Loving the overrated / Underrated chat lads - regarding High Purity Alumina, can we have a segment about it sometime soon or on ASX listed Alpha HPA (A4N)? They have DFS coming out soon too. I know Matty said at the beginning of the year he wants to learn more about aluminium in general. Keep up the good work boys 👍🏼
Patience in the Battery metals is required as China knows whats ahead. They encourage exploration with a spike in price then crash the market to aquire the undeveloped deposits. Have seen bottlenecks from under supply to processing of the concentrate. There will be another two cycles similar to the Lassonde curve from the new IRA an EU regs. Best thing I ever did was leave Australia to avoid CGT from trading the cycles. Oz investors need to remember the shareprice of a miner maybe manipulated from overseas holders who don't stress about Tax obligations (JP Morgan philosophy of take profits early, take profits often).
I have always struggled with the whole concept of the long supply line results in it taking six or twelve months for a change in BEV demand to be felt at the mine. If I were in logistics I would think the opposite that if I was going to bring on a step change in demand, say for like adding a 3rd shift at a gigafactory that I would have to let the mine know a year in advance. Since that isn't the case it implies that the supply chain is stretchy, there is inventory all along the way that can build up and decline as the supply signal goes down the line from autofactory to mine. HOWEVER, that also means someday if it gets stretched too hard and there isn't enough inventory at any point along the line there is no fast recovery. It will be like the chip crisis and spot prices will skyrocket. Not that I would wish that on society, but a lot of us could retire early if the industry and speculators in China let the inventories get too thin and it breaks.
The type of PHEV matters. The are two types: one where the gas motor propels the vehicle and one where the gas motor is completely disconnected from the drive train and just charges the battery. The first type (the ass-backwards type) is what traditional western OEMs like Toyota make. The second type is rare (at this time) outside China. The second type is far superior because one gets the advantages of a fully electric drive train (insane torque and acceleration with max regen). Once western OEMs figure this out, things will get interesting.
I think the second one you mentioned should be simpler than the Toyota traditional one. Nissan epower is on sale now. Just use the ice as a generator to power up electric motor. I had heard Mazda is trying to make their Rotor engine back to power electric motor as well.
@@ifillam7511 Thanks for the info. e-power is not sold in the U.S. unfortunately, so wasn't aware of it. I have a Rav hybrid. Amazingly efficient car (I get 38 mpg in summer and 36.5 in winter) but the AWD sucks. In fact it is so squirrely on ice/snow, its dangerous. Not sure if it is because the rear motor is too undersized, or the software/hardware sucks, or both. Toyota, with the hybrid system, did do an amazing job of ramming a square peg thru a round hole.
@@Kiliak1964 I used to planning to purchase one RAV4 hybird last in Australia but the dealer waiting time is over 30 months due to shortage of semiconductor and the final price can't be confirmed unit the vehicle arrived. Have you tried with snow tires? Probably will make a big difference.
I think this is Parallel Hybrid vs Series Hybrid. Parallel either ICE or electric motor (or both combines) directly drive the wheels. HEV are typically Parallel Hybrid. Series Hybrid, the ICE is only used as a generator to recharge the batteries. The electric motor drives the wheels. This isn’t popular on HEV. If it’s Series it’s more suited to PHEV.
for both Graphite and Manganese (battery grade) China has 95% + market share, and the irony w.r.t. Manganese especially, is that China has this dominance with about 100% imported raw mineral ores from Africa and Australia. The Western projects has this idea in their heads, and I mean almost all of them, that they deserve an incentive price at 3-4x the Chinese market price. Prices of batteries still need to come down substantially, so incentive prices are a non-starter fundamentally. Almost all OEM's also have almost zero say in what goes into batteries Almost all of them, BYD fully excluded, and TESLA only partially excluded, as they will depend on CATL and similar companies for the bulk of their batteries and cells for mass produced EV's, will depend on Asian battery makers for the bulk of their battery supplies.
![Felix "Unfair" | [Stray Kids : SKZ-PLAYER]](http://i.ytimg.com/vi/Oswujxm2Ag0/mqdefault.jpg)
Excellent guest interview. This guy is a legend, clear, concise and knowledgeable. Well done fellows.
Great work again. Your guest list is fantastic. Thankyou. Still learning
Excellent content in this interview boys - thank you!
This guy is switched on and very insightful, great interview.
Respect 👍
Thanks for yet another excellent interview
Matt was excellent guest. Also I enjoy the banter from you guys.
Smashing it with the guests lately boys!
Great to hear from Matt
Awesome insights into Lithium.
Thanks.
Boom... a masterpiece.! And I like it when analysts can say they were wrong on something.
