Shows
Rock Stock ChannelCritical Minerals Super Cycle is Here. Where Best to Invest?In this episode, we are delighted to welcome our friend and industry expert, Matt Fernley, as a new partner at RK Equity. Howard and Rodney discuss with Matt the dynamics shaping today's critical minerals market, including lithium, rare earths, aluminum, and high-purity manganese. Matt shares insights gained over 25 years as a geologist and equity analyst, highlighting key opportunities in both underappreciated commodities and emerging sectors driven by technological innovation and geopolitical shifts.
We explore why a diversified ex-China supply chain is essential for the future of critical minerals, detailing how recent developments in lithium pricing signal potential...2025-07-2655 minRock Stock ChannelWhy POSCO Is Looking to Anson Resources for U.S. Lithium | Bruce RichardsonIn this episode of Rock Stock Channel's "Getting To Know You" series, I speak with Bruce Richardson, Executive Chairman and CEO of Anson Resources (ASX: ASN | OTC: ANSNF). We explore Anson's strategic positioning within the North American lithium landscape, with a detailed discussion on their flagship Green River Project located in Utah's Paradox Basin.
Bruce shares his extensive background, highlighting his and the management team's deep experience in China and critical minerals. We discuss why Anson pivoted from its initial graphite ambitions to focus on lithium brine extraction, driven by favorable economics and strategic market demand shifts...2025-07-2242 minRock Stock ChannelUnderstanding Winsome Resources’ Current Valuation Disconnect | Chris EvansIn this episode myself and Rodney sit down again with Chris Evans, CEO of Winsome Resources (ASX: WR1), for an in-depth discussion on the latest developments within the company and the broader lithium market environment.
We cover Winsome’s current valuation and share-price performance, reflecting on factors behind the significant market downturn, particularly within Canadian lithium equities. Chris provides insights into the strategic rationale behind Winsome’s decisions on the Renard diamond mine option—originally seen as a potentially transformative, low-capex opportunity—that the company now cautiously approaches amid changing market conditions.
We also explore Winsome’...2025-07-1939 minRock Stock ChannelTrump’s Big Beautiful Rare Earth Monopoly | Steve LeVine & Matt FernleyIn this episode, I speak with veteran battery journalist Steve LeVine (The Electric) and critical materials expert Matt Fernley (Battery Materials Review) about the implications of former President Trump's recently passed "Big Beautiful Battery Bill."
We unpack the nuances of this landmark legislation, highlighting why some experts see it as potentially transformative for U.S. battery and critical mineral industries, despite mixed reactions from the broader clean-energy sector. Steve shares insights on how, despite reductions to EV tax credits and renewable energy incentives, the bill allocates significant Department of Defense (DoD) lending authority aimed at boosting domestic...2025-07-161h 06Rock Stock ChannelFastmarkets' Lithium Outlook | Raju Daswani & Grace AsenovIn this episode, Rodney and I sit down with Raju Daswani (CEO) and Grace Asenov (Base Metals & Energy Editor for North America) of Fastmarkets to discuss key takeaways from their 17th annual Lithium & Battery Raw Materials conference held recently in Las Vegas.
We review current market sentiment, including the short-term concerns surrounding oversupply and investor caution, while exploring reasons for longer-term optimism. The conversation covers the strategic importance of developing North American and Western supply chains, particularly in regions like Arkansas, Nevada, and Canada. We examine policy dynamics under the Trump administration, China's continued dominance, and the...2025-07-081h 00Rock Stock ChannelFrom Crash to Cash? Why Lithium Stocks Could Triple | Howard KleinIn this episode, I sit down with Georgia Tolley at the Fastmarkets Lithium Supply and Battery Raw Materials Conference in Las Vegas to discuss my perspectives on the lithium market and my journey through volatile cycles in mining investment.
We cover how I first got involved in lithium and natural resources, sharing insights from my experience working closely with industry legends like Robert Friedland. I address some common misconceptions, particularly around lithium's volatility, and why retail investors should approach it differently from traditional commodities.
I also discuss current investor sentiment toward lithium globally, highlighting opportunities...2025-07-0622 minRock Stock ChannelLithium Live Lounge - Equity Updates @Fastmarkets Las VegasIn this episode, Rodney and I share insights from our recent attendance at the Fastmarkets Lithium Conference in Las Vegas. We interviewed several key industry players to provide you with a detailed update on current trends, strategic developments, and the overall market sentiment in the lithium and battery metals sector.
We spoke with Iggy Tan from Lithium Universe, who discussed their competitive advantage in lithium carbonate refining due to Quebec’s access to low-cost hydropower and strategic proximity to North American lithium resources. Rick Anton, Chairman of Savannah Resources and Euro Manganese, emphasized the importance of local en...2025-07-0258 minRock Stock ChannelAmerica’s $9.2B Lithium Answer: From Surface Discovery to Economic Powerhouse | Surge Battery MetalsWelcome to the Surge Battery Metals Preliminary Economic Assessment (PEA) webinar!
Hosted by Greg Reimer (President and CEO, Surge Battery Metals), this informative session was moderated by Howard Klein and Rodney Hooper from RK Equity. We discussed Surge Battery Metals' PEA, highlighting the economic potential of the Nevada North lithium project.
Key Highlights:
- An after-tax NPV of $9.2 billion.
- Internal Rate of Return (IRR) of 22.8%.
- Quick payback period of 4.7 years.
- High lithium grades (average over 4,000 ppm, peaking at 4,807 ppm), setting a new standard for lithium clay projects.2025-06-2743 minRock Stock ChannelInvesting in the Future: Funding the Energy Transition and Balancing Supply and DemandJoin Howard as he moderates an insightful panel discussion exploring "Investing in the Future: Funding the Energy Transition & Balancing Supply and Demand." With over 23 years in the mining and metals sector and a keen focus on electric metals, Howard brings together industry experts to share their perspectives on critical minerals, market dynamics, and strategic investment opportunities.
Panelists include:
- Jay Chmelauskas, CEO of Camino Corp, who discusses the strategic pivot from gold and lithium to copper, highlighting the significant supply-demand dynamics driving copper’s future growth, particularly from projects in Chile and Peru.
- Fa...2025-06-261h 01Rock Stock ChannelBattery Metals at Benchmark Giga USA 2025 | Patriot Battery Metals, Jindalee & Century LithiumIn this episode, I attend the Benchmark Giga USA 2025 event in Washington, DC, interviewing key lithium industry experts: Iola Hughes (Benchmark Minerals), Ken Brinsden (Patriot Battery Metals: $PMET), Ian Rodger (Jindalee Lithium: $JLL), and Bill Willoughby (Century Lithium: $LCE).
We discuss the cautious yet optimistic sentiment among industry insiders, highlighting robust demand drivers such as stationary energy storage, hybrid vehicles, and technological advancements in battery systems. Despite current oversupply and policy uncertainties, especially related to tariffs and incentives, there's significant focus on enhancing domestic lithium production and processing capabilities in the U.S.
Retail investors...2025-06-2526 minRock Stock ChannelFinancing Lithium in a Downcycle w/ Howard Klein | Water Tower ResearchIn this episode, Howard Klein, founder of RK Equity and a seasoned analyst specializing in lithium and battery metals, shares insights into the evolving landscape of critical metals investing. Interviewed by Tim Gerdeman and Dmitry Silversteyn of Water Tower Research, Howard discusses the impact of recent declines in lithium, cobalt, and nickel prices, and how these shifts affect funding and valuations of junior resource developers.
Howard addresses the challenges companies face in raising capital in the current environment, exploring alternatives such as strategic partnerships, private capital, and government-backed initiatives. He emphasizes the importance of understanding policy developments...2025-06-2426 minRock Stock ChannelTop Lithium Stocks to Consider in a Bear Market Before The Rebound | Matt FernleyIn this episode, we welcome back Matt Fernley, respected industry analyst and author of the Battery Materials Review (available: https://www.batterymaterialsreview.com/), to explore the state of the lithium market amidst an ongoing bear cycle. Matt shares insightful perspectives on lithium pricing trends, highlighting that while short-term oversupply may keep prices subdued, we might be closer to the bottom than many expect.
Together, we discuss the impact of rising inventories, the necessity of production cuts for price recovery, and the nuances of China's lithium industry—specifically, how misconceptions about processing costs and environmental practices could influence gl...2025-06-2154 minRock Stock Channel$85 Million Boost for TMC: What Retail Investors Should Know | Craig SheskyIn this episode, we sit down once again with Craig Shesky, CFO of The Metals Company ($TMC), for an informative discussion on the company's recent strategic developments:
The Metals Company has experienced significant changes and milestones over the past year, highlighted by recent strategic equity investments and important partnerships. Craig provides detailed insights into the $85 million strategic investment by Korea Zinc at $4.34 per share, highlighting the confidence and validation this brings to TMC’s business strategy and its critical role in supplying essential battery metals—nickel, manganese, and cobalt—to the U.S. market.
