Podcasts about fastmarkets

La Chine pourrait-elle manquer de cuivre ? C'est en tout cas ce que certains acheteurs semblent craindre. Ils se démènent pour sécuriser leur approvisionnement. Pour s'assurer d'être couverts, les importateurs chinois sont prêts à payer plus cher.  La prime payée par les acheteurs, en plus du prix fixé par les cours, est un bon indicateur de leurs besoins. En Chine, et plus précisément dans le port de Yanshan de Shangaï qui est une des portes d'entrée du cuivre, cette prime est passée de 35 dollars la tonne en février à 94 dollars cette semaine, selon l'agence Bloomberg. Les acheteurs chinois n'ont jamais payé autant depuis fin 2023.La hausse de cette prime illustre une tension sur le marché, alimentée par la baisse des stocks dans les entrepôts : selon les données de la bourse aux métaux de Shangaï, ils auraient chuté de près de 55 000 tonnes en une semaine, soit la plus forte baisse hebdomadaire enregistrée. Pour atteindre 116 800 tonnes la semaine dernière, selon le Financial Times. Selon le journal Mercuria, un négociant en métaux, estime qu'ils pourraient s'épuiser d'ici mi-juin. Concurrence des États-UnisSi les Chinois se démènent pour importer du cuivre, c'est que les États-Unis sont devenus des concurrents inattendus ces derniers mois sur le marché. Les acheteurs américains, mais aussi les traders, ont acheté beaucoup plus de métal rouge qu'en temps normal, par peur d'éventuels droits de douane. Sur la place boursière de New York (COMEX) le cuivre s'est négocié ces dernières semaines jusqu'à 1 600 dollars par tonne de plus que le prix de la bourse de Londres (LME). Cela a logiquement attiré ceux qui avaient du cuivre à vendre.Le niveau des stocks dans les entrepôts de la bourse américaine ont atteint leur plus haut niveau depuis 2018. Ce flux inhabituel de cuivre vers les États-Unis a commencé à inquiéter la Chine, gros consommateur de cuivre. La Chine acheteuse de cuivre et de ferraille Le pays est un des grands acheteurs de cuivre, mais aussi de ferraille de cuivre, qui pourrait, un jour ou l'autre, faire l'objet d'éventuelles taxes américaines. Les Chinois sont sur le qui-vive, car en 2024, ils ont absorbé la moitié de la ferraille que les États-Unis ont exportée, selon l'agence Fastmarkets.Les fêtes du 1er-Mai et les cinq jours de pause qui vont avec en Chine devraient cependant ralentir l'agitation ambiante autour du métal rouge. D'autant que les indicateurs économiques ne sont pas fabuleux dans le pays, notamment ceux du secteur manufacturier qui sont moins bons que prévu.La demande en cuivre pourrait ne pas être si forte que cela finalement, de quoi calmer les esprits si cela se confirme et mettre fin peut-être à la course aux primes chez les grands acheteurs de cuivre du marché.À lire aussiLes taxes Trump font grimper les prix de plusieurs métaux par anticipation

In this episode of Fast Forward, host Andrea delves into the world of rare earths with industry experts Ahmad Ghahreman, Co-Founder and CEO of Cyclic Materials, and Rowena Smith, Managing Director and CEO of Australian Strategic Materials (ASM). Together, they explore the critical role rare earths play in manufacturing electric vehicles, wind turbines, and defense systems. They break down why these 17 elements located at the bottom of the periodic table are indispensable, yet surprisingly difficult to secure. From China's dominance in mining and processing to the years-long timelines to develop new projects, Ahmad and Rowena unravel the complexities of supply chains and discuss why sustainability measures, such as recycling and substitution, are gaining urgency. With trade tensions and geopolitical factors influencing the rare earth market, this timely discussion reveals the collaborative efforts required to develop alternative supply chains and secure future technological advancements. Packed with insights, expert analysis, and actionable ideas, this episode sheds light on a world few of us think about but depend upon every day. Fastmarkets is your source of critical minerals and battery raw materials market analysis, forecasting and price data, keeping you ahead of the competition. To discover more about our products visit https://www.fastmarkets.com/podcast/  

This episode of Power Current delves into the intricacies of black mass production with Lee Allen of Fastmarkets, exploring its definition, importance, and the current landscape of the recycling market. Lee Allen shares insights on the geographical distribution of black mass production, challenges in scrap battery supply, and the competitive dynamics affecting pricing. The discussion also highlights China's regulatory changes, the trading ecosystem, and the role of OEMs in the recycling process. Looking ahead, the future of battery recycling is examined, with forecasts indicating significant growth in the sector.

Anson Resources CEO Bruce Richardson joined Steve Darling from Proactive to announce a major advancement in the company's lithium production pathway. The company has officially commenced the “polishing” phase of its high-purity lithium chloride (LiCl) eluate at the Green River Lithium Project in Utah, marking a pivotal step toward battery-grade lithium carbonate production. This phase is being carried out using Koch Technology Solutions' (KTS) advanced Direct Lithium Extraction (DLE) pilot plant. The polishing process, a critical initial step in downstream refinement, is designed to remove trace contaminants that may remain after the DLE stage. The resulting ultra-pure LiCl solution will then be processed through evaporation and carbonation to yield battery-grade lithium carbonate. Richardson explained that after DLE, the LiCl solution undergoes further purification using advanced separation technologies including nanofiltration and reverse osmosis. These techniques are essential to achieving the high purity required for lithium-ion battery applications. Initial batches of the polished LiCl are expected to be completed in the coming weeks. Once complete, the solution will proceed through the final stages of processing, culminating in the production of high-purity lithium carbonate. Richardson also noted the enhanced performance of the DLE process with KTS technology, reporting a lithium recovery rate of approximately 98% and an impurity rejection rate of 99%. These figures represent a significant improvement over previous results, supporting the efficient, cost-effective production of battery-grade materials. This milestone marks a significant leap forward in Anson Resources' mission to become a key domestic supplier of critical battery materials, reinforcing its strategic role in the growing U.S. clean energy supply chain. Richardson shared observations from a recent industry conference in Korea, noting concerns over tariffs and future investment planning. He pointed to Fastmarkets analysis forecasting an end to current oversupply by late 2025. #proactiveinvestors #a1lithium #ansonresources #asx #asn #BatteryMetals #AnsonResources #BruceRichardson #KOCHTechnology #EVmaterials #CleanEnergy #ResourceInvestment #LithiumCarbonate #MiningNews #ProactiveInvestors #BatteryGradeLithium #ASX

Join us for the next episode of Fast Forward, where host Andrea Hotter dives deep into the world of electric vehicles (EVs) alongside special guest Quentin Wilson. Quentin, a renowned motoring journalist, former Top Gear presenter, and transport campaigner, brings decades of experience to the conversation. Now a leading advocate for EV adoption, he shares his expertise on the energy transition and the challenges surrounding the global shift to electrification. Quentin discusses his pivotal role in the EV movement, recalling his early experiences test-driving electric cars and the technological evolution since. He debunks common EV myths from his book The Little Book of EV Myths, tackling misconceptions around critical minerals, battery safety, and range anxiety. The episode highlights ongoing advancements in battery technology, including lithium-ion and solid-state innovations, and explores solutions for EV infrastructure needs worldwide. Listeners will also gain a deeper understanding of the political and economic hurdles impacting EV adoption, from supply chain vulnerabilities to policy inconsistencies in regions like the US, Europe, and China. Quentin shares insights on government incentives, industry collaboration, and why a unified approach is essential for wide-scale EV adoption. Don't miss this compelling conversation exploring the intersection of critical minerals, technology, and the future of sustainable transport. Tune in to discover how EVs are shaping the energy transition and what lies ahead for the industry. Fastmarkets is your source of critical minerals and battery raw materials market analysis, forecasting and price data, keeping you ahead of the competition. To discover more about our products visit https://www.fastmarkets.com/podcast/

In this episode, I chat to Amy Hinton, North American Scrap Editor for Fastmarkets.She has her finger on the pulse when it comes to price reporting and has become a familiar face in the industry.Amy has a background in both financial services and journalism, and holds a Masters degree from University of Bath.In today's episode, we talk about:

The Fast Forward podcast is back with a highly anticipated new season! Join host Andrea Hotter, special correspondent at Fastmarkets and co-host Will Adams, head of battery and base metals research, as they explore the dynamic world of critical minerals.  This season begins with an in-depth discussion on securing supply chains, tariffs and the West's reliance on China for vital resources like rare earths, graphite and lithium. Featuring an industry-relevant panel of experts – Ashley Zumwalt-Forbes, former Deputy Director for Batteries and Critical Minerals at the US Office of Manufacturing and Energy Supply Chains, Gracelin Baskaran, Director of the Critical Minerals Security Program at the Center for Strategic and International Studies and Ben Steinberg, Executive VP at Venn Strategies.  This episode uncovers the challenges and opportunities shaping the future of energy, defense and technology. From the role of government and international collaboration to innovative solutions for the green energy industry's growth, this episode is packed with insights you can't afford to miss.  Fastmarkets is your source of critical minerals and battery raw materials market analysis, forecasting and price data, keeping you ahead of the competition. To discover more about our products visit https://www.fastmarkets.com/podcast/

We continue The State of Play in Battery Metals this week with Andrea Hotter, Special Correspondent at Fastmarkets. SmarterMarkets™ host David Greely sits down with Andrea to discuss the flurry of executive orders signed by President Trump as he returned to the White House this week – and what they may mean for the battery metals markets.

