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

Dec 13, 2024

Can the West Catch Up to China’s EV Surge? w/ Michael Dunne of Dunne Insights

Dec 13, 2024

1hr 3 min

CHAPTERS 📖
(00:00:00) Introduction and Guest Overview
(00:01:31) China's Dominance in Car Exports
(00:03:04) The Rise of BYD and China's EV Market
(00:04:58) EV Adoption Trends Across the Globe
(00:06:46) Future of Robo-Taxis and Autonomous Vehicles
(00:08:07) PHEVs vs. BEVs: Consumer Preferences
(00:10:49) Chinese Auto Export Strategies
(00:12:32) China's Cost Advantage in Manufacturing
(00:15:02) Tesla’s Role in China's EV Revolution
(00:18:59) The "Techno Kings" and EV Innovation
(00:20:13) Legacy Automakers Struggle to Compete
(00:22:06) China's Overseas Manufacturing Expansion
(00:23:56) Impact of US and European Tariffs on Chinese EVs
(00:24:56) Western OEMs' Survival Strategies
(00:26:50) Joint Ventures as a Path Forward
(00:34:23) Inflation Reduction Act and US EV Strategy
(00:39:22) China's Supply Chain Advantage
(00:42:41) Stimulating Demand in China and the US
(00:53:59) The Role of Chinese Investment in US Manufacturing
(00:57:08) Elon Musk's Influence on US EV Policy
(00:57:44) China's Long-Term Strategy and Economic Leverage
(01:00:39) Final Thoughts: A Shifting Global Auto Market

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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

Dec 13, 2024

Nouveau Monde Graphite: Securing North America's Battery Materials w/ Eric Desaulniers

Dec 13, 2024

44 min

CHAPTERS 📖
(00:00) Introduction and Overview of Graphite Market
(03:53) NMG’s Mission and Key Projects
(05:54) Partnerships with GM and Panasonic
(06:51) China Export Bans and Geopolitical Impact
(09:33) Competitive Advantages of Quebec for Graphite Production
(12:13) Graphite Demand Across Battery Technologies
(14:04) Geopolitical Volatility and Tariffs
(17:02) Securing Project Funding and Future Milestones
(20:27) Timeline for Production and Market Demand Forecast
(22:30) North American vs. Global Graphite Markets
(24:12) Government Support and Capital Structure Updates
(26:53) Strategic Shareholders and Equity Structure
(28:45) Uatnan Mining Project and Future Expansion Plans
(31:32) Financial Overview and Runway to FID
(32:42) Phase One Achievements: Vertical Integration to Anode Material
(34:45) Global Partnerships and Export Credit Agencies
(39:02) Synthetic vs. Natural Graphite in Battery Applications
(41:07) Potential for Partnerships with Global Companies
(44:10) Closing Remarks

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Links 🌍

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Dec 10, 2024

Lithium Bull v Bear Debate at Benchmark Week Los Angeles

Dec 10, 2024

24 min

CHAPTERS 📖
(00:00) Introduction and Market Overview
(01:24) Optimism in the EV Industry
(02:05) Debating Lithium Cost and Supply Chains
(03:04) The Role of U.S. Policy in EV Growth
(04:32) Short-Term vs. Long-Term Lithium Investment Strategies
(06:49) Challenges in Long-Term Supply Models
(08:02) Debating the Feasibility of Direct Lithium Extraction (DLE)
(09:37) Global Trade, Policy, and Supply Chain Integration
(10:49) Impact of New Supply on Lithium Pricing
(12:22) Lithium's Cyclical Market Trends
(13:25) Tesla’s Influence on Lithium Processing and Supply
(15:05) China's Role in the Lithium Market
(17:13) Electric Vehicle Adoption and Market Growth
(18:32) Barriers to EV Adoption in Cold Climates
(20:01) Market Sentiment and Future Lithium Prices
(21:39) Long-Term Investment Opportunities in Lithium
(23:31) Keeping Lithium Investments Simple
(24:12) Regional Advantages in Spodumene Mining

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Links 🌍

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Dec 5, 2024

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

Dec 5, 2024

22 min

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 🌍

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Dec 3, 2024

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

Dec 3, 2024

30 min

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

Dec 2, 2024

Jindalee Lithium: PFS Announcement w/ Ian Rodger

Dec 2, 2024

23 min

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 🌍

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Nov 21, 2024

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

Nov 21, 2024

28 min

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 🌍

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

Nov 20, 2024

Is Australia Spodumene the Marginal Lithium Supply? With Matt Fernley

Nov 20, 2024

1hr 6 min

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

Nov 15, 2024

US Election Thoughts with Simon Moores, Benchmark Minerals Intelligence

Nov 15, 2024

7 min

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

Nov 11, 2024

Quebec Carbonate: Lithium Universe Iggy Tan

Nov 11, 2024

40 min

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