Craig also d...2025-06-2018 minRock Stock ChannelLithium Rebound Coming? Ken Hoffman from McKinsey Breaks Down What’s NextIn this episode, we sit down with Ken Hoffman, a seasoned expert in the lithium and battery materials space, formerly at McKinsey & Company. Ken brings deep insight into the current state and future trajectory of the lithium market, drawing from his recent engagements across the Middle East, Chile, and China.
We cover a wide range of timely and critical topics for investors, including:
- The divergence in sentiment between global markets and why the Middle East is emerging as a strategic hub for battery supply chain investment
- Lithium price cycles and how the...2025-06-0557 minRock Stock ChannelTMC is the Solution to Critical Raw Material Supply for the US | Craig SheskyIn this episode, we're back for the sixth time with Craig Shesky, CFO of The Metals Company (NASDAQ: TMC), diving deep into recent groundbreaking developments. With significant momentum following President Trump's executive order on critical minerals, TMC has submitted the world's first commercial seabed mineral recovery application under the U.S. Seabed Mining Code. Craig sheds light on the status and timeline of these critical applications, strategic investment updates, and recent congressional testimony that highlights the growing U.S. support for seabed mining.
Howard and Rodney discuss the implications of TMC's $37 million strategic investment, involving prominent investors...2025-05-2244 minRock Stock ChannelHas Lithium Pricing Transparency Finally Arrived? Fastmarkets' William Adams and Przemek KoralewskiIn this episode, we welcome back William Adams and Przemek Koralewski from Fastmarkets to discuss recent developments in lithium markets, pricing dynamics, and emerging futures contracts on major exchanges. The conversation covers current supply-demand imbalances, factors influencing lithium price fluctuations, and potential inflection points investors may anticipate in the coming months and years.
Key topics include:
- Recent declines in lithium pricing and implications for producers and investors.
- Analysis of lithium futures markets and the role of contracts on ICE and CME.
- Discussion around marginal-cost producers and the economics of lithium...2025-05-1732 minRock Stock ChannelSigma Lithium: Q1 Preview, Offtake Strategy, Cost Cuts, Grota do Cirilo Resource | Ana CabralIn this episode, we welcome back Ana Cabral, CEO of Sigma Lithium (NASDAQ/TSXV: SGML), to discuss the latest developments and outlook for the company. Ana provides a detailed overview of Sigma's Grota do Cirilo project in Brazil, highlighting its resource size, cost advantages, and ongoing expansion plans.
We dive into Sigma Lithium’s recent operational results, including production growth, cost reductions, and strong EBITDA margins despite current lithium market conditions. Ana shares insights into the company’s commercial strategies, including considerations around flexible offtake agreements and potential prepayment structures.
The conversation also covers broader indu...2025-05-1349 minRock Stock ChannelNoa Lithium Brines: 60% YTD, Development Timeline, Path to 40,000 tpa | Gabriel Marcelo RubachaIn this episode, we sit down with Gabriel Marcelo Rubacha, CEO of Noa Lithium Brines (TSXV: NOAL), for an in-depth update on their three Argentine brine projects—Rio Grande, Arizaro, and Salinas Grandes. We cover:
📈 Noa Lithium’s recent 58% YTD stock gain, tight share structure, and Clean Elements’ C$13.5M strategic investment
🌎 Why Argentina’s salar brines are the world’s lowest-cost lithium source and Rio Tinto’s US$10B bet on the region
🗺️ Project deep dive: high-grade 4.7 Mt @525 mg/L resource at Rio Grande, exploration potential at Arizaro, and infrastructure-rich Salinas Grandes
💧 Ongoing water-w...2025-05-0930 minRock Stock ChannelHotter Commodities 2: Energy Security & the Critical Minerals Race w/ Fastmarkets' Andrea HotterIn this episode, I catch up again with Andrea Hotter, Special Correspondent at Fastmarkets, to dive into the shifting landscape of critical minerals and commodities. Andrea recently attended the Securing America’s Future Energy (SAFE) summit in Washington, D.C., and shares valuable insights on how policy narratives have dramatically shifted—from ESG and climate change to national and energy security.
We discuss major developments, including the impact of reciprocal tariffs, government funding for critical minerals projects, and the evolving role of foreign investors and allies like South Korea, Japan, and Chile. Andrea also highlights the massive impl...2025-05-0651 minRock Stock ChannelRock Stock Recap: Tariff Strategy, US Dollar Devaluation, Canada-Chile Political RiskIn this Rock Stock Recap episode, Rodney and I share our latest insights following Trump's Liberation Day and the unfolding impacts of recent U.S. tariff policies, drawing striking parallels to past global shocks such as the onset of COVID-19 and historical events like the Cuban Missile Crisis. We delve deep into Stephen Miran's pivotal analysis on restructuring the global trade system, highlighting crucial policy discussions around phased tariffs, the intentional managed decline of the U.S. dollar, and how these strategies could influence commodity markets, particularly critical minerals.
We also explore the potential "Mar-a-Lago Accords" and...2025-05-0350 minRock Stock ChannelEuropean Metals Holdings Secures $36M EU Grant for Czech Lithium Project | Keith CoughlanIn this episode, I sit down again with Keith Coughlan, Managing Director of European Metals Holdings ($EMH), to discuss the latest major milestone for the Cinovec lithium project in the Czech Republic. EMH has secured final approval for a significant $36 million grant from the EU’s Just Transition Fund, highlighting strong support from both the Czech government and the European Commission.
Keith shares insights into how EMH plans to use the funds to accelerate the project, including meeting important environmental assessment deadlines and progressing the definitive feasibility study (DFS). We also explore the broader context of Europe's pu...2025-04-2921 minRock Stock ChannelJindalee Lithium: On the US Government Fast Track w/ Ian RodgerIn this episode, we continue our 'Getting to Know You' series with Jindalee Lithium (ASX: JLL). The discussion revolves around Jindalee's advancement of the McDermitt Lithium Project in Oregon and its strategic significance, especially considering the recent $3 billion investment in the adjacent Lithium America's Thacker Pass Project. The episode covers the impact of recent US government measures, including an executive order to boost American mineral production and the FAST-41 initiative, which has highlighted 10 critical mineral projects, including Jindalee's. CEO Ian Rodger delves into the project's scale, geology, and the significance of Jindalee being selected under FAST-41. Further discussions include...2025-04-2820 minRock Stock ChannelBreaking News! Benchmark Minerals & ICE Launch Lithium Futures | Caspar RawlesIn this episode, we break significant news in the critical minerals and energy transition space, featuring Caspar Rawles, COO of Benchmark Minerals Intelligence (BMI). Rawles announces a landmark partnership between Benchmark and the Intercontinental Exchange (ICE) to launch a suite of futures contracts for lithium, cobalt, and spodumene—marking ICE’s first move into the mining sector.
The contracts, which will be cash-settled and based on Benchmark’s globally respected price assessments, represent a major evolution in how critical minerals are traded and hedged. The offerings include lithium carbonate and lithium hydroxide CIF Asia, spodumene concentrate FOB Austra...2025-04-2419 minRock Stock ChannelThe Metals Company: Next Steps in Deep-Sea Mining w/ Craig SheskyIn this episode, Howard and Rodney speak with Craig Shesky, CFO of The Metals Company (NASDAQ: TMC), discussing recent developments and strategic direction in deep-sea mining. The conversation highlights TMC’s business model focused on collecting polymetallic nodules containing nickel, cobalt, manganese, and copper from the seabed in the Clarion Clipperton Zone, between Hawaii and Mexico.
Craig outlines TMC’s recent decision to pursue permitting through existing U.S. legislation—the Deep Seabed Hard Minerals Resource Act of 1980—instead of waiting for the International Seabed Authority (ISA) to finalize its mining code. He explains NOAA's (National Oceanic and Atmo...2025-04-2335 minRock Stock ChannelUrgent Action on Critical Minerals w/ Former DOE Director, Ashley Zumwalt-ForbesIn this episode, Howard sits down with Ashley Zumwalt-Forbes, former Director of the Manufacturing and Energy Supply Chains Program at the U.S. Department of Energy, to discuss the evolving landscape of critical minerals and energy policy in the United States. They explore the key differences between the Biden and Trump administrations' approaches to EV batteries and critical minerals, the future of lithium and other essential battery materials, and whether America can remain competitive in a rapidly shifting global market. Ashley shares her insights on how geopolitical tensions, policy instability, and market volatility are impacting investment decisions, and why...2025-04-2143 minRock Stock ChannelUnderstanding Lithium’s Price Drop and What It Means for Commodities w/ Ash Bennington | Real VisionIn this episode, I join Ash Bennington on Real Vision to discuss the dramatic shifts happening in the world of critical minerals, lithium pricing, and global energy policy. We explore lithium's recent price collapse, why I'm still bullish long-term, and how geopolitical forces—including tariffs and supply chain realignments—are reshaping commodities markets. I also highlight key investment opportunities across lithium, copper, uranium, and broader mining ETFs. Stay tuned until the end as I briefly spotlight one overlooked opportunity in the electrification space.
