Episode 63: Tesla’s Lithium Refinery “A License to Print Money,” and Is Livent (LTHM) Stock Out Of Juice?

In this video, we will discuss Tesla's recent move into lithium refining and what it means for the company, and the electric vehicle industry as a whole. Tesla is investing in lithium refining with the new facility being built in Texas, in order to reduce its reliance on external suppliers and lower the cost of its electric vehicles. This is a smart move, as lithium is a key component of EV batteries and a significant cost of the electric vehicle. Tesla's move into lithium refining could put pressure on its competitors, who will need to find ways to reduce their own costs in order to compete. This could lead to an even deeper price war in the EV industry, which would be good for consumers, and one in which Tesla is most capable of winning. Livent, another lithium company, is merging with Allkem, to form the company Arcadium. The deal is expected to close by the end of 2023. The merger with Allkem would further vertically integrate the company and make it more competitive in the lithium production space as well. However, Livent stock has taken a beating, with the cost of raw lithium tumbling in the last several months. However, lithium refining is a lucrative business, and Livent seems to have that “license to print money” that Elon Musk was talking about. What are our long term thoughts on each of these companies, and the lithium market overall? Check out this episode to find out! If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/ChipStockInvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #tesla #lithium #electricvehicles #evs #semiconductors #cloudcomputing #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Tesla and Livent