Matt Fernley of Battery Materials Review and The Volta Hedge fund shares his analysis pointing toward $5,000 spodumene and $60,000 lithium carbonate prices and why high lithium battery materials prices are likely to significantly constrain EV sales growth.
Podcast Index
0:00 – 2:06 Introduction to Matt Fernley
2:07 – 9: 37 How high can lithium prices go?
9:38 – 12: 30 Constrained and unconstrained EV penetration by 2030
12:31 – 19:01 Do you see the battery makers/OEMs writing checks to fund future battery material supply or will capital markets be the driver?
19:02 – 21:45 OEMs have signed offtake contracts with geothermal companies using DLE extraction – is this a reflection of them acknowledging the need for supply?
21:46 – 23:07 If an OEM asked what is the fastest route to increase battery-grade supply what would your answer be?
23:08 – 23:38 Is tolling spodumene concentrate in China a viable option?
23:40 – 26:59 Could Canada be a meaningful supplier of both spodumene concentrate and lithium chemicals in the future given the quality of resources and access to low GHG hydropower?
27:00 – 29:36 Which companies/stage of development offers the best future returns?
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DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.
Rodney Hooper, Howard Klein and RK Equity have been advisors to Frontier Lithium since 2021 and also have equity interests in Frontier. No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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 www.rkequity.com
Intro and outro audio credit: Jamie Klein