Rock Stock Channel

European Metals Holdings: EU Strategic Designation Update

In 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 dynamics are shaping the future of lithium supply in Europe.

CHAPTERS 📖
(00:00) Introduction
(01:59) Overview of the Cinovec Lithium Project and Ownership
(05:02) Key Benefits of EU CRMA Designation
(10:55) Importance of ČEZ as a Committed Partner
(11:40) Project Timeline and DFS Update
(11:55) Offtake Discussions and Market Timing
(13:26) Impact of Tariffs and Geopolitics on EU Supply Chains
(15:05) CRMA’s Role in Strengthening Local Trade Protections
(16:27) Growing Institutional Alignment and Funding Momentum
(17:54) Lithium’s Strategic Importance in EU Raw Materials Goals
(20:57) ČEZ’s Green Energy Transition and Support Role
(23:55) EU’s Critical Minerals Push and U.S. Policy Influence
(25:42) Lithium Market Outlook and Long-Term Demand
(28:10) Carbonate vs. Hydroxide in Offtake Preferences
(29:38) 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/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 own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com

Intro and outro audio credit: Jamie Klein

Lithium’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 the lithium sector.

CHAPTERS 📖

(00:00:00) Introduction

(00:01:58) Supply vs. Demand: The Deficit Debate

(00:04:40) Arcane Capital’s Track Record and Strategy

(00:07:27) Impact of Clean Energy Trends on Lithium

(00:09:17) Green Energy Investment Cycles and Trump’s Policies

(00:13:50) Silver Demand Driven by Solar Expansion

(00:17:05) Limits of Thrifting in Silver and Lithium

(00:18:37) Technological Shifts: Solid-State Batteries

(00:19:35) Sodium-Ion Batteries: Challenges and Use Cases

(00:21:10) New Growth Areas: EV Ships and eVTOLs

(00:23:50) Understanding Battery Energy Storage Growth

(00:25:39) How Storage Translates to Lithium Demand

(00:26:27) Battery Storage Case Studies (Saudi, California, Australia)

(00:30:34) China’s Rapid Energy Storage Expansion

(00:31:18) AI, Data Centers, and Grid Storage in the U.S.

(00:33:49) Energy Cost Comparison: China vs. U.S.

(00:35:36) China’s Energy Dominance and Cost Curve

(00:38:08) Modeling Lithium Supply and Forecast Reductions

(00:41:05) Underestimating Demand Elasticity and EV Adoption

(00:43:23) U.S. and Europe: Policy vs. Price

(00:47:28) Commercial Fleets and EV Transition

(00:48:36) Addressing Supply Side Lag and CATL’s Moves

(00:53:46) Revisions in EV and Energy Storage Forecasts

(00:56:09) Massive Growth in E-Buses and Electric Trucks

(00:58:20) Emerging Demand: Electric Ships and Air Taxis

(01:00:16) Humanoid Robots and Defense Applications

(01:04:31) YJ’s 2025–2030 Lithium Demand Forecast

(01:05:25) The Scale of Demand Growth and Price Implications

(01:07:17) When Could the Lithium Price Turn Around?

(01:10:05) How Arcane Capital Is Positioning Its Portfolio

(01:10:38) High-Quality Lithium Assets and Diligence Approach

(01:14:17) Producers vs. Pre-Producers: Strategic Focus

(01:16:14) The Arcadium Deal and Rio Tinto’s Strategy

(01:17:24) 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/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 own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com

Intro and outro audio credit: Jamie Klein

Lithium 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 next steps towards funding, partnerships, and off-take agreements, while Iggy elaborates on the company's strategy and market outlook amidst ever-changing lithium prices.

CHAPTERS 📖

(00:00) Introduction

(02:58) The Need for North American Conversion Facilities

(04:35) Completion of Definitive Feasibility Study (DFS)

(07:18) Potential Government Grants and Incentives

(08:13) Environmental and Permitting Considerations

(09:43) Project Timeline and Construction Plan

(10:34) Securing Strategic Partners and Offtake Agreements

(11:14) China’s Ban on Lithium Processing Technology

(13:03) Fixed-Price Equipment Contracts and Inflation Protection

(14:20) Lithium Market Trends and Recovery Projections

(15:31) Spodumene Price Effect on Margin Split

(17:22) Byproducts and Secondary Revenue Streams

(19:17) Future Demand Drivers and Market Outlook

(22:42) US-Canada Trade Policies and Tariffs Impact

(26:47) Lithium Market Cycles and Investor Sentiment

(28:46) Strategic Partnerships and OEM Engagements

(31:29) 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/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 own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com

Intro and outro audio credit: Jamie Klein

Noa 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 Metals Company

(17:29) Solis Minerals

_________________________________________________

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 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 own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com

Intro and outro audio credit: Jamie Klein

Atlantic 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.

