271.6K
Downloads
373
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
Feb 17, 2025
Feb 17, 2025
24 min
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
Feb 13, 2025
Feb 13, 2025
30 min
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
Feb 10, 2025
Feb 10, 2025
35 min
Feb 3, 2025
Feb 3, 2025
39 min
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 Synopsis
(02:58) North American Lithium (NAL) Operational Performance
(04:46) 2025 Production Targets & Cost Reduction Plans
(05:39) All-In Sustaining Cost Estimate
(06:36) Spodumene Pricing & Forward Sales Strategy
(07:54) Downstream Processing Potential in Quebec
(09:40) Drilling Campaign & Resource Expansion at NAL
(11:36) Moblan Project Drilling Results & Growth Potential
(13:18) Morella (JV) & Tabba Tabba Project Update
(14:13) Proposed Merger with Piedmont Lithium
(15:50) Resource Capital Fund (RCF) Investment & Shareholder Approval
(17:27) Cash Reserves, Capital Expenditures & Future Financial Position
(19:09) Project Development Priorities & Expansion Strategy
(20:36) Market Sentiment & Merger Arbitrage Discussion
(23:39) Integration Planning with Piedmont Lithium
(25:24) Atlantic Lithium JV & Ghana Operations Outlook
(28:13) Ewoyaa Lithium Project
(29:55) Share Consolidation Plans
(30:56) Expanded Analyst Coverage Post-Merger
(34:01) Tesla & LG Chem Partnerships Update
(36:26) Canadian Election Impact on Mining & Permitting
(38:27) Final Thoughts & 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
Jan 30, 2025
Jan 30, 2025
18 min
Jan 17, 2025
Jan 17, 2025
17 min
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) Government and Private Investments in Lithium Projects
(11:39) Lithium Price Outlook and Equity Market Considerations
(12:50) Emerging Projects – Brazil, Canada, and Africa
(13:48) Unconventional Lithium Sources – Brines and DLE Technology
(14:37) Rio Tinto's Lithium Vision
(15:58) Tesla and North American Lithium Supply Chain
(16:33) Final Outlook – Lithium’s Bright Future Beyond 2025
_________________________________________________
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
Dec 23, 2024
Dec 23, 2024
55 min
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) Reindustrialization and Government Support
(44:57) Future Trends for Battery Supply Chains
(49:49) Mitra Chem’s Funding and Future Plans
(51:50) Closing Thoughts and Industry 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
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
Dec 20, 2024
Dec 20, 2024
30 min
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) Winsome’s Stake in Power Metals and Case Lake Project
(16:05) Cesium Potential and Near-Term Production Outlook
(17:02) Ontario vs Quebec as Mining Jurisdictions
(18:09) Cash Position, Forward Expenses, and Next Milestones
(20:22) Rio Tinto's Lithium Investments and Quebec Activity
(23:23) Quebec's Strategic Position and Acquisition Risks
(26:01) Winsome’s Outlook and Strategic Defense Against Low Valuation
(28:07) Closing Remarks: Recap and Year-End Wishes
_________________________________________________
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
Dec 17, 2024
Dec 17, 2024
1hr 10 min
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) Challenges Facing Chinese Companies in the US
(00:41:57) GM’s Vision and Big Three Autos’ EV Strategies
(00:48:17) Why Northvolt Failed and Lessons for US Battery Makers
(00:52:58) Balancing Innovation and Proven Battery Technology
(00:57:33) Autonomy’s Role in EV Growth
(01:00:10) AI and Data Centers Driving Battery Innovation
(01:02:05) The Future of Autonomy and ADAS in EVs
(01:07:26) Closing Remarks 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
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
Dec 16, 2024
Dec 16, 2024
24 min
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 Potential Partnerships
(15:21) Impact of Critical Minerals on Permitting
(16:12) Government Support and Engagement
(20:01) Infrastructure Upgrades and Future Outlook
(21:13) Quebec's Long-Term Potential in Lithium Processing
(23:25) 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