Loving the overrated / Underrated chat lads - regarding High Purity Alumina, can we have a segment about it sometime soon or on ASX listed Alpha HPA (A4N)? They have DFS coming out soon too. I know Matty said at the beginning of the year he wants to learn more about aluminium in general. Keep up the good work boys 👍🏼
It's finally up!
Well done boys Matt is a legend I’m really looking forward to this 👍
Haha….”talking about manganese, I’m keen to get your insight into the graphite market” 😂
Patience in the Battery metals is required as China knows whats ahead. They encourage exploration with a spike in price then crash the market to aquire the undeveloped deposits.
Have seen bottlenecks from under supply to processing of the concentrate.
There will be another two cycles similar to the Lassonde curve from the new IRA an EU regs.
Best thing I ever did was leave Australia to avoid CGT from trading the cycles. Oz investors need to remember the shareprice of a miner maybe manipulated from overseas holders who don't stress about Tax obligations (JP Morgan philosophy of take profits early, take profits often).
I would buy Vrify shares if they list in the ASX
The information about Chinese battery and EV production is excellent, China is definitely going to eat US's and Europe's lunch.
I have always struggled with the whole concept of the long supply line results in it taking six or twelve months for a change in BEV demand to be felt at the mine. If I were in logistics I would think the opposite that if I was going to bring on a step change in demand, say for like adding a 3rd shift at a gigafactory that I would have to let the mine know a year in advance.
Since that isn't the case it implies that the supply chain is stretchy, there is inventory all along the way that can build up and decline as the supply signal goes down the line from autofactory to mine.
HOWEVER, that also means someday if it gets stretched too hard and there isn't enough inventory at any point along the line there is no fast recovery. It will be like the chip crisis and spot prices will skyrocket. Not that I would wish that on society, but a lot of us could retire early if the industry and speculators in China let the inventories get too thin and it breaks.
Would be good to here your views on Impact minerals HPA project
Only 10k subs?? Damn, you guys will be bigger than uranium
When the battery dies in a plug in hybrid the car isn’t a right off. Big selling point imo.
The type of PHEV matters. The are two types: one where the gas motor propels the vehicle and one where the gas motor is completely disconnected from the drive train and just charges the battery. The first type (the ass-backwards type) is what traditional western OEMs like Toyota make. The second type is rare (at this time) outside China. The second type is far superior because one gets the advantages of a fully electric drive train (insane torque and acceleration with max regen). Once western OEMs figure this out, things will get interesting.
I think the second one you mentioned should be simpler than the Toyota traditional one. Nissan epower is on sale now. Just use the ice as a generator to power up electric motor. I had heard Mazda is trying to make their Rotor engine back to power electric motor as well.
@@ifillam7511 Thanks for the info. e-power is not sold in the U.S. unfortunately, so wasn't aware of it. I have a Rav hybrid. Amazingly efficient car (I get 38 mpg in summer and 36.5 in winter) but the AWD sucks. In fact it is so squirrely on ice/snow, its dangerous. Not sure if it is because the rear motor is too undersized, or the software/hardware sucks, or both. Toyota, with the hybrid system, did do an amazing job of ramming a square peg thru a round hole.
@@Kiliak1964
I used to planning to purchase one RAV4 hybird last in Australia but the dealer waiting time is over 30 months due to shortage of semiconductor and the final price can't be confirmed unit the vehicle arrived. Have you tried with snow tires? Probably will make a big difference.
I think this is Parallel Hybrid vs Series Hybrid.
Parallel either ICE or electric motor (or both combines) directly drive the wheels. HEV are typically Parallel Hybrid.
Series Hybrid, the ICE is only used as a generator to recharge the batteries. The electric motor drives the wheels. This isn’t popular on HEV. If it’s Series it’s more suited to PHEV.
Listen to Matt on rock stocks podcast. This guy is a jet.
The BYD Seagull is not comparable to the Renault 5. It is smaller.
for both Graphite and Manganese (battery grade) China has 95% + market share, and the irony w.r.t. Manganese especially, is that China has this dominance with about 100% imported raw mineral ores from Africa and Australia. The Western projects has this idea in their heads, and I mean almost all of them, that they deserve an incentive price at 3-4x the Chinese market price. Prices of batteries still need to come down substantially, so incentive prices are a non-starter fundamentally. Almost all OEM's also have almost zero say in what goes into batteries Almost all of them, BYD fully excluded, and TESLA only partially excluded, as they will depend on CATL and similar companies for the bulk of their batteries and cells for mass produced EV's, will depend on Asian battery makers for the bulk of their battery supplies.
When people use the word "analysis" in relation to investments in mining, they really mean "guesswork".
Inventory of Mine is a gimme gc name surely
Its going to be a bloodbath
Lithium?? Lol.. nickel is 👑👑 👑 👑 👑 👑 👑 👑 👑 👑👑