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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
Sep 17, 2024
Sep 17, 2024
54 min
INDEX:
00:00 - Introduction
02:14 - Thoughts on the latest CATL news and lithium supply?
03:36 - Battery Demand and Production
04:43 - CATL's Market Impact
07:52 - How fast could CATL restart production?
11:05 - How much supply can come out of China?
13:15 - Different views on African lithium supply costs.
16:34 - Is lithium stock rally due to short covering?
18:15 - Is it a good time to buy lithium stocks?
26:26 - Why does SQM prefer hard rock lithium projects?
29:20 - Can Quebec become a top lithium producer?
31:00 - Commodity Market Performance and Trends
32:27 - Are commodity stocks massively undervalued right now?
36:23 - China's EV Market and Renewable Energy Push
38:11 - Tesla's Robo Taxi and EV Production Capacity
40:33 - China vs Global EV Sales
41:42 - How did China grow its EV exports so fast?
44:43 - Will hybrids struggle with high maintenance costs?
47:25 - Can European carmakers afford carbon fines?
49:50 - Geopolitical Implications of EV Adoption
50:54 - Is the lithium market nearing its bottom?
_________________________________________________
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 9, 2024
Sep 9, 2024
31 min
INDEX:
00:00 - Introduction
01:02 - Introduction to Cesium
03:43 - Summary Synopsis
04:43 - About Hayden/Power Metals
05:51 - Discovering cesium at Case Lake
09:52 - Why cesium is a critical mineral
11:08 - Are there any cesium alternatives?
12:01 - Rarity of Power Metals' Deposits
13:44 - Metallurgical Test Work and Future Plans
15:12 - Next steps for drilling at Case Lake
16:15 - Preferred cesium products for buyers
17:46 - Case Lake Relative to Total Market
19:19 - Will the cesium be stored?
20:07 - Case Lake CapEx
21:50 - Permitting Process
23:55 - Funding plans and Winsome's role
25:04 - Assay Timeline
26:16 - Metallurgical Test Work Timeline
26:58 - Exploring lithium at Case Lake
30:54 - 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
Sep 5, 2024
Sep 5, 2024
41 min
INDEX:
00:00 - Introduction
01:30 - Solar Cells: Ubiquitous and Efficient
02:07 - Global Solar Energy Statistics
03:18 - The Role of Batteries in Solar Energy
04:07 - How did solar energy evolve?
07:18 - Is China leading solar tech innovation?
09:12 - Impact of Tariffs on Solar Growth
12:48 - Can solar and batteries balance the grid?
16:45 - Will supply chain issues slow solar growth?
20:26 - Are old grids blocking solar energy?
23:01 - China's Renewable Energy Goals
26:18 - Could new tech overtake solar and wind?
27:55 - Cost Savings and Scale Efficiencies in Solar
31:27 - Is solar panel recycling falling behind?
32:50 - Will more solar mean more battery mandates?
34:23 - How stable is U.S. clean energy policy
40:06 - 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
Sep 5, 2024
Sep 5, 2024
1hr 3 min
INDEX:
00:00:00 - Introduction
00:01:31 - Lithium Market Analysis
00:03:07 - China's Role in Lithium Supply
00:05:52 - Copper Market Overview
00:11:37 - About Paul/Anglo
00:13:57 - Why is copper still so volatile?
00:20:18 - Challenges in boosting copper supply.
00:22:11 - Are old copper mines worth reopening?
00:25:04 - What price ensures enough copper production by 2030?
00:26:11 - Is there enough money going into copper exploration?
00:28:27 - Environmental and Societal Factors in Mining
00:31:06 - Any Advancements on Carbon Emissions?
00:33:18 - How will China's slowdown affect copper demand?
00:37:06 - Copper Demand and Global Averages
00:38:37 - Will new tech reduce copper demand or not?
00:42:57 - Are speculators messing with copper prices?
00:45:31 - When will miners start building new copper supply?
00:49:28 - True Valuation vs Market Valuation
00:52:52 - Balancing risks in early-stage vs. established copper investments
00:55:09 - Trade mining stocks; don't just hold.
