Lithium-ion Rocks!: Recent Episodes

lithiumionrocks

Lithium-ion Rocks!™ is a vibrant and engaging look at the mining and chemical industry supplying the lithium-ion battery-fuelled disruption of the Transportation and Utility industries.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

INDEX:
00:00 - Introduction
01:05 - About Ernie/LRC
03:53 - Bullish Outlook for Lithium Demand
05:55 - Chinese EV Market and Global Trends
06:55 - Rise of Extended Range EVs
07:55 - North American and European EV Markets
11:14 - Tesla Robotaxi Unveil
13:35 - True cost of China Lepidolite?
17:12 - Future of North American Lithium Supply Chain
20:28 - Any capital left from IPO?
21:40 - Spodumene to Hydroxide Challenge
23:51 - LRC Royalty Pricing Formula
25:37 - Brazil's Growth and Opportunities
28:29 - DRC and Supply Risk?
29:27 - Future of Lithium Pricing
32:50 - When to sell?
35:31 - Audience Q&A: Royalty Valuation
38:33 - Lithium Market Downturn Duration
39:51 - Final Thoughts on Lithium Investments

_________________________________________________

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

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

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

INDEX:
00:00 - Introduction
01:11 - Panelist Introductions
03:32 - Heading toward a Li Super Cycle?
10:01 - Premium for Lithium
12:59 - Stimulating Western Supply Chains
14:58 - Debate on Lithium Price Indices
17:43 - Two-Tier Pricing for Lithium
19:52 - China's Dominance in EV Market
22:36 - Impact of IRA Credits
27:34 - Trump's Potential Impact on Policies
29:58 - Role of Hybrids and Plug-in Hybrids
35:22 - Fast Charging as a Game Changer
37:24 - Power Grip Strain
40:47 - Will Lepidolite Producers Survive?
43:07 - 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

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

INDEX:
00:00 - Introduction and Overview
03:06 - Panel Introductions
03:37 - Ryan Melsert on Federal Investments
05:25 - Howard Klein on Political Implications
08:08 - David Dekelbaum on Investor Perspectives
09:30 - Brian Dillard on OEM Concerns
11:34 - Steve LeVine on Policy Shifts
15:02 - Panel Discussion on Election Outcomes
17:37 - Howard on Market Sentiment
19:48 - Ryan on Permitting Reform
21:27 - Brian on OEM Impact
23:15 - Changes should Biden Win
25:21 - IRA Improvement Suggestions
32:13 - Future of the EV Industry
35:58 - Audience Q&A: Graphite and Global Supply

_________________________________________________
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

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

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

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

INDEX:
00:00 - Introduction
03:11 - Media Coverage and Industry Momentum
06:46 - About Craig/The Metals Company
09:18 - TMC's Nickel Grade Comparison
11:45 - Nodule Collection vs. Other Mining
15:21 - Political and Regulatory Landscape
21:52 - Collector Test and Operational Success
24:14 - Nodule Recovery Rate
26:05 - Capex Estimates and Funding
29:01 - Major Backers' Continued Support
30:57 - Seabed Mining Permits Timeline
33:32 - China's Role in Mining Regulations
37:18 - Breakdown of $500 Million Spending
38:16 - Closing Remarks

_________________________________________________
Links 🌍

TMC on CNBC: https://www.youtube.com/watch?v=7s_JdZuERbU
Money of Mine vodcast: https://youtu.be/nJOt1mZ_SBA
TMC on 60 Minutes: https://www.youtube.com/watch?v=vFaWgAXax1Q
Conclusion of TMC Pilot Collection System Trials: https://vimeo.com/771306099

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

INDEX:
00:00:00 - Introduction
00:00:25 - Wildcat Resources
00:17:09 - Winsome Resources
00:29:56 - Sayona Mining
00:37:53 - Atlantic Lithium
00:45:24 - Piedmont Lithium
01:03:23 - Galan Lithium

_________________________________________________
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

INDEX:
00:00 - Introduction
01:07 - Summary Synopsis
02:31 - About Century Lithium
04:11 - Board Members and Team Composition
06:03 - Project Location and Initial Interest
08:00 - Capital Structure and Financial Discipline
09:26 - Water Rights Permit Sufficiency?
11:48 - Pilot Plant and Testing Results
14:52 - ESG Credentials, Environmental Impact
17:18 - Silver Peak Infrastructure?
18:58 - Feasibility Study. DOE Funding?
24:36 - Permitting progress and community support

_________________________________________________
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

INDEX:
00:00:00 - Introduction
00:00:16 - About Ana/Sigma
00:03:11 - Phase One Commissioning and Phase Two Plans
00:05:32 - Funding and Financial Strategy
00:07:48 - Profitability and Cash Generation
00:11:23 - Commercial Strategy and Market Position
00:14:36 - 150M tonnes estimate and timeline
00:16:10 - Strategy for 770,000 tons capacity by 2026
00:19:31 - Brazil as a Mining Jurisdiction
00:23:47 - Strategic Vision and Future Plans
00:29:00 - Demand for spodumene concentrate and off-take agreements
00:38:04 - Exploring organic growth, cash flow, strategic partnerships
00:47:54 - Spodumene Contracts and Customers
00:57:13 - Future Production Plans
01:01:51 - Brazil's Industrial Policy and Auto Industry
01:04:15 - Customer Relationships and Market Strategy
01:09:38 - Pricing Dynamics and Market Share
01:17:33 - Closing Remarks
01:19:29 - Final Thoughts 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

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

INDEX:
00:00 - Introduction
03:16 - Discussion on Manganese Market
03:47 - Critical Metals Supply and Demand
05:00 - Manganese Supply and Demand
07:33 - Battery Manganese Market
10:02 - Lithium Market Insights
14:41 - Canadian DLE vs Hard Rock Stories
16:25 - DLE: Approach over Technology
19:50 - Technological Innovations in Mining
26:59 - AI and Copper/Lithium
29:03 - Exploring Aluminum as a Copper Substitute
29:32 - Copper Demand and Supply Challenges
30:24 - Electric Vehicles and Market Adjustments
34:01 - The Role of AI in Mining
35:37 - EV Adoption and Infrastructure Issues
36:54 - Tesla's Robotaxi and Market Speculations
39:51 - Global EV Market Dynamics
44:52 - Impact of US Politics on Battery Materials
47:32 - Future of Sodium-Ion Batteries

_________________________________________________
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

INDEX:
00:00 - Introduction
05:03 - After the Gold (Lithium) Rush...
05:31 - ABT - Anything But Lithium
06:31 - Dua Lithium. Radical Optimism
06:57 - Crazy Horse Lithium
07:11 - Lithium's Blow Off Phase
08:05 - The Waiting
08:36 - Arcadium's CEO To Watch
10:58 - Biden v. Trump, Part Deux
18:01 - Robotaxi Unveil Hype Cycle
19:42 - Radical Optimism - Where to Invest?
22:33 - Lithium-ion Bull's Portfolio

_________________________________________________
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

INDEX:
00:00 - Introduction
01:51 - Why are major mining mergers stalling?
05:07 - Copper: mining's 20-year investment
09:23 - About Andrea
12:31 - Copper and nickel market insights
16:03 - Copper futures and hedging opportunities
19:23 - Alternatives to pricey copper
22:21 - Lower copper grades slowing projects
23:47 - Lowering copper intensity
24:51 - Recycling plants
25:36 - AI and copper
27:29 - Nickel's price surge
34:14 - Geopolitics and nickel's future
37:09 - Is nickel's price surge sustainable?
38:51 - Conference hot topics?
42:20 - Lithium prices and oil companies
44:58 - Oil firms: fuel vs. EV materials
49:01 - Wrapping up

_________________________________________________
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

INDEX:
00:00:00 - Introduction
00:10:55 - Talon Metals: US gov funding for nickel projects
00:15:26 - Election's effect on US critical mineral funding
00:17:54 - Europe vs. US: critical mineral policy progress
00:22:25 - Funding options for Europe's mineral projects
00:24:00 - US, Japan, Korea, Europe vs. China: battery competition
00:30:05 - EV adoption: sooner or later than expected?
00:35:15 - Major nickel miners: production boost plans
00:38:36 - China's use of Indonesian tech in nickel projects
00:40:30 - Benchmark's lithium and cathode forecast
00:42:58 - Tesla's focus: from nickel to autonomy
00:48:49 - Will 45X embrace mining?
00:51:48 - DOE's mining loan program and 45X
00:54:03 - Mining unions: cost or advantage?
00:57:08 - Closing Remarks
01:00:30 - US funding for Canadian, Australian projects?
01:02:57 - 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

INDEX:
00:00 - Introduction
01:39 - Post-conference insights on lithium market trends
06:51 - Election effects on EV supply chain and mineral policies
11:10 - Tariffs impact EV battery market and imports
12:47 - Non-Tesla EV sales and Cybertruck challenges
14:40 - Chinese automakers and protectionist policies
16:37 - Concerns over balanced lithium market, future supply-demand
19:48 - Cheaper LFP cells and demand for larger energy storage
21:54 - 28% lithium demand growth projected for 2024
24:10 - Rising project costs challenge lithium producers' loans
28:53 - Lithium Americas' strategy with GM
32:16 - Project delays prompt government funding comparison
37:37 - Reasons behind Albemarle's Carolina plans reconsideration
40:13 - Howard's closing remarks

_________________________________________________
Links 🌍

Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
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

INDEX:
00:00:00 - Introduction
00:03:50 - About Ben/Baird
00:11:35 - Tesla's August Event: Hype Echoes?
00:19:19 - Robo-Taxi Launch: Regulations and Realities
00:24:06 - China's EV Exports: Tesla's Challenge?
00:28:07 - Tesla's Edge: Navigating China
00:32:14 - China's Lithium Dominance: Albemarle Impact?
00:38:09 - China Expands Energy Storage
00:42:08 - Tesla's Margins: Storage vs. EV
00:43:57 - Tesla's Compensation?
00:49:02 - Tesla Valuation: AI Focus
00:54:11 - Rivian, Apple: EV Market Trends
00:57:36 - Potential Trump Win: EV Concerns
01:01:53 - Musk and Trump: Electric Future?
01:02:48 - Musk's China Moves
01:06:13 - Tesla's China Performance
01:09:52 - Musk's Politics, 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