Back by popular demand, Dustin Jalbert, Senior Economist of Wood Products at Fastmarkets, returns to The Lumber Word podcast for an insightful deep dive into the ever-evolving lumber market. In this episode, Dustin, Matt, Gregg, Ashley, and Charles tackle the complexities of the potential tariff situation and share strategies for cutting through the confusion. The team explores housing trends, builder inventory levels, and the supply-demand dynamics shaping 2025, along with a lively discussion about the eye-popping builders' mortgages hitting the market. And for those wondering about Charles' cattle—they make a surprise appearance in the conversation! As always, the episode is packed with sharp market predictions, trading tips, and a few laughs as the crew debates where the lumber market is headed and how to navigate the road ahead. Tune in for actionable insights and a whole lot of fun!

Depuis des décennies, le marché nord-américain du bois est dominé par la production canadienne. Un ascendant qui pourrait bien prendre fin, puisque les États-Unis semblent bien partis pour détrôner leur voisin, une première en 54 ans.  C'est une querelle qui remonte aux années 1980. Depuis cette date, la filière américaine du bois accuse le Canada de dumping en la matière. Selon elle, Ottawa subventionne ses producteurs de bois, qui inondent ensuite le marché de son voisin. La demande aux États-Unis est particulièrement forte tant c'est un matériau utilisé dans la construction.Depuis plusieurs années maintenant, Washington agite la menace de droits de douane. Lors de son premier mandat, Donald Trump les avait augmentés dans le cadre de sa politique protectionniste. Des taxes rehaussées en août dernier par le département américain du Commerce. Elles sont passées de 8% à plus de 14%. Une décision qui n'a pas plu à l'Association américaine des constructeurs d'habitations, pour laquelle cela signifie une augmentation significative des coûts. Pas du goût non plus du gouvernement canadien, qui dénonce une mesure qui va « porter préjudice aux consommateurs et aux producteurs des deux côtés de la frontière ».Des conséquences « dévastatrices » côté canadienAutre conséquence de la hausse des tarifs douaniers : d'après l'institut Fastmarkets, la production américaine de bois va surpasser celle de son voisin pour la première fois depuis 1970. Car en parallèle des sanctions douanières, le sud des États-Unis n'a jamais produit autant de bois. En cause, une expansion sans précédent des forêts privées. Selon le président de la société de conseil Forisk Consulting, cité par Bloomberg, elles ont fait de la région « la plus grande réserve de bois du continent ».Forcément, côté canadien, on s'inquiète, d'autant qu'avec le retour de Donald Trump dans le bureau ovale, les droits de douane pourraient augmenter. Kurt Niquidet, économiste pour le Conseil de l'industrie forestière de Colombie-Britannique,  prévient : une nouvelle hausse pourrait être « dévastatrice pour le secteur » canadien du bois, qui pèse plus de 7 milliards de dollars.

INDEX: 00:00 - Introduction 02:28 - About Przemek & Spodumene Contract 05:57 - How is China's stimulus affecting metals like lithium? 07:59 - Current liquidity and key players in hydroxide contracts. 12:45 - Who sets margins for lithium contracts? 14:40 - Are banks the main traders on the exchange? 17:14 - How are producers using hydroxide to hedge spodumene? 20:22 - How did the CIF China price help spodumene contracts? 22:16 - How cash settlement affects participation in lithium futures. 25:32 - Will spodumene contracts increase trading volume? 28:47 - Were market players involved in creating the spodumene contract? 31:04 - What does success look like for the spodumene contract? 32:48 - How far ahead can you trade spodumene futures? 34:41 - How does liquidity affect futures for risk management? 36:53 - What's the outlook for lithium hydroxide futures? 42:16 - Howard's Closing Remarks   _________________________________________________ Links

The North American softwood lumber markets have been quiet as of late, but that doesn't mean there isn't a lot going on that will have a long-term impact on lumber costs. On this episode, we talk about mill capacity changes and market developments with Dustin Jalbert, Senior Economist for Wood Product at Fastmarkets.

