E48: Build Back Battery Materials with Emily Hersh

Emily Hersh - from the other side of the mic - shares her views on #lithium in #Chile post Presidential elections, the state of play in M & #Argentina and the USA in the face of Senator Manchin's "no" to Biden's Build Back Better Act. Podcast Index 0:00-1:26 Introduction 1:27-5:20 Chile election results and what can the lithium industry expect? 5:21-11:17 Will Chilean lithium output fall in the years to come? The impact of export taxes on lithium production in Chile and Argentina 11:18- 19:40 Argentina discussion and the recent M&A activity 19:41 - 26:06 China has an advantage in permitting time and capex relative to ex-China, who will fund ex-China production? 26:07 - 28:09 China dominance long the supply chain - when and how will this change? 28:10 - 37:11 USA policy issues and delays - what is the impact for EVs and lithium? What is Emily up to? 37:11 - End   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 www.patreon.com/lithiumionrocks 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.