INDEX:
00:00:00 - Introduction
00:07:40 - About Keith/EMH
00:09:12 - DFS Update: When Will EMH Report Release?
00:11:01 - Site Relocation: Impact on Permitting & Timeline
00:12:25 - CEZ Ownership Impact: Costing and Contribution Offset
00:14:05 - Site Potential
00:15:41 - Waste Management: EMH Chemical Site Waste Handling
00:16:33 - CRMA Strategic Project Status
00:18:19 - Funding Impact: EMH New Chemical Site
00:18:50 - EBRD financing: JV standing?
00:20:17 - New feasibility: Higher costs, gov't support for offsets
00:22:28 - Stability: Essential Floor Price in Offtake Deals?
00:25:08 - Post-DFS, key hurdles, milestones, and timeframe?
00:28:04 - Offtake Timing: Best Time for Deals Before DFS Release?
00:29:15 - Sales Strategy: Negotiating in Joint Ventures
00:30:03 - Ownership Impact on Deal Allocation?
00:31:32 - Appointed Financial Advisor
00:34:10 - Funding Levels at GeoMet Amid Budget Adjustments
00:36:51 - Defending Against Opportunistic Takeover Concerns?
00:39:35 - Acquisition Speculation: EMH Amid Market Conditions
00:41:47 - Exploration Partners: Vital for Project Success
00:46:49 - Evolving Ecosystem: Funding Talks with Global Entities
00:51:12 - Global Automakers: EMH Discussions?
00:53:11 - Czech Government Funding Prospects?
00:55:27 - Australian Company Seeks Partnerships
00:56:55 - Why buy the stock now?
01:01:30 - 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

INDEX:
00:00 - Introduction
02:13 - About Jordan
03:04 - Future Lithium Demand
09:02 - Predictions on Lower Lithium Prices
10:17 - Mining Cost Analysis
11:30 - Risks in Chinese Lithium Production
14:00 - Impact of Minor Production Changes
14:54 - Possible Lithium Market Slowdown
17:19 - Consolidation Prospects & Funding Challenges
19:06 - Interpreting CME Futures
20:13 - Lithium Futures Market Growth
23:00 - Disparity with Guangzhou Carbonate Futures
24:54 - Equities vs. Futures
26:27 - Spodumene Hedging: CME Futures
27:34 - Fastmarkets' Regional Pricing Initiative
30:35 - Regional Pricing Impact
34:13 - North American Battery Supply Chain
35:45 - Sustainable Lithium Prices in EVs
38:28 - China's Renewable Growth
41:33 - Auctions Impact on Lithium Prices
44:35 - Argentina's Lithium Chloride Developments
45:46 - Uncertainty in Chloride Price
47:03 - South East Asian Development
49:46 - Lithium Price Shifts

_________________________________________________
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

INDEX:
00:00:00 - Introduction
00:05:32 - Sayona Mining's Value
00:07:52 - Ramp-Up: Altura vs. North American Lithium
00:15:18 - Future Lithium Ore Quality
00:20:49 - Rising Costs, Profit
00:26:04 - Full Production, Cost Reduction Plans
00:27:39 - Operating Cost Outlook
00:29:24 - Lithium Pricing, Sales Strategy
00:35:02 - Next Project Phase Timeline
00:36:52 - Revenue and Profit Changes
00:38:40 - Mining's Sustainability Amid Price Changes
00:42:11 - Quebec's Role in Lithium Supply
00:43:21 - Exploring Offtake Deals
00:47:26 - Seeking Offtake Outside China
00:51:40 - Tesla: Hydroxide Plant Commissioning
00:53:33 - 2024 Milestones
00:57:08 - Shareholder Concerns Over Investor Relations
01:06:34 - Tabba Tabba Exploration Plans
01:09:36 - Board Stock Purchases
01:12:02 - Stock Consolidation Proposal
01:12:54 - Lithium Ore Integration

_________________________________________________
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

INDEX:
00:00 - Introduction
01:34 - Summary Synopsis
04:11 - About Brunswick Exploration
10:13 - 2023 Milestones
12:59 - Mirage Project Drilling Campaign
15:51 - Elrond Project: Drilling Results?
18:42 - Prioritizing Mirage Project in 2024
22:04 - Infrastructure Impact on Lithium Prospects
25:46 - Managing Finances
27:41 - Time Horizon with Current Spend
28:25 - Premiums with Flow-Through Funding
30:14 - Repurchase Agreement Strategy
33:40 - Quebec's Appeal
37:14 - Catalysts in 2024
38:11 - 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

INDEX:
00:00 - Introduction
04:22 - History of Rose Project
06:38 - About Rose Project
07:32 - Key Milestones for Rose
09:38 - Rose Project Financing and Partnerships Update
10:48 - Experiences with Government
12:10 - Demand for Technical-Grade Spodumene
14:38 - Rose Drill Results
19:23 - Critical Elements' 2024 Outlook: Key Milestones
20:40 - Burn Rate
22:09 - Strategies for Project Financing Amidst Competition
27:40 - Howard's Closing Remarks

_________________________________________________
Links 🌍

Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
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

INDEX:
00:00 - +39% to -8% in 1 week
07:51 - Carolina Project's Permit: Next Steps
10:46 - North American Lithium: 2024 Outlook
18:22 - Tesla, LG Chem Deals: Market Updates
25:48 - Spodumene Demand: Market Insights
30:16 - Exploration Auctions: Future Ventures
31:35 - Ewoyaa Project: Ratification Pending
35:37 - Funding Ewoyaa Project: Capitalizing Ghana
38:45 - Carolina Project Funding: Options
44:58 - Carolina Project: Integrated or Concentrate Mine?
47:21 - Offtake Agreement Concerns: Sayona Shareholders
49:55 - Decision on Carbonate Plant: Piedmont-Sayona Next Move
52:25 - CEO and Market Volatility
56:59 - Election Impact
59:30 - Speculation Over Takeover: Piedmont Lithium

_________________________________________________
Links 🌍

Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
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

INDEX:
00:00 - Introduction
01:56 - Recent News: Near-Surface Pegmatite Discovery
03:31 - Vision 2024: Strategic Goals and Investor Alignment
06:17 - Program Location
07:34 - Target Locations
08:05 - Goose Hunting Shutdown
08:53 - When To Resuming Drilling?
09:07 - Permit Progress
09:54 - Experience Operating in Quebec
11:06 - ESG Efforts
12:03 - Potential Mergers and Acquisitions
13:47 - Is the Lithium Thesis Intact?
14:38 - Cobalt Ventures: Overview of Idaho Projects
16:25 - Financial Update: Cash Reserves and Funding Plans
17:58 - Howard's Closing Remarks

_________________________________________________
Links 🌍

Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
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

INDEX:
00:00 - Introduction
02:12 - Summary Synopsis
03:48 - About Graham
05:16 - Meet the Team
07:16 - About Dr. Vijay Mehta
08:11 - 2023 Milestones
08:45 - Catalysts in 2024
09:52 - Analyzing Nevada Resources
12:13 - Next Steps After Metallurgical Testing?
13:07 - Optimizing Process
13:40 - PEA: Insights into Finances
14:47 - Proximity of Infrastructure
15:46 - Operating in Nevada Mines
17:27 - Funding Expansion
19:17 - Drilling Plans
20:35 - Impressive Grades
21:38 - M3JV Project Update
22:47 - ESG Efforts
24:39 - Funding: Surge Battery Metals' Financial Outlook
26:21 - Key 2024 Share Price Milestones
27:37 - 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

INDEX:
00:00 - Introduction
01:25 - Summary Synopsis
03:22 - About Steve
04:45 - CleanTech's Mission
05:06 - 2023 Milestones
06:55 - Chilean Regulations
11:05 - Sunresin Partnership Impact on CleanTech
16:07 - Talks with Off-Takers
18:16 - Navigating Debt Financing
22:11 - Board & Management As Major Shareholders
25:56 - Burn Rate
30:33 - Laguna Verde PFS
33:36 - Social Sustainability
35:08 - Capacity Expansion Considerations
37:52 - Estimated Timeline To First Production
40:03 - Clean Energy and Lithium Community Relations

_________________________________________________
Links 🌍

Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
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

INDEX:
00:00 - Introduction
03:34 - Lithium Futures and Auctions: Market Dynamics Update
06:21 - CATL Dominance: Pricing Influence on Lithium Market
09:08 - Toyota 1-6-90 Rule
12:03 - Hybrid Impact on Lithium Demand: Future Forecast
13:05 - Regionalized Lithium Pricing: North America's Growing Role?
16:50 - Corpus Christi Project Update: Latest Development News

_________________________________________________
Links 🌍

Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
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

INDEX:
00:00 - Introduction
02:48 - About: Rho Motion
05:18 - China vs. Europe: EV Race Winner?
11:33 - Future of Affordable Electric Vehicles in Europe?
14:48 - Europe's ICE Vehicle Ban: Facing Delays?
18:37 - China's EV Exports: Global Domination?
21:11 - Affordable EVs: Boosting Adoption Rates?
28:52 - Sodium Ion Batteries: EV Market Impact?
30:43 - Sodium Ion Batteries: Future Outlook?
32:53 - Battery Energy Storage: Market Analysis
35:28 - Tesla's Energy Storage Surge: What's Ahead?
36:43 - LFP Market Share: Future Increases?
39:57 - Storage Market: One Terawatt Hour by 2030?
41:31 - Sodium Ion: Storage
44:44 - AI, Cryptocurrencies, Electricity Grid: Competing Demands?
46:56 - Tesla's Shift: Robo Taxis or Vehicles

_________________________________________________
Links 🌍

Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
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

INDEX:
00:00 - Introduction
01:24 - Summary Synopsis
02:41 - Q2 History
06:22 - 2023 Milestone Achievements
08:32 - Cisco Project Deal Details
12:28 - Cisco vs Mia Infrastructure
13:22 - Flow-Through Financing Considerations
14:35 - Thoughts on Flow-Through Market
14:58 - Probability of Drilling at Cisco
15:57 - Who Performs Assaying
16:06 - Is Cisco the Priority?
17:25 - Expanding Team Capacity
18:23 - Plan for MIA in 2024
19:17 - Royalties on MIA
20:38 - Stellar Project
21:20 - Quebec Relations
22:21 - Quebec's Role in Market Path
23:45 - Thoughts on Consolidation in Quebec
25:44 - Infrastructure Boost After Forest Fires

_________________________________________________
Links 🌍

Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
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

INDEX:
00:00 - Introduction
03:02 - Research Coverage
06:10 - Renard Diamond Mine Purchase
14:17 - Road construction crucial for Winsome's plan
16:15 - Projected timeline for road construction?
16:25 - Probability of getting road funding
22:10 - Positive drill results boost Winsome
24:42 - Next mineral resource update at Adina?
29:24 - 100 million tons: Winsome's turning point?
32:26 - Financial horizon: $45 million cash balance
34:03 - Hostile bid protection measures
36:36 - Exploring strategic partnerships: Options and objectives
40:07 - Champion Iron Ore analogy: Turnaround potential
41:47 - ESG efforts
45:36 - Disturbances: From Diamonds to Lithium
46:44 - Quebec's unique infrastructure in mining