Join Andrea Hotter, special correspondent at Fastmarkets, in the fifth episode of Fastmarkets' Fast Forward podcast as she delves into the pivotal role of lithium in the global energy transition. This episode reveals the indispensable nature of lithium-ion batteries in electric vehicles and energy storage systems. Despite its critical importance, the lithium market faces turbulent pricing and heavy reliance on China's supply chain, alongside a recent dip in electric vehicle adoption. Andrea is joined by Eric Norris, president of Energy Storage at Albemarle Corporation and a seasoned expert in specialty chemicals. Eric shares his insights on the challenges and opportunities within the lithium industry, offering a comprehensive view of what lies ahead. 

Join us for July's Recharge, in which co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the key news items in the world of batteries and battery materials. This month we discuss: Our takeaways from the Fastmarkets BRM conference LFP/LMFP and development of a Western supply chain Progress on DLE and its impact on how we see the lithium industry going forward Low profitability in the battery industry and its impacts Different battery industry strategy in China vs rest of the world One man's subsidy is another's incentive...Is China really the big bad?

INDEX: 00:00 - Introduction 02:22 - About Raju/Fastmarkets 04:26 - US Battery Investment Landscape 06:36 - Global Mine Supply 08:03 - Global Supply Chain Dynamics 09:25 - Conference Attendance and Sponsorship 13:53 - Sentiment on Lithium Prices 16:21 - Price Transparency and Auctions 17:56 - Spodumene Market and Payables 20:37 - Cathode Choice and Market Flexibility 22:56 - African Spodumene Production 24:28 - Battery Recycling Industry 26:08 - Regionalized Pricing 30:04 - US Election Impact on EV Market 36:51 - CME Lithium Hydroxide Contract 39:13 - Closing Remarks   _________________________________________________   Links

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INDEX: 00:00 - Introduction 01:11 - Panelist Introductions 03:32 - Heading toward a Li Super Cycle? 10:01 - Premium for Lithium 12:59 - Stimulating Western Supply Chains 14:58 - Debate on Lithium Price Indices 17:43 - Two-Tier Pricing for Lithium 19:52 - China's Dominance in EV Market 22:36 - Impact of IRA Credits 27:34 - Trump's Potential Impact on Policies 29:58 - Role of Hybrids and Plug-in Hybrids 35:22 - Fast Charging as a Game Changer 37:24 - Power Grip Strain 40:47 - Will Lepidolite Producers Survive? 43:07 - Closing Remarks _________________________________________________ Links

INDEX: 00:00 - Introduction and Overview 03:06 - Panel Introductions 03:37 - Ryan Melsert on Federal Investments 05:25 - Howard Klein on Political Implications 08:08 - David Dekelbaum on Investor Perspectives 09:30 - Brian Dillard on OEM Concerns 11:34 - Steve LeVine on Policy Shifts 15:02 - Panel Discussion on Election Outcomes 17:37 - Howard on Market Sentiment 19:48 - Ryan on Permitting Reform 21:27 - Brian on OEM Impact 23:15 - Changes should Biden Win 25:21 - IRA Improvement Suggestions 32:13 - Future of the EV Industry 35:58 - Audience Q&A: Graphite and Global Supply _________________________________________________ Links

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INDEX: 00:00:00 - Introduction 00:00:25 - Wildcat Resources 00:17:09 - Winsome Resources 00:29:56 - Sayona Mining 00:37:53 - Atlantic Lithium 00:45:24 - Piedmont Lithium 01:03:23 - Galan Lithium _________________________________________________ Links

