Відео

Nice scoop, but honestly nothing new to gain from this interview apart from a sales pitch for her new employer.

In other words, Chinese-dominated production is growing at the expense of others, notwithstanding increasing policy agreements aimed at “derisking” nickel and other critical mineral supply chains….and the ESG goals also seem more difficult, given the environmental impacts of HPAL…

I have a question about the usefulness of an IFC loan to the very rich company Arcadium. Is it in the World Bank's interest to support a company that is happy to open its hand for a favourable loan, but only a short time later lays off workers out of greed for profit? Clever CEO Mr Paul Graves is once again laughing up his sleeve as he twists everyone round his finger with words, increasing his royalties while local families struggle with unemployment and poverty Timing Washington, D.C., July 24, 2023 Makhtar Diop, IFC's Managing Director "Our investment in Allkem is part of IFC's strategy to develop global supply chains that accelerate the transition to a low-carbon future while creating jobs," said Makhtar Diop, IFC's Managing Director. "It will strengthen Argentina's position as one of the world's leading lithium producers and help set high sustainability standards for the lithium mining industry." Bnamericas Published: Wednesday, March 20, 2024 Arcadium aims to reduce its costs by US$60-80mn this year, while local media reported that workers in Argentina are being laid off. Arcadium First Quarter 2024 Results, Release Date: 08/05/24 On Track to Achieve $60 to 80 million of Realized Synergies / Cost Savings in 2024 They claim to be on track for 40% increase in sales volumes for 2024, with volume growth weighted towards the second half of 2024. • Last quarter saw about $100M margin from the actual “operations”. • Assuming volume growth is yet to materialise, can we expect circa 5.5x Q1 volume for the year ..? (That would be 40% more overall, if Q1 was at the “old” rate) • With pricing expected to increase over the course of the year, can we therefore expect over 5.5x the $100M Q1 margin for 2024…? i.e. $600M + • Subtract circa $100M for “other” cost eg merger etc(Never seen merger costs in this amount, are they hidden penalties (customs)?) • has established itself in the European tax haven IRL

Seems like he understands the market and the business well. Hoping Arcadium does well.

Unfortunately, there is little to no environmental standards in Indonesia. Promoting their projects, which are known to dump waste into the water, is not great. Even removing ESG as a standard and just common sense would show us that the world needs to look to their jurisdictions.

good interview. just read the Q1 report. share reacting positively. Paul is good.

Good interview, very much appreciated. Next time would be nice for a question regarding lithium metal demand, sakuu partnership, etc.

The greenest battery on the planet! Nickel from Indonesia, Cobalt from the DRC, African Spodumene and graphite from a Chinese company. What a fraud this man and company is.

It would be great to know if any recent offtake agreements ex China had premium pricing attached.Example Syra,Novonix etc.That would give a better picture of what’s going with graphite pricing. I know that’s not easy to obtain.With that knowledge it would certainly help with investment decisions going forward in the graphite space

A much better performance after that abysmal display on RK Equities, but not sure what was the point of this presentation, apart from a Damage Limitation Exercise for presentation skills, anyone with a passing knowledge of batteries and supply chain already knew this some times ago, this isn't old news, it's ancient news.

Any new mines? Talk is easy, where are the mines?

Arnie should run for the Oval office!

Proud to have served the Benchmark team with our live streaming services on location in Los Angeles. 👍🏻

Love that Arnie made an appearance

Interesting

"PromoSM"

This is out of date now Elon has got new batteries theat don't rely on lithium

The recycling discussion I found to be quite interesting given just how it highlights both the need for upstream and particularly midstream capacity. That said, I do wonder if there may be a case, particularly for an island nation, to incentivize or somehow use recycling as an anchor to actually attract battery materials into the local supply chain? I suppose this is somewhat the same as the midstream but framed a bit differently. In any case, very informative discussion. Thank you for sharing!

A huge amount of woke. That's all that's needed

Madness

Look at all those idiots on their phones as Simon gives an extremely important speech. Remind me why they get paid again?

How far behind is the UK that we're still talking about it, not doing it. And how bad is it we're a world class producer of needle coke! We really shouldn't be extolling it to Government committees or anyone.

Great chat

What does that even mean? Byd has been building batteries since 1995. How is bechmark qualified enough to rate them.

A Long Journey Since Putting EV Trucks on the Road in 2019 under the Thor Name, Now XOS. 2023 Looking Much Brighter.

WOW! A gold mine of perspective!

Hearst--Symbionese Liberation Army....

Masterclass. Robert is the visionary the market needs. Congratulations.

Thank you. This is an amazing interview.

Renascor Resources 💪🏻💪🏻💪🏻

NanoXplore

Comically bad analysis of the global battery production system. Impling that the global source of graphite is going to come from fossil fuels just because one refinery in the UK wants to make it... 😂🤦🏻

NOVONIX baby !!

The west is completely asleep at the wheel of me and while China is eating the US is lunch, a couple this with the projected massive supply shortages I do not think that these electric car manufacturing companies would manage to sell electric vehicles which will drive up the cost of lithium even more, that’s money for me and you if you’re invested in Li

Haha, I'm giving 2018/2019 me a pat on the head..."Who's a good boy?"

Gee, Robert... we could have used your smarts during the Oligocene era of the planet... you know, 25 million years ago, when the planet went through a strikingly similar climate change like we see today. I'm a fan of yours, but to hear people claim our species is responsible for what's really a 'living planet phenomenon', well, do I get a bridge with that? Sure, humans (since the Industrial Revolution) have done SOME damage, but you're tilting at windmills if you think you're going to stop the Earth's natural cycles. Back in the '80s I was an EarthFirster... I'm not ignorant. If anything, mines have done perhaps more damage to the planet than any other industry. I can only imagine what the mining regions of Russia and China look like.

19:32 Reflation. This key part of the interview is especially worth noting.

The video sound is pretty good, beyond my imagination

I was a neighbor and young schoolmate of Robert's, on a trip to Boston's Museum of Science, maybe 1962. There was a hologram exhibit, which displayed coins tumbling in a rotating bowl. The viewer was invited to reach for the money, which was a projected image. Well, Robert figured the puzzle out, did some contorting, and reached and retrieved the dam coins! He had a nice collection of fluorescent minerals and a UV light. His dad was an architect and good guy

I’ve got mine,RNU and Core,CXO

buy your battery material stocks now, while the U.S is still asleep to the current and future need.

Simon, please keep delivering your critical mineral message. The strategic importance of establishing a domestic lithium battery supply chain must not be underestimated.

Best unknown channel on the tube. Can’t miss videos, that no one knows about…sadly.

Very Very Good

Ramped and ready is the key aspect of it all...without that, it's going to be like a booze up without any alcohol!

Huge demand for TLG almost at any cost

This video deserves a lot more views than it got. Smart folks and a good moderator!

China includes Mongolia... The Korean Peninsula is one colour... This is such a sloppy map.

This is by region.... And the map doesn't include Poland in Europe? I know there's a massive LG EV battery factory in Wrocław.

Wow!