E58: Global Lithium-ion Rocks! Part One

In this first episode of our much-awaited 3 part collaboration with Mr Lithium, Joe Lowry,  Global Lithium and Lithium Ion Rocks come together to discuss supply, demand and price for spodumene, carbonate and hydroxide.  Keep an eye out for part 2, which covers geopolitics, industrial policy andsupply security, as well as part 3, where we take a close look atcorporate activity: M&A's, offtakes, incumbents and developers.  Index00:00- 03:15 Introducing the Global Lithium Ion Rocks Partnership03:15 - 07:56 Friendly banter07:56 - 08:19 Overview of conversation topics08:19 - 18:10 Supply, Demand and Price: What's the difference between your forecasting?18:10 - 22:04 Chris Ellision, Spodumene supply and the performance of Mt. Marion22:04 - 25:39 What does Joe think the average spoudemene prices will be in 2024? SQM vs Albemarle. 25:39 - 30:05 Is the market pricing in long-term forecasts? Sigma, Core, NAL, uncontracted tons and demand. 30:05 -  35:29 Financing in the Lithium space, pricing spodumene, hydroxide: How much spodumene is currently converted, and how will this % shift?35:30 - end In future, could spodumene price decouple from hydroxide? Please consider joining us on Patreon at www.patreon.com/rockstockchannel Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward. Please register your email at www.rkequity.com  Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.  -----DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies. No payment has been paid in connection with the preparation of  this video and all Rodney’s comments and research are his own independent opinions. 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