_________________________________________________
Links 🌍

Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
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

INDEX:
00:00:00 - Introduction
00:07:49 - IperionX: Revolutionary Tech in Titanium Industry
00:11:00 - Rise in Titanium Prices: What's Driving It?
00:15:39 - Addressing Japan's Titanium Supply Dependence
00:22:09 - Titanium's Price Sensitivity Changing Market Dynamics
00:25:12 - Inside Titanium Market: Scraps to Specialized Products
00:30:53 - Future of 3D Printing with Titanium
00:32:40 - New Facilities Boost Titanium Production
00:38:28 - IperionX's Sales Strategy
00:42:12 - Ensuring Future Supplies of Materials
00:45:55 - Assessing IperionX's Growth Prospects
00:56:06 - Investment Decisions: What's Next?
01:00:16 - Titan Project: When Does Mining Start?
01:01:43 - IperionX: Game-Changer in Titanium Industry
01:10:17 - IperionX's Potential

_________________________________________________
Links 🌍

IperionX’s Corporate Presentation: https://app.sharelinktechnologies.com/announcement/asx/61ee96b4860eefd04f72012e0682f68e
Shareholder Letter: https://app.sharelinktechnologies.com/announcement/asx/fd7578eab2e35721cf782daa93f0b63b
Half Yearly Report: https://app.sharelinktechnologies.com/announcement/asx/e5b124c9cf40636cf6e88e9ecbbb2d8a

Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
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

INDEX:
00:00 - Introduction
03:51 - IperionX Reveals Titanium Recycling Breakthrough
08:35 - Titanium Eyed as Strategic Mineral for US
10:33 - IperionX's Market Surge and Revenue Outlook
12:46 - IperionX's Potential Market Impact and Profits
14:12 - Market Timing Discussion and Recharge Note
17:01 - Counter to Negative Lithium Demand Narrative
20:19 - Exploring Macro Comparisons in Lithium Market
24:35 - Concerns Raised Over African Lithium Supply
25:29 - Warning Against Rushed Lithium Projects
26:17 - Advice for Skeptical Investors in Lithium Market
29:38 - Stocks Canaccord Rates Having Most Upside - Galan, Cygnus, Latin Resources, Piedmont Lithium, Winsome Resources
31:47 - Impact of Rising Lithium Prices Explored
33:32 - Supply Cuts and Lithium Mine Viability
34:12 - Assessment of North American Lithium Mine, Piedmont, Sayona
37:48 - Positive Outlook for Galan's Lithium Production
40:33 - Albemarle Auction's Impact on Lithium Market
42:13 - MinRes Land Banking, Acquisition of Poseidon Nickel Infrastructure
43:46 - Australian Stocks and Guangzhou Futures Relationship
46:35 - Updates to Long-Term Lithium Pricing Discussed
48:09 - Suitability of 20% IRR Questioned

_________________________________________________
Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
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

INDEX:
05:24 - Atlantic Lithium's ($ALL) Project Updates
06:43 - Neil Discusses Economics and Future Plans
09:04 - $ALL Aims for 50M Ton Resource
10:44 - Strong Financial Outlook and Milestones
12:59 - MIF's Role in Operations
15:09 - Atlantic Lithium to List on Ghana Stock Exchange
17:22 - Mid-Year Permitting and Funding Goals
23:42 - Exploring Expansion Plans
25:41 - Reflecting on $ALL's Journey and Growth
26:55 - Atlantic & Insider-Buying
29:54 - Understanding Assore's Involvement and Bids
33:27 - Assore's Long-Term Strategy for Atlantic Lithium
35:59 - Significance of Upcoming Milestones

_________________________________________________
Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
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

INDEX:
00:25:15 - HQ Move and Board Meeting
00:27:50 - CEO on Lithium Pricing, Investments
00:31:00 - Capital Costs, Strategy
00:33:59 - Market Volatility, Pricing
00:39:03 - Argentina Solves Short Carbonate Issue?
00:40:28 - Technical Grade Shift, Sales
00:43:22 - Sal de Vida, Transport
00:45:39 - Naraha Hydroxide
00:50:50 - Third-Party Chloride?
00:54:11 - $30M DLE Venture.
00:58:57 - Quebec Strategy Analysis.
01:04:36 - Ford Nemaska Deal
01:07:30 - Arcadium's OEM Financing Plans
01:10:35 - Ioneer Lithium Carbonate Strategy Adjustments
01:25:51 - Lithium Metal Business Stability
01:16:28 - Technical Grade Carbonate Future
01:19:11 - China Advantage. IRA Compliance
01:24:06 - Lithium Industry's Second Mover Advantage
01:26:50 - Quebec Lithium Industry Interest
01:29:33 - Lithium Industry Supply Chain Focus
01:34:04 - Project Delivery Accountability
01:37:56 - Lithium Market Trends Analysis
01:43:04 - Rising Lithium Industry Costs
01:46:07 - Arcadium's Credit Rating Approach

_________________________________________________
Links 🌍
Bank of America fireside chat: https://bofa.veracast.com/webcasts/bofa/globalagriculture2024/idblLf7j.cfm

BMO fireside chat: https://ir.arcadiumlithium.com/investors/financials-and-filings/calendar-of-events/event-details/2024/BMO-Global-Metals-Mining--Critical-Minerals-Conference-Fireside-Chat-with-CEO-Paul-Graves-2024-4vk3VzJjN1/default.aspx

Arcadium Q4 Conference Call: https://ir.arcadiumlithium.com/investors/financials-and-filings/calendar-of-events/event-details/2024/Arcadium-Lithium-Q4-2023-Earnings-Webcast-Conference-Call/default.aspx

Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
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

INDEX:
02:20 - Analyzing Goldman Sachs' Lithium Forecast Reliability
08:32 - Benchmark's Insights on Lithium Market Stability
13:44 - Impact of Lower Prices on Lithium Supply Growth
19:21 - Will Low Prices Hinder Investment in Western Supply Chains?
24:24 - Vertical Integration Challenges in Coping with Low Prices
28:08 - African & Chinese Lithium Supply and Demand: Outlook Amid EV Competition
32:11 - Resilience of EV Market: Demand Outlook Amid Price Changes
35:48 - EV Market Penetration: Consumer Preferences and Battery Types

_________________________________________________
Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
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

INDEX:
01:03 - Lithium Price Projections: How High Could They Go?
06:13 - Supply Chain Understanding: Why Were Forecasts Off?
09:28 - Evaluating Lithium Supply: Impact of China's Investments?
14:37 - Factors Affecting Lepidolite Production in China?
22:02 - Market Trends: Role of Chinese Future Prices
24:17 - Global EV Market: Bold Growth Prediction
30:46 - Market Recovery Shapes: Debating Lithium Prices
33:23 - Investing in Lithium Industry: Where to Look?
41:09 - China's Economic Narrative Beyond EVs Explored

_________________________________________________
Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
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

INDEX:
02:26 - Market Review: Can Lithium Prices Keep Going Up?
04:51 - China's Lithium Supply: What's Driving Price Changes?
08:53 - Investor Feelings: Is the US Market Still Gloomy?
11:14 - Electric Vehicle Trends: Are People Interested in Other Cars?
13:36 - Investment Discussion: Should You Buy Lithium Stocks Now?
16:35 - Long-Term Plans: Stick with Lithium Stocks or Not?
20:32 - Valuing Lithium Companies: How to Handle Market Changes?
23:09 - Chinese Influence: How Does It Affect Lithium Companies?
24:36 - Lithium Price Limits: When Do Electric Cars Make Sense?
28:17 - Arcadium Merger: What's It Mean for Investors?
35:19 - Piedmont Lithium: Should You Buy Despite Concerns?
40:19 - Construction Risks: Is Piedmont More Risky?
43:30 - Lithium Americas: What's the Future Without DOE Loan?
47:24 - Lithium Americas Argentina: CEO Change and Stock Target Price.
50:24 - Risks for Lithium Americas Without Loan.
55:30 - Should Investors Own Lithium Royalty Corp?

_________________________________________________
Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
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

INDEX:
00:00:00 - Introduction

00:02:05 - Albemarle's Misreading of the Market
[CATL, Albemarle]

00:04:35 - Bloomberg Article pn Chinese Economy's Impact on Lithium Market
[CATL]

00:07:41 - RIU Conference Echoes Optimism Despite Lithium Market Sell-Off

00:17:01 - Market Focus Shifts to Supply Adjustments for Lithium Pricing Boost

00:23:29 - Surge in Lithium Projects Draws Funding
[Sigma]

00:33:02 - Lithium Industry M&A Activity in Western Australia

00:38:51 - Future Lithium Price Trajectory and its Impact on Company Valuations

_________________________________________________
Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx
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

INDEX:
0:00 - Introduction

6:04 - Profitability Still Achievable in Volatile Lithium Market Despite Structural Changes

8:08 - Methodology Behind Long-Term Lithium Pricing Models and Project Viability

13:23 - Significant Price Increase Needed to Incentivize Lithium Project Development

15:34 - Viability of Low-Grade Lepidolite as Alternative Lithium Supply

19:56 - Concerns Over Potential Overcorrection in Lithium Pricing Amidst Recent Production Cuts and Rationing

20:57 - Risks of Market Pivot Towards Lithium and Impact on Supply Chains

25:19 - [Alcoa, Albemarle, Arcadium] Parallels Between Lithium Industry's Evolution and Quality Bias in Matured Steel Industry

30:03 - [Alcoa, Rio Tinto] Profitability and Future Trajectory of Lithium Industry Amid Uncertainties

32:34 - [Sichuan Yahua, Pilbara, Chengxin] Lithium is becoming more commoditized

35:33 - [Atlantic Lithium, Liontown, Leo Lithium, Core Lithium, Ioneer] - Atlantic's Position Despite Quality Assets Amid Bid Activity Discrepancies

42:54 - [Sayona, Lake Resources, AVZ Minerals] Influence of Retail vs. Institutional Ownership on Stock Valuation

51:08 - Mali's Political Instability and its Impact on Leo Lithium's Future

55:09 - [Gangfeng] Industry Dynamics Shift as China Expands Operations in Africa Amid Political Uncertainty in Mali

59:06 - [Liontown] Funding Gap Looms Large as Liontown's Breakeven Price Exceeds Current Market Rates

1:02:01 - [Core Lithium] Core Lithium Shutdown: What Price Reopens the Door?

