Benchmark's Andy Miller & More!
E27: Roaring 20's Lithium 3.0: 2020 Hindsight. 2030 Vision
E26: Chris Reed-ing & Re-cycling Mt. Marion. Neometals
E25: Dire Straits #Lithium Fuelling Gerrit. Solid Rock
E24: Piedmont Lithium. Rhymes with Kidman
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