RK Equity Presents: 121 New York 2024 Battery Metals Panel: Supplying the EV Value Chain
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- Опубликовано: 6 авг 2024
- INDEX:
00:00 - Introduction
03:16 - Discussion on Manganese Market
03:47 - Critical Metals Supply and Demand
05:00 - Manganese Supply and Demand
07:33 - Battery Manganese Market
10:02 - Lithium Market Insights
14:41 - Canadian DLE vs Hard Rock Stories
16:25 - DLE: Approach over Technology
19:50 - Technological Innovations in Mining
26:59 - AI and Copper/Lithium
29:03 - Exploring Aluminum as a Copper Substitute
29:32 - Copper Demand and Supply Challenges
30:24 - Electric Vehicles and Market Adjustments
34:01 - The Role of AI in Mining
35:37 - EV Adoption and Infrastructure Issues
36:54 - Tesla's Robotaxi and Market Speculations
39:51 - Global EV Market Dynamics
44:52 - Impact of US Politics on Battery Materials
47:32 - Future of Sodium-Ion Batteries
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Links 🌍
RK Equity Website: rkequity.com/
Patreon: / rockstockchannel
Podcast:
Apple Podcast: podcasts.apple.com/us/podcast...
Spotify: open.spotify.com/show/0KiMIZO...
X (Twitter):
Howard: / lithiumionbull
Rodney: / rodneyhooper13
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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 www.rkequity.com
Intro and outro audio credit: Jamie Klein 
Авто/Мото
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Thanks for asking about High Purity Manganese. It's often neglected in the critical materials discussions.
Cheers
The lithium part is like that rick and morty episode of Pluto is a planet lol
Haha
It is very interesting trying to link the AI wave to mining. These potential Lithium mines need environmental approval and financing, not AI technology.
Latest news is Serbia is about to green light Rio Tinto's Jadar Project called off 2 years ago. This would be Europe's largest lithium mining project. The mine might be open by 2028
I am wondering why all foco is in energy metal. Is it not more importand tô look at new technologies in agro combinations for energy. Potential is imense
Too bad the panel didn’t include discussions related to the Redwood Materials of the world today and tomorrow.
This will come to be known as the century of material sciences, IMO. Therefore all discussions going forward should include materials repurposing and energy storage as they will be critical to ALL forecasting because they may ultimately have the biggest impact on the economics of all related sectors.
“Never impose today upon tomorrow - it never works…never!”-GM
ruclips.net/video/LiFFS0riFW0/видео.htmlfeature=shared
Climate Change initiative or not, no one wants to pay more for a car if they don't have to. China did a leap frog in producing low cost EVs. When the jobs of UAW unions are at risk, then tariffs come into play - the only way Trump will support EVs is where renewable energy and the Climate Change accord creates more jobs than what putting up barriers (like tariffs) can do to prevent losing jobs.
Trump recently had a meeting with various top CEOs to explain his push to lower corporate taxes, remove regulations, and MAGA except, all the CEOs could not understand his point of view. All the talk means nothing. It will be the world outside of America that will push America into decarbonising their economy.
As for lithium stocks? They're all at a 52wk low and until we see spot prices turning around, it's not very likely to have much of a bullish case when the whole world is under inflation pressure in a high interest rate environment.
Appreciate your comments. Yes commodity equities follow commodity prices so lithium stocks needs to see higher lithium prices.