1:04:26 - [Liontown] - How confident are you in Liontown's study compared to Core Lithium's

1:06:23 - [Ioneer] - Why is Ioneer your long-term prospect?

lithium #electricvehicles

_________________________________________________

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

INDEX:
4:18 - Lithium Prices Too Low, Maintains Long-term Forecasts

7:13 - $2,000 Spodumene Price Needed to Revive Industry

9:46 - Potential Supply Caps Amid Spodumene Price Rebound

15:57 - Feasibility Study Figures, Highlights Lower-than-Expected Recovery Rates

18:04 - Pricing Models and Operating Margins Amidst Lithium Sector Challenges

22:32 - Disparity in Lithium Capex Costs Between China and Other Markets

26:10 - Potential Chinese Dominance in Western Auto Market

30:02 - Concerns Raised Over Efficiency and Competitiveness of US EV Industry Compared to China. Is the ROW going electric?

33:10 - Winsome, Europen Metals and Pilbara's Valuation Amid Shifting Focus on Chinese Demand. Could Pilbara be the new force in lithium?

39:29 - Comparing Goldman Sach's Lithium Predictions to Past Iron Ore Misjudgments, Raising Questions on Accuracy

43:03 - When will we return to $2,000 Spodumene?

lithium #electricvehicles

_________________________________________________

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

INDEX:
0:00 - Introduction

3:52 - Predictions For Lithium Prices to Soar to $35,000 This Year

6:46 - China's Lepidolite and Africa's Spodumene: Price Speculations

11:51 - Long-Term Viability of Chinese Lepidolite Amid Rising Lithium Demand

16:47 - SQM's Ability to Meet Production Growth Targets Amid Chilean Government Relations Concerns

22:10 - SQM's Investment Plans During Lower Capex Estimates

30:23 - SQM's Negotiated Terms for Atacama Operations Beyond 2030

34:18 - Strategic Moves of Lithium Players in Western Australia

41:32 - Galan Progresses with Lithium Chloride Production, Eyes Export Markets

45:44 - Timing of Export License for Galan Lithium Project Expected Within Next Few Months

46:56 - Who Can Process Lithium Chloride Besides China?

49:58 - Surveying Global Lithium Landscape: Where to Invest in the Next 1-5 Years?

lithium #electricvehicles

_________________________________________________

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

INDEX:
2:18 - Lithium Demand Shift Sparks Speculation on Albemarle and Arcadium's Strategic Moves

4:37 - Potential Cutbacks in Greenbushes Production Raises Questions for Albemarle and Arcadium

8:14 - Evaluating Sayona: Does James Brown have another Altura on his hands?

14:07 - Evaluating Future Lithium Prices: OEMs' Hedging Opportunities and Reinvestment Economics

18:55 - Macro Insights: Elections, Global Investments, and EV Sales Trends Influence Market Sentiment

20:09 - Frustration Mounts as Lithium Market Dynamics Lean Towards China Dominance

21:02 - Geopolitical Shifts and Lithium Prices: Analyzing the Road to $50 per Kilowatt Hour Batteries

23:55 - The Puzzle of Low-Priced EVs: Geopolitical Factors and Subsidies Examined

25:18 - North American Lithium Triangle: Partnerships and Projects Drive Industry Growth

27:08 - Anticipation Builds: Potential Market Correction with Albemarle's Greenbushes Decision

lithium #tesla #electricvehicles

_________________________________________________

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

INDEX:
0:00 - Introduction

4:07 - Fast Markets' Jordan Roberts Lithium Price Forecasts, Differing from Liontown's Financing Woes

7:33 - Fast Markets' Will Adams Breaks Down Inventory Trends and Analyzes Market Dynamics Amidst Ongoing Destocking

11:35 - Market Controversy: Conflicting Reports on Battery Cell Inventories and Incentives for EV Makers

14:02 - Current Inventory Levels in China Slightly Exceed Ideal Range of Two to Three Months

17:25 - Concerns Rise Over Albemarle's Deferred Megaflex Facility Investment in the US Amidst Increasing Difficulty in Securing Lithium Units

20:31 - Addressing the Rise of Chinese-Made EVs Globally and Potential Measures to Level the Playing Field

23:52 - Examining the Impact of Plug-In Hybrids on IRA Guidance and the Potential Lifeline for Incumbents

24:50 - Evaluating China's Innovation and Response Strategies in the Lithium Market: Is Lithium Following the Iron Ore Analogy or Heading Towards Commoditization?

28:22 - Exploring the Sodium-Ion Battery Landscape: Application Suitability, Cost Considerations, and the Future Amidst Evolving EV Battery Technologies

31:30 - Are Chinese Companies Manipulating the Lithium Market to Acquire Assets at Lower Costs?

34:49 - Critical Funding Challenges: Chinese Investors Poised to Take Advantage as Western OEMs Face Tough Financing Environment

37:25 - Uncertainty Surrounding Future Lithium Projects: Will Goulamina and James Bay Move Forward Amidst Current Market Volatility?

lithium #electricvehicles

_________________________________________________

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

INDEX:
0:35 - Howard and Rodney Reflect on Five-Year Partnership and Launch of First Podcast

3:10 - Analyzing Lithium Market Trends: A Year-by-Year Review and Predictions for 2024

6:09 - Examining the Roots of Lithium Euphoria's Demise and the Emergence of Pessimistic Outlook: Will it Spark the Next Bull Market?

8:03 - Reflecting on Past Predictions: Are Faster Price Declines Indicators of a Quicker Recovery in the Lithium Market?

9:56 - Argentina's Lithium Outlook Brightens: New Market Players Enter as Lithium America's Argentina Hits Production Milestone

12:05 - Ganfeng's Role as a Lithium Rally Indicator: Will Their Spot Carbonate Price Predict Broader Market Trends in 2024?

12:36 - Scrutinizing Lithium Industry Giants: Q4 Results to Reveal Potential Production Cuts and Growth Capex Adjustments

14:38 - Is Lithium Industry Facing Peak Pessimism? Analysts Reflect on the Ongoing Bull vs. Bear Debate Amid Downgrades and Market Trends

18:18 - Addressing the Lithium Supply-Demand Paradox: How Has the Market Caught Up, and Is the Investment Case for EVs Still Intact?

20:17 Evaluating Challenges in Low-Grade Lepidolite Extraction: Implications for the Lithium Market Amid Price Fluctuations

25:19 - Spodumene Mines at Risk: Potential 500,000 Ton Reduction and Oversupply Concerns in the Lithium Market

26:44 - Potential Lithium Production Cutbacks: 65,000 Ton Reduction, Highlighting Ganfeng Pilbara Deal as a Key Indicator

29:06 - Implications of Lower Lithium Prices on Operations: Cash Flow Challenges and the Likelihood of Mines Going Offline

30:24 - Q4 Results Impact on Lithium Industry: Albemarle's CapEx, Pilbara's Response, and Continued Supply Challenges

32:03 - Market Perception: Mixed Views on Imminent Turnaround, Eyes on Key Players Arcadium, Albemarle, and SQM

33:07 - Potential Panic in the Market: Analysts Predict Scramble for Material as Operations Consider Care and Maintenance

34:55 - Can Chinese Operators Sustain Production Amid Losses? Questioning the Viability of Prolonged Production at Current Price Levels

36:46 - Anticipating a Demand Bump: The Likelihood of Increased EV Sales and Gigawatt Hours Deployed in the Coming Years

38:52 - Election Year Uncertainty: Potential Volatility and Market Impact Amid Political Developments

46:05 - Investment Dilemma: To Double Down on Uranium or Average Down in Lithium? Evaluating Western Australia's Hard Rock Projects, M&A Trends, and the Role of Argentina and SQM in the Evolving Market

48:04 - The Future of Lithium: Emphasizing Structural Deficit Amidst Solar and Battery Storage Growth

52:08 Competitive Tension: Brazil, Africa, and Argentina Face Off Against China Dominance in Lithium Market, Q1 Catalysts Awaited for Corporate Strategic Demand

55:05 - Caution on Acquisitions: Companies Likely to Focus on Organic Growth Plans Despite Market Dynamics

57:14 - Impact of COVID-19 on Cost Curve and Profitability

57:58 - Examining Stability and Cost Competitiveness of Lithium Production Amid Market Dynamics

lithium #electricvehicles

_________________________________________________

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

INDEX:
0:06 - Introduction

5:58 - Lithium and Iron Ore Price Comparisons. Australia-Driven Spodumene Market Dynamics

6:58 - Rapid Lithium Price Decline, Questioning Whether Sharp Reversal Might Occur Given the Speed of the Fall

8:23 - Comparisons Drawn Between Lithium and Iron Ore Volatility, Highlighting Immaturity as a Cause for Lithium's Price Swings

13:12 - Comparing Iron Ore Market Orderliness to Emerging Lithium Industry. Equilibrium Challenges Due to Continued Fast Growth and Increasing Entrants?

14:36 - Unprecedented Rise in Lithium Prices, Attributes the Change to Shift in Market Players and Influx of Capital, Highlights Impact of Short Positions in Stocks

17:37 - Unique Challenges of Building a New Lithium Industry, Anticipate Cyclical Ups and Downs Coinciding with Economic Growth and Chinese Buying Patterns

19:49 - Challenges in Rallying Resource Stocks in Toronto Despite General Market Improvement, Foresee Delayed Impact on Lithium Sector

27:49 - Structural Factors Impacting Valuations in the Canadian Resource Market, Highlighting Regulatory Changes and Global Investment Trends

29:35 - Balloon Effect in Australian Lithium Market Valuations

31:40 - Efficiency of Global Markets. Varied Valuations in ASX, TSX, and US Lithium Stocks Amidst Shifting EV Sentiment

36:23 - Market Disparities. Examining Valuation Dichotomy Between Permitted Mines and Fully Funded Projects

44:21 - Investors to Consider Exploration Upside in Lower-Valued Projects

46:03 - Sigma's Decision to List Brazil Subsidiary in the U.S. and Singapore. Motives and Tax Implications for Shareholders

49:05 - Potential Takeover of Sigma Amidst Listing Changes

57:04 - Winsome's Resource Announcement. Questions About Resource Valuation Metrics in Current Bearish Market

1:02:45 - The Need for Concentrate Solutions and Downstream Opportunities, Green Tech Metals' Model as a Potential Blueprint for Winsome and Patriot

1:07:16 - Hancock Group's Entry into Lithium Sector and Speculates on Strategic Approach with Azure Deal

1:11:23 - Bullish Outlook for Allkem and Livent Merger, Anticipating Substantial Re-Rating and Growth Opportunities in Argentina and James Bay

1:14:07 - Anticipating Signs of Inventory Destocking, Continued Customer Purchases, and Potential Production Cuts from Existing Producers