À compter de ce mois de juin, les États-Unis relèvent les droits de douane sur les anodes en graphite venant de Chine de 25%, des composants indispensables à toutes les batteries électriques lithium-Ion. Cette nouvelle décision illustre, une fois de plus, la volonté des États-Unis de s'affranchir de la domination de la Chine dans le secteur, pays qui contrôle la quasi-totalité de la chaine de production du graphite Quand on sait qu'il faut entre 50 et 100  kg de graphite dans une voiture électrique on comprend mieux la volonté des États-Unis d'accélérer la recherche d'alternatives au graphite chinois. Mais on comprend aussi l'inquiétude des équipementiers automobiles américains qui, à ce stade, ne peuvent pas faire sans la Chine et qui sont donc pénalisés par l'instauration de nouvelles taxes à l'importation.Une inquiétude qu'ils ont manifesté en mai, quand ils ont appris que des droits de 25% sur le graphite naturel transformé en Chine seraient imposés à compter de 2026. Inquiétude qui devrait être ravivée avec le retour de droits sur l'importation cette fois-ci d'anodes en graphite, à compter de ce mois de juin, droits qui avaient été levés il y a quelques années.Ultra-dépendance à la Chine97% des anodes  sont produites en Chine. Et en l'absence d'alternatives à l'approvisionnement chinois, les équipementiers expliquent qu'ils perdent en compétitivité face à leur concurrents asiatiques. Or à très court terme, le sursaut industriel attendu s'annonce difficile.Les États-Unis en sont conscients puisqu'ils ont prolongé de deux ans l'octroi de subventions fédérales accordées aux véhicules équipés de batteries contenant du graphite chinois, au titre de l'Inflation Reduction Act. Autrement dit, les constructeurs ont jusqu'en 2027 pour trouver d'autres fournisseurs s'ils veulent être soutenus financièrement.Pour ce qui est du graphite naturel, la Chine concentre les deux tiers de la production selon l'Institut géologique américain (USGS), mais les sites alternatifs ne manquent pas puisqu'on en trouve en particulier au Brésil, au Mozambique et à Madagascar. Ces deux pays du continent africain ont contribué chacun en 2023 à hauteur de 6% de la production mondiale, selon l'USGS, mais pourraient faire beaucoup mieux à l'avenir. La demande américaine devrait tripler en 2034Les pays producteurs africains sont déjà courtisés par les acheteurs car dans la guerre commerciale sino-américaine, la Chine a elle aussi haussé le ton en instaurant depuis décembre un permis sur l'exportation de plusieurs types de graphites -notamment le graphite synthétique de haute pureté, de haute dureté et de haute intensité, ainsi que le graphite naturel en paillettes et ses produits.Ces tensions ne sont certainement pas les dernières au vu des besoins de l'industrie automobile. Rien qu'aux États-Unis, la demande en graphite devrait plus que tripler d'ici dix ans, selon FastMarkets.

INDEX: 00:00 - Introduction 01:51 - Why are major mining mergers stalling? 05:07 - Copper: mining's 20-year investment 09:23 - About Andrea 12:31 - Copper and nickel market insights 16:03 - Copper futures and hedging opportunities 19:23 - Alternatives to pricey copper 22:21 - Lower copper grades slowing projects 23:47 - Lowering copper intensity 24:51 - Recycling plants 25:36 - AI and copper 27:29 - Nickel's price surge 34:14 - Geopolitics and nickel's future 37:09 - Is nickel's price surge sustainable? 38:51 - Conference hot topics? 42:20 - Lithium prices and oil companies 44:58 - Oil firms: fuel vs. EV materials 49:01 - Wrapping up _________________________________________________ Links

Our host Andrea Hotter interviews Fastmarkets' Head of Battery Raw Materials, Paul Lusty, as he shares his market outlook for the supply and demand of key materials used in the production of batteries and electric vehicles through 2030.

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 _________________________________________________ Links

Welcome to episode #72 of "The Lumber Word"! This week, we're thrilled to have Dustin Jalbert, Senior Economist, Wood Products from Fastmarkets join us as we delve deep into the intricate world of commodity lumber. We waste no time getting to the heart of the matter, exploring the dynamics of supply and demand that shape this industry. Tune in to gain invaluable insights into where the demand for lumber is heading for the rest of 2024. Plus, we uncover surprising revelations about North American production/consumption that will leave you astounded. Join us for an enlightening journey through the lumber landscape!  

Fast Forward is the brand new critical minerals and battery raw materials podcast from Fastmarkets. Listen to the teaser trailer.

In this episode, Hiten Patel dives into the world of Fastmarkets, a commodity information service that provides price data for commodities used in various industries and markets. In this conversation with CEO Raju Daswani, we learn about the company's evolution from a print publication to a digital business, driven by the transformative forces of the internet and the growth of the Chinese economy. Fastmarkets plays a crucial role in enhancing transparency in commodity markets, particularly in the context of the energy transition and the demand for critical materials.

On this week's installment of our Setting Course series, we welcome Andrea Hotter, Special Correspondent at Fastmarkets, into the SmarterMarkets™ studio. Host David Greely sits down with Andrea to discuss what's been happening in the metals markets that are critical to the energy transition including the nickel, copper, and lithium markets – as well as the increasing influence of geopolitics.

Phoebe O'Hara of Fastmarkets provides an overview of the EV market and what it means to the lithium price. Waiver & Disclaimer If you register for this webinar/conference you agree to the following; This webinar is provided for information purposes only. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. All webinar participants or any person watching a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/conference is current as of November the 10th, 2023, the date of this webinar/conference, unless otherwise indicated, and is provided for information purposes on. Bloor Street Capital was paid a fee for this conference.

