E58: Global Lithium-ion Rocks! Part Three - Takeover & Off-taker SPECULATION

Lithium-ion Rocks! - Ein Podcast von lithiumionrocks

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Corporate activity is the focus of this final segment of Global Lithium-ion Rocks. Joe Lowry talks with Rodney Hooper and Howard Klein about high prices for some lithium developers, recent off-take agreements, and new entrants to the industry, while speculating on which major and minor producers might get acquired.  #Lithium #Tesla #electricvehicles  Index:00:00 -  03:09 What acquisition deals have been in action recently? Did Ganfeng overpay for Lithea?   03:10 - 08:47 Thoughts on the spot pricing of spodumene by Mineral Resources vs Albemarle's long-term hydroxide contracts.08:48 - 12:33 MinRes and Ganfeng's offtake restructuring: How does it work? + A few words on pricing.12:34 - 17:48 Joe's global viewpoint on Lithium and the hydroxide market. 17:49 - 22:48 Producers buying producers: Who might buy Livent/ Pilbara/ Allkem? Oulooks on potential acquisitions.  22:49 - 25:43 Glencore to buy Pilbara? And the future of Lithium investments. 25:44 - 28:59 What role will Japan and Korea be in resource investing/ serving the global supply chain?  29:00 -  33:42 OEMs and off-takes: What's the likely outcome for projects with uncommitted partners?33:43- 37:00 Big Oil's investments in the battery space. 37:01 - 41:57 Multi-project Juniors: Which projects will generate more cash flow?  41:58 - "Where is the best bang for your buck if you were to invest in the sector right now, ?" 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: a 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

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