Howard Klein

Source: EV Stock Channel

Source: Investing News Network

Investors continue to wait on the sidelines to see if the lithium market will bounce back from the lows seen this year — but will that happen in 2020?


#Benchmark2019 #Cathodes2019 #Lithium To understand more about the current state of the lithium sector and how investors should approach this down season, the Investing News Network caught up with Howard Klein, founder of RK Equity.

"Speaking with the Investing News Network (INN) at Mines and Money New York, Founder of RK Equity Howard Klein said lithium investors should expect supply to continue to fall short.

“I think it’s very important to look at which projects are currently in construction and funded, and expect that their targets are going to be late in terms of when they’re going to come on stream, and you should expect to haircut the volumes and potentially the quality of what you have,” said Klein.

He added that, because of disappointing supply, the ongoing oversupply narrative won’t be as hard hitting and will inevitably end up as a supply shortage instead."

"At this year's PDAC, INN caught up with Howard Klein, founder of RK Equity.


Due to poor policies and planning, the U.S. is now lagging behind competitors China and Germany in the fight for electric vehicles dominance and battery supply chain, this according to Howard Klein, founder and partner of RK Equity. 

“It’s 100% a function of politics. Under the Obama Administration and the Democrats, they were very much on par with European sentiment on global warming and climate change and other support for this industry,” Klein told Kitco News on the sidelines of the Mines and Money New York conference.
Klein noted that although the Trump Administration is more pro-fossil fuels, it is also more pro-mining. to talk about lithium, top producers and what's next for juniors."

"Interview conducted by Investing News at PDAC on March 5, 2019. At this year's PDAC, INN caught up with Howard Klein, founder of RK Equity, to talk about lithium, top producers and what's next for juniors."


RK Equity Advisors

1345 Avenue of the Americas 

New York, NY 10105-0302

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Lithium-ion Bull (Forest Hills) is a periodic publication, written through my advisory firm RK Equity Advisors, LLC. In this and other Lithium-ion Bulls and the podcast Lithium-ion Rocks! I often share some rationale for a stock in which I have some conviction – for or against – and may own directly in my own retirement or taxable accounts. If you agree or disagree with and act on or against the rationale of anything written in this or any other Lithium-ion Bull or Lithium-ion Rocks! podcast, that is your free choice. But to be clear, the opinionated commentary you’re reading is not investment advice, nor recommendation and may not be unbiased. I am not a registered investment advisor nor broker-dealer.  I may act, or may have acted in the past, as a financial advisor, or capital raiser for certain of the companies mentioned herein and may receive, or may have received, remuneration for services from those companies. I, RK Equity as well as their respective partners, directors, shareholders, and employees may make purchases and/or sales of securities mentioned here-in from time to time, subject, of course, to restricted periods in which we may possess material, non-public information. As of July 2, 2020, RK Equity or its principals own securities in Mineral Resources, Piedmont Lithium, E3 Metals Corp, Albermarle, Livent, Lithium Power International and have or have had over the past 48 months fee-paying advisory assignments with Western Lithium/Lithium Americas, CleanTeq, Millennial Lithium, Altura Mining, E3 Metals Corp, NeoMetals, ioneer, Kidman Resources, Camino Corp, Nemaska, Bacanora, Lithium Power International and Piedmont Lithium. The information contained herein is not financial advice and whether in part or in its entirety, neither constitutes an offer nor makes any recommendation to buy or sell any securities.