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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
Saturday Jun 29, 2024
Saturday Jun 29, 2024
INDEX:
00:00 - Introduction
01:07 - Summary Synopsis
02:31 - About Century Lithium
04:11 - Board Members and Team Composition
06:03 - Project Location and Initial Interest
08:00 - Capital Structure and Financial Discipline
09:26 - Water Rights Permit Sufficiency?
11:48 - Pilot Plant and Testing Results
14:52 - ESG Credentials, Environmental Impact
17:18 - Silver Peak Infrastructure?
18:58 - Feasibility Study. DOE Funding?
24:36 - Permitting progress and community support
_________________________________________________
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
Saturday Jun 22, 2024
Saturday Jun 22, 2024
INDEX:
00:00:00 - Introduction
00:00:16 - About Ana/Sigma
00:03:11 - Phase One Commissioning and Phase Two Plans
00:05:32 - Funding and Financial Strategy
00:07:48 - Profitability and Cash Generation
00:11:23 - Commercial Strategy and Market Position
00:14:36 - 150M tonnes estimate and timeline
00:16:10 - Strategy for 770,000 tons capacity by 2026
00:19:31 - Brazil as a Mining Jurisdiction
00:23:47 - Strategic Vision and Future Plans
00:29:00 - Demand for spodumene concentrate and off-take agreements
00:38:04 - Exploring organic growth, cash flow, strategic partnerships
00:47:54 - Spodumene Contracts and Customers
00:57:13 - Future Production Plans
01:01:51 - Brazil's Industrial Policy and Auto Industry
01:04:15 - Customer Relationships and Market Strategy
01:09:38 - Pricing Dynamics and Market Share
01:17:33 - Closing Remarks
01:19:29 - Final Thoughts 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
Sunday Jun 16, 2024
Sunday Jun 16, 2024
INDEX:
00:00 - Introduction
03:16 - Discussion on Manganese Market
03:47 - Critical Metals Supply and Demand
05:00 - Manganese Supply and Demand
07:33 - Battery Manganese Market
10:02 - Lithium Market Insights
14:41 - Canadian DLE vs Hard Rock Stories
16:25 - DLE: Approach over Technology
19:50 - Technological Innovations in Mining
26:59 - AI and Copper/Lithium
29:03 - Exploring Aluminum as a Copper Substitute
29:32 - Copper Demand and Supply Challenges
30:24 - Electric Vehicles and Market Adjustments
34:01 - The Role of AI in Mining
35:37 - EV Adoption and Infrastructure Issues
36:54 - Tesla's Robotaxi and Market Speculations
39:51 - Global EV Market Dynamics
44:52 - Impact of US Politics on Battery Materials
47:32 - Future of Sodium-Ion Batteries
_________________________________________________
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
Wednesday Jun 12, 2024
Wednesday Jun 12, 2024
INDEX:
00:00 - Introduction
05:03 - After the Gold (Lithium) Rush...
05:31 - ABT - Anything But Lithium
06:31 - Dua Lithium. Radical Optimism
06:57 - Crazy Horse Lithium
07:11 - Lithium's Blow Off Phase
08:05 - The Waiting
08:36 - Arcadium's CEO To Watch
10:58 - Biden v. Trump, Part Deux
18:01 - Robotaxi Unveil Hype Cycle
19:42 - Radical Optimism - Where to Invest?
22:33 - Lithium-ion Bull's Portfolio
_________________________________________________
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
Sunday Jun 09, 2024
Sunday Jun 09, 2024
INDEX:
00:00 - Introduction
01:51 - Why are major mining mergers stalling?
05:07 - Copper: mining's 20-year investment
09:23 - About Andrea
12:31 - Copper and nickel market insights
16:03 - Copper futures and hedging opportunities
19:23 - Alternatives to pricey copper
22:21 - Lower copper grades slowing projects
23:47 - Lowering copper intensity
24:51 - Recycling plants
25:36 - AI and copper
27:29 - Nickel's price surge
34:14 - Geopolitics and nickel's future
37:09 - Is nickel's price surge sustainable?
38:51 - Conference hot topics?
42:20 - Lithium prices and oil companies
44:58 - Oil firms: fuel vs. EV materials
49:01 - Wrapping up
_________________________________________________
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 Jun 04, 2024
Tuesday Jun 04, 2024
INDEX:
00:00:00 - Introduction
00:10:55 - Talon Metals: US gov funding for nickel projects
00:15:26 - Election's effect on US critical mineral funding
00:17:54 - Europe vs. US: critical mineral policy progress
00:22:25 - Funding options for Europe's mineral projects
00:24:00 - US, Japan, Korea, Europe vs. China: battery competition
00:30:05 - EV adoption: sooner or later than expected?
00:35:15 - Major nickel miners: production boost plans
00:38:36 - China's use of Indonesian tech in nickel projects
00:40:30 - Benchmark's lithium and cathode forecast
00:42:58 - Tesla's focus: from nickel to autonomy
00:48:49 - Will 45X embrace mining?
00:51:48 - DOE's mining loan program and 45X
00:54:03 - Mining unions: cost or advantage?
00:57:08 - Closing Remarks
01:00:30 - US funding for Canadian, Australian projects?
01:02:57 - 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
Sunday Jun 02, 2024
Sunday Jun 02, 2024
INDEX:
00:00 - Introduction
01:39 - Post-conference insights on lithium market trends
06:51 - Election effects on EV supply chain and mineral policies
11:10 - Tariffs impact EV battery market and imports
12:47 - Non-Tesla EV sales and Cybertruck challenges
14:40 - Chinese automakers and protectionist policies
16:37 - Concerns over balanced lithium market, future supply-demand
19:48 - Cheaper LFP cells and demand for larger energy storage
21:54 - 28% lithium demand growth projected for 2024
24:10 - Rising project costs challenge lithium producers' loans
28:53 - Lithium Americas' strategy with GM
32:16 - Project delays prompt government funding comparison
37:37 - Reasons behind Albemarle's Carolina plans reconsideration
40:13 - Howard's closing remarks
_________________________________________________
Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
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
Saturday May 18, 2024
Saturday May 18, 2024
INDEX:
00:00:00 - Introduction
00:03:50 - About Ben/Baird
00:11:35 - Tesla's August Event: Hype Echoes?
00:19:19 - Robo-Taxi Launch: Regulations and Realities
00:24:06 - China's EV Exports: Tesla's Challenge?
00:28:07 - Tesla's Edge: Navigating China
00:32:14 - China's Lithium Dominance: Albemarle Impact?
00:38:09 - China Expands Energy Storage
00:42:08 - Tesla's Margins: Storage vs. EV
00:43:57 - Tesla's Compensation?
00:49:02 - Tesla Valuation: AI Focus
00:54:11 - Rivian, Apple: EV Market Trends
00:57:36 - Potential Trump Win: EV Concerns
01:01:53 - Musk and Trump: Electric Future?
01:02:48 - Musk's China Moves
01:06:13 - Tesla's China Performance
01:09:52 - Musk's Politics, Lithium Mining
_________________________________________________
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 May 16, 2024
Thursday May 16, 2024
INDEX:
00:00:00 - Introduction
00:07:40 - About Keith/EMH
00:09:12 - DFS Update: When Will EMH Report Release?
00:11:01 - Site Relocation: Impact on Permitting & Timeline
00:12:25 - CEZ Ownership Impact: Costing and Contribution Offset
00:14:05 - Site Potential
00:15:41 - Waste Management: EMH Chemical Site Waste Handling
00:16:33 - CRMA Strategic Project Status
00:18:19 - Funding Impact: EMH New Chemical Site
00:18:50 - EBRD financing: JV standing?
00:20:17 - New feasibility: Higher costs, gov't support for offsets
00:22:28 - Stability: Essential Floor Price in Offtake Deals?
00:25:08 - Post-DFS, key hurdles, milestones, and timeframe?
00:28:04 - Offtake Timing: Best Time for Deals Before DFS Release?
00:29:15 - Sales Strategy: Negotiating in Joint Ventures
00:30:03 - Ownership Impact on Deal Allocation?
00:31:32 - Appointed Financial Advisor
00:34:10 - Funding Levels at GeoMet Amid Budget Adjustments
00:36:51 - Defending Against Opportunistic Takeover Concerns?
00:39:35 - Acquisition Speculation: EMH Amid Market Conditions
00:41:47 - Exploration Partners: Vital for Project Success
00:46:49 - Evolving Ecosystem: Funding Talks with Global Entities
00:51:12 - Global Automakers: EMH Discussions?
00:53:11 - Czech Government Funding Prospects?
00:55:27 - Australian Company Seeks Partnerships
00:56:55 - Why buy the stock now?
01:01:30 - 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
Friday May 10, 2024
Friday May 10, 2024
INDEX:
00:00 - Introduction
02:13 - About Jordan
03:04 - Future Lithium Demand
09:02 - Predictions on Lower Lithium Prices
10:17 - Mining Cost Analysis
11:30 - Risks in Chinese Lithium Production
14:00 - Impact of Minor Production Changes
14:54 - Possible Lithium Market Slowdown
17:19 - Consolidation Prospects & Funding Challenges
19:06 - Interpreting CME Futures
20:13 - Lithium Futures Market Growth
23:00 - Disparity with Guangzhou Carbonate Futures
24:54 - Equities vs. Futures
26:27 - Spodumene Hedging: CME Futures
27:34 - Fastmarkets' Regional Pricing Initiative
30:35 - Regional Pricing Impact
34:13 - North American Battery Supply Chain
35:45 - Sustainable Lithium Prices in EVs
38:28 - China's Renewable Growth
41:33 - Auctions Impact on Lithium Prices
44:35 - Argentina's Lithium Chloride Developments
45:46 - Uncertainty in Chloride Price
47:03 - South East Asian Development
49:46 - Lithium Price Shifts
_________________________________________________
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