INDEX: 0:00 - Introduction 3:57 - Undersupply and Increased prices 7:44 - Wholesale vs. Retail 8:48 - Unexpected production? 13:03 - Future trading 15:23 - Spodumene price 16:49 - Margin splits 20:08 - Lower highs to come? 22:24 - Africa's supply 24:24 - Long-term assumptions 25:14 - Price of 30 enough? 26:15 - MNA: Securing Supply and Price 27:47 - Risk of lithium diversification 29:19 - Lithium sulphate production? 30:08 - Two-tier pricing? 31:12 - Are large OEMs on track? 33:18 - Hybrids and Developing Worlds 35:13 - Will's closing remarks #lithium #Tesla #electricvehicles  _________________________________________________ Thank you to our Patrons for supporting the channel.  Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe to Rock Stock Channel on YouTube to ensure full access to all our free content. _________________________________________________ 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

Howard recently presented at the 15th Lithium Supply & Battery Raw Materials Conference in Las Vegas. Here, he outlines the shifts and flows of the industry that have come to define Lithium 1.0 (2009-2015), Lithium 2.0 (2016-2020) and now, Lithium 3.0.  #lithium #Tesla #electricvehicles  ____________________________________________ Shout and thank you to our sponsors, Lithium Royalty Corp $LIRC & Zelandez. https://www.lithiumroyaltycorp.com  https://www.zelandez.com  ____________________________________________ Thanks to Fastmarkets for preparing this video & having us at the conference. ____________________________________________ And thank you to our Patrons for supporting the channel.  If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel ----- 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

Will Adams and Jordan Roberts of Fastmarkets join us for a deep dive into the lithium price: how is it structured, what factors affect it, and what's the outlook over the coming months?  Index: 0:00 - 06:01 Introduction. If prices are down, why? 06:02 - 10:56 Inventory building & battery sales. when will we see signals of increased demand? 10:57 - 18:34 Views on ESS going forward 18:35 - 24:26 Would you see lepidolite replacing spodumene? 24:27 - 33:25 Open interest and trading volumes. Concluding words. #lithium #Tesla #electricvehicles  **THANK YOU to everyone who joined us at Canada Rocks, and to our Patrons for supporting the channel.** If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel ----- 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 www.rkequity.com Intro and outro audio credit: Jamie Klein

 After Chile's President Gabriel Boric announced a nationalization plan for his country's lithium sector, miners are still striving to understand what the ruling means, noted Fastmarkets William Adams.  On Friday Adams recorded Kitco Roundtable with mining audiences manager Michael McCrae and correspondent Paul Harris. Adams is head of battery metals research at Fastmarkets.  Last week lithium miners dropped on news that Chile plans to nationalize its lithium sector, the world's second largest producer of the metal essential in electric vehicle batteries. The government said that nationalization would boost the country's economy and protect its environment. After the news lithium giant Sociedad Quimica y Minera de Chile (SQM) dropped 18% to $63.44 a share. Albemarle slid 10% to $173.75. The lithium space had already been hit by falling lithium prices, which Benchmark Mineral Intelligence says is down by half since the start of the year. Adams said that there is not much clarity about the government's plans. Current contracts are supposed to be exempt from the government's new initiative.  "All these negotiations are going to take a long time," said Adams. "That creates a lot of doubt. It's going to take a long time before we get clarity. In the meantime, I think the danger is that it threatens further investment."

Peter Hannah (@PHmetals on Twitter) is a senior manager at Fastmarkets. This is Peter's second appearance. His first appearance in June, 2022 was in the top ten of all episodes to date. We discuss the current pricing situation: the volatility in China with spot price dropping vs rising contract prices elsewhere, supply and demand, the future of lepidolite, the perceived threat of sodium ion batteries and much more.

Thousands of new charge points are to be installed across England, the The Department for Transport (DfT) has announced.Tesla Undercuts Average US Car by Almost $5,000 in EV Shakeout.Greft EV, has announced its new electric motorcycle, the E0.12, is now open for orders.Garages that adapt to growing demand for electric vehicles will benefit from “first mover” advantage, that's the view of BookMyGarage.com Chinese lithium prices fall 30% as demand for electric vehicles weakens according to pricing agency Fastmarkets, Ford partners with LG Energy Solution to build one of Europe's largest EV battery plants.VW is using escape rooms to help employees deal with anxiety over EV shift.

In October's edition of Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the key newsflow including: feedback from the Fastmarkets European BRM conference, China update, Battery Tech, Lithium pricing & supply. This month we also interview Mark Thompson, MD of Talga Group (ASX:TLG), who talks about some of the issues in the graphite sector, introduces his company's integrated BAM project in Sweden, and gives some excellent insight into the qualification process used for new battery materials projects.

