Rock Stock Channel

Lithium Universe: Advancing Lithium Refinery Plans in Quebec w/ Iggy Tan

In this episode, we provide an update on Lithium Universe following our initial interview with Chairman Iggy Tan last November. Significant progress has been made with plans to construct a lithium refinery in Bécancour, Quebec, with the company's stock trading on the Australian Stock Exchange under the ticker LU7. Key developments include the completion of a definitive feasibility study (DFS) and securing strategic partnerships. We delve into the potential benefits of the project, its competitive edge due to low power costs in Quebec, and the current economic and political influences on the supply chain. Rodney and Howard discuss the next steps towards funding, partnerships, and off-take agreements, while Iggy elaborates on the company's strategy and market outlook amidst ever-changing lithium prices.

CHAPTERS 📖

(00:00) Introduction

(02:58) The Need for North American Conversion Facilities

(04:35) Completion of Definitive Feasibility Study (DFS)

(07:18) Potential Government Grants and Incentives

(08:13) Environmental and Permitting Considerations

(09:43) Project Timeline and Construction Plan

(10:34) Securing Strategic Partners and Offtake Agreements

(11:14) China’s Ban on Lithium Processing Technology

(13:03) Fixed-Price Equipment Contracts and Inflation Protection

(14:20) Lithium Market Trends and Recovery Projections

(15:31) Spodumene Price Effect on Margin Split

(17:22) Byproducts and Secondary Revenue Streams

(19:17) Future Demand Drivers and Market Outlook

(22:42) US-Canada Trade Policies and Tariffs Impact

(26:47) Lithium Market Cycles and Investor Sentiment

(28:46) Strategic Partnerships and OEM Engagements

(31:29) 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

Noa Lithium Brines, The Metals Company and Solis Minerals at PDAC 2025

In this episode from PDAC 2025, Howard provides corporate updates and market insights from players in the lithium, copper and deep-sea mining industries. CEO Gabriel Rubacha discusses Noa Lithium Brines' progress and funding status for 2025 plans, including a $13.5 million raise and confidence in fully funding their projects. Craig Shesky, CFO of the Metals Company, details their milestones in deep-sea nodules for nickel, manganese, and cobalt, underpinned by supportive US administration policies and strategic partnerships. Mitch Thomas, CEO of of Solis Minerals, outlines their transition back to copper exploration in Peru and their recent $4.5 million fundraising.

CHAPTERS 📖

(00:00) Noa Lithium Brines

(08:36) The Metals Company

(17:29) Solis 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

Atlantic Lithium: Sayona-Piedmont Merger, Political Shifts and Operational Updates

In this episode, featuring Keith Muller, CEO of Atlantic Lithium, we discuss the latest developments and challenges facing the lithium market and Atlantic Lithium's shareholders over the past 18 months. Keith provides insights on the emergence of African spodumene supply and its impact on the lithium industry, along with an update on Atlantic Lithium's involvement in the Ghana elections and its collaborative ventures with Piedmont Lithium. The company is forecasting 360,000 tons per year of spodumene concentrate. The interview also highlights strategic investments, project milestones, and potential financing options, noting that the company is fortified by strategic partnerships and boasts zero debt.

CHAPTERS 📖

(00:00) Introduction

(02:17) Atlantic Lithium Stock & Market Overview

(04:00) Lithium Market Conditions & Atlantic’s Position

(05:27) Ghana Elections & Impact on the Project

(08:18) Atlantic Lithium’s Investment Thesis

(09:07) Ewoyaa Spodumene Production & Revenue Streams

(10:56) Cost Competitiveness & Operational Efficiency

(12:18) Ownership Structure & Exploration Potential

(14:36) Key Permitting & Approvals Status

(15:32) Sayona/Piedmont Spodumene Deal

(17:06) Sayona/Piedmont Merger & Implications for Atlantic

(20:21) Shareholder Assore Update

(21:57) MergeCo & Atlantic's Share in Project Completion

(23:39) Funding Strategy & Capital Requirements

(27:18) Offtake Agreements & Market Interest

(29:29) Potential Adjustments to Royalty Structure

(32:18) Financing Options & Government Engagement

(35:13) Cash Burn Rate

(36:17) Industry M&A Observations & Royalties

(41:07) New Market Opportunities: Morocco & Saudi Arabia

(45:14) 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

Will 50%+ Growth rESScue Lithium w/ Rho Motion's Iola Hughes

In this episode, we talk with Iola Hughes from Rho Motion to discuss the rapidly evolving energy storage solutions market, lithium demand, and the impact of electric vehicles (EVs). Iola shares insights into the recent acquisition of Rho Motion by Benchmark Mineral Intelligence and delves into market data, growth projections, and the importance of lithium-ion batteries. We also explore grid storage, policy changes, and the future of the ESS market amid fluctuating lithium prices.

CHAPTERS 📖

(00:00) Introduction

(00:49) The Growth of Grid Storage & Lithium Demand

(03:22) Understanding the Energy Storage Market

(04:50) US Energy Storage Market & Policy Impact

(06:14) NextEra’s Massive Battery Pipeline

(11:48) Battery Tariffs & Their Potential Impact

(17:29) Lithium Demand from Energy Storage

(19:27) Sodium-Ion & Alternative Battery Technologies

(24:04) Global Battery Demand/China EV Forecasts for 2025

(29:05) Europe’s EV Market & Policy Challenges

(33:51) Plug-in Hybrids as a Transition Technology

(35:58) Tesla’s Full Self-Driving & Its Impact on EV Adoption

(38:29) Battery Supply Chain & Potential Constraints

(42:37) Energy Storage System (ESS) Trends & Form Factors

(45:18) Have ESS Battery Prices Bottomed Out?

