In 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 indus...
Mar 10, 2025•21 min•Ep. 227
In 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 recen...
Feb 19, 2025•27 min•Ep. 226
In 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 Nagro...
Feb 17, 2025•24 min•Ep. 225
Read 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 _________________________________________________ Links 🌍 RK Equity Website: https://rkequity.c...
Feb 13, 2025•30 min•Ep. 223
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 📖...
Feb 10, 2025•35 min•Ep. 222
In 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 Syn...
Feb 04, 2025•39 min•Ep. 221
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://...
Jan 30, 2025•18 min•Ep. 220
Read 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) Governme...
Jan 17, 2025•18 min•Ep. 219
CHAPTERS 📖 (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) Reind...
Dec 23, 2024•55 min•Ep. 218
On 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) Wi...
Dec 20, 2024•30 min•Ep. 217
CHAPTERS 📖 (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) Challe...
Dec 17, 2024•1 hr 10 min•Ep. 216
CHAPTERS 📖 (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 Poten...
Dec 16, 2024•25 min•Ep. 215
CHAPTERS 📖 (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) ...
Dec 13, 2024•1 hr 3 min•Ep. 214
CHAPTERS 📖 (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. G...
Dec 13, 2024•45 min•Ep. 213
CHAPTERS 📖 (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 ...
Dec 10, 2024•25 min•Ep. 212
CHAPTERS 📖 (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) Go...
Dec 05, 2024•23 min•Ep. 211
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 Tr...
Dec 03, 2024•31 min•Ep. 210
CHAPTERS 📖 (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 Step...
Dec 02, 2024•23 min•Ep. 209
CHAPTERS 📖 (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...
Nov 21, 2024•28 min•Ep. 207
CHAPTERS 📖 (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 ...
Nov 20, 2024•1 hr 6 min•Ep. 206
CHAPTERS 📖 (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/podcas...
Nov 15, 2024•7 min•Ep. 205
CHAPTERS 📖 (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 Skil...
Nov 11, 2024•41 min•Ep. 204
Past 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 🌍...
Nov 04, 2024•21 min•Ep. 203
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...
Oct 31, 2024•59 min•Ep. 202
INDEX: 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...
Oct 19, 2024•44 min•Ep. 201
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 underpi...
Oct 16, 2024•2 hr 4 min•Ep. 200
INDEX: 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. Depar...
Oct 14, 2024•21 min•Ep. 199
INDEX: 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 _________________________________________________ ...
Oct 10, 2024•1 hr 9 min•Ep. 198
INDEX: 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 19:5...
Oct 07, 2024•33 min•Ep. 197
INDEX: 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? 30:0...
Oct 06, 2024•42 min•Ep. 196