CHAPTERS 📖
(00:00) Overview of the Interview
(01:03) Lithium Price Collapse and Long-Term Outlook
(03:59) The Com...2025-04-1752 minRock Stock ChannelCentury Lithium: Project Update, U.S. Policy, Permitting, Feasibility | Bill WilloughbyIn this episode, we sit down once again with Bill Willoughby, CEO of Century Lithium (TSXV: LCE.V, OTCQX: CYDVF), to discuss the latest developments at their Nevada-based lithium project, Angel Island. We cover the company’s unique chlor-alkali processing method, recent optimization studies, and the impact of the U.S. government’s executive order to accelerate domestic mineral production. Bill shares insights on Century’s permitting progress, strategic partnerships, and the potential for significant CAPEX reductions.
CHAPTERS 📖
(00:00) Introduction
(01:30) Summary Synopsis
(03:11) Overview of the Angel Island Project
(03:51) Unique Chlor-Alkali Processing Technology
(04:34) Impact of U.S. E...2025-04-1527 minRock Stock ChannelVolt Lithium: Lithium Extraction from Oilfield Brines w/ Alex WylieIn this episode, we sit down with Alex Wylie, CEO of Volt Lithium (TSXV: VLT, OTCQB: VLTLF), to discuss the company's innovative approach to lithium extraction from oilfield brines. Alex shares insights on Volt's low-CAPEX strategy, proprietary technology, and rapid scale-up from pilot projects to commercial operations. With significant opportunities in the Permian Basin, Texas, and expansion plans in North Dakota's Bakken, Volt Lithium aims to become a leading domestic lithium supplier serving the underserved U.S. industrial market.
CHAPTERS 📖
(00:00) Introduction
(02:37) CEO Background and Origins of Volt Lithium
(05:35) Proprietary Extraction and Processing Technology
(07:17) Low...2025-04-1128 minRock Stock ChannelNouveau Monde Graphite Update w/ Eric DesaulniersIn this episode, Eric Desaulniers, CEO of Nouveau Monde Graphite provides insights into the company's significant investments and development journey, including their $150 million expenditure on demonstration plants. He discusses the binding offtake agreements with GM and Panasonic, their updated feasibility study, and potential grant funding opportunities. Eric also covers the increasing traction of LFP Cathode technology, its impact on graphite usage, and anticipates a potential supply deficit in the graphite market within three years.
CHAPTERS 📖
(00:00) Introduction
(01:05) Summary Synopsis
(03:17) Recap of Ongoing Graphite Project Development
(06:16) Strategic Offtake Agreements with GM and Panasonic...2025-04-0934 minRock Stock ChannelThe Macro Picture: Is Gold the New Green? w/ Tavi Costa of Crescat CapitalIn this episode, we speak with Tavi Costa, partner at Crescat Capital, about global macroeconomic shifts, rising gold prices, and the potential rotation from large-cap tech into commodities. Tavi explains why he sees significant opportunities in gold, silver, and emerging markets amid a weakening dollar and ongoing de-globalization. We dive into how policy decisions, geopolitical trends, and market valuations are shaping investment strategies, including what this means for metals like copper, silver, and lithium.
CHAPTERS 📖
(00:00:00) Introduction
(00:03:06) Why Tavi Doesn’t Own Physical Gold
(00:07:31) What's Driving Gold’s Rally
(00:11:28) Potential for Gold-Backed Alternatives
(00:15:31) De-Glob...2025-04-051h 06Rock Stock ChannelEuropean Metals Holdings: EU Strategic Designation UpdateIn this episode, we sit down again with Keith Coghlan, Executive Chairman of European Metals Holdings, to discuss the latest strategic developments surrounding the Cinovec lithium project in the Czech Republic. Recently designated as a strategic project by both the Czech government and the European Commission, Cinovec is gaining significant momentum. Keith shares insights into what these classifications mean, including streamlined permitting, substantial financial backing, and increased investor confidence. We also dive into the critical role of EMH’s partner ČEZ, the company's path toward securing funding from the EU’s €2 billion critical minerals fund, and how shifting geopolitical dynamic...2025-03-3030 minRock Stock ChannelLithium’s Imminent Demand Surprise(s) w/ YJ Lee of Arcane Capital Advisors
In this episode, we welcome back YJ Lee from Arcane Capital Advisors. We discuss the current state of the lithium market, reviewing major trends, demand forecasts, and supply expectations. YJ provides an optimistic, bullish outlook on lithium amidst differing market opinions, attributing the expected rise in demand to various sectors including electric vehicles (EVs), battery energy storage (BESS), and newer applications such as electric ships, eVTOLs, and more. The episode delves into the possible impact of geopolitical factors and fiscal policies on lithium production and the renewable energy market. Additionally, insights are shared on investment strategies and stock selection in...2025-03-251h 19Rock Stock ChannelLithium Universe: Advancing Lithium Refinery Plans in Quebec w/ Iggy Tan
In this episode, we provide an update on Lithium Universe following our initial interview with Chairman Iggy Tan last November. Significant progress has been made with plans to construct a lithium refinery in Bécancour, Quebec, with the company's stock trading on the Australian Stock Exchange under the ticker LU7. Key developments include the completion of a definitive feasibility study (DFS) and securing strategic partnerships. We delve into the potential benefits of the project, its competitive edge due to low power costs in Quebec, and the current economic and political influences on the supply chain. Rodney and Howard discuss the n...2025-03-2032 minRock Stock ChannelNoa Lithium Brines, The Metals Company and Solis Minerals at PDAC 2025
In this episode from PDAC 2025, Howard provides corporate updates and market insights from players in the lithium, copper and deep-sea mining industries. CEO Gabriel Rubacha discusses Noa Lithium Brines' progress and funding status for 2025 plans, including a $13.5 million raise and confidence in fully funding their projects. Craig Shesky, CFO of the Metals Company, details their milestones in deep-sea nodules for nickel, manganese, and cobalt, underpinned by supportive US administration policies and strategic partnerships. Mitch Thomas, CEO of of Solis Minerals, outlines their transition back to copper exploration in Peru and their recent $4.5 million fundraising.
CHAPTERS 📖
(00:00) Noa Lithium Brines
(08:36) The Met...2025-03-1320 minRock Stock ChannelAtlantic Lithium: Sayona-Piedmont Merger, Political Shifts and Operational Updates
In this episode, featuring Keith Muller, CEO of Atlantic Lithium, we discuss the latest developments and challenges facing the lithium market and Atlantic Lithium's shareholders over the past 18 months. Keith provides insights on the emergence of African spodumene supply and its impact on the lithium industry, along with an update on Atlantic Lithium's involvement in the Ghana elections and its collaborative ventures with Piedmont Lithium. The company is forecasting 360,000 tons per year of spodumene concentrate. The interview also highlights strategic investments, project milestones, and potential financing options, noting that the company is fortified by strategic partnerships and boasts zero debt.
2025-03-1146 minRock Stock ChannelWill 50%+ Growth rESScue Lithium w/ Rho Motion's Iola Hughes
In this episode, we talk with Iola Hughes from Rho Motion to discuss the rapidly evolving energy storage solutions market, lithium demand, and the impact of electric vehicles (EVs). Iola shares insights into the recent acquisition of Rho Motion by Benchmark Mineral Intelligence and delves into market data, growth projections, and the importance of lithium-ion batteries. We also explore grid storage, policy changes, and the future of the ESS market amid fluctuating lithium prices.
CHAPTERS 📖
(00:00) Introduction
(00:49) The Growth of Grid Storage & Lithium Demand
(03:22) Understanding the Energy Storage Market
(04:50) US Energy Storage Market & Policy Impact
(06:14) NextEra’s Massive Battery Pipeline
(11:48) Batte...2025-03-1158 minRock Stock ChannelPower Metals and Winsome Resources at PDAC 2025In this episode at PDAC 2025, we interact with Power Metals' Chairman Johnathan More, CEO Haydn Daxter and Winsome Resources' Managing Director, Chris Evans. The discussion covers Power Metals' recent high-grade cesium discoveries, significant market growth from a 40 million to 200 million market cap, and its impact on the cesium market dominated by China. Johnathan and Haydn also address the strategic initiatives, potential for billion-dollar valuation, and plans for North American cesium industry growth. Additionally, the episode delves into cesium applications, unique mineral properties, and partnerships, including with Canaccord Genuity, aimed at advancing the company's goals. The conversation highlights the collaborative...2025-03-1021 minRock Stock ChannelBrunswick Exploration: Greenland to Mirage Discoveries w/ Killian CharlesIn this episode, we sit down with Killian Charles, CEO of Brunswick Exploration (TSXV: BRW | OTCQB: BRWXF), to discuss the company's progress over the last 10 months. Despite a dip in stock prices, Brunswick continues to focus on high-priority exploration projects, particularly the Mirage property in Quebec. Killian elaborates on their innovative exploration techniques, recent drilling programs, and advancements in Greenland. The episode also covers how Brunswick's tight share register and recent equity raise reflect continued support and belief in their assets.