1:16:17 - Lithium Market Operates in Short-Term Duopoly? Emphasizing Dominance of Albemarle and Pilbara Amid Growing Supply

lithium #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

INDEX:
3:28 - Lithium Ionic Introduction
4:45 - Winsome Resources Introduction
6:44 - Atlantic Lithium Introduction
7:21 - Brunswick Exploration Introduction
9:45 - Why valuation discrepancy in the immature lithium market?
12:10 - Who succeeds: Crocodile Dundees or Québec?
16:14 - Lithium Ionic: Path to production
21:24 - Atlantic Lithium trading at a 30% discount
26:29 - Ionic Lithium: Strategic Interests?
29:23 - Winsome Resources: Strategic Interests?
33:07 - Spodumene vs. Iron Ore & Commodity vs. Specialty Chemical

lithium #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

Rodney Hooper presents his latest thoughts at the 121 Mining Conference in London November 2023

INDEX:
0:35 - Executive Summary
3:31 - Where Are Inventories?
5:32 - Global Brands BEV Quarterly Sales
6:16 - Price Parity Before Subsidies
7:58 - Not All EVs Are Created Equal
8:45 - Profitability Matters
11:45 - China OEM Share of EV Exports
12:25 - Political Concessions & Shifts
13:14 - Transition Away From EV Subsidies To Mass Adoption
15:17 - BESS Cell and System Production Growth
16:28 - The Economics of Lithium
17:41 - Long-Term Fair Value Price
19:11 - Conclusion

lithium #electricvehicles #Tesla

_________________________________________________

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

INDEX:
2:09 - Exploring the Dichotomy of Bids for Western Australian Spodumene Assets and Chinese Interest in Atlas Lithium

4:03 - Pilbara Minerals' Shorted Stock Status Despite Pristine Balance Sheet and China's Guangzhou Futures' Downward Trend

5:23 - Lithium Market Dilemma: Demand or Supply Issue? Goldman Sachs' Forecast Misses the Mark.

6:36 - Reflecting on China's Role in the Lithium Market: Volatility, Short-Term Thinking, and Novel Supply Sources

12:02 - Diversifying Supply Chains: Initiatives in Western Australia, Korea, and Beyond to Reduce Reliance on China

16:52 - Western Carmakers Face Existential Threat: 10-Year Lag Behind Chinese Competition Forces Urgent Supply Chain Reshaping

18:47 - Political Dilemma: GM's $10 Billion Buyback Amid EV Boom Raises Questions About Future Investments

20:47 - Lithium's Fate: A Cyclical Downturn or a Potential 10-Year Disinterest, Drawing Parallels with Iron Ore's History

22:03 - Unveiling the Magnetite Story: How China's Aggressive Moves in Iron Ore Parallel Current Concerns in Lithium Markets

27:25 - Ken Brinsden's Move to Patriot: Identifying World-Class Mine Potential Similar to Pilgangoora in the Lithium Industry

30:20 - Chris and Gina's M&A Agenda: Thwarting Foreign Players and Stealthy Canadian Asset Stakes Unveiled

37:48 - The Future of Lithium: Will it Follow the Path of Iron Ore with a Duopoly, or Embrace a More Diverse Landscape?

43:41 - The Shifting Dynamics of Spodumene Value: From 30% to Near 100%, What It Means for the Lithium Supply Chain

52:29 - Strategic Vision Unveiled: The Intersection of Mine Capacity and Chemical Capacity in Patriot's Future Plans

56:23 - Decoding Global Spodumene Markets: Evaluating the Viability of Spodumene Transport Globally

1:01:25 - Unveiling the Dilemma of Lithium Prospects: Rarity of Credible Exploration Projects Puts Companies in a Quandary

1:05:44 - Quebec's Project Development Timeline Mirrors Western Australia: Is Corvette Well-Positioned Despite Similar Two-and-a-Half-Year Projection?

1:09:17 - Lepidolite's Place on the Cost Curve: Assessing the Viability and Profitability of Different Lithium Sources.

1:14:30 - Lithium Price Floors Under Scrutiny: Are OEMs Truly Comfortable with $25-30 per Tonne, or Are High Teens More Realistic?

1:18:41 - Deja Vu to 2018: How Long Will the Lithium Boom Last?

1:23:16 - Market Dynamics and Short Interest: Will the $2 Billion Stock Buyback Pose a Challenge for the Lithium Industry?

1:26:10 - Industry Outlook: Betting on Higher Stock Prices in the Coming Six Months, with China as the Market's "Monkey Wrench."

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

INDEX:
0:06 - Atlantic Lithium
4:51 - Discussion with RK Equity $300 Patron Steve Driscoll
6:45 - Winsome Resources

lithium #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

INDEX:
0:00 - Introduction

0:22 - First Private Equity Fund

4:11 - Evolution of Benchmark

8:17 - Benchmark's Geopolitical Influence and Industry Transformation

13:08 - The Timeline for Achieving US Battery Supply Chain Independence

16:30 - Arnold Schwarzenegger Champions Critical Minerals and Battery Supply Chain on Global Stage

20:47 - China's Imposition of Export Licenses on Graphite Sparks Global Concerns

23:41 - The Potential for AUS Players to Extend Down the Value Chain

27:00 - Lithium Industry Faces Shifting Dynamics: Could The Hunter Become the Hunted Amid Market Valuation Swings?

31:02 - Exxon's Lithium Aspirations: Investment Plans and Challenges of Pricing Mechanisms

36:20 - Challenges in Meeting EV Demand: Unpacking the Gap Between Ambitious Production Numbers and Supply Constraints

39:05 - Biden's Impact on U.S. EV Policy: Potential for Joe Manchin's Presidential Bid

45:47 - Bifurcation in Lithium Pricing: Capital Intensity, Regional Supply Chains and Different Prices in Global Markets

48:27 - Wrap-up

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

INDEX:
0:06 - Introduction

0:54 - EV battery supply chain, political polarization in the U.S., departure of Joe Manchin and speculation about Trump's electoral success

8:54 - Speculation on Joe Manchin's political future. Challenges of the two-party system.

12:19 - Consumer-driven nature of the EV market. Potential Republican policy changes impacting EV credits. Republican proposals for modifying the $7,500 individual credit.

17:42 - Potential impact of a Republican administration on permitting reforms, national security, and fossil fuel promotion. What if Trump wins and Congress remains in Democratic hands?

21:13 - Key demand drivers for EVs:$7,500 point-of-sale credit. Income-level and vehicle origin considerations for federal tax credit.

25:05 - Eligibility of Korean and Japanese batteries under free trade agreements. Importance of critical mineral processing in free trade agreement countries.

26:35 - Complexities of mineral processing and value-added criteria for eligibility under the proposed regulations for tax credits.

32:35 - Impact of China's control over graphite and lithium processing on the eligibility for tax credits - potential limitations for Australian spodumene.

34:10 - Potential collaboration between the U.S. and China - IP licensing and technology transfer.

38:10 - LPO and Jigar Shah's role in financing the clean energy transition. Potential impact of different administrations on the LPO. Expectations of increased loan activities.

43:09 - UAW and the potential impact of strikes on traditional automakers. Biden administration's stance on unions. Tesla as a potential target for unionization efforts.

45:02 - Leasing loophole related to the interpretation of a commercial vehicle credit by the current administration.

47:23 - Belief in ESG as a strong investment framework. China's aggressive EV push. US context considering natural resource footprints. Rising gasoline prices. Consumer preferences on EV adoption in 2022.

51:52 - Wrap-up

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

INDEX:
0:00 - Introduction
0:37 - October Lithium Scoreboard, sentiment after jobs report/Powell rate comments
2:00 - Albemarle and Livent results commentary
4:29 - Booming China EV Sales
9:14 - BYD Results & Global EV success
10:15 - What next for Azure? - reading Mineral Resources, Hancock, SQM tea leaves.
14:00 - Mineral Resources, Piedmont & Sayona discussion
18:18 - Sigma drilling results & other Brazil spodumene plays
18:58 - IperionX titanium - $12.7M Dept of Defense grant
20:18 - Talon Metals $115M DOE grant, Albemarle $90M DOD funding for Kings Mountain
21:00 - Toyota supply chain savvy; $8B more for North Carolina battery plant
24:35 - Canada $1.5B Infrastructure Fund; the USA EV adoption slowdown narrative.
25:38 - Lithium price bottoming? Perspective of lithium futures trader/ALB/LTHM.
27:52 - Zimbabwe & other Africa production - threat to ALB/PLS spodumene duopoly?
32:50 - Sir Sam Jonah on Atlantic and Ghana's Lithium future
35:10 - Champion Electric Metals @ IMARC & upcoming Red Cloud, Benchmark, 121 & Deutsche conferences
37:30 - Dichotomy b/w equity valuations & inbound strategic interest in development projects
38:20 - Banks running processes at Global Lithium, Latin Resources, European Metals Holdings
39:19 - Will more OEMs write checks for spodumene in face of Compass Minerals disappointment?

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

INDEX:
0:00 - Introduction
01:53 - Graphite, nickel, re-cycling news/comments incl Li-Cycle
04:42 - Mineral Resources, Pilbara, Allkem, Core Quarterly Results
07:30 - Key questions on supply/demand. How disciplined will producers be in Q4?
09:44 - China spot & futures - price manipulation/speculation?
14:49 - Chile's pain/Australia's gain: SQM bid for Azure vs. Kidman in 2017
16:50 - Will Gina Rinehart/Hancock thwart SQM as she did ALB?
19:00 - Will Australia's entrepreneurial patriots disrupt spodumene discipline?
21:00 - What's left in Australia to buy? Will we see similar spodumene M&A in Canada/Brazil?
23:30 - Can incumbent western OEMs compete with China OEMs?
27:35 - Headwinds: UAW strike, Tesla price wars cause Ford/GM to slow EV investments
33:48 - Tailwinds: Shell $100M for Tesla superchargers, Cybertruck launch, Semi, energy storage, POS tax credit
38:20 - Sigma new hire vs. M&A process?!
39:00 - Equity trading vs. investing. Is long-term thesis still intact?
40:00 - Bottom fishing exploration plays - Champion, Solis, Stelar, Winsome, Critical Elements
43:40 - Tier 1 Australia, Canada, US, Brazil vs. Africa
44:30 - Atlantic Lithium/Piedmont Lithium's spodumene software license to print money
45:45 - Allkem + Livent, Argentina + Canada = Arcardium; Paul Graves CEO to watch in 2024
49:00 - Few comments on Europe, European Metals Holdings, Vulcan Energy Resources
51:35 - Invite to RK Equity/Patreon proprietary conference calls

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

INDEX:
0:00 - Introduction
3:11 - What is the market missing?
6:55 - 38M funding gap
9:47 - Future growth
13:18 - Plans to start drilling
15:23 - Movement of capex?
18:03 - Long-term spod price
21:23 - Increase in Fiscal regime
22:56 - Appointed major bank
27:51 - Nature of offtake partners
29:59 - EPA & SWF opposition?
32:24 - Ghanaian elections
33:06 - Chinese partnership
34:36 - Australian take-over activity
35:21 - Closing

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

INDEX:
0:00 - Introduction
3:57 - Undersupply and Increased prices
7:44 - Wholesale vs. Retail
8:48 - Unexpected production?
13:03 - Future trading
15:23 - Spodumene price
16:49 - Margin splits
20:08 - Lower highs to come?
22:24 - Africa's supply
24:24 - Long-term assumptions
25:14 - Price of 30 enough?
26:15 - MNA: Securing Supply and Price
27:47 - Risk of lithium diversification
29:19 - Lithium sulphate production?
30:08 - Two-tier pricing?
31:12 - Are large OEMs on track?
33:18 - Hybrids and Developing Worlds
35:13 - Will's closing remarks

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 to Rock Stock Channel on YouTube to ensure full access to all our free content.

_________________________________________________

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

INDEX:
0:00 - Liontown news
3:49 - Trading prices
7:44 - Albemarle should look for alternatives
11:24 - Why the asset rush?
17:45 - JP Morgan's bearish forecast
25:42 - Inclusion of Bacanora, Mexico
27:35 - Latent converting capacity
31:53 - Guangzhou Futures
35:18 - Sign of a bottom
40:10 - Low valuation companies
44:16 - Winsome Resources webinar
46:19 - Critical Elements early intercepts
48:05 - Closing remarks

INDEX:
2:55 - Dale's background
6:22 - Discuss presentation
9:52 - Demo plant
13:19 - Use of 3B AUD
14:49 - View on spod market
20:25 - Conversion capacity
23:03 - Miners margin split
24:29 - Short-term forecast
26:29 - Fortescue
28:12 - Potential partners
32:29 - M&A: Where's Pilbara?
35:52 - M&A: Entry strategy
37:18 - South America considerations?
38:42 - Thoughts on Quebec
40:08 - The bond market
40:33 - Market vs. Strategic evaluations
42:03 - Closing

lithium #Tesla #electricvehicles

_________________________________________________

Thank you to Zelandez for sponsoring this video.
Visit Zelandez.com for lithium brine services
A note about the DLE services advertised: Zelandez helps clients choose wisely what DLE may work for their brine chemistry.

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

INDEX:
0:00 - Introduction
1:56 - Top 12 in James Bay
3:56 - Jonathan's introduction
7:11 - Scale of project
9:07 - Financial standing
11:47 - Drilling
16:41 - Land position
21:23 - Shareholder base/ASX listing
23:31 - Permitting
27:42 - Other projects
30:20 - Champion's future
33:26 - Closing

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/RgoNzH6oefNm...
_________________________________________________
Re-uploaded due to an editing omission :)

Thank you to Zelandez for sponsoring this video.
Visit Zelandez.com for lithium brine services
A note about the DLE services advertised: Zelandez helps clients choose wisely what DLE may work for their brine chemistry.

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

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

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

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.

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

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

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

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

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

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

"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

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

On May 9th, Howard Klein gave a solid overview of the lithium space at the SME's 8th Trends in Mining Conference: What questions should a new investor be asking? What trends can we expect to see over the coming quarters? M&A Prospects?

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

Iola Hughes of Rho Motion sheds light on the fastest-growing battery market... that hardly anyone talks about. In this deep dive into stationary storage, EV batteries & charging, Howard, Rodney and Iola address why the hypergrowth of ESS is inevitable.

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

A week ago, we hosted Winsome Resources for our very first Patreon-exclusive webinar. Only a few days' later, Winsome's stock has rallied aggressively: rising nearly 32% in 5 days.

Watch as Chairman Stephen Biggins (Founder at Core Lithium) and CEO Chris Evans unpack the case for Winsome Resources' value.

Index:
0:00 - 03:32 Introducing Winsome Resources
03:33 - 06:41 Chairman Stephen Biggins' thoughts on spodumene supply and the market
06:42 - 11:19 Core's offtake agreements with Tesla's suppliers - thoughts on pricing
11:20 - 14:56 Winsome's appeal: The Core Case
14:57 - 22:44 Power Metals and Permitting challenges in WA vs Canada
22:45 - 39:28 The Canada Rocks Thematic: Winsome's thoughts and role
39:28 - 45:30 Quickness to market and closing words

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

Will Adams and Jordan Roberts of Fastmarkets join us for a deep dive into the lithium price: how is it structured, what factors affect it, and what's the outlook over the coming months?

Index:
0:00 - 06:01 Introduction. If prices are down, why?
06:02 - 10:56 Inventory building & battery sales. when will we see signals of increased demand?
10:57 - 18:34 Views on ESS going forward
18:35 - 24:26 Would you see lepidolite replacing spodumene?
24:27 - 33:25 Open interest and trading volumes. Concluding words.

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

A few highlights from Benchmark Minerals' recent conference, including Howard's lithium update with Red Cloud, a word from Andy Miller of Benchmark, and a snippet from our upcoming Patreon-exclusive interview with Keith Phillips of Piedmont.

Index:
0:00 - 01:42 Intro + ANNOUNCEMENT!
01:43 - 10:08 Howard Klein's Red Cloud lithium update
10:09 - 12:30 Andy Miller Interview at Benchmark Minerals Conference
12:31 - 13:33 Sneak peek of discussion with Keith Phillips

Howard and Rodney unpack Q1 Scoreboards and news flow following a major short squeeze in many lithium shares caused by Liontown's rejection of Albemarle's $3.4B cash bid.

lithium #Tesla #electricvehicles

Index:
0:00 - 02:55 Initial debriefing Albemarle's hostile bid for Liontown.
02:56 - 03:45 Q1 Lithium Scoreboard
03:46 - 08:28 Ford's Jim Farley on securing supply
08:29 - 12:05 Sigma and Valuation
12:06 - 13:20 Further discussion of Albemarle's hostile bid for Liontown.
13:21 - 14:47 A note on AVZ
14:48 - 18:35 CME Hydroxide contract, and why are spot prices falling so much?
18:36 - 21:01 Will commodity traders step into the market?
21:02 - 25:38 Unpacking the recent IRA guidance
25:39 - 34:25 Ford's JV, CATL and recent price drops in lithium
34:26 - 35:59 Concluding words

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

Following Liontown's rejection of $3.5bn acquisition bid from Albemarle, Howard and Rodney discuss what to expect next from M&A in WA.

PLUS check out our selection of not-to-be-missed highlights from Canada Rocks, our first ever (100% virtual) conference - which took place on March 21.

lithium #Tesla #electricvehicles

Index:
0:00 - 05:01 A word on Liontown's rejection of Albemarle bid and introducing the Greatest Hits!
05:02 - 08:25 Key takeaways from Howard Klein's Welcome Address
08:26 - 11:13 Ken Brinsden's Fireside Chat: "You're outwardly disagreeing with Elon Musk!"
11:14 - 14:27 Sayona's exciting production milestones
14:28 - 16:49 Piedmont's audacious production ambition and Sayona partnership
16:50 - 20:07 Patriot on CV-5's large scale and larger possibilities
20:08 - 21:54 Winsome's upcoming news flow and drilling results?
21:55 - 25:38 Critical Element's opportune target price & a look towards the future spot price
25:39 - 27:36 Sarah Maryssael of Livent on the energy transition and significance of Quebec's lithium production
27:37 - 29:57 Allkem on James Bay's approval and project merits
29:58 - 32:20 Frontier's runway to 100m tonnes
32:21 - 34:38 Should Albemarle or Pilbara buy Sigma to preserve the spodumene duopoly?
34:39 - 44:09 Lithium Americas: A valuation analysis. Much more M&A activity to come?

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

Canada Rocks is RK Equity's first and 100% virtual conference. Join expert panelists and industry leaders as they delve deep into the Canadian hard rock thematic. Hear from companies as they discuss what's next for their projects & the industry at large.

Nouveau Monde Graphite is the only US-listed natural graphite play & is working towards secure, sustainable supply for North America. Howard & Rodney chat to CEO Eric Desaulniers about NMG's upcoming projects, partnership with Panasonic and supply / demand in the wake of Chinese Graphite dominance.

Index:
0:00 - 04:14 Introducing Eric Desaulniers & NMG
04:15 - 08:00 The rise of LFP batteries and effect on graphite demand.
08:01 - 12:32 Panasonic partnership
12:33 - 23:24 Financing, dilution, market cap & equity raising
23:25 - 26:30 Analyst coverage & the IRA
26:31 - 30:55 "Can China ramp up production and spoil the party?", concluding words

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

China's lithium carbonate spot price has fallen over 30% in the past few months. But a number like this only shows part of the picture. Expert Analyst Matt Fernley outlines supply, demand, Tesla Investor Day 2023 and much more in this deep dive into industry.

0:00 - 03:39 Introducing Matt Fernley & the Battery Metals Review03:40 - 10:16 Long term battery materials prices - higher than you think?10:17 - 16:08 Spod vs Spot price? Which is best to consider.16:09 - 18:02 Is China looking to replicate the nickel pig iron moment & disrupt the lithium industry with sodium ion and lepidolite? (Full discussion on Patreon)18:03 - 19:28 BIG ANNOUNCEMENT! 19:29 - 21:48 Touching on Graphite21:49 - 52:22 Debriefing Tesla's Investor Day 2023, CATL, GM & Lithium Americas52:23 - 58:14 Government Policy & concluding words

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

Global Lithium recently released the results of a scoping study for their Manna and Marble Bar projects in Western Australia. MD Ron Mitchell discusses this exciting news, as well as what's next for the up and coming Junior producer.

Index:

0:00 - 6:04 Introduction to Ron Mitchell, his choice to become MD of a Junior and what milestones lie ahead.6:05 - 15:34 Unpacking the recent scoping study and its results.15:35 - 18:29 Project locations & logistics.18:30 - 25:46 The broader outlook on Global Lithium, supply, demand & future exploration plans.25:47 - 29:48 Production timelines, Marble Bar lithium project & equity.29:49 - 34:45 Final questions. Closing words.

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

The Loan Programs office holds the keys to $50bn in funding for Critical Materials projects.

We're excited to share this interview with Jigar Shah, head of the LPO, who answers all Howard & Rodney's most pressing questions.

0:00 - 4:43 Pre-interview Banter4:43 - 8:39 Introduction and context8:40 - 11:15 Discussing the role of the Loans Project Office, the types of loans on offer and how they work.11:16 - 15:07 How much capital can the Office deploy?15:08 - 18:39 A detour to graphite: Does the government distinguish between natural / synthetic? Friendshoring?18:40 - 25:10 It's time to build - lowering the cost of debt & the LPO's mechanisms25:11 - 37:07 Albemarle's grant & the Corporate Welfare question37:08 - 38:57 Implications of extraction technology delays for supply / funding projects outside the US?38:58 - 41:14 How to recover LPO funding when something goes wrong?41:15 - 53:48 Ioneer's DFS and partnership with Sibanye - does the LPO need an offttake or DFS to fund? Concluding words.

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

Howard and Rodney discuss the substantially GREEN lithium equity scoreboard from January as USA auto and government made major news - GM/LAC, Department of Energy/ioneer, Tesla/Piedmont. Is MinRes making a move on Patriot?

Video Index

0 - 4:30 Introduction, supply/demand, ESS upside surprise, January scoreboard4:30 - 5:47: GM/Lithium Americas investment/off-take5:47 - 10:20: How might Tesla respond?10:20 - 13:00: Lithium pricing dynamic13:00 - 14:00: Lithium snippets from Tesla's earnings call14:00 - 16:15: Critical Elements, European Metals Holdings, Piedmont18:00 - 20:45: Mineral Resources investment focus - Patriot Battery Metals or Global Lithium or others20:45 - 22:00: Consolidation in James Bay region of Quebec 22:00-25:50: Highly prospective spodumene exploration, flow through financing.

lithium #Tesla #electricvehicles

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

Lithium #Tesla #electricvehicles

"Strategic Lithium" to be granted ~$50M in free money from Europe? Rodney and Howard talk again with European Metals Holdings's Keith Coughlan on the back of the European Commission rapidly advancing battery critical minerals policy in response to USA's Inflation Reduction Act.

0:00 - 6:03 Recent news, the Just transition fund & what a grant might support. 6:04 - 13:16 EMH's Capital raising, stock underperformance & the path ahead.13:17 - 15:57 DFS and flowsheet/ ESG advantages 15:58 - 17:17 PFS and long-term prices 17:18 - 24:17 Offtakes & Macros in Europe24:18 - Benchmark conference, the history of the project & concluding words

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

Following Piedmont Lithium's amended offtake agreement with Tesla this week, stocks soared. CEO Keith Phillips explains what's next and what to expect from their projects, as well as his philosophy on Big Lithium Value over the coming years.

Index:0:00 - 5:01 Introducing Piedmont Lithium and its journey to a $1bn market cap. 5:02- 10:24 How Tesla's 2020 Battery Day shout-out led to a stock skyrocket & Piedmont's 'Astute' Sayona Investment10:25 - 12:08 Rodney Hooper's Sayona Valuation & how pure is NAL's expected product? 12:09 - 14:03 The Carbonate thought process at Sayona Quebec14:04 - 17:55 Australian projects & Piedmont's global listings. 17:56 - 23:17 Piedmont's Capital raising prospects, IRA and ATMV Benefits 23:18 - 25:12 Atlantic, Tennessee & The Mineral Resource Estimate25:13 - 29:21 Building a multi-asset company. Piedmont's Team29:22 - 35:18 How long will the $6000 spodumene concentrate price hold? 35:19 - 43:19 OI Contracts and OEMs, A word on value.

Lithium #Tesla #electricvehicles

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

In this inaugural podcast for 2023, Howard and Rodney dive deep into the news flow: what's been happening recently with Tesla, M&A activity and (of course) some words on supply, demand and price.

0:00 - 6:05 Diving into the most recent newsflow.6:06 - 12:11 Rodney Responds: Will there be a structural deficit? Discussing the demand and price outlook for 2023. 12:12 - 17:02 Bullish on 2023- what about 2024? Digesting the news. Global Lithium. 17:03 - 20:14 Potential pay offs: Good drilling, a low-cost Tesla and upstream deals (Ford, GM, Livent, Liontown).20:15 - 24:14 What will they talk about at Tesla's Investor day!? Nouveau Monde in Graphite.24:15 - 30:30 Understanding the RK Equity Scoreboard for 2023. Winsome Resources' Skyrocketing Stock. Galan & LPI. 30:31 - 33:59 Closing words on capital raising, M&A and this year's outlook.

Lithium #Tesla #electricvehicles

Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe to Rock Stock Channel on YouTube 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

Following E3 Lithium's $27 million award from Canada's Strategic Innovation Fund, Howard Klein and Chris Doornbos discuss what's next for the metals producer.

Index:

0:00 - 3:37 Introducing E3, Chris Doornbos and their $27 million project. 3:38 - 10:35 Value creation steps from here? Prospects of a pilot10:36 - 15:52 How does this inform the PFS, processing & consistency of material. 15:53 - 18:01 The DPA and working with the defence force/ federal government? 18:02 - 21:19 Value for shareholders. 21:20 - 23:27 Imperial partnership23:28 - 32:42 The infrastructure funding & DLE Lithium Stories. What could we, as equity holders, expect in the next 12 months? 32:43 - 35:29 Would large fund raising speed the process along? 35:30 - 37:12 The reason we're doing this: "Canada's writing cheques" and the E3 Team.

----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

Rodney Hooper shares takeaways & commentary from his presentations at Benchmark Minerals Week in Los Angeles, 121 Mining Conference in London and following Tesla, Albemarle, Livent and SQM earning results.

Tesla #Lithium #electricvehicles

Index:0:00 - 1:03 Overview: 121 Conference, Benchmark Conference, Rodney's recent report and earnings season from Livent, Albemarle, Tesla and SQM1:04 - 7:29 ICYMI: 121 and Benchmark Mining Conferences in LA and London7:30 - 16:39 Addressing Goldman Sachs's negative lithium note/ differences in forecasts16:40 - 18:10 GS argument for front-loading of supply via subsidies 18:11 - 20:25 Rodney's recent report on Piedmont20:26 - 22:55 A look at re-ratings22:56 - 24:33 Rodney's 121 Presentation and insights from London24:34 - 27:43 Earnings call discussion: SQM, Livent and Albemarle27:44 - 31:41 General commentary on EV market growth31:42 - 35:21 Mineral resources AGM notes35:22 - 37:55 Elon Musk Software Speculation37:56 - 39:58 Concluding words

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

In this post-Midterms discussion, Ben Steinberg of Venn Strategies and Howard Klein unpack policy, political happenings, and their implications for the battery metals supply chain.

Index: 0:00 - 3:22 Midterm Election context, introduction to Ben Steinberg, Venn Strategies 3:23 - 4:50 The Battery Metals and Technology Coalition 4:51 - 9:23 Explaining our Grant spreadsheet summary and how this funding is transferred/ Concern about mining (patreon bonus)? 9:24 - 13:29 Could there be funding for mining? 13:30 - 17:54 Is there movement on grant funding for mineral projects? 17:55 - 22:28 "Carrot before the stick": USTR Tariffs, minerals securities partnership & the state department. 22:29 - 27:05 The Energy Transition: Captive Supply Chains? 27:06 - 29:19 Grant negotiations 29:20 - 33:54 Legislation in Canada & the US: Is the playing field level? 33:55 - 39:03 Biden's Legislation & The potential of projects to fail? 39:04 - 40:21 Could the battery raw metals production/ supply chain be an olive branch to ratchet down overall geopolitical tensions- and facilitate more Chinese-American partnerships? 40:22 - End SQM and Closing comments

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/lithiumionrocks

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

Signed, Seal'd & Delivered. Critical Elements CEO Jean-Sébastien Lavallée discusses what's next now that he's received FINAL PERMITS for the Rose project in Quebec.

lithium #electricvehicles #tesla

Index: 0:00- 4:49 Introducing JS and the Rose project. 4:50 - 6:30 Discussing the Rose project economics 6:31 - 7:58 Forecast pricing deck comparison, shifts in Capex. 7:59 - 9:26 Market timing and the ideal offtake partner. 9:27 - 17:09 Optionality and the feasibility study, the technical grade glass market. 17:10 - 19:30 Obtaining permits and fundraising. 19:31- 21:22 Next steps in the negotiation process? 21:23 - 24:14 Is there any prospect of grant/ soft funding? 24:15 - 29:29 Financing debt and timelines. 29:30 - 32:12 European partners on the horizon ? 32:13 - 35:33 Next steps for mining if something substantial is found? 35:34 - 36:47 Infrastructure near the Rose site. 36:48 - 41:17 Production prospects for 2024. Value for investors? 41:18 - 42:24 Concluding remarks

Consider joining us on Patreon at www.patreon.com/rockstockchannel

Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.

To access our free newsletter, register your email at www.rkequity.com

Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.

- DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.

No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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

INDEX

0:00 - 2:12 Introductions and context. 2:13 - 4:11 Michael White, Piedmont Lithium CFO, on Exponential Growth and North American Lithium. 4:12 - 09:51 Christobal Garcia-Huidobro on Lithium Power in Chile: What are people missing? 09:52 - 15:49 Emily Hersh of Luna Lithium on minerals in America and policy. 15:50 - 20:49 Erez Ichilov of Traxys Battery Materials on investment strategy. 20:50 - 29:28 Howard Marguilis of Maxen Capital Advisors on OEMs and intermediating Big Oil's investment in Lithium. DLE Technology. 29:29 - 40:30 Brine exploration, sustainability and the use of DLE technologies. 40:31 - 47:00 Hard rock and growth: Piedmont's promising projects. 47:01 - 49:00 Funding projects and re-investment. 49:01 - 50:38 Questions from the panel: Doing business in Ghana? 50:39 - 55:32 Recruiting technical talent. 55:33 - 1:07:27 Questions from the audience. 1:07:28 - 1:08:14 Concluding words.

Many thanks to the team at Assay and 121 for editing and preparing the centrepiece of this video, as well as for hosting us.

Please consider joining us on Patreon at www.patreon.com/rockstockchannel

Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.

Please register your email at www.rkequity.com

Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.

- DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.

No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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

In this address at the 121 Mining Conference, Howard speaks about lithium, its potential, and important trends within this investment space.

INDEX: 0:00 - 2:52 Introduction and the creation of RK Equity's media. 2:53 - 4:13 Lithium's Growth Potential 4:14 - 5:54 The Lithium Equity Market: Will it crash? Pricing trends and M&A's. 5:55 - 08:32 The Higher Love Narrative, and Lithium's Bullish Indicators. 08:33 - 10:35 Li Fe is Good. Gold is Old. The return of commodities. 10:36 - 11:50 A Case Study: SQM Aramco 11:51 - 12:43 Spodumene Software. 12:44 - 13:18 Lithium Unicorns 13:19 - 15:43 Are inflation & rising interest rates good or bad for lithium and commodity equities? 15:44 - 16:53 The Declaration of (Lithium) Independence 16:54 - 18:31 Concluding words

Many thanks to the team at Assay and 121 for editing and preparing the centrepiece of this video, as well as for hosting us.

Please consider joining us on Patreon at www.patreon.com/rockstockchannel

Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.

Please register your email at www.rkequity.com

Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.

- DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.

No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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

In this interview with Len Kolff, interim CEO of Atlantic Lithium, $ALL is revealed about their recent ASX listing, the progress of their Ewoyaa project in Ghana, and what the future might hold for a re-rating.

INDEX 0:00 - 3:32 Setting the scene 3:44 - 8:50 Background to Len Kolff and the Atlantic Story in Ghana 8:51 - 13:03 Where is Atlantic today? Unpacking Atlantic's recent prefeasibility study (PFS) and mine life. 13:04 - 15:08 What is the timeline to production? 15:09 - 28:15 Explaining the joint venture with Piedmont: How it started and why it's working. 28:16 - 33:00 Atlantic's ASX Listing. 33:00 - 34:47 Concluding words.

Peter Hannah of Fastmarkets discusses his insightful new 3-part article covering: How is spodumene priced? How should spodumene be priced? Why should you care how spodumene is priced?

Join us on Patreon to access this interview's exclusive extended cut: https://www.patreon.com/rockstockchannel

INDEX 00:00 - 04:49 Introducing Peter Hannah, a bit of background, and takeaways from the Barcelona Fastmarkets Conference. 04:50 - 10:28 Debriefing SGX's carbonate contract and the evolution of price indexes/ derivative contracts. 10:29 - 13:31 Spodumene, and how might Albemarle's pricing affect their mining contracts? 13:32 - 16: 25 "Can spodumene create its own market and price for itself, and be the driver for hydroxide prices?" 16:26 - 18:42 Discussing Peter's 3-part series on spodumene pricing: Funding projects and financial instruments. 18:43 - 22:14 Green Aluminium and sustainability: Will there be a green premium for lithium? And a word on security of supply and European policy. 22:15 - 28:33 Will speculation cause volatility in pricing for carbonate contracts? IORs, spot price indexes and banks: Will they play in the spodumene market? 28:34 - 30:16 A unit trust for lithium? Commenting on Sprott's recent development. 30:17 - 33:02 Why should people care about lithium pricing? Midstream potential projects. 33:03 - 38:44 Chris Ellison, the lithium deficit and spodumene pricing mechanisms. 38:45- 40:22 Concluding remarks.

Please consider joining us on Patreon at www.patreon.com/rockstockchannel

Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.

Please register your email at www.rkequity.com

Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.

- DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.

No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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

Corporate activity is the focus of this final segment of Global Lithium-ion Rocks. Joe Lowry talks with Rodney Hooper and Howard Klein about high prices for some lithium developers, recent off-take agreements, and new entrants to the industry, while speculating on which major and minor producers might get acquired.

Lithium #Tesla #electricvehicles

Index: 00:00 - 03:09 What acquisition deals have been in action recently? Did Ganfeng overpay for Lithea? 03:10 - 08:47 Thoughts on the spot pricing of spodumene by Mineral Resources vs Albemarle's long-term hydroxide contracts. 08:48 - 12:33 MinRes and Ganfeng's offtake restructuring: How does it work? + A few words on pricing. 12:34 - 17:48 Joe's global viewpoint on Lithium and the hydroxide market. 17:49 - 22:48 Producers buying producers: Who might buy Livent/ Pilbara/ Allkem? Oulooks on potential acquisitions. 22:49 - 25:43 Glencore to buy Pilbara? And the future of Lithium investments. 25:44 - 28:59 What role will Japan and Korea be in resource investing/ serving the global supply chain? 29:00 - 33:42 OEMs and off-takes: What's the likely outcome for projects with uncommitted partners? 33:43- 37:00 Big Oil's investments in the battery space. 37:01 - 41:57 Multi-project Juniors: Which projects will generate more cash flow? 41:58 - "Where is the best bang for your buck if you were to invest in the sector right now, ?"

Please consider joining us on Patreon at www.patreon.com/rockstockchannel

Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.

Please register your email at www.rkequity.com

Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.

Welcome to Rock Stock Channel: a series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.

No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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

In Part Two of our collaboration with Mr. Lithium Joe Lowry, Global Lithium and Lithium Ion Rocks discuss #Lithium geopolitics: secure, sustainable supply chain.

Keep an eye out for part 3, where we take a close look at corporate activity: M&A's, offtakes, incumbents and developers.

Tesla #electricvehicles

Index 00:00 - 08:20 Thoughts on the inflation reduction act: Will it level the playing field? Can the USA be self-sufficient? 08:21 - 14:11 Is there a risk of demand destruction based on the high prices forecast? 14:12 - 18:05 China, Tesla and the raw materials shortage: a rounding error? 18:05 - 22:21 Shipping spodumene. 22:22 - 23:57 What's a short term and medium term solution to have conversion? 23:58 - 27:37 South American brine to hydroxide refining. 27:38 - end Thoughts on SQM's investor day.

Please join us on Patreon at www.patreon.com/lithiumionrocks

Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.

Please register your email at www.rkequity.com

Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.

No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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

In this first episode of our much-awaited 3 part collaboration with Mr Lithium, Joe Lowry, Global Lithium and Lithium Ion Rocks come together to discuss supply, demand and price for spodumene, carbonate and hydroxide.

Keep an eye out for part 2, which covers geopolitics, industrial policy and supply security, as well as part 3, where we take a close look at corporate activity: M&A's, offtakes, incumbents and developers.

Index 00:00- 03:15 Introducing the Global Lithium Ion Rocks Partnership 03:15 - 07:56 Friendly banter 07:56 - 08:19 Overview of conversation topics 08:19 - 18:10 Supply, Demand and Price: What's the difference between your forecasting? 18:10 - 22:04 Chris Ellision, Spodumene supply and the performance of Mt. Marion 22:04 - 25:39 What does Joe think the average spoudemene prices will be in 2024? SQM vs Albemarle. 25:39 - 30:05 Is the market pricing in long-term forecasts? Sigma, Core, NAL, uncontracted tons and demand. 30:05 - 35:29 Financing in the Lithium space, pricing spodumene, hydroxide: How much spodumene is currently converted, and how will this % shift? 35:30 - end In future, could spodumene price decouple from hydroxide?

Please consider joining us on Patreon at www.patreon.com/rockstockchannel

Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.

Please register your email at www.rkequity.com

Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.

No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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

How does a team from Sayona and Piedmont work together to revive a North America Lithium mine? Patrick Brindle shares insight into the road so far, the journey ahead and what can be expected from their Quebec-based North America Lithium Money Printer.

Index: 0:00 - 4:15 Introducing Patrick Brindle and background to Piedmont. 4:15 - 7:00 What happens after raising capital for the Carolina plant? 7:00 - 10:47 Expected production timeframes. 10:47 - 11:13 Updates on plant progress? 11:13 - 19:05 How the Sayona/ Piedmont joint venture works, and decision-making regarding carbonate production. 19:05 - 23:54 Does carbonate make sense? Commitments to Canadian government. 23:54 - 36:20 The equity dilution perspective, demand strengthening and local OEMs. 36:20 - end Conclusions and closing.

Please join us on Patreon at www.patreon.com/lithiumionrocks

Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.

Please register your email at www.rkequity.com

Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.

No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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

Is #ElonMusk listening to fellow billionaires Robert Friedland, Jim Litinsky and Chris Ellison who print money mining & refining rock? Is a Teslandia world part of Master Plan 3? Is one or more spodumene, nickel or graphite projects in Elon's sights?

Lithium #nickel #graphite #rareearths 🐂

0:00 - 2:05 Introduction 2:06 - 4:52 Howard provides background on the clean energy investment sector and recent large investments made by major strategic investors 4:53 - 14:56 Video footage of Robert Friedland, James Litinsky and Chris Ellison discussing the battery and magnet supply chain for EVs and the difficulties that downstream customers will face as shortages loom 14:57 - 25:30 Howard discusses the downfall of speculative SPACs and how mining companies are well positioned from "refining billions". Companies mentioned include Nouveau Monde, Talon, Sigma, Mineral Resources, Piedmont Lithium, Sayona Mining, Winsome Resources, European Metals Holdings, Critical Elements and Frontier Lithium 25:31 - End

Pilbara's new Managing Director Dale Henderson discusses record cash generation, path to 1M ton spoduemene production, POSCO hydroxide JV, Calix midstream R&D project as well as broader market (supply, demand and price) and corporate strategy (M&A vs. dividends/buybacks)

Lithium #Tesla #electricvehicles

Video Index

0:00 - 1:25 Introduction 1:26 - 11:15 Q&A with Rodney - There's lots of cash sitting in the treasury, is this earmarked for spending, or will Pilbara become a dividend paying company? Historically selling spodumene to China was the only game in town; in your mind, is that changing? Pilbara is partnering with Calix in the midstream space - is this venture something that could become a meaningful line item for the company? What are the products available from this stream, and what are the benefits of going this route? The current difficulties around securing labour in WA - is that a short-term issue that will resolve itself over time? The BMX auction platform has been a huge success - will Pilbara expand sales volumes using this method? 11:16 - 22:25 Q&A with Howard - How much "free" tonnage does Pilbara have to sell on the BMX auction platform? What strategy maximizes value for shareholders? When you think of your relationship with Posco, do you look at the operating margin in a similar way that Mineral Resources does with its arrangement with Ganfeng? 22:26 - 24:57 Q&A with Rodney - It looks as if spodumene concentrate grades are drifting downwards closer to 5.5%, is that the new 6% or will grades climb upward in the future? The only way RK Equity sees prices falling is if undisciplined tonnage comes online. Do you see any risk of that happening? 24:58 - Q&A with Howard - How does Pilbara view potential M&A? Have you thought about shipping ore from WA to Europe or the USA? Pilbara's thoughts on long-term prices and reflections on the markets. Is there a takeover risk? 37:20 - End

Please join us on Patreon at www.patreon.com/lithiumionrocks

Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.

Please register your email at www.rkequity.com

Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.

No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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

USA government has turbo-charged the already strong tailwind behind the EV Battery investment thematic. Big money is coming to battery metals projects in the USA & those of its "friends" like Canada and Australia

Tesla #inflationreductionact #electricvehicles

Video Index

0:00 - 1:24 Introduction - John Miller (Cowen) 1:25 - 6:34 Recent legislation impacting climate change and critical minerals - the disconnect between the high level will for change and the on-the-ground resistance to mining 6:35 - 14:03 DOE Loans project office - what companies have applied and the increase in its balance sheet. The tax credit (48C) is effectively a 30% investment tax credit to build a new processing facility capped at $10B 45X - advance manufacturing production credit (10% of the production cost) with no cap. 14:04 - 20:08 The changes from the previously proposed legislