Rock Stock Recap E11: Lithium Patience

INDEX:00:00 - Introduction01:39 - Post-conference insights on lithium market trends06:51 - Election effects on EV supply chain and mineral policies11:10 - Tariffs impact EV battery market and imports12:47 - Non-Tesla EV sales and Cybertruck challenges14:40 - Chinese automakers and protectionist policies16:37 - Concerns over balanced lithium market, future supply-demand19:48 - Cheaper LFP cells and demand for larger energy storage21:54 - 28% lithium demand growth projected for 202424:10 - Rising project costs challenge lithium producers' loans28:53 - Lithium Americas' strategy with GM32:16 - Project delays prompt government funding comparison37:37 - Reasons behind Albemarle's Carolina plans reconsideration40:13 - Howard's closing remarks _________________________________________________Links 🌍 Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspxRK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (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