Rock Stock Channel

In this episode, Eric Desaulniers, CEO of Nouveau Monde Graphite provides insights into the company's significant investments and development journey, including their $150 million expenditure on demonstration plants. He discusses the binding offtake agreements with GM and Panasonic, their updated feasibility study, and potential grant funding opportunities. Eric also covers the increasing traction of LFP Cathode technology, its impact on graphite usage, and anticipates a potential supply deficit in the graphite market within three years.

CHAPTERS 📖
(00:00) Introduction
(01:05) Summary Synopsis
(03:17) Recap of Ongoing Graphite Project Development
(06:16) Strategic Offtake Agreements with GM and Panasonic
(08:15) Details of the Updated Feasibility Study
(10:31) Role of Tax Credits in Improving Project Economics
(11:44) Government Support and Political Backing in Canada
(13:05) Cross-Border Trade and Tariff Considerations
(15:49) Status of Project Financing and Next Steps
(16:58) Potential New Customers and Market Expansion
(17:57) Impact of LFP Battery Growth on Graphite Demand
(19:24) Global Graphite Supply Outlook and Pricing Trends
(23:28) GM’s Strategic Role and Political Implications
(27:14) Canadian Election and Critical Mineral Policy
(32:12) 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

In this episode, we speak with Tavi Costa, partner at Crescat Capital, about global macroeconomic shifts, rising gold prices, and the potential rotation from large-cap tech into commodities. Tavi explains why he sees significant opportunities in gold, silver, and emerging markets amid a weakening dollar and ongoing de-globalization. We dive into how policy decisions, geopolitical trends, and market valuations are shaping investment strategies, including what this means for metals like copper, silver, and lithium.

CHAPTERS 📖
(00:00:00) Introduction
(00:03:06) Why Tavi Doesn’t Own Physical Gold
(00:07:31) What's Driving Gold’s Rally
(00:11:28) Potential for Gold-Backed Alternatives
(00:15:31) De-Globalization and Onshoring Trends
(00:19:51) The Future of Lithium and Humanoid Robots
(00:23:03) Copper and Silver Defying Recession Concerns
(00:26:16) Are Trump's Tariffs here to stay?
(00:28:35) The Dollar’s Role and Manufacturing Comeback
(00:33:40) AI Arms Race: U.S. vs China and the Chip Narrative
(00:36:18) Will Liquidity Return and Fuel Hard Assets?
(00:38:38) Emerging Markets: Value or Value Trap?
(00:46:39) Gold Equities vs Base Metals: Valuation Perspectives
(00:54:24) U.S. Gold Reserves and National Policy Implications
(00:58:15) Could the U.S. Subsidize Domestic Gold Mining?
(01:02:21) Risks, Speculation, and What Comes Next

_________________________________________________

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

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

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

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

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

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

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

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

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