E92: Rising Up. Arcadium Lithium’s CEO Paul Graves

INDEX:00:25:15 - HQ Move and Board Meeting00:27:50 - CEO on Lithium Pricing, Investments00:31:00 - Capital Costs, Strategy00:33:59 - Market Volatility, Pricing00:39:03 - Argentina Solves Short Carbonate Issue?00:40:28 - Technical Grade Shift, Sales00:43:22 - Sal de Vida, Transport00:45:39 - Naraha Hydroxide00:50:50 - Third-Party Chloride?00:54:11 - $30M DLE Venture.00:58:57 - Quebec Strategy Analysis.01:04:36 - Ford Nemaska Deal01:07:30 - Arcadium's OEM Financing Plans01:10:35 - Ioneer Lithium Carbonate Strategy Adjustments01:25:51 - Lithium Metal Business Stability01:16:28 - Technical Grade Carbonate Future01:19:11 - China Advantage. IRA Compliance01:24:06 - Lithium Industry's Second Mover Advantage01:26:50 - Quebec Lithium Industry Interest01:29:33 - Lithium Industry Supply Chain Focus01:34:04 - Project Delivery Accountability01:37:56 - Lithium Market Trends Analysis01:43:04 - Rising Lithium Industry Costs01:46:07 - Arcadium's Credit Rating Approach _________________________________________________Links 🌍Bank of America fireside chat:  https://bofa.veracast.com/webcasts/bofa/globalagriculture2024/idblLf7j.cfm BMO fireside chat: https://ir.arcadiumlithium.com/investors/financials-and-filings/calendar-of-events/event-details/2024/BMO-Global-Metals-Mining--Critical-Minerals-Conference-Fireside-Chat-with-CEO-Paul-Graves-2024-4vk3VzJjN1/default.aspx Arcadium Q4 Conference Call: https://ir.arcadiumlithium.com/investors/financials-and-filings/calendar-of-events/event-details/2024/Arcadium-Lithium-Q4-2023-Earnings-Webcast-Conference-Call/default.aspx Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspxRK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):  Howard: https://twitter.com/LithiumIonBull  Rodney: https://twitter.com/RodneyHooper13_________________________________________________ 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