CHAPTERS 📖
(00:00) Introduction
(02:19) Innovative Exploration Techniques at Brunswick
(04:48) Mirage Project – Winter Drilling Program Updates
...2025-02-1927 minRock Stock ChannelPower Metals: Fast-Tracking the Next High-Grade Cesium Mine w/ Haydn Daxter and Dr. Nigel BrandIn this episode, Haydn and Nigel discuss Power Metal's (TSXV: PWM | OTCQB: PWRMF) rare high-grade cesium discoveries, specifically the Case Lake project. They delve into the cost, timelines, and permitting processes compared to other critical minerals like lithium. The conversation includes updates on cesium carbonate market size (2,200 tons per year) and OPEX costs, exploration updates like cesium oxide intercepts greater than 20% in phase three drilling, and test work progress at SGS and Nagrom. The discussion also covers structural mapping exercises, upcoming exploration plans starting in March, and engagement with Canaccord for strategic guidance. They aim to fast-track mining operations...2025-02-1724 minRock Stock ChannelOptimistic Thought. Trump 2.0 LithiumRead the Lithium-Ion Bull Issue 101: https://mcusercontent.com/9a8c41f471f338217d776887e/files/d4951d57-406a-bd17-c0bb-6fd391dec1a1/Issue_101_Optimistic_Thought.pdf
CHAPTERS 📖
(00:00) Introduction
(08:27) Robert Friedland
(12:18) Tesla
(14:05) General Motors
(15:13) Ford
(18:36) Michael Dunne
(19:11) CATL: EIV
(19:54) NextEra Energy
(21:43) David Sacks
(22:43) CATL/Rio Tinto
(25:10) Pilbara Minerals
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Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify...2025-02-1330 minRock Stock ChannelNOA Lithium Brines: Argentina's Lithium Potential w/ Gabriel Rubacha
In this episode, Howard Klein and Rodney Hooper sit down with Gabriel Rubacha, CEO of NOA Lithium Brines, to discuss the company’s strategic progress in Argentina’s lithium sector. Gabriel shares updates on their flagship Rio Grande project, upcoming milestones, and the bullish outlook on Salar brines and Argentina under the new libertarian economic policies. Learn about NOA Lithium's promising high-grade brines, exploration plans, and the potential for significant shareholder value.
CHAPTERS 📖
(00:00) Introduction
(02:52) Argentina’s Mining Boom Under President Milei
(05:09) Guest Background
(07:05) The Founding and Vision of NOA Lithium
(09:24) The Strength of Argentina’s Mining Infrastructure
(11:35) Rio Grande – NOA’s Flagshi...2025-02-1035 minRock Stock ChannelSayona Mining Update: Piedmont Merger, Cost Reductions and Expansion Plans w/ Lucas DowIn this episode, we catch up with Sayona Mining's CEO, Lucas Dow, for an in-depth discussion on the company's latest developments. Topics include the recent merger announcement with Piedmont Lithium, quarterly results, stellar drill outcomes at North American Lithium and Moblon, operational updates, future production targets, and the broader impact on the lithium industry. Get insights on market trends, cost management, future plans, and more.
CHAPTERS 📖
(00:00) Introduction
(01:36) Summary Synopsis
(02:58) North American Lithium (NAL) Operational Performance
(04:46) 2025 Production Targets & Cost Reduction Plans
(05:39) All-In Sustaining Cost Estimate
(06:36) Spodumene Pricing & Forward Sales Strategy
(07:54) Downstream Pro...2025-02-0439 minRock Stock ChannelVancouver Resource Investment Conference 2025 Critical Mineral Snippets
CHAPTERS 📖
(00:00) Introduction
(01:26) Lithium Ionic
(04:54) Q2 Metals
(09:56) Coppernico Metals
(11:38) Camino Corp
(14:42) The Metals Company
_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13
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DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Pl...2025-01-3018 minRock Stock ChannelMy Lithium 2025 OutlookRead the Lithium-Ion Bull Anniversary Issue 100: https://t.co/NzwZXKZdq9
CHAPTERS 📖
(00:00) Introduction – The Future of Lithium Power
(03:27) Lithium Demand Driven by AI and Energy Needs
(05:19) China’s EV Dominance and U.S. Policy Challenges
(06:00) Energy Storage Systems and Renewable Power Trends
(07:22) U.S. EV Supply Chain and Domestic Production Growth
(08:08) New Lithium Market Dynamics – Oligopsony Shift
(09:09) Investing in Lithium – Booms, Busts, and Long-Term Demand
(10:30) Government and Private Investments in Lithium Projects
(11:39) Lithium Price Outlook and Equity Market Considerations
(12:50) Emerging Projects – Brazil, Canada, and Africa
(13:48) Unconventional Lithium Sources – Bri...2025-01-1717 minRock Stock ChannelChamath-Backed Vivas Kumar on Mitra Chem, Lithium Wars and Trump’s EV VisionCHAPTERS 📖
(00:00) Introduction and Guest Overview
(02:33) Reflecting on Tesla’s Battery Day and SPAC Mania
(08:22) Founding Mitra Chem
(13:15) Mitra Chem’s Core Goals and Vision
(19:21) Current Product Portfolio and Roadmap
(23:18) Competing with China in LFP Manufacturing
(24:29) The Growth of LFP in EV and Energy Storage
(28:18) The Rise of AI and Uninterruptible Power
(33:24) Nuclear vs. Lithium-Ion in Energy Storage
(36:14) Geopolitics of U.S.-China Collaboration in Batteries
(41:26) Reindustrialization and Government Support
(44:57) Future Trends for Battery Supply Chains
(49:49) Mitra Chem’s Funding and Future Plans
(51:50) Closing Thoughts and Industry...2024-12-2355 minRock Stock ChannelWinsome Resources' C$1 Billion Lithium Play: High Returns, Low Risk - Chris EvansOn Site with Winsome Resources: https://youtu.be/bwpjaY98w5E
CHAPTERS 📖
(00:00) Introduction
(02:33) Amended Renard Option Agreement and Payment Extension
(04:16) Strategic Partnerships and Government Stakeholding
(05:35) Adina Project Highlights: Low-Risk Approach
(08:41) Low Strip Ratio and Future Underground Mining Plans
(10:13) Competitive Operating Costs in Quebec
(11:17) Startup CAPEX and Critical Minerals Infrastructure Fund
(12:55) Ideal Funding Structure to Minimize Dilution
(14:04) Winsome’s Stake in Power Metals and Case Lake Project
(16:05) Cesium Potential and Near-Term Production Outlook
(17:02) Ontario vs Quebec as Mining Jurisdictions
(18:09) Cash Position, Forward Expenses, and Next Milestones
...2024-12-2030 minRock Stock ChannelHow Trump’s Policies Could Transform EVs. w/ Steve LeVine - The ElectricCHAPTERS 📖
(00:00:00) Introduction and Guest Welcome
(00:02:58) About Steve/The Electric
(00:05:13) The Grand Bargain: Trump, China, and EV Supply Chain
(00:10:02) China’s Role in the US EV Industry
(00:13:11) Evaluating Trump’s Administration and China Strategy
(00:18:06) Historical Precedents for Grand Bargains
(00:21:38) The Challenge of Building a US Battery Champion
(00:27:08) Vertical Integration Lessons from BYD and Tesla
(00:32:05) Chinese Companies Expanding to the US
(00:37:15) Challenges Facing Chinese Companies in the US
(00:41:57) GM’s Vision and Big Three Autos’ EV Strategies
(00:48:17) Why Northvolt Failed and Lessons for US Battery Makers
(00:52:58) Balancing Innovation and Proven...2024-12-181h 10Rock Stock ChannelInside Q2 Metals’ Breakthrough Year: CEO Alicia Milne Shares What’s NextCHAPTERS 📖
(00:00) Recap
(00:47) Introduction
(03:16) Summer Drilling Results and Assay Highlights
(04:42) Upcoming Winter Drill Program and Target Zones
(06:11) Preliminary Metallurgical Testing Plans
(07:07) Expansion of Mineral Claims at the Cisco Property
(08:05) Infrastructure and Regional Support in Quebec
(09:46) Community Engagement and Baseline Studies
(10:33) Cash Position and Funding Through Warrants
(12:49) Market Dynamics and Stock Performance Factors
(14:25) Future Plans and Potential Partnerships
(15:21) Impact of Critical Minerals on Permitting
(16:12) Government Support and Engagement
(20:01) Infrastructure Upgrades and Future Outlook
(21:13) Quebec's Long-Term Potential in Lithium Processing
(23:25) Closing Remarks
_________________________________________________
Lin...2024-12-1624 minRock Stock ChannelCan the West Catch Up to China’s EV Surge? w/ Michael Dunne of Dunne InsightsCHAPTERS 📖
(00:00:00) Introduction and Guest Overview
(00:01:31) China's Dominance in Car Exports
(00:03:04) The Rise of BYD and China's EV Market
(00:04:58) EV Adoption Trends Across the Globe
(00:06:46) Future of Robo-Taxis and Autonomous Vehicles
(00:08:07) PHEVs vs. BEVs: Consumer Preferences
(00:10:49) Chinese Auto Export Strategies
(00:12:32) China's Cost Advantage in Manufacturing
(00:15:02) Tesla’s Role in China's EV Revolution
