E68: Re-Jigar-ing America’s Supply Chains

The Loan Programs office holds the keys to $50bn in funding for Critical Materials projects.  We're excited to share this interview with Jigar Shah, head of the LPO, who answers all Howard & Rodney's most pressing questions.  0:00 - 4:43 Pre-interview Banter4:43 - 8:39 Introduction and context8:40 - 11:15 Discussing the role of the Loans Project Office, the types of loans on offer and how they work.11:16 - 15:07 How much capital can the Office deploy?15:08 - 18:39 A detour to graphite: Does the government distinguish between natural / synthetic? Friendshoring?18:40 - 25:10 It's time to build - lowering the cost of debt & the LPO's mechanisms25:11 - 37:07 Albemarle's grant & the Corporate Welfare question37:08 - 38:57 Implications of extraction technology delays for supply / funding projects outside the US?38:58 - 41:14 How to recover LPO funding when something goes wrong?41:15 - 53:48 Ioneer's DFS and partnership with Sibanye - does the LPO need an offttake or DFS to fund? Concluding words. If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel-----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