(48:21) Renewables + Storage: Competing with Fossil Fuels?

(50:11) Recycling LFP Batteries: Viability & Challenges

(52:05) Tesla’s Battery Constraints & Market Realities

(54:11) Future of Energy Storage: Data Centers & Growth Projections

(57:15) 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

Power Metals and Winsome Resources at PDAC 2025

In this episode at PDAC 2025, we interact with Power Metals' Chairman Johnathan More, CEO Haydn Daxter and Winsome Resources' Managing Director, Chris Evans. The discussion covers Power Metals' recent high-grade cesium discoveries, significant market growth from a 40 million to 200 million market cap, and its impact on the cesium market dominated by China. Johnathan and Haydn also address the strategic initiatives, potential for billion-dollar valuation, and plans for North American cesium industry growth. Additionally, the episode delves into cesium applications, unique mineral properties, and partnerships, including with Canaccord Genuity, aimed at advancing the company's goals. The conversation highlights the collaborative efforts with the Ontario government, indigenous partners, the future path to production as well as Winsome's investment thesis in Power Metals.

CHAPTERS 📖
(00:00) Introduction
(00:57) Leadership & Team Strength at Power Metals
(01:24) Government Intervention & Strategic Shifts
(03:10) Power Metals’ Growth Potential – A Billion-Dollar Play?
(05:59) Power Metals vs. Competitors – A Pure Cesium Play
(08:03) Applications & Growing Demand for Cesium
(09:14) Power Metals’ Role as a Global Cesium Leader
(10:55) Sinclair Mine & Power Metals’ Differentiation
(12:46) Canaccord Appointment & Strategic Path Forward
(14:29) The Future of Power Metals – Growth Without Dilution
(16:16) Ontario Permitting & Fast-Tracking Production
(17:15) Power Metals' Closing Remarks
(17:41) Winsome's Investment Thesis on Power Metals

_________________________________________________

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

Brunswick Exploration: Greenland to Mirage Discoveries w/ Killian Charles

In this episode, we sit down with Killian Charles, CEO of Brunswick Exploration (TSXV: BRW | OTCQB: BRWXF), to discuss the company's progress over the last 10 months. Despite a dip in stock prices, Brunswick continues to focus on high-priority exploration projects, particularly the Mirage property in Quebec. Killian elaborates on their innovative exploration techniques, recent drilling programs, and advancements in Greenland. The episode also covers how Brunswick's tight share register and recent equity raise reflect continued support and belief in their assets.

CHAPTERS 📖
(00:00) Introduction
(02:19) Innovative Exploration Techniques at Brunswick
(04:48) Mirage Project – Winter Drilling Program Updates
(07:34) Metallurgical Test Results – Processing Advantages
(09:59) Infrastructure and Accessibility at Mirage
(11:18) Government and Community Support for Mining in Quebec
(12:55) Future of the North American Critical Minerals Supply Chain
(15:35) Key Milestones for Mirage in the Next 12 Months
(16:21) Greenland Lithium Exploration – A New Frontier
(20:49) Permitting and Environmental Considerations in Greenland
(22:16) Shareholder Confidence and Insider Support
(24:52) 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

Power Metals: Fast-Tracking the Next High-Grade Cesium Mine w/ Haydn Daxter and Dr. Nigel Brand

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

Optimistic Thought. Trump 2.0 Lithium

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

NOA Lithium Brines: Argentina's Lithium Potential w/ Gabriel Rubacha

In this episode, Howard Klein and Rodney Hooper sit down with Gabriel Rubacha, CEO of NOA Lithium Brines, to discuss the company’s strategic progress in Argentina’s lithium sector. Gabriel shares updates on their flagship Rio Grande project, upcoming milestones, and the bullish outlook on Salar brines and Argentina under the new libertarian economic policies. Learn about NOA Lithium's promising high-grade brines, exploration plans, and the potential for significant shareholder value.

CHAPTERS 📖

(00:00) Introduction

(02:52) Argentina’s Mining Boom Under President Milei

(05:09) Guest Background

(07:05) The Founding and Vision of NOA Lithium

(09:24) The Strength of Argentina’s Mining Infrastructure

(11:35) Rio Grande – NOA’s Flagship Lithium Project

(13:37) High-Grade Drill Results and Extraction Plans

(16:00) Resource Expansion Potential at Rio Grande

(17:55) Infrastructure and Development at Rio Grande

(19:25) Arizaro and Salinas Grandes – NOA’s Other Lithium Assets

(22:29) Key Milestones for NOA in the Next 12 Months

(23:50) Management’s Commitment and Shareholding

(25:27) Recent Fundraising and Financial Stability

(27:56) Growing Interest in Arizaro from Strategic Investors

(28:50) The Future of Lithium and Argentina’s Role

(32:24) NOA’s Position in the Market and Growth Potential

(33:38) 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

Sayona Mining Update: Piedmont Merger, Cost Reductions and Expansion Plans w/ Lucas Dow

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