(00:18:59) The "Techno Kings" and EV Innovation
(00:20:13) Legacy Automakers Struggle to Compete
(00:22:06) China's Overseas Manufacturing Expansion
(00:23:56) Impact of US and European Tariffs on Chinese EVs
(00:24:56) Western OEMs' Survival Strategies
(00:26:50) Joint Ventures as a Path Forwa...2024-12-141h 03Rock Stock ChannelNouveau Monde Graphite: Securing North America's Battery Materials w/ Eric DesaulniersCHAPTERS 📖
(00:00) Introduction and Overview of Graphite Market
(03:53) NMG’s Mission and Key Projects
(05:54) Partnerships with GM and Panasonic
(06:51) China Export Bans and Geopolitical Impact
(09:33) Competitive Advantages of Quebec for Graphite Production
(12:13) Graphite Demand Across Battery Technologies
(14:04) Geopolitical Volatility and Tariffs
(17:02) Securing Project Funding and Future Milestones
(20:27) Timeline for Production and Market Demand Forecast
(22:30) North American vs. Global Graphite Markets
(24:12) Government Support and Capital Structure Updates
(26:53) Strategic Shareholders and Equity Structure
(28:45) Uatnan Mining Project and Future Expansion Plans
(31:32) Financial Overview and Runway to FID
(32:42) Phase One A...2024-12-1344 minRock Stock ChannelLithium Bull v Bear Debate at Benchmark Week Los AngelesCHAPTERS 📖
(00:00) Introduction and Market Overview
(01:24) Optimism in the EV Industry
(02:05) Debating Lithium Cost and Supply Chains
(03:04) The Role of U.S. Policy in EV Growth
(04:32) Short-Term vs. Long-Term Lithium Investment Strategies
(06:49) Challenges in Long-Term Supply Models
(08:02) Debating the Feasibility of Direct Lithium Extraction (DLE)
(09:37) Global Trade, Policy, and Supply Chain Integration
(10:49) Impact of New Supply on Lithium Pricing
(12:22) Lithium's Cyclical Market Trends
(13:25) Tesla’s Influence on Lithium Processing and Supply
(15:05) China's Role in the Lithium Market
(17:13) Electric Vehicle Adoption and Market Growth
(18:32) Barriers to EV Adopt...2024-12-1124 minRock Stock ChannelPower Metals: Leading the Charge in Cesium Exploration w/ Haydn DaxterCHAPTERS 📖
(00:00) Recap
(00:27) Introduction
(02:10) Phase 3 Drilling Program Progress
(03:12) Tantalum Opportunity and Market Demand
(05:02) High-Grade Cesium Results from Phase 2
(06:29) New Pegmatite Anomalies Identified
(08:32) Exploration Permit Application Update
(09:52) Strategic Plans for 2025 Exploration
(10:28) Other Projects Beyond Case Lake
(12:44) Outstanding Test Work Results
(16:02) Timeline for Cesium Format Updates
(17:41) Plans for Initial Mineral Resource Estimate
(18:50) Government and First Nations Collaboration
(20:37) Economics of Mining Small Cesium Deposits
(21:41) Closing Remarks and Future Outlook
_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockst...2024-12-0622 minRock Stock ChannelLithium Market Analysis and Forecast: Solar, China, ESS, EVs
CHAPTERS 📖
(00:00) Introduction and Overview
(01:36) EV Sales Trends and Global Insights
(03:11) China’s EV Market and Incentives
(04:01) Growth in Plug-In Hybrids and Smaller Battery Packs
(04:58) Challenges for Western OEMs in China
(06:09) China’s Rising EV Exports
(06:52) EV Pricing Disparities Across Regions
(08:02) U.S. Policies and Potential Impact on EVs
(08:50) Regional EV Penetration Rates
(09:40) European Economies and the Green Agenda
(11:41) Lithium Supply Challenges and Battery Trends
(14:10) Break-Even Costs for Lithium Production
(16:49) Lithium Futures Market and Price Speculation
(18:06) Vertical Integration in the EV Battery Supply Chain
(19:06) The Role of Incentives in EV Demand
(20:16) Solar and Energy Storage Systems Growth
(22:00) Investment challenges facing mining
(23:30) Challen...2024-12-0430 minRock Stock ChannelJindalee Lithium: PFS Announcement w/ Ian RodgerCHAPTERS 📖
(00:00) Recap
(00:21) Introduction
(02:17) PFS and Development Timeline
(03:42) Long-Life Asset Advantages of McDermitt
(05:25) Embedded Optionality and Resource Potential
(06:41) CapEx Challenges and US Funding Opportunities
(09:11) Plans for Refining Costs in the DFS
(10:25) Byproduct Opportunities and DOE Collaboration
(11:46) Recovery Rates and Test Work Outcomes
(13:02) Supply Chain and Reagent Logistics
(13:59) Potential for Project Expansion and Phased Growth
(15:46) Next Steps: Partnering and Permitting Focus
(17:43) Funding Strategy and Financial Outlook
(18:35) Policy Impact on Domestic Critical Minerals Projects
(20:20) Sentiment Towards Sediment Lithium Projects
(22:27) Closing Remarks
_________________________________________________
Links 🌍
...2024-12-0323 minRock Stock ChannelRK Equity Presents at 121 New York - Lithium & Critical Materials PanelCHAPTERS 📖
(00:00) Opening
(01:48) Introductions
(03:48) Takeaways from Latin American resources
(08:49) Majors’ strategies
(10:55) Iron ore analogy for lithium
(12:25) Decoupling from China
(15:19) Investing in new technology
(17:40) Examples of commercialized tech
(22:19) Lithium demand and supply
(23:26) M&A activity forecast
(25:16) Q&A 1
(27:04) Q&A 2
_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howa...2024-11-2228 minRock Stock ChannelIs Australia Spodumene the Marginal Lithium Supply? With Matt FernleyCHAPTERS 📖
(00:00) Introduction
(01:28) Graphite Market Overview
(05:09) China's Dominance in Graphite
(06:38) Transition to Lithium Discussion
(10:00) Insights from China UBS Site Visit
(14:55) Lithium's New Normal
(21:55) China's Evolving Role in Lithium
(25:57) Commodity Cycle in Lithium
(28:28) Lithium Pricing Outlook
(30:50) Challenges for Western Hard Rock Lithium
(35:03) Is $30,000/ton possible?
(39:14) Emerging Vehicle Trends
(42:53) Regional Opportunities in Lithium
(46:29) Challenges in Competing with China
(52:39) North American Lithium Hubs
(57:44) Uncertainties in DLE and Sedimentary Lithium
(1:03:23) Closing Thoughts
_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https...2024-11-201h 06Rock Stock ChannelUS Election Thoughts with Simon Moores, Benchmark Minerals IntelligenceCHAPTERS 📖
(00:00) Introduction
(00:28) Trump Cabinet Appointments and Conference Insights
(00:57) The US Battery Boom and Gigafactories
(02:20) Policy Shifts Under the Trump Administration
(03:12) Data-Driven Influence in Shaping Policy
(04:58) Potential for Chinese Investment in the US
_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: ht...2024-11-1507 minRock Stock ChannelQuebec Carbonate: Lithium Universe Iggy TanCHAPTERS 📖
(00:00) Introduction
(02:37) About Iggy
(03:45) Assembling the Dream Team: Key Expertise
(06:57) The Shift to Lithium Carbonate and Market Demand
(08:52) Design Philosophy and Choosing Bécancour, Quebec
(13:51) Impact of US-China Tariffs and Government Incentives
(15:50) Feasibility Study Highlights and Economic Assumptions
(19:35) Strategic Partnerships, Funding, and Processing Capabilities
(24:07) Production Timeline
(25:11) Converter margin vs Mining margin
(27:41) Addressing Skills Gap and Comparing Quebec to Western Australia
(32:13) Importance of Proven Design and Misconceptions About Conversion
(37:50) Insights on the Lithium Market and Future Outlook
_________________________________________________
Links 🌍
RK Equity Website: https...2024-11-1240 minRock Stock ChannelCesium Secrets: Power Metals Update w/ Haydn DaxterPast Discussions 🔁
• https://youtu.be/6BszRl6E-pE
• https://youtu.be/ELr_3RT3Dzo
CHAPTERS 📖
00:00 Introduction
02:33 Developments in drilling results
04:26 Soil sampling for drilling
06:18 Government engagement and strategic partnerships
07:58 Ore sorting results
10:15 Winsome site visit
11:08 Collaboration with First Nations
12:39 Progress on mineral resource estimates
14:15 Cesium committee
16:24 Future outlook
17:48 Assay turnaround
_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/li...2024-11-0420 minRock Stock ChannelRock Stock Recap E15: Lithium’s Raging Bull - YJ Lee of Arcane Capital Advisors'Y.J. 121 Presentation: https://youtu.be/bEHMr2l4GE4
CHAPTERS 📖
00:00 Introduction
02:13 Y.J. 121 Presentation Highlights
07:05 Guest Introduction: Y.J. Lee
08:23 Focus on Lithium Demand Forecasts
15:40 Can European EVs compete with cheap ICE?
17:16 Western Alert: Chinese EV plants in Europe
18:16 Will Europe Return to High EV Penetration?
20:22 SVOLT and Northvolt Withdrawals
22:04 Is Panasonic competitive in the US?
25:49 How do you invest in brine?
