245.3K
Downloads
330
Episodes
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 Sep 05, 2024
Thursday Sep 05, 2024
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
00:31:06 - Any Advancements on Carbon Emissions?
00:33:18 - How will China's slowdown affect copper demand?
00:37:06 - Copper Demand and Global Averages
00:38:37 - Will new tech reduce copper demand or not?
00:42:57 - Are speculators messing with copper prices?
00:45:31 - When will miners start building new copper supply?
00:49:28 - True Valuation vs Market Valuation
00:52:52 - Balancing risks in early-stage vs. established copper investments
00:55:09 - Trade mining stocks; don't just hold.
00:55:51 - Are mining companies focusing on growth over dividends?
00:59:43 - Anglo American's Copper Assets
01:01:13 - Howard's 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
Thursday Sep 05, 2024
Thursday Sep 05, 2024
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?
_________________________________________________
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
Friday Aug 02, 2024
Friday Aug 02, 2024
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 uncertainty impacts EV policies
17:46 - Howard's 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
Tuesday Jul 30, 2024
Tuesday Jul 30, 2024
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 property
20:26 - Lithium Business strategies
21:10 - Industry Trends and Future Outlook
23:14 - Howard's 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
Monday Jul 29, 2024
Monday Jul 29, 2024
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:
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
Monday Jul 29, 2024
Monday Jul 29, 2024
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 🌍
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
Friday Jul 19, 2024
Friday Jul 19, 2024
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 EV Market
36:51 - CME Lithium Hydroxide Contract
39:13 - 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
Tuesday Jul 16, 2024
Tuesday Jul 16, 2024
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
28:29 - DRC and Supply Risk?
29:27 - Future of Lithium Pricing
32:50 - When to sell?
35:31 - Audience Q&A: Royalty Valuation
38:33 - Lithium Market Downturn Duration
39:51 - Final Thoughts on Lithium Investments
_________________________________________________
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
Friday Jul 12, 2024
Friday Jul 12, 2024
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
Friday Jul 12, 2024
Friday Jul 12, 2024
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