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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
Nov 4, 2024
Nov 4, 2024
20 min
Past Discussions 🔁
• https://youtu.be/6BszRl6E-pE
• https://youtu.be/ELr_3RT3Dzo
CHAPTERS 📖
00:00 Introduction
02:33 Developments in drilling results
04:26 Soil sampling for drilling
06:18 Government engagement and strategic partnerships
07:58 Ore sorting results
10:15 Winsome site visit
11:08 Collaboration with First Nations
12:39 Progress on mineral resource estimates
14:15 Cesium committee
16:24 Future outlook
17:48 Assay turnaround
_________________________________________________
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
Oct 31, 2024
Oct 31, 2024
58 min
Y.J. 121 Presentation: https://youtu.be/bEHMr2l4GE4
CHAPTERS 📖
00:00 Introduction
02:13 Y.J. 121 Presentation Highlights
07:05 Guest Introduction: Y.J. Lee
08:23 Focus on Lithium Demand Forecasts
15:40 Can European EVs compete with cheap ICE?
17:16 Western Alert: Chinese EV plants in Europe
18:16 Will Europe Return to High EV Penetration?
20:22 SVOLT and Northvolt Withdrawals
22:04 Is Panasonic competitive in the US?
25:49 How do you invest in brine?
34:08 Project Preference: Brine or Hard Rock shipped to China?
35:44 Is $15,000 enough incentive?
43:04 Demand for Energy Storage Solutions
45:56 Hydroxide vs. Carbonate Debate
50:46 What is the lithium price long-term behavior?
54:20 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
Oct 19, 2024
Oct 19, 2024
44 min
INDEX:
00:00 - Introduction
02:28 - About Przemek & Spodumene Contract
05:57 - How is China’s stimulus affecting metals like lithium?
07:59 - Current liquidity and key players in hydroxide contracts.
12:45 - Who sets margins for lithium contracts?
14:40 - Are banks the main traders on the exchange?
17:14 - How are producers using hydroxide to hedge spodumene?
20:22 - How did the CIF China price help spodumene contracts?
22:16 - How cash settlement affects participation in lithium futures.
25:32 - Will spodumene contracts increase trading volume?
28:47 - Were market players involved in creating the spodumene contract?
31:04 - What does success look like for the spodumene contract?
32:48 - How far ahead can you trade spodumene futures?
34:41 - How does liquidity affect futures for risk management?
36:53 - What’s the outlook for lithium hydroxide futures?
42:16 - 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
Oct 16, 2024
Oct 16, 2024
2hr 3 min
INDEX:
00:00:00 - Introductory comments and panelist profiles
00:05:00 - Better Bid/Greenshoots on RK Equity Scoreboard - Q2 Metals
00:07:00 - Rio Tinto/Arcadium - from Rio shareholder perspective
00:11:15 - Rio/Arcadium - from Arcadium shareholder perspective/who else might (have) bid?
00:21:30 - What long-term lithium price was implied/embedded in Rio's acquisition price?
00:26:33 - Rio's prior purchase of Rincon & China's manipulation of lithium price.
00:29:20 - Does Rio/Arcadium underpin higher valuations in other lithium stocks absent higher lithium prices?
00:41:30 - Will DLE (Direct Lithium Extraction) long-term lower the cost curve? Eramet
00:44:20 - Iliad, SLB, Energy Source Minerals.
00:46:23 - California geothermal & oilfield brines - Will Exxon buy Albemarle?
00:48:30 - Can US conversion compete with China?
00:51:50 - What Spodumene price is implied in certain lithium equities?
00:55:00 - Brazil following Pilbara/Latin Resources – Sigma, Lithium Ionic, Atlas Lithium undervalued relative to WA peers?
00:59:50 - Expected M&A among mid-tiers? Quebec: Sayona/Piedmont, Patriot, Winsome, WA: MinRes & Hancock WA regional hub.
01:06:12 - Time to buy more and who? Albemarle, Pilbara, Sigma, Wildcat, Patriot, Winsome
01:13:45 - Are equities reflecting higher lithium prices soon? WA supply and Africa/China lepidolite updates
01:18:00 - Panel discusses less well covered names - European Metals Holdings, Atlantic Lithium, Talga, Winsome, Global Lithium, Delta Lithium, Wildcat, Liontown, Q2 Metals, Savannah, AMG
01:26:17 US listed & Smackover plays - Lithium Argentina, Lithium Americas, Piedmont, Standard Lithium, Exxon, Koch, Equinor, Tetra, Pantera
01:36:00 - Conventional salar brines in lithium triangle vs. lower ppm DLE brine plays
01:39:12 - Supply threats from Africa - AVZ, Kodal, Goulamina and China's ability to process low grade material
01:48:00 - Lithium price predictions, demand shock potential (autonomous driving, solid state) and other closing thoughts
_________________________________________________
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
Oct 14, 2024
Oct 14, 2024
20 min
INDEX:
00:00 - Introduction
01:25 - Climate Week in New York - Critical Minerals and Indonesian Nickel
04:40 - Processing Success - What’s Next for TMC’s Calcine Production?
07:06 - MOU with PAMCO - What Does This Feasibility Agreement Cover?
07:57 - Nori-D Project Progress - How Is the PFS for Nori Coming Along?
09:49 - Environmental Concerns - Concerns About the Dark Oxygen Paper
12:33 - Mining Code Development - Is the ISA on Track for 2025?
14:41 - Geopolitical Impact - How Is the U.S. Department of Defense Involved?
16:53 - Financial Outlook - What’s TMC’s Current Funding Status?
18:54 - 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
Oct 10, 2024
Oct 10, 2024
1hr 9 min
INDEX:
00:00 - Introduction
04:50 - About Lucas Dow
06:16 - NAL Resource Expansion
08:00 - Production Targets and Optimization
09:25 - Cost Management Strategies
12:56 - Mining Dilution Improvements
14:54 - Downstream Integration Plans
17:09 - Moblan Resource Potential
24:09 - Offtake Strategy and Partnerships
27:44 - Financial Position and Future Plans
31:12 - Market Conditions and Investor Insights
33:53 - Site Visit
57:07 - On-site Interviews
_________________________________________________
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
Oct 7, 2024
Oct 7, 2024
32 min
INDEX:
00:00 - Introduction
04:30 - Blake Hylands’ background and joining Lithium Ionic
07:18 - Operating experience in Minas Gerais
09:14 - Sigma’s influence on cost and permitting
10:48 - Progress on Bandeira’s construction permit
12:42 - Infrastructure benefits around Lithium Ionic’s projects
13:57 - Environmental impact assessment update
15:12 - Details on $20M royalty agreement with Appian
16:57 - Financial standing after securing royalty deal
18:05 - Potential in new Itinga properties
19:57 - Expanding Bandeira’s mineable resource over time
22:07 - Preferred funding structure for Lithium Ionic’s projects
23:51 - Construction and production timeline for Lithium Ionic
25:20 - Strategic funding process with BMO
26:05 - China vs non-China opportunities for Lithium Ionic
28:55 - Comparing Lithium Ionic’s value to Latin Resources
31:17 - Brazil’s importance for 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
Oct 6, 2024
Oct 6, 2024
42 min
INDEX:
00:00 - Introduction
04:41 - Rodney's Arcadium Demand Numbers
08:02 - How would shutting down Mount Marion affect MinRes' stock?
12:13 - Is shutting down Mount Marion good or bad for MinRes?
13:58 - Is SQM planning to spin off international ventures?
15:23 - Does Mount Holland need capital for restructuring?
17:35 - Why has Arcadium's stock lagged behind Sigma and Pilbara?
22:44 - Will Tesla or others bid for Arcadium soon?
27:44 - Do Albemarle's joint ventures make it harder to buy?
30:07 - Could a merger bid for Arcadium happen this week?
31:36 - Can Paul Graves defend Arcadium from an acquisition?
34:10 - Could Albemarle sell assets to fund an acquisition
37:39 - Will the long-term lithium price rise?
_________________________________________________
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
Sep 28, 2024
Sep 28, 2024
20 min
INDEX:
00:00 - Introduction
02:41 - Exploration and drilling update
04:21 - Assay results and timeline
05:46 - Case Lake cesium uniqueness
09:08 - Drill results and geology
11:13 - First Nation partnership update
13:39 - Timeline to production
14:57 - Cesium advisory committee formed
16:42 - Grant funding details
18:33 - 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
Sep 24, 2024
Sep 24, 2024
27 min
INDEX:
00:12 - Summary Synopsis
02:57 - About Ian/Jindalee
05:00 - How does McDermitt compare to other lithium projects?
07:48 - Funding and Grants
11:46 - What are Jindalee's next big milestones?
13:30 - ESG and Community Engagement
14:29 - Is Jindalee's study on track after recent progress?
15:55 - When will the feasibility study be finished?
16:07 - Jindalee & POSCO
17:22 - How is Jindalee's permit approval process going?
19:18 - Future Plans and Partnerships
21:49 - Jindalee's Outlook in Current Market
25:06 - Jindalee x HiTech Minerals Agreement
_________________________________________________
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