Peter Hannah of Fastmarkets discusses his insightful new 3-part article covering: How is spodumene priced?  How should spodumene be priced? Why should you care how spodumene is priced? Join us on Patreon to access this interview's exclusive extended cut: https://www.patreon.com/rockstockchannel INDEX 00:00 - 04:49 Introducing Peter Hannah, a bit of background, and takeaways from the Barcelona Fastmarkets Conference.  04:50 - 10:28 Debriefing SGX's carbonate contract and the evolution of price indexes/ derivative contracts.  10:29 - 13:31 Spodumene, and how might Albemarle's pricing affect their mining contracts?   13:32 - 16: 25 "Can spodumene create its own market and price for itself, and be the driver for hydroxide prices?" 16:26 - 18:42 Discussing Peter's 3-part series on spodumene pricing: Funding projects and financial instruments.  18:43 - 22:14  Green Aluminium and sustainability: Will there be a green premium for lithium? And a word on security of supply and European policy.  22:15 - 28:33 Will speculation cause volatility in pricing for carbonate contracts? IORs, spot price indexes and banks: Will they play in the spodumene market? 28:34 - 30:16 A unit trust for lithium? Commenting on Sprott's recent development. 30:17 - 33:02 Why should people care about lithium pricing? Midstream potential projects.  33:03 - 38:44 Chris Ellison, the lithium deficit and spodumene pricing mechanisms.  38:45- 40:22 Concluding remarks.  Please consider joining us on Patreon at www.patreon.com/rockstockchannel Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward. Please register your email at www.rkequity.com  Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.  - 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. 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

Barcelona, battery metals, pulp and paper, geopolitics, and freight index rebound are all on this week's podcast episode with Peter Hannah from Fastmarkets, Kerry Deal, Kieran Walsh, Mopani Mkandawire and Chris Hudson.

The European Chemical Agency has made a proposal to the European Commission to reclassify lithium chemicals as deleterious to human health. In this Recharge Special Edition we talk to three industry experts about why they think that the ECA's proposal is flawed and the damage such a reclassification could do to the nascent European cell manufacturing and EV industry. Featuring Chris Heron, Director of Communications for the European Metals Association, Roland Chavasse, Secretary General of the International Lithium Association, and Muthu Krishna, a battery specialist from Fastmarkets.

In August's edition of Recharge, co-presenters Matt Fernley and Cormac O'Laoire discuss all the key news from the sector in July, including: what's going on in China particularly around LFMP cells; Ford's raw materials supply chain disclosures; Elon Musk's comments on lithium refining; the US Inflation Reduction Act and whether it's positive for the industry; and trends in China's BESS industry. Next month's edition will include a Q&A. Details on how to submit your question on the podcast. Please submit questions by 31st August. For listeners of the show, Fastmarkets are offering an exclusive 15% discount for its European Battery Raw Materials conference in Barcelona in September. Instructions to sign up are on the podcast.  

This is a solo episode where I discuss learnings from recent travel to the Benchmark and Fastmarkets conferences, my visit to the new Lithium Americas Technical Development Center in Reno, thoughts on the "speed" of the DOE loan office and recent announcements by Ford and GM. The episode closes with a Q&A session where I take questions and rapid fire from a long time podcast listener.

In Ep 52 "Wood Gone Wild", Brett connects with Senior Wood Economist Dustin Jalbert from Fastmarkets to explore the current lumber market and other complimentary markets. They discuss why the LBM Industry has had unprecedented lumber prices in recent years. Lastly, they identify some key indicators to watch to better understand and take advantage of when forecasting the future of the lumber and building materials markets. Guest: Dustin Jalbert Twitter: @2x5caster Learn More at https://buildingthefuturepodcast.com/wood-gone-wild

Peter Hannah is the Senior Price Development Manager at Fastmarkets and one of the best young commentators in the battery metals space. We discuss: Lithium supply and demand dynamics The meaning and importance of the spot price Ponder when lithium will mature as an industry Why supply will define demand over the next few years Discuss the future of hedging lithium And why we agree $16/kg lithium carbonate won't happen anytime soon I close this episode with thoughts on recent analyst reports, Argentina's latest move to secure fair export prices and BYD's foray into Africa

AI, marketing automation, retaining talent, branding, keeping your pets out of Zoom calls - just a few of the things that are potentially keeping CMOs awake in 2022. Victor Milligan, Chief Marketing Officer of Fastmarkets joins Mary and Gifford in a wide-ranging (and amazingly pet-free) discussion, providing invaluable insight into his day to day world, some of his key priorities, and what it means to be a marketing leader in 2022.