34:08 Project Preference: Brine or Hard Rock shipped to China?
35:44 Is $15,000 enough incentive?
43:04 Demand for Energy Storage Solutions
45:56 Hydroxide vs. Carb...2024-10-3158 minRock Stock ChannelThe Futures In Lithium Is Spodumene w/ Fastmarkets' Przemek KoralewskiINDEX:
00:00 - Introduction
02:28 - About Przemek & Spodumene Contract
05:57 - How is China’s stimulus affecting metals like lithium?
07:59 - Current liquidity and key players in hydroxide contracts.
12:45 - Who sets margins for lithium contracts?
14:40 - Are banks the main traders on the exchange?
17:14 - How are producers using hydroxide to hedge spodumene?
20:22 - How did the CIF China price help spodumene contracts?
22:16 - How cash settlement affects participation in lithium futures.
25:32 - Will spodumene contracts increase trading volume?
28:47 - Were market players involved in creating the spodumene contract?2024-10-1944 minRock Stock ChannelLithium Livestream: Are cheap valuations about to drive further M&A?INDEX:
00:00:00 - Introductory comments and panelist profiles
00:05:00 - Better Bid/Greenshoots on RK Equity Scoreboard - Q2 Metals
00:07:00 - Rio Tinto/Arcadium - from Rio shareholder perspective
00:11:15 - Rio/Arcadium - from Arcadium shareholder perspective/who else might (have) bid?
00:21:30 - What long-term lithium price was implied/embedded in Rio's acquisition price?
00:26:33 - Rio's prior purchase of Rincon & China's manipulation of lithium price.
00:29:20 - Does Rio/Arcadium underpin higher valuations in other lithium stocks absent higher lithium prices?
00:41:30 - Will DLE (Direct Lithium Extraction) long-term lower the cost curve? Eramet
00:44:20...2024-10-162h 03Rock Stock ChannelDeep Sea Treasure: The Metals Company - w/ Craig SheskyINDEX:
00:00 - Introduction
01:25 - Climate Week in New York - Critical Minerals and Indonesian Nickel
04:40 - Processing Success - What’s Next for TMC’s Calcine Production?
07:06 - MOU with PAMCO - What Does This Feasibility Agreement Cover?
07:57 - Nori-D Project Progress - How Is the PFS for Nori Coming Along?
09:49 - Environmental Concerns - Concerns About the Dark Oxygen Paper
12:33 - Mining Code Development - Is the ISA on Track for 2025?
14:41 - Geopolitical Impact - How Is the U.S. Department of Defense Involved?
16:53 - Financial Outlook - What’s TMC’...2024-10-1420 minRock Stock ChannelStrategic Spodumene: Sayona’s North American Lithium w/ Lucas DowINDEX:
00:00 - Introduction
04:50 - About Lucas Dow
06:16 - NAL Resource Expansion
08:00 - Production Targets and Optimization
09:25 - Cost Management Strategies
12:56 - Mining Dilution Improvements
14:54 - Downstream Integration Plans
17:09 - Moblan Resource Potential
24:09 - Offtake Strategy and Partnerships
27:44 - Financial Position and Future Plans
31:12 - Market Conditions and Investor Insights
33:53 - Site Visit
57:07 - On-site Interviews
_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple...2024-10-111h 09Rock Stock ChannelSamba with Spodumene: Lithium Ionic w/ Blake HylandsINDEX:
00:00 - Introduction
04:30 - Blake Hylands’ background and joining Lithium Ionic
07:18 - Operating experience in Minas Gerais
09:14 - Sigma’s influence on cost and permitting
10:48 - Progress on Bandeira’s construction permit
12:42 - Infrastructure benefits around Lithium Ionic’s projects
13:57 - Environmental impact assessment update
15:12 - Details on $20M royalty agreement with Appian
16:57 - Financial standing after securing royalty deal
18:05 - Potential in new Itinga properties
19:57 - Expanding Bandeira’s mineable resource over time
22:07 - Preferred funding structure for Lithium Ionic’s projects
23:51 - Construction and production t...2024-10-0732 minRock Stock ChannelRock Stock Recap E14: Better Bid Lithium - Rio/ArcadiumINDEX:
00:00 - Introduction
04:41 - Rodney's Arcadium Demand Numbers
08:02 - How would shutting down Mount Marion affect MinRes' stock?
12:13 - Is shutting down Mount Marion good or bad for MinRes?
13:58 - Is SQM planning to spin off international ventures?
15:23 - Does Mount Holland need capital for restructuring?
17:35 - Why has Arcadium's stock lagged behind Sigma and Pilbara?
22:44 - Will Tesla or others bid for Arcadium soon?
27:44 - Do Albemarle's joint ventures make it harder to buy?
30:07 - Could a merger bid for Arcadium happen this week?
31:36 - Can Paul...2024-10-0742 minRock Stock ChannelPower Moves: Power Metals' Critical Cesium Commodities. w/ Haydn DaxterINDEX:
00:00 - Introduction
02:41 - Exploration and drilling update
04:21 - Assay results and timeline
05:46 - Case Lake cesium uniqueness
09:08 - Drill results and geology
11:13 - First Nation partnership update
13:39 - Timeline to production
14:57 - Cesium advisory committee formed
16:42 - Grant funding details
18:33 - Closing remarks
_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMS...2024-09-2820 minRock Stock ChannelJindalee Lithium: America’s Largest Lithium Resource w/ Ian RodgerINDEX:
00:12 - Summary Synopsis
02:57 - About Ian/Jindalee
05:00 - How does McDermitt compare to other lithium projects?
07:48 - Funding and Grants
11:46 - What are Jindalee's next big milestones?
13:30 - ESG and Community Engagement
14:29 - Is Jindalee's study on track after recent progress?
15:55 - When will the feasibility study be finished?
16:07 - Jindalee & POSCO
17:22 - How is Jindalee's permit approval process going?
19:18 - Future Plans and Partnerships
21:49 - Jindalee's Outlook in Current Market
25:06 - Jindalee x HiTech Minerals Agreement
_________________________________________________
Li...2024-09-2427 minRock Stock ChannelRock Stock Recap E13: Will CATL cause a Lithium Stampede?INDEX:
00:00 - Introduction
02:14 - Thoughts on the latest CATL news and lithium supply?
03:36 - Battery Demand and Production
04:43 - CATL's Market Impact
07:52 - How fast could CATL restart production?
11:05 - How much supply can come out of China?
13:15 - Different views on African lithium supply costs.
16:34 - Is lithium stock rally due to short covering?
18:15 - Is it a good time to buy lithium stocks?
26:26 - Why does SQM prefer hard rock lithium projects?
29:20 - Can Quebec become a top lithium producer?
31:00 - Commodity Market Performance and...2024-09-1754 minRock Stock ChannelPower Metals Critically Important Cesium Discovery - Haydn DaxterINDEX:
00:00 - Introduction
01:02 - Introduction to Cesium
03:43 - Summary Synopsis
04:43 - About Hayden/Power Metals
05:51 - Discovering cesium at Case Lake
09:52 - Why cesium is a critical mineral
11:08 - Are there any cesium alternatives?
12:01 - Rarity of Power Metals' Deposits
13:44 - Metallurgical Test Work and Future Plans
15:12 - Next steps for drilling at Case Lake
16:15 - Preferred cesium products for buyers
17:46 - Case Lake Relative to Total Market
19:19 - Will the cesium be stored?
20:07 - Case Lake CapEx
21:50 - Permitting Process
23:55 - Funding...2024-09-0931 minRock Stock ChannelWill Solar rESScue Lithium?!INDEX:
00:00 - Introduction
01:30 - Solar Cells: Ubiquitous and Efficient
02:07 - Global Solar Energy Statistics
03:18 - The Role of Batteries in Solar Energy
04:07 - How did solar energy evolve?
07:18 - Is China leading solar tech innovation?
09:12 - Impact of Tariffs on Solar Growth
12:48 - Can solar and batteries balance the grid?
16:45 - Will supply chain issues slow solar growth?
20:26 - Are old grids blocking solar energy?
23:01 - China's Renewable Energy Goals
26:18 - Could new tech overtake solar and wind?
27:55 - Cost Savings and Scale Efficiencies in Solar2024-09-0541 minRock Stock ChannelRed Bull: Anglo’s Dr. CopperINDEX:
00:00:00 - Introduction
00:01:31 - Lithium Market Analysis
00:03:07 - China's Role in Lithium Supply
00:05:52 - Copper Market Overview
00:11:37 - About Paul/Anglo
00:13:57 - Why is copper still so volatile?
00:20:18 - Challenges in boosting copper supply.
00:22:11 - Are old copper mines worth reopening?
00:25:04 - What price ensures enough copper production by 2030?
00:26:11 - Is there enough money going into copper exploration?
00:28:27 - Environmental and Societal Factors in Mining
00:31:06 - Any Advancements on Carbon Emissions?
00:33:18 - How will China's slowdown affect copper demand?
00:37:06 - Copper Demand and Global Averages2024-09-051h 03Rock Stock ChannelRock Stock Recap E12: Bottom FishingINDEX:
00:00 - Introduction
01:06 - SQM Earnings Call
02:34 - Will lithium prices rise soon?
