INDEX: 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: Ap...
Sep 28, 2024•20 min•Ep. 195
INDEX: 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...
Sep 24, 2024•28 min•Ep. 194
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 l...
Sep 17, 2024•54 min•Ep. 193
INDEX: 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? ...
Sep 09, 2024•32 min•Ep. 192
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 overt...
Sep 05, 2024•42 min•Ep. 191
INDEX: 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 00:3...
Sep 05, 2024•1 hr 3 min•Ep. 190
INDEX: 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? _________________________________________________ L...
Sep 05, 2024•41 min•Ep. 189
INDEX: 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 ...
Aug 02, 2024•19 min•Ep. 188
INDEX: 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 prope...
Jul 30, 2024•25 min•Ep. 187
INDEX: 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...
Jul 29, 2024•22 min•Ep. 185
INDEX: 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 🌍...
Jul 29, 2024•20 min•Ep. 186
INDEX: 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 ...
Jul 19, 2024•40 min•Ep. 184
INDEX: 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...
Jul 16, 2024•44 min•Ep. 183
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 RESEARCH Rodney and Howard are...
Jul 12, 2024•15 min•Ep. 182
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 RESEARCH Rodney and Howard are...
Jul 12, 2024•18 min•Ep. 181
INDEX: 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 Produ...
Jul 12, 2024•44 min•Ep. 180
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 RESEARCH Rodney and Howard are...
Jul 10, 2024•8 min•Ep. 179
INDEX: 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:...
Jul 10, 2024•42 min•Ep. 178
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 RESEARCH Rodney and Howard are...
Jul 09, 2024•8 min•Ep. 177
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 RESEARCH Rodney and Howard are...
Jul 08, 2024•13 min•Ep. 176
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 RESEARCH Rodney and Howard are...
Jul 08, 2024•17 min•Ep. 175
INDEX: 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 Mil...
Jul 04, 2024•40 min•Ep. 174
INDEX: 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?...
Jul 03, 2024•1 hr 18 min•Ep. 173
INDEX: 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 ________________________...
Jun 29, 2024•27 min•Ep. 172
INDEX: 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 agree...
Jun 22, 2024•1 hr 22 min•Ep. 171
INDEX: 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 Adjus...
Jun 16, 2024•52 min•Ep. 170
INDEX: 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....
Jun 12, 2024•24 min•Ep. 169
INDEX: 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 sust...
Jun 09, 2024•50 min•Ep. 168
INDEX: 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 proj...
Jun 04, 2024•1 hr 5 min•Ep. 167
INDEX: 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...
Jun 02, 2024•42 min•Ep. 166