For much of the last two decades, housing has been the consummate macro asset. It was at the heart of a huge boom. Then there was the crash and the Great Financial Crisis. Then there was slow comeback and return to normal. And then amidst the pandemic, housing became insanely hot for a variety of reasons. But now housing is also a micro story, as the housing supply chain -- not a topic many people have put much thought into previously -- is a key reason why home construction is slow. So where does this all stand, now that mortgage just broke 5%? Do understand the state of the market, we speak with Conor Sen, a Bloomberg Opinion contributor and the founder of Peachtree Creek Investments as well as Dustin Jalbert a senior economist at Fastmarkets, with a specialty on the lumber market. We examine housing from both the macro perspective as well as the supply chain.  See omnystudio.com/listener for privacy information.

Chase Hubbard has our first "repeat performance" and gives market research and insight into the hemp industry from his role as the hemp analyst for Fastmarkets/The Jacobsen. Learn more about the National Hemp Growers' Co-op: https://nationalhempcoop.us (https://nationalhempcoop.us )

The live portion of this 20 minute episode was recorded in the iconic London pub "The Dove" with Benchmark's Simon Moores, his buddy Shay, Standard Lithium CEO Robert Mintak and Standard's Chairman Robert Cross. Initially the meeting was just supposed to be lunch with Simon. When the party grew to five, it seemed like a great opportunity to pull out my IPhone and record an impromptu podcast. The "live" portion is more about people coming out of lockdown and returning to international travel than lithium. I also talk about others I met on my first international trip since March 2020. I was also fortunate to catch up with the management of Livista Energy and the CEO of Fastmarkets and some other companies I am not a liberty to discuss - yet. Shout-outs to Panorama Minero who host a favorite event of mine in Argentina, the good citizens of El Dorado, Arkansas and two locals specifically - you have to listen to find out the reason. Finally, you will hear about plans to get Simon a bit of "southern cultural training" when he travels to Arkansas.

A celulose tem se tornado uma grande vilã para os fabricantes de papel tissue em 2021.Neste Talk Tissue Especial, Felipe Quintino bate um papo com Marina Faleiros, gerente editorial da Fastmarkets RISI para América Latina.Na conversa, Marina explicou como funciona o FOEX, índice utilizado para aferir os valores de comercialização da celulose, e falou sobre as expectativas do preço da matéria-prima para os próximos meses.Confira! See acast.com/privacy for privacy and opt-out information.

Will Adams, senior analyst for leading price reporting agency Fastmarkets discusses with Rodney and Howard his views on current supply tightness and rising lithium prices. Will the current lithium boom peter our like the 2016-2018 period? Or are we in for sustained shortages as suppliers struggle to keep up with rapidly accelerating demand?   Not Investment Advice. Do Your Own Research. If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. And please register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at patreon.com/rockstockchannel 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.

This week's podcast we are joined by Peter Hannah – Index Manager at Fastmarkets – to talk about the future of Iron Ore and the ferrous complex. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This week we are joined by Charlotte Radford - minors, ores and alloys editor at Fastmarkets - to discuss the increasingly important cobalt market, alongside a brief markets update. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Last week Altura went into receivership. A day later Pilbara had a conditional deal to purchase their neighbor. Lithium drama has moved, at least temporarily, from the Atacama to the Pilbara. I hope the acquisition happens and ultimately leads to Pilbara vertically integrating via partnerships in Europe and possibly Korea. In Argentina last week, the government of Salta announced it would allow exportation of lithium brine to have the value addition take place in another country. I think this is a short sighted decision unless it is somehow limited to a brief period of time. I explain the logic behind my thinking. Last week at the Fastmarkets Lithium Conference the question was asked – does Direct Lithium Extraction (DLE) matter? I explain my thoughts on that topic. I also say why I think the conference needs a “makeover” to remain relevant and challenge my buddy Simon Moores who organized the first edition of the conference when he worked for the Fastmarkets (then called Industrial Minerals) to come up with a new and improved conference for the coming “Golden Age” of lithium. SQM advised me last week what I “have to do” in order for them to be on the podcast….

Entre os dias 10 e 13 de agosto, a Fastmarkets Risi, principal provedora global de dados dos mercados de commodities e da indústria de base florestal, promoveu sua Conferência Virtual para a América Latina. Participaram do evento on-line executivos e tomadores de decisão de diversas áreas da cadeia de papel e celulose, de dentro e fora da América Latina. Dentre outras projeções, neste ano, os especialistas da Risi estimam que a demanda de celulose de mercado deverá contrair 2,4 milhões de toneladas, já que a queda exagerada no consumo de papel gráfico deve superar o crescimento na demanda de tissue e embalagens.Confira outras previsões para o mercado e os comentários do fundador e CEO do Portal Tissue Online, Felipe Quintino, sobre a Fastmarkets Risi 2020: See acast.com/privacy for privacy and opt-out information.