CHAPTERS 📖

(00:00) Introduction

(02:17) Atlantic Lithium Stock & Market Overview

(04:00) Lithium Market Conditions & Atlantic’s Position

(05:27) Ghana Elections & Impact on the Project

(08:18) Atlantic Lithium’s Investment Thesis

(09:07) Ewoyaa Spodumene Production & Revenue Streams

(10:56) Cost Competitiveness & Operational Efficiency

(12:18) Ownership Structure & Exploration Potential

(14:36) Key Permitting & Approvals Status

(15:32) Sayona/Piedmont Spodumene Deal

(17:06) Sayona/Piedmont Merger & Implications for Atlantic

(20:21) Shareholder Assore Update

(21:57) MergeCo & Atlantic's Share in Project Completion

(23:39) Funding Strategy & Capital Requirements

(27:18) Offtake Agreements & Market Interest

(29:29) Potential Adjustments to Royalty Structure

(32:18) Financing Options & Government Engagement

(35:13) Cash Burn Rate

(36:17) Industry M&A Observations & Royalties

(41:07) New Market Opportunities: Morocco & Saudi Arabia

(45:14) 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/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 own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com

Intro and outro audio credit: Jamie Klein

Will 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) Battery Tariffs & Their Potential Impact

(17:29) Lithium Demand from Energy Storage

(19:27) Sodium-Ion & Alternative Battery Technologies

(24:04) Global Battery Demand/China EV Forecasts for 2025

(29:05) Europe’s EV Market & Policy Challenges

(33:51) Plug-in Hybrids as a Transition Technology

(35:58) Tesla’s Full Self-Driving & Its Impact on EV Adoption

(38:29) Battery Supply Chain & Potential Constraints

(42:37) Energy Storage System (ESS) Trends & Form Factors

(45:18) Have ESS Battery Prices Bottomed Out?

(48:21) Renewables + Storage: Competing with Fossil Fuels?

(50:11) Recycling LFP Batteries: Viability & Challenges

(52:05) Tesla’s Battery Constraints & Market Realities

(54:11) Future of Energy Storage: Data Centers & Growth Projections

(57:15) 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/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 own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com

Intro and outro audio credit: Jamie Klein

Power Metals and Winsome Resources at PDAC 2025

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 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 efforts with the Ontario government, indigenous partners, the future path to production as well as Winsome's investment thesis in Power Metals.

CHAPTERS 📖
(00:00) Introduction
(00:57) Leadership & Team Strength at Power Metals
(01:24) Government Intervention & Strategic Shifts
(03:10) Power Metals’ Growth Potential – A Billion-Dollar Play?
(05:59) Power Metals vs. Competitors – A Pure Cesium Play
(08:03) Applications & Growing Demand for Cesium
(09:14) Power Metals’ Role as a Global Cesium Leader
(10:55) Sinclair Mine & Power Metals’ Differentiation
(12:46) Canaccord Appointment & Strategic Path Forward
(14:29) The Future of Power Metals – Growth Without Dilution
(16:16) Ontario Permitting & Fast-Tracking Production
(17:15) Power Metals' Closing Remarks
(17:41) Winsome's Investment Thesis on Power Metals

_________________________________________________

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 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 own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com

Intro and outro audio credit: Jamie Klein

Brunswick Exploration: Greenland to Mirage Discoveries w/ Killian Charles

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 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
(07:34) Metallurgical Test Results – Processing Advantages
(09:59) Infrastructure and Accessibility at Mirage
(11:18) Government and Community Support for Mining in Quebec
(12:55) Future of the North American Critical Minerals Supply Chain
(15:35) Key Milestones for Mirage in the Next 12 Months
(16:21) Greenland Lithium Exploration – A New Frontier
(20:49) Permitting and Environmental Considerations in Greenland
(22:16) Shareholder Confidence and Insider Support
(24:52) 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/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 own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com

Intro and outro audio credit: Jamie Klein

Power Metals: Fast-Tracking the Next High-Grade Cesium Mine w/ Haydn Daxter and Dr. Nigel Brand

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 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 and place Power Metals among the top four producers of high-grade cesium, with milestones such as the mineral resource estimate due by the end of Q1 and the PEA by the end of Q2.

CHAPTERS 📖
(00:00) Introduction
(02:17) Rarity of High-Grade Cesium Discoveries
(02:53) Case Lake Project: Permitting and Mining Timeline
(04:22) Market Size and Costs of Cesium Carbonate Production
(05:52) Phase Three Drilling Results and Key Findings
(07:34) High-Grade Tantalum and Its Significance
(08:43) New Exploration Permit and Targeting Strategy
(09:50) Golden Cesium Triangle: New Exploration Focus
(10:53) Next Drilling Phase and Timeline
(11:32) Mineral Resource Estimate (MRE) Progress
(12:23) Preliminary Economic Assessment (PEA) Timeline
(13:03) Environmental Baseline Studies and Permitting
(13:42) Ore Sorting and Chemical Test Work Updates
(15:03) Cesium Chemical Production and Downstream Demand
(17:32) PDAC 2025: Plans and Stakeholder Meetings
(18:44) Canaccord Engagement and Strategic Partnerships
(20:51) Navigating the Global Cesium Market
(21:56) Resource Estimate Data Cutoff and Future Plans
(23:13) 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/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 own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com

Intro and outro audio credit: Jamie Klein

Optimistic Thought. Trump 2.0 Lithium

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.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 own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com

Intro and outro audio credit: Jamie Klein