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Terafactories & The Geopolitics of Lithium
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About the talk
A consensus is emerging that Covid-19 will prove to be an accelerant, medium-term, to the battery EV/Energy Storage industry. At the same time, the ex-China world's vulnerability/reliance on battery raw materials supply processed inside China has come into stark relief. What Volkswagen has called the "Irreplaceable element" Lithium is relatively abundant in the #2 and #3 global auto markets - USA and EU. Which lithium projects/geographies are best placed to develop into long-term sustainable, secure chemical supply for the EU and USA's lithium-ion battery powered future?
About speaker
Howard founded boutique capital markets advisory firm RK Equity in 2002. He has over 25 years capital markets and investing experience across multiple investment themes in natural resources, including, gold, iron ore and lithium. From 1997-2001 Howard led the institutional equity sales desk of SG Cowen Securities focused on the EMEA region, as well as Japan. Howard spent the first 5 years of his career as an analyst focused on privatization in Eastern Europe at Thomson Financial and as an investment banker in Budapest, Hungary. Howard holds a B.A. in Economics from the University of Michigan and an M.B.A. in Finance from Columbia University. Howard authors the Lithium-ion Bull™ and co-hosts Lithium-ion Rocks podcast, both periodic commentaries about companies supplying lithium and other raw materials that will meet the disruptive demand from the widespread adoption of Electric Vehicles and Utility Storage. Howard speaks regularly at investment conferences and to the financial media about the disruptive battery metals thematic.
View the profileGot to move on directly to Howard on who? Early in the morning for him Howard. I believe you are happy to present your presentation personally and how does the founding partner for all K? And he's going to be talking about are factories in The Jug politics of lithium Howard Haverty. All right. Thank you. Matt a little bit different than base metals are kind of conversation. But with Tesla now 200 billion market cap of the biggest Auto Company in the world. It's really a tech company and some people are stressing. It could go to, you know, a trillion market cap like the other
big tech companies. So this is going to overtime if you believe in the electric vehicle and energy storage the Ematic which I greatly do it's going to result in a six to seven times increase in demand for lithium, which is a very small market and a market that all of your audience needs to understand. I'm doing lithium for about 10 years, but I have done a lot of iron ore and coal and gold and copper, you know for 20 years and started this business up with Robert Friedland and Ivanhoe mines and Mongolia as my first client. We're going to talk about the EU and the USA how to
secure a sustainable lithium supply because currently the world is very significantly reliant on Chinese process lithium an EV Revolution is disrupting the Europeans Auto plants. This is just a list here 263 Auto plants for the EU covid-19 talk might it's slow down but it's actually accelerating another commitment. If you look at France Germany UK, they're all not passing very significant to policies to promote this industry. The u.s. Is increasingly paranoid, even though the EV
MINEX Central and Eastern Europe, MINEX Western & Northern Europe, MINEX Southern Europe materials (3 June, 1 and 2 July 2020)
MINEX Central and Eastern Europe and MINEX Southern Europe materials
MINEX Western and Northern Europe and MINEX Southern Europe materials
MINEX Southern Europe materials
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