Rock Stock Channel

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The Age of Electricity is creating enormous opportunities in the critical minerals investment thematic. Howard, Rodney and Matt provide in-depth discussions with major developers and analysts covering lithium battery metals, rare earths, and many other specialty commodities.

Episodes

Thursday Dec 05, 2024

Power Metals: Leading the Charge in Cesium Exploration w/ Haydn Daxter

Thursday Dec 05, 2024

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) Government and First Nations Collaboration
(20:37) Economics of Mining Small Cesium Deposits
(21:41) Closing Remarks and Future Outlook

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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.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. 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

Tuesday Dec 03, 2024

Lithium Market Analysis and Forecast: Solar, China, ESS, EVs

Tuesday Dec 03, 2024

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) Challenges for Non-Chinese EV Supply Chains

(24:11) Investment Trends and Mining Realities

(25:33) Short Interest and Market Speculation

(26:37) Long-term fair value price

(27:45) China’s Subsidy Sustainability

(28:46) Final Conclusions and Future Outlook

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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.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

Intro and outro audio credit: Jamie Klein

Monday Dec 02, 2024

Jindalee Lithium: PFS Announcement w/ Ian Rodger

Monday Dec 02, 2024

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 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

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Links 🌍

_________________________________________________

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Thursday Nov 21, 2024

RK Equity Presents at 121 New York - Lithium & Critical Materials Panel

Thursday Nov 21, 2024

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

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Links 🌍

_________________________________________________

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Wednesday Nov 20, 2024

Is Australia Spodumene the Marginal Lithium Supply? With Matt Fernley

Wednesday Nov 20, 2024

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 in Competing with China
(52:39) North American Lithium Hubs
(57:44) Uncertainties in DLE and Sedimentary Lithium
(1:03:23) Closing Thoughts

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Links 🌍

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Friday Nov 15, 2024

US Election Thoughts with Simon Moores, Benchmark Minerals Intelligence

Friday Nov 15, 2024

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/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

Intro and outro audio credit: Jamie Klein

Monday Nov 11, 2024

Quebec Carbonate: Lithium Universe Iggy Tan

Monday Nov 11, 2024

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 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://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

Intro and outro audio credit: Jamie Klein

Monday Nov 04, 2024

Cesium Secrets: Power Metals Update w/ Haydn Daxter

Monday Nov 04, 2024

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

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Links 🌍

_________________________________________________

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Thursday Oct 31, 2024

Rock Stock Recap E15: Lithium’s Raging Bull - YJ Lee of Arcane Capital Advisors'

Thursday Oct 31, 2024

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. Carbonate Debate
50:46 What is the lithium price long-term behavior?
54:20 Howard's Closing Remarks

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Links 🌍

_________________________________________________

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Saturday Oct 19, 2024

The Futures In Lithium Is Spodumene w/ Fastmarkets' Przemek Koralewski

Saturday Oct 19, 2024

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.
25:32 - Will spodumene contracts increase trading volume?
28:47 - Were market players involved in creating the spodumene contract?
31:04 - What does success look like for the spodumene contract?
32:48 - How far ahead can you trade spodumene futures?
34:41 - How does liquidity affect futures for risk management?
36:53 - What’s the outlook for lithium hydroxide futures?
42:16 - Howard’s Closing Remarks

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Links 🌍

_________________________________________________

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein