247.1K
Downloads
333
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
Monday Sep 18, 2023
Monday Sep 18, 2023
INDEX:
00:00 - 3:25 Introduction
3:26 - 4:40 Sigma news
4:41 - 7:05 MNA/Minerals Manhattan Podcast
7:06 - 8:38 Defence Production Act
8:39 - 12:28 Rodney's views on Sigma
12:29 - 14:30 Potential in Brazil
14:31 - 22:27 Western Australia speculations
22:28 - 23:59 Hancock and Gina Rinehart
24:00 - 32:14 UAW strikes
32:15 - 40:38 Thacker Pass traction
40:39 - 45:41 European Investigation
45:42 - 46:40 Closing
#lithium #Tesla #electricvehicles
____________________________________________
Shout and thank you to our sponsors, Lithium Royalty Corp $LIRC & Zelandez.
https://www.lithiumroyaltycorp.com
https://www.zelandez.com
____________________________________________
And thank you to our Patrons for supporting the channel.
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel
-----
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 Sep 13, 2023
Wednesday Sep 13, 2023
The beginning of our new 🔥 Rock Stock Recap 🔥 series. A new video is uploaded every weekend! Tune in to Howard and Rodney discussing some of the week's most interesting news.
#lithium #Tesla #electricvehicles
____________________________________________
Shout and thank you to our sponsors, Lithium Royalty Corp $LIRC & Zelandez.
https://www.lithiumroyaltycorp.com
https://www.zelandez.com
____________________________________________
And thank you to our Patrons for supporting the channel.
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel
-----
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 Sep 13, 2023
Wednesday Sep 13, 2023
Thanks for tuning into ASX Lithium Rocks, our second virtual conference. Here, we'll speak to TEN ASX-listed hard rock producers, advanced developers & early-stage explorers.
INDEX:
0:00 - 17:10 Conference Intro/Market Commentary - Howard Klein
17:10 - 18:09 Sponsor segments - Zelandez, Lithium Royalty Corp
18:10 - 29:11 Piedmont Lithium - Keith Phillips
29:12 - 38:00 Atlantic Lithium - Neil Herbert
38:01 - 48:11 Sayona Mining - Guy Bellau
48:12 - 58:14 Stelar Metals - Colin Skidmore, Stephen Biggins
58:15 - 1:08:35 Solis Minerals - Matt Boyes
1:08:36 - 1:16:42 ASX Lithium Outlook - Rodney Hooper
1:16:43 - 1:25:17 European Metals Holdings - Keith Coughlan
1:25:18 - 1:35:17 Global Lithium - Ron Mitchell
1:35:18 - 1:46:14 Ioneer - James Calaway
1:46:15 - 1:56:08 Winsome - Chris Evans
1:56:09 - 02:06:45 Patriot - Blair Way
02:06:45 - 02:07:46 Closing - Howard Klein
#lithium #Tesla #electricvehicles
________________
Thank you to our sponsors, Lithium Royalty Corp $LIRC & Zelandez.
https://www.lithiumroyaltycorp.com
https://www.zelandez.com
________________
Thank you to our Patrons for supporting the channel.
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel
-----
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
Credits:
Theme music - Discipline, Mr Smith, Free Music Archive, License CC BY
Outro music - Jamie Klein
Sunday Aug 13, 2023
Sunday Aug 13, 2023
July saw earnings calls from virtually all major spodumene and chemicals producers Pilbara, Mineral Resources, IGO, Allkem, AMG, Albemarle and Livent which painted a broadly rosy medium and long-term market outlook, justifying their significant capital investments to grow lithium supply. We speak to TD Cowen's David Deckelbaum about this quarter's earnings calls and what lies ahead.
#lithium #Tesla #electricvehicles
____________________________________________
Thank you to our sponsors, Lithium Royalty Corp $LIRC & Zelandez.
https://www.lithiumroyaltycorp.com
https://www.zelandez.com
____________________________________________
And thank you to our Patrons for supporting the channel.
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel
-----
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 Aug 01, 2023
Tuesday Aug 01, 2023
This week we're joined by Bruna Grossl and Harry Fisher of Benchmark Minerals after their excellent note on Indonesian nickel production and its associated ESG considerations (read here: https://source.benchmarkminerals.com/article/opinion-overcoming-mining-waste-issues-will-be-key-to-indonesias-nickel-ambitions)
With apparent oversupply looming, how will the market respond? And why has Elon suddenly gone silent on nickel?
Index:
0:00 - 05:39 Introducing Harry and Bruna. Why has Elon stopped talking about nickel?
05:40 - 13:44 Betting on nickel - what can we expect to see in the price and market?
13:45 - 24:28 How dirty is the Indonesian nickel supply?
24:29 - 28:58 The IRA and how it'll affect supply into the US / Canada.
29:59 - 36:37 Market outlook and recent investments in nickel from OEM's
#lithium #Tesla #electricvehicles
____________________________________________
Shout and thank you to our sponsors, Lithium Royalty Corp $LIRC & Zelandez.
https://www.lithiumroyaltycorp.com
https://www.zelandez.com
____________________________________________
And thank you to our Patrons for supporting the channel.
