E16: Fastmarkets #Lithium19. Santiago. LCE Meets LME

In the latest episode of Lithium-ion Rocks!, Howard Klein and Rodney Hooper take a look at the latest Lithium market happenings. S1 E16

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Jun 24, 2019
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Will Adams & Jon Mulcahy ⁦@FastmarketsMB banter with @RodneyHooper13 & @LithiumIonBull about Takeaways and Giveaways as #Lithium19 Santiago #Chileconcluded last Wednesday.

Featuring: Sounds of Silence. Us & Them

    

Timeline 

0:00 - 5:07: Introduction. VW ID Buzz. Sounds of Silence.

5:08 - 6:15: Fastmarkets introduction 

6:16-10:35: Fastmarkets conference takeaways  

10:36 - 12:10: Shouldn't OEMs lock in equity & off-take deals at current low prices? 

12:11 - 14:00: Cathode chemistry trends  

14:01 - 17:10: Hydroxide and carbonate pricing  

17:11-22:58: Tianqi, Ganfeng, Livent, Albemarle banter. Sustainability. Transparency. Us & Them  

22:59 - 27:35: Europe & battery supply chain. Infinity. Keliber. Savannah. 

27:36 - 31:12: EV range, infrastructure, & carbon neutrality. 

31:13 - 35:26: General commentary & Fastmarkets overview  

35:27 - 41:30: LME contract & price forecasts  

41:31 - 44:50: Project funding 44:51 - End: Trade war, EV sales & LME

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Howard Klein

Founder & Partner, RK Equity

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