Author and reporter Steve LeVine join Rodney & Howard to talk the midstream of the EV supply chain, his love of LFP chemistry, and why 2022 will be the year of BATTERY IPOs and SPACs. Discussion also covers strategic sourcing strategies of Tesla, Ford, Volkswagen, GM's rare earth magnet deal with MP Materials and why upstarts with new technologies and processes like Freyr & 24M and Nano One could enable Europe and North America to leapfrog China.
Podcast Index0:00-1:15 Introduction1:16-2:22 Steve...
Author and reporter Steve LeVine join Rodney & Howard to talk the midstream of the EV supply chain, his love of LFP chemistry, and why 2022 will be the year of BATTERY IPOs and SPACs. Discussion also covers strategic sourcing strategies of Tesla, Ford, Volkswagen, GM's rare earth magnet deal with MP Materials and why upstarts with new technologies and processes like Freyr & 24M and Nano One could enable Europe and North America to leapfrog China.
Podcast Index
0:00-1:15 Introduction
1:16-2:22 Steve Levine background
2:23-6:45 2022 year of the battery discussion
6:46-8:19 VW strategy discussion
8:20-10:43 OEM sourcing of lithium and investments
10:44-12:15 Rare earths and GM commitment
12:16-13:23 Ford and Blue Oval
13:24-14:45 LG & SK spin-offs in 2022
14:46-17:18 China vs Rest of World cost of building lithium plants and operating costs
17:19-22:10 LFP’s future
22:11-23:30 Redwood/Rivian/Ford/SK partnerships & recycling
23:31-31:10 24M & Freyr discussion
31:11-34:00 LFP manufacturing ex-China
34:01 End
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
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Intro and outro audio credit: Jamie Klein
DISCLAIMER
RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.
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