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel
-----
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
Monday Jul 17, 2023
Monday Jul 17, 2023
Howard recently presented at the 15th Lithium Supply & Battery Raw Materials Conference in Las Vegas. Here, he outlines the shifts and flows of the industry that have come to define Lithium 1.0 (2009-2015), Lithium 2.0 (2016-2020) and now, Lithium 3.0.
#lithium #Tesla #electricvehicles
____________________________________________
Shout and thank you to our sponsors, Lithium Royalty Corp $LIRC & Zelandez.
https://www.lithiumroyaltycorp.com
https://www.zelandez.com
____________________________________________
Thanks to Fastmarkets for preparing this video & having us at the conference.
____________________________________________
And thank you to our Patrons for supporting the channel.
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel
-----
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 Jul 11, 2023
Tuesday Jul 11, 2023
In this July 4th Independence Day special, we gathered four of the most prominent independent thinkers in lithium for a wide-ranging discussion of all things industry. Featuring Rodney Hooper, Daniel Jiminez, Joe Lowry, Ron Mitchell & Ernie Ortiz, moderated by Howard Klein.
Index:
0:00 - 07:43 Introduction
07:44 - 17:41 Key Takeaways from the Fastmarkets Conference: ESS, Supply Concerns & General Optimism
17:42 - 22:43 Scoreboards, the Structural Deficit & Lithium Royalties.
22:44 - 35:12 Australian Rock, Brine and M&A. DLE Brines & Galan.
35:13 - 49:11 Bolivia and Africa. Geo-political considerations within our sector.
49:12 - 1:10:30 Could SQM significantly increase production if the political backdrop enabled it? Unpacking arguments by the lithium bears. Lepidolite.
1:10:31 - 1:22:54 Quality of spodumene, DMS and ESG considerations. Advantages of Australia (why hasn't SQM/ ALB put in a bid for Sigma?)
1:22:55 - What do you think is going to happen to price in the next 3, 6, 12 months? Concluding words.
#lithium #Tesla #electricvehicles
_________________________________________________
Thank you to our Patrons for supporting the channel.
Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel
-----
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 11, 2023
Sunday Jun 11, 2023
Rodney presented at the 121 Mining Conference in early May, where he delivered "good news" & substantial insight into the present lithium market.
Index:
0:00 - 3:34 Introduction & Summary
3:35 - 06:08 Battery Grade Demand
06:09 - 12:24 Trends that support the Structural Deficit Thesis
12:25 - 16:52 BESS Cell & System Production GrowthQ
16:53 - 18:38 The Economics of Lithium
18:39 - 20:51 Concluding Words
#lithium #Tesla #electricvehicles
_________________________________________________
Hear Winsome Resources Managing Director Chris Evans provide the next investor update next Tuesday 13 June @ 8.30am AWST.
Sign up: https://my.demio.com/ref/RgoNzH6oefNmQ3Tc
_________________________________________________
Thank you to Zelandez for sponsoring this video.
** Visit Zelandez.com for lithium brine services **
And thank you to our Patrons for supporting the channel.
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel
-----
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 www.rkequity.com
Intro and outro audio credit: Jamie Klein
Sunday Jun 11, 2023
Sunday Jun 11, 2023
"Only five people know how to run a spodumene mine. And you've got one of them."
Neil Herbert, Chairman of Atlantic Lithium, recalls these words from a recent conference about new CEO, Keith Muller, joining the company.
Tune in for an in-depth discussion with Keith & Neil following the publication of Rodney's latest research note. Hear more about Atlantic's progress on the Ewoyaa project with partner Piedmont Lithium & what could lie ahead in their upcoming DFS...
Index:
0:00 - 03:43 Introducing Atlantic & its projects. "Your valuation is very low... We want to hear what you're hearing."
03:44 - 13:49 Thoughts from Rodney Hooper's recent research note and introducing new CEO Keith Muller. Evaluating a Ghana-based lithium project??
13:49 - 18:32 Community engagement & mining capex.
18:33 - 21:27 "What are your thoughts around where to find a partner in terms of how would garnered material be treated under the IRA in the US?"
21:27 - 24:08 Any feedback / queries on mining license application & expected timeline?
24:09 - 27:36 Atlantic's relations with Ghanaian government. Sufficient downstream demand with offtake partners? DFS expectations.
27:37 - 32:36 Closing words - "Atlantic's a great name."
#lithium #Tesla #electricvehicles
Thank you to Zelandez for sponsoring this video.
** Visit Zelandez.com for lithium brine services **
And thank you to our Patrons for supporting the channel.
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel
-----
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 www.rkequity.com
Intro and outro audio credit: Jamie Klein
Monday May 29, 2023
Monday May 29, 2023
This remastered extract from our most recent Twitter spaces focuses on the recent $10.6bn Livent / Allkem merger - unpacking what it means for investors, the 'mistakes' which preceded it, and what value it promises for the quarters ahead.
#lithium #Tesla #electricvehicles
*THANK YOU to everyone who joined us at Canada Rocks, and to our Patrons for supporting the channel.*
If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.
Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content.
And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel
-----
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 www.rkequity.com
Intro and outro audio credit: Jamie Klein