00:55:51 - Are mining companies focusing on growth over dividends?
00:59:43 - Anglo American's Copper Assets
01:01:13 - 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
Sep 5, 2024
Sep 5, 2024
41 min
INDEX:
00:00 - Introduction
01:06 - SQM Earnings Call
02:34 - Will lithium prices rise soon?
05:30 - How will U.S. elections affect lithium?
09:36 - Can China keep up lithium production?
14:43 - Is it time to invest in renewables?
17:33 - What does Pilbara's move mean?
25:03 - Will production expansion pay off?
28:00 - Can Biden hit the 50% EV goal?
30:12 - Will Tesla reveal a cheaper car?
34:18 - IRA
38:16 - How could Trump change EV policies?
_________________________________________________
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
Aug 2, 2024
Aug 2, 2024
19 min
INDEX:
00:00 - Introduction
00:22 - Summary Synopsis
02:35 - Recent Developments and Drilling Program
04:53 - Resource Estimate and Expansion
05:22 - New SRCA deal boosts Nevada drilling for Surge
08:34 - Surge finds high-grade lithium near surface
09:36 - Surge plans eco-friendly mining methods
10:25 - Economic assessment due by December
11:14 - Market Dynamics and Future Prospects
14:38 - Political Climate and Industry Impact
15:55 - CEO: Surge asset better than Thacker Pass
16:51 - Political uncertainty impacts EV policies
17:46 - 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
Jul 30, 2024
Jul 30, 2024
25 min
INDEX:
00:00 - Introduction
02:02 - Drilling Campaign Recap
04:19 - Geophysical and Sampling Techniques
08:05 - Current Drilling and Future Plans
09:13 - Understanding Fractionation
12:33 - Current drilling timeline and results
13:40 - Metallurgical Test Work and Grants
14:26 - Distance to Patriot Corvette
15:08 - Infrastructure and Accessibility
16:14 - Quebec's battery supply chain commitment
17:04 - Strategic Partnerships and Corporate Interest
17:31 - Farm-in partnerships on Champion's property
20:26 - Lithium Business strategies
21:10 - Industry Trends and Future Outlook
23:14 - 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
Jul 29, 2024
Jul 29, 2024
22 min
INDEX:
00:00 - Introduction
08:29 - Water Circulation System
06:19 - Power Plant
09:37 - Crusher
09:56 - Control Room
10:24 - Processing Plant
10:54 - Warehouse
11:18 - Accommodation
11:49 - Adina
12:40 - Qingtao Zeng
14:11 - Justin Boylson
15:09 - Tim Hoff
16:04 - Stephen Biggins
17:48 - Ken Brinsden
19:52 - Ernie Ortiz
20:29 - Chris Evans
_________________________________________________
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
Jul 29, 2024
Jul 29, 2024
19 min
INDEX:
00:00 - Introduction
00:19 - Summary Synopsis
01:53 - Details on Cisco Acquisition
04:00 - Exploration and Drilling Updates
07:22 - Capital Raise and Financials
09:21 - Future Plans and Strategic Partnerships
11:06 - Bank Money Lifespan
12:02 - Potential of Strategic Partner
13:26 - Government Support and Local Infrastructure
13:54 - Investor Sentiment
15:24 - Cisco's Location
17:09 - Corporate Developments
18:36 - 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
Jul 19, 2024
Jul 19, 2024
40 min
INDEX:
00:00 - Introduction
02:22 - About Raju/Fastmarkets
04:26 - US Battery Investment Landscape
06:36 - Global Mine Supply
08:03 - Global Supply Chain Dynamics
09:25 - Conference Attendance and Sponsorship
13:53 - Sentiment on Lithium Prices
16:21 - Price Transparency and Auctions
17:56 - Spodumene Market and Payables
20:37 - Cathode Choice and Market Flexibility
22:56 - African Spodumene Production
24:28 - Battery Recycling Industry
26:08 - Regionalized Pricing
30:04 - US Election Impact on EV Market
36:51 - CME Lithium Hydroxide Contract
39:13 - 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