@peterjohn5834 2 ай бұрын
Howard this is a fantastic discussion and most educational. I had no idea 45X gives producers 10% of mine costs back each year. Just unbelievable in the “land of free enterprise “. But Tallon is not even permitted yet. This will take ten years to get the permits, build the mine and the processing infrastructure then get the product processed as they pretend it’s all happening. Just amazing the ability to talk under wet concrete. You are correct in your perspectives not the rose coloured gravy train glasses. Again I say keep up the great work. Cheers from down under.
@RockStockChannel 2 ай бұрын
Appreciate your comments and support. Hopefully it won’t take 10 years to permit talon!
@emreusername 2 ай бұрын
Thank you for the very informative video! You guys rock! There is one thing I'd love you to help me through: In the lithium supply/demand/price forecast slide at 40:35 , how come the lithium price goes up during the presumed surplus between 2025-2029? Is it because of the cost? If so, will the profit margin of lithium production suffer? Am I missing something? Thanks!
@RockStockChannel 2 ай бұрын
The slide you mention is not a price chart…
@emreusername 2 ай бұрын
@@RockStockChannel Slide Number 2, the one on the right. It reads Li-Carbonate Price, the line on top of Surplus-Dficit Bars
@RockStockChannel 2 ай бұрын
@@emreusername I see. I’m not sure what’s behind their forecast, but check out an earlier video we did with Benchmark’s Daisy Jennings Gray which has more color on their S/D and pricing outlook.
@vicpetrovich6266 2 ай бұрын
I have been following Lithium for 3 years . Not long . But I don’t understand this chart either . What I have learnt is that forecasts are unreliable and subject to changing fundamentals. If EV sales exceed expectations and a demand shock occurs then the forecasts are already rendered useless by the facts. Another potential occurrence is that if Trump surprises all of us and creates a demand shock by stimulating and speeding up EVs in the USA.
@RockStockChannel 2 ай бұрын
@@vicpetrovich6266 lithium forecasts are like weather forecasts 😊
@rogersimpson6509 2 ай бұрын
How long until natural graphite markets mature sufficiently to enable investment in ex China projects?
@SamSam-si2sg 2 ай бұрын
40:35 - funny how the same people that were constantly calling for 'structural deficits' are now suddenly saying there is a surplus all the way out to 2029. Does anyone actually take Benchmark seriously?
@RockStockChannel 2 ай бұрын
Private equity group spectrum invested a lot of money for 20% stake in benchmark so plenty take them seriously. In fairness, benchmark was more cautious supply/demand balance than most last year
@emreusername 2 ай бұрын
"When there is a surplus, price goes up." -Benchmark :)
@grizzlymartin1 2 ай бұрын
The bottom line with chump is he’s going to be looking for a way to take and get credit for all of the IRA stuff. So the wise analyst will be looking ahead to see where that fertile soil might be and then place bets there knowing that Trump will absolutely seek out where he can make it, and call it, his own - even when he had nothing to do with it.
@RockStockChannel 2 ай бұрын
Interesting points
@RockStockChannel 2 ай бұрын
Hopefully the moderaters of the debates will ask about these plants
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