E28: The Price is Right #PDAC2020 - Benchmark's Andy Miller & More!

Lithium-ion Rocks is back after a 6-week hiatus with interviews and commentary from Canada's premier metals and mining event #PDAC2020. The key Battery Materials highlight was an event sponsored by law firm Miller Thomson keynoted by 2019's Nobel Prize winner for Chemistry Stanley Whittingham - who flags future dominance of nickel-rich NMCA chemistries - and reminders from Benchmark Minerals Andy Miller about western OEM's over-reliance on China's supply chain & the likelihood for upside lithium price volatility in the face of decreased greenfield investment and brownfield expansions. Benchmark's groundbreaking work with the USA government powers-that-be returns May 21/22 to Washington DC and will be followed thereafter by what is sure to be another annual must-attend event: Battery Megafactories Europe in Berlin June 17/18 at which Rodney Hooper will be Chairing the sessions and corporate presentations for "Trans-continental Opportunities for Europe’s Supply Chain" #EuropeIsTheNewChina E28 Podcast index below, which includes comments on quarterly and year-end results from Dividend Aristocrat $ALB, Air Supply $SQM, Tianqi's Kwinanamaska woes, $1772's parabolic rise despite #Ganfeng's paltry 9% margins. We also discuss a key area of focus - Lithium 3.0 with 2030 Vision - our preference for advanced junior developers, and the wide valuation disparity among them which offers potential for asymmetric risk/reward for astute Jane and George Battery Pack investors. 0.00: Introduction0:40: Spodumene and chemical pricing forecast (Andy Millar)1:48: Howard introductory commentary3:06: Stanley Whittingham Q&A PDAC8:50: Howard commentary, focus on Ganfeng and Altura18:20: Q&A with Andy Millar, focus on the impact of coronavirus, battery plant growth and the future37:10: Rodney commentary, focus on Europe and EV sales, supply/demand for 202045:30: Howard closing commentary, including risk/rewards of lithium investing Please join our growing list of Patreon subscribers! www.patreon.com/lithiumionrocks Patreon subscribers at $50/month or more will receive Rodney and my proprietary research and commentary distributed twice quarterly. Not Investment Advice. Do your own Research. Read Disclaimer: libull.com