INDEX:
00:00 - Introduction
02:13 - About Jordan
03:04 - Future Lithium Demand
09:02 - Predictions on Lower Lithium Prices
10:17 - Mining Cost Analysis
11:30 - Risks in Chinese Lithium Production
14:00 - Impact of Minor Production Changes
14:54 - Possible Lithium Market Slowdown
17:19 - Consolidation Prospects & Funding Challenges
19:06 - Interpreting CME Futures
20:13 - Lithium Futures Market Growth
23:00 - Disparity with Guangzhou Carbonate Futures
24:54 - Equities vs. Futures
26:27 - Spodumene Hedging: CME Futures
27:34 - Fastmarkets' Regional Pricing Initiative
30:35 - Regional Pricing Impact
34:13 - North American Battery Supply Chain
35:45 - Sustainable Lithium Prices in EVs
38:28 - China's Renewable Growth
41:33 - Auctions Impact on Lithium Prices
44:35 - Argentina's Lithium Chloride Developments
45:46 - Uncertainty in Chloride Price
47:03 - South East Asian Development
49:46 - Lithium Price Shifts
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Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
 Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (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
Getting To Know You: Q2 Metals. w/ Alicia Milne
E96: Lithium in the Sky with Diamonds. Winsome Resources' Chris Evans
E95: Titanium Titan. IperionX's Taso Arima
E94: Bottom’s Up Lithium. Canaccord's Reg Spencer
E93: Catalyst Rich. w/ Atlantic Lithium
E92: Rising Up. Arcadium Lithium’s CEO Paul Graves
E91: Benchmark's Lithium Price Forecast. w/ Daisy Jennings-Gray
E90: Lithium’s Leap Year. w/ Matt Fernley
E89: Lithium. Primed For Takeoff. TD Cowen's David Deckelbaum
Rock Stock Recap E9: Lithium Squeeze Box?!
E88: Lithium Pearl Jam. Wilsons Advisorys' Sam Catalano
E87: Lithium Limbo. Euroz Hartleys' Trent Barnett
E86: Take it Easy: Lithium with Daniel Jimenez
Rock Stock Recap E8: Albemarle to the Rescue?!
E85: Fast & Furious Lithium. Fastmarkets' Will Adams & Jordan Roberts
Rock Stock Recap E7: Peak Pessimism?!
E84: 2023 Lithium Recap w/ Mac Whale & Darko Kuzmanovic
RK Equity Presents: 121 London 2023 Lithium Panel Discussion
RK Equity Presents: Revolutionize or Rust: Legacy Wake-Up Call!
E83: Australian Lithium Patriots. Patriot’s Ken Brinsden
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