05:30 - How will U.S. elections affect lithium?
09:36 - Can China keep up lithium production?
14:43 - Is it time to invest in renewables?
17:33 - What does Pilbara's move mean?
25:03 - Will production expansion pay off?
28:00 - Can Biden hit the 50% EV goal?
30:12 - Will Tesla reveal a cheaper car?
34:18 - IRA
38:16 - How could Trump change EV policies?
_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/2024-09-0541 minRock Stock ChannelLithium's Surging Potential: Surge Battery Metals Update w/ Graham HarrisINDEX:
00:00 - Introduction
00:22 - Summary Synopsis
02:35 - Recent Developments and Drilling Program
04:53 - Resource Estimate and Expansion
05:22 - New SRCA deal boosts Nevada drilling for Surge
08:34 - Surge finds high-grade lithium near surface
09:36 - Surge plans eco-friendly mining methods
10:25 - Economic assessment due by December
11:14 - Market Dynamics and Future Prospects
14:38 - Political Climate and Industry Impact
15:55 - CEO: Surge asset better than Thacker Pass
16:51 - Political uncertainty impacts EV policies
17:46 - Howard's Closing Remarks
_________________________________________________
Links 🌍
RK Eq...2024-08-0319 minRock Stock ChannelChampion Spodumene DiscoveryINDEX:
00:00 - Introduction
02:02 - Drilling Campaign Recap
04:19 - Geophysical and Sampling Techniques
08:05 - Current Drilling and Future Plans
09:13 - Understanding Fractionation
12:33 - Current drilling timeline and results
13:40 - Metallurgical Test Work and Grants
14:26 - Distance to Patriot Corvette
15:08 - Infrastructure and Accessibility
16:14 - Quebec's battery supply chain commitment
17:04 - Strategic Partnerships and Corporate Interest
17:31 - Farm-in partnerships on Champion's property
20:26 - Lithium Business strategies
21:10 - Industry Trends and Future Outlook
23:14 - Howard's Closing Remarks
_________________________________________________
Links 🌍
RK...2024-07-3025 minRock Stock ChannelOn Site with Winsome ResourcesINDEX:
00:00 - Introduction
08:29 - Water Circulation System
06:19 - Power Plant
09:37 - Crusher
09:56 - Control Room
10:24 - Processing Plant
10:54 - Warehouse
11:18 - Accommodation
11:49 - Adina
12:40 - Qingtao Zeng
14:11 - Justin Boylson
15:09 - Tim Hoff
16:04 - Stephen Biggins
17:48 - Ken Brinsden
19:52 - Ernie Ortiz
20:29 - Chris Evans
_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify...2024-07-2922 minRock Stock ChannelQ2 Metals Update: New Acquisitions, Drilling Results, and Market StrategiesINDEX:
00:00 - Introduction
00:19 - Summary Synopsis
01:53 - Details on Cisco Acquisition
04:00 - Exploration and Drilling Updates
07:22 - Capital Raise and Financials
09:21 - Future Plans and Strategic Partnerships
11:06 - Bank Money Lifespan
12:02 - Potential of Strategic Partner
13:26 - Government Support and Local Infrastructure
13:54 - Investor Sentiment
15:24 - Cisco's Location
17:09 - Corporate Developments
18:36 - Closing Remarks
_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us...2024-07-2919 minRock Stock ChannelThe Future of EV Sales and Lithium Demand. Fastmarkets' CEO Raju Daswani and Grace AsenovINDEX:
00:00 - Introduction
02:22 - About Raju/Fastmarkets
04:26 - US Battery Investment Landscape
06:36 - Global Mine Supply
08:03 - Global Supply Chain Dynamics
09:25 - Conference Attendance and Sponsorship
13:53 - Sentiment on Lithium Prices
16:21 - Price Transparency and Auctions
17:56 - Spodumene Market and Payables
20:37 - Cathode Choice and Market Flexibility
22:56 - African Spodumene Production
24:28 - Battery Recycling Industry
26:08 - Regionalized Pricing
30:04 - US Election Impact on EV Market
36:51 - CME Lithium Hydroxide Contract
39:13 - Closing Remarks
_________________________________________________
Links 🌍
RK...2024-07-1940 minRock Stock ChannelE114: Rational Optimism. Lithium Royalty Corp's Ernie OrtizINDEX:
00:00 - Introduction
01:05 - About Ernie/LRC
03:53 - Bullish Outlook for Lithium Demand
05:55 - Chinese EV Market and Global Trends
06:55 - Rise of Extended Range EVs
07:55 - North American and European EV Markets
11:14 - Tesla Robotaxi Unveil
13:35 - True cost of China Lepidolite?
17:12 - Future of North American Lithium Supply Chain
20:28 - Any capital left from IPO?
21:40 - Spodumene to Hydroxide Challenge
23:51 - LRC Royalty Pricing Formula
25:37 - Brazil's Growth and Opportunities
28:29 - DRC and Supply Risk?
29:27 - Future of Lithium Pricing
32:50...2024-07-1644 minRock Stock ChannelE113: Galan Lithium RK Equity/Fastmarkets Live LoungeLinks 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13
_________________________________________________
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your ow...2024-07-1314 minRock Stock ChannelE112: Piedmont Lithium RK Equity/Fastmarkets Live LoungeLinks 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13
_________________________________________________
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your ow...2024-07-1218 minRock Stock ChannelRK Equity Presents: Fastmarkets Pricing PanelINDEX:
00:00 - Introduction
01:11 - Panelist Introductions
03:32 - Heading toward a Li Super Cycle?
10:01 - Premium for Lithium
12:59 - Stimulating Western Supply Chains
14:58 - Debate on Lithium Price Indices
17:43 - Two-Tier Pricing for Lithium
19:52 - China's Dominance in EV Market
22:36 - Impact of IRA Credits
27:34 - Trump's Potential Impact on Policies
29:58 - Role of Hybrids and Plug-in Hybrids
35:22 - Fast Charging as a Game Changer
37:24 - Power Grip Strain
40:47 - Will Lepidolite Producers Survive?
43:07 - Closing Remarks
_________________________________________________
Links 🌍
RK Equity Web...2024-07-1244 minRock Stock ChannelE111: Atlantic Lithium RK Equity/Fastmarkets Live LoungeLinks 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13
_________________________________________________
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your ow...2024-07-1107 minRock Stock ChannelRK Equity Presents: Fastmarkets US Election PanelINDEX:
00:00 - Introduction and Overview
03:06 - Panel Introductions
03:37 - Ryan Melsert on Federal Investments
05:25 - Howard Klein on Political Implications
08:08 - David Dekelbaum on Investor Perspectives
09:30 - Brian Dillard on OEM Concerns
11:34 - Steve LeVine on Policy Shifts
15:02 - Panel Discussion on Election Outcomes
17:37 - Howard on Market Sentiment
19:48 - Ryan on Permitting Reform
21:27 - Brian on OEM Impact
23:15 - Changes should Biden Win
25:21 - IRA Improvement Suggestions
32:13 - Future of the EV Industry
35:58 - Audience Q&A: Graphite and Global Supply
_________________________________________________2024-07-1041 minRock Stock ChannelE110: Sayona Mining RK Equity/Fastmarkets Live LoungeLinks 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13
_________________________________________________
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your ow...2024-07-1008 minRock Stock ChannelE109: Winsome Resources RK Equity/Fastmarkets Live LoungeLinks 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13
_________________________________________________
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your ow...2024-07-0913 minRock Stock ChannelE108: Wildcat Resources RK Equity/Fastmarkets Live LoungeLinks 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13
_________________________________________________
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your ow...2024-07-0817 minRock Stock ChannelGetting To Know You: The Metals Company. w/ Craig SheskyINDEX:
00:00 - Introduction
03:11 - Media Coverage and Industry Momentum
06:46 - About Craig/The Metals Company
09:18 - TMC's Nickel Grade Comparison
11:45 - Nodule Collection vs. Other Mining
15:21 - Political and Regulatory Landscape
21:52 - Collector Test and Operational Success
24:14 - Nodule Recovery Rate
26:05 - Capex Estimates and Funding
29:01 - Major Backers' Continued Support
30:57 - Seabed Mining Permits Timeline
33:32 - China's Role in Mining Regulations
37:18 - Breakdown of $500 Million Spending
38:16 - Closing Remarks
_________________________________________________
Links 🌍
TMC on CNBC: https://www.youtube.com/watch?v=7s_J...2024-07-0439 minRock Stock ChannelRK Equity Presents: Fastmarkets Live Lounge Red Rocks Las VegasINDEX:
00:00:00 - Introduction
00:00:25 - Wildcat Resources
00:17:09 - Winsome Resources
00:29:56 - Sayona Mining
00:37:53 - Atlantic Lithium
00:45:24 - Piedmont Lithium
01:03:23 - Galan Lithium
_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13
_________________________________________________
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RES...2024-07-031h 17Rock Stock ChannelGetting To Know You: Century Lithium. w/ William WilloughbyINDEX:
00:00 - Introduction
01:07 - Summary Synopsis
02:31 - About Century Lithium
04:11 - Board Members and Team Composition
06:03 - Project Location and Initial Interest
08:00 - Capital Structure and Financial Discipline
09:26 - Water Rights Permit Sufficiency?
11:48 - Pilot Plant and Testing Results
14:52 - ESG Credentials, Environmental Impact
17:18 - Silver Peak Infrastructure?
18:58 - Feasibility Study. DOE Funding?
24:36 - Permitting progress and community support
_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/p...2024-06-2927 minRock Stock ChannelE107: Swifty Lithium. Sigma Lithium's Ana Cabral-GardnerINDEX:
00:00:00 - Introduction
00:00:16 - About Ana/Sigma
00:03:11 - Phase One Commissioning and Phase Two Plans
00:05:32 - Funding and Financial Strategy
00:07:48 - Profitability and Cash Generation
00:11:23 - Commercial Strategy and Market Position
00:14:36 - 150M tonnes estimate and timeline
00:16:10 - Strategy for 770,000 tons capacity by 2026
00:19:31 - Brazil as a Mining Jurisdiction
00:23:47 - Strategic Vision and Future Plans
00:29:00 - Demand for spodumene concentrate and off-take agreements
00:38:04 - Exploring organic growth, cash flow, strategic partnerships
00:47:54 - Spodumene Contracts and Customers
00:57:13 - Future Production Plans
01:01:51 - Brazil's Industrial Policy...2024-06-221h 22Rock Stock ChannelRK Equity Presents: 121 New York 2024 Battery Metals Panel: Supplying the EV Value ChainINDEX:
00:00 - Introduction
03:16 - Discussion on Manganese Market
03:47 - Critical Metals Supply and Demand
05:00 - Manganese Supply and Demand
07:33 - Battery Manganese Market
10:02 - Lithium Market Insights
14:41 - Canadian DLE vs Hard Rock Stories
16:25 - DLE: Approach over Technology
19:50 - Technological Innovations in Mining
26:59 - AI and Copper/Lithium
29:03 - Exploring Aluminum as a Copper Substitute
29:32 - Copper Demand and Supply Challenges
30:24 - Electric Vehicles and Market Adjustments
34:01 - The Role of AI in Mining
35:37 - EV Adoption and Infrastructure Issues
36:54 - Tesla's...2024-06-1651 minRock Stock ChannelRK Equity Presents: Dua Lithium. Radical OptimismINDEX:
00:00 - Introduction
05:03 - After the Gold (Lithium) Rush...
05:31 - ABT - Anything But Lithium
06:31 - Dua Lithium. Radical Optimism
06:57 - Crazy Horse Lithium
07:11 - Lithium's Blow Off Phase
08:05 - The Waiting
08:36 - Arcadium's CEO To Watch
10:58 - Biden v. Trump, Part Deux
18:01 - Robotaxi Unveil Hype Cycle
19:42 - Radical Optimism - Where to Invest?
22:33 - Lithium-ion Bull's Portfolio
_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/p...2024-06-1223 minRock Stock ChannelE106: Hotter Commodities. Fastmarkets' Andrea HotterINDEX:
00:00 - Introduction
01:51 - Why are major mining mergers stalling?
05:07 - Copper: mining's 20-year investment
09:23 - About Andrea
12:31 - Copper and nickel market insights
16:03 - Copper futures and hedging opportunities
19:23 - Alternatives to pricey copper
22:21 - Lower copper grades slowing projects
23:47 - Lowering copper intensity
24:51 - Recycling plants
25:36 - AI and copper
27:29 - Nickel's price surge
34:14 - Geopolitics and nickel's future
37:09 - Is nickel's price surge sustainable?
38:51 - Conference hot topics?
42:20 - Lithium prices and oil companies
44:58 - Oil firms: fuel vs...2024-06-0950 minRock Stock ChannelE105: Benchmark’s Giga USA PreviewINDEX:
00:00:00 - Introduction
00:10:55 - Talon Metals: US gov funding for nickel projects
00:15:26 - Election's effect on US critical mineral funding
00:17:54 - Europe vs. US: critical mineral policy progress
00:22:25 - Funding options for Europe's mineral projects
00:24:00 - US, Japan, Korea, Europe vs. China: battery competition
00:30:05 - EV adoption: sooner or later than expected?
00:35:15 - Major nickel miners: production boost plans
00:38:36 - China's use of Indonesian tech in nickel projects
00:40:30 - Benchmark's lithium and cathode forecast
00:42:58 - Tesla's focus: from nickel to autonomy
00:48:49 - Will 45X embrace mining?
00:51:48...2024-06-041h 04Rock Stock ChannelRock Stock Recap E11: Lithium PatienceINDEX:
00:00 - Introduction
01:39 - Post-conference insights on lithium market trends
06:51 - Election effects on EV supply chain and mineral policies
11:10 - Tariffs impact EV battery market and imports
12:47 - Non-Tesla EV sales and Cybertruck challenges
14:40 - Chinese automakers and protectionist policies
16:37 - Concerns over balanced lithium market, future supply-demand
19:48 - Cheaper LFP cells and demand for larger energy storage
21:54 - 28% lithium demand growth projected for 2024
24:10 - Rising project costs challenge lithium producers' loans
28:53 - Lithium Americas' strategy with GM
32:16 - Project delays prompt government funding comparison
37:37...2024-06-0241 minRock Stock ChannelE104: Tesla Bull. RW Bairds' Ben J. KalloINDEX:
00:00:00 - Introduction
00:03:50 - About Ben/Baird
00:11:35 - Tesla's August Event: Hype Echoes?
00:19:19 - Robo-Taxi Launch: Regulations and Realities
00:24:06 - China's EV Exports: Tesla's Challenge?
00:28:07 - Tesla's Edge: Navigating China
00:32:14 - China's Lithium Dominance: Albemarle Impact?
00:38:09 - China Expands Energy Storage
00:42:08 - Tesla's Margins: Storage vs. EV
00:43:57 - Tesla's Compensation?
00:49:02 - Tesla Valuation: AI Focus
00:54:11 - Rivian, Apple: EV Market Trends
00:57:36 - Potential Trump Win: EV Concerns
01:01:53 - Musk and Trump: Electric Future?
01:02:48 - Musk's China Moves
01:06:13 - Tesla's China Performance
01:09:52...2024-05-181h 11Rock Stock ChannelE103: Czeching in w/European Metals’ Keith CoughlanINDEX:
00:00:00 - Introduction
00:07:40 - About Keith/EMH
00:09:12 - DFS Update: When Will EMH Report Release?
00:11:01 - Site Relocation: Impact on Permitting & Timeline
00:12:25 - CEZ Ownership Impact: Costing and Contribution Offset
00:14:05 - Site Potential
00:15:41 - Waste Management: EMH Chemical Site Waste Handling
00:16:33 - CRMA Strategic Project Status
00:18:19 - Funding Impact: EMH New Chemical Site
00:18:50 - EBRD financing: JV standing?
00:20:17 - New feasibility: Higher costs, gov't support for offsets
00:22:28 - Stability: Essential Floor Price in Offtake Deals?
00:25:08 - Post-DFS, key hurdles, milestones, and timeframe?
00:28:04 - Offtake Timing...2024-05-171h 04Rock Stock ChannelE102: Fast & Furious Part 2. Fastmarkets' Jordan RobertsINDEX:
00:00 - Introduction
02:13 - About Jordan
03:04 - Future Lithium Demand
09:02 - Predictions on Lower Lithium Prices
10:17 - Mining Cost Analysis
11:30 - Risks in Chinese Lithium Production
14:00 - Impact of Minor Production Changes
14:54 - Possible Lithium Market Slowdown
17:19 - Consolidation Prospects & Funding Challenges
19:06 - Interpreting CME Futures
20:13 - Lithium Futures Market Growth
23:00 - Disparity with Guangzhou Carbonate Futures
24:54 - Equities vs. Futures
26:27 - Spodumene Hedging: CME Futures
27:34 - Fastmarkets' Regional Pricing Initiative
30:35 - Regional Pricing Impact
34:13 - North American Battery Supply Chain
35:45...2024-05-1153 minRock Stock ChannelE101: Godfather of Spodumene. Sayona Minings' James BrownINDEX:
00:00:00 - Introduction
00:05:32 - Sayona Mining's Value
00:07:52 - Ramp-Up: Altura vs. North American Lithium
00:15:18 - Future Lithium Ore Quality
00:20:49 - Rising Costs, Profit
00:26:04 - Full Production, Cost Reduction Plans
00:27:39 - Operating Cost Outlook
00:29:24 - Lithium Pricing, Sales Strategy
00:35:02 - Next Project Phase Timeline
00:36:52 - Revenue and Profit Changes
00:38:40 - Mining's Sustainability Amid Price Changes
00:42:11 - Quebec's Role in Lithium Supply
00:43:21 - Exploring Offtake Deals
00:47:26 - Seeking Offtake Outside China
00:51:40 - Tesla: Hydroxide Plant Commissioning
00:53:33 - 2024 Milestones
00:57:08 - Shareholder Concerns Over Investor Relations2024-05-081h 17