E82: Benchmark’s Price Premium

INDEX:0:00 - Introduction 0:22 - First Private Equity Fund 4:11 - Evolution of Benchmark 8:17 - Benchmark's Geopolitical Influence and Industry Transformation 13:08 - The Timeline for Achieving US Battery Supply Chain Independence 16:30 - Arnold Schwarzenegger Champions Critical Minerals and Battery Supply Chain on Global Stage 20:47 - China's Imposition of Export Licenses on Graphite Sparks Global Concerns 23:41 - The Potential for AUS Players to Extend Down the Value Chain 27:00 - Lithium Industry Faces Shifting Dynamics: Could The Hunter Become the Hunted Amid Market Valuation Swings? 31:02 - Exxon's Lithium Aspirations: Investment Plans and Challenges of Pricing Mechanisms 36:20 - Challenges in Meeting EV Demand: Unpacking the Gap Between Ambitious Production Numbers and Supply Constraints 39:05 - Biden's Impact on U.S. EV Policy: Potential for Joe Manchin's Presidential Bid 45:47 - Bifurcation in Lithium Pricing: Capital Intensity, Regional Supply Chains and Different Prices in Global Markets 48:27 - Wrap-up #lithium #Tesla #electricvehicles _________________________________________________ Thank you to our Patrons for supporting the channel.  Register your email at https://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 https://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 https://www.rkequity.com Intro and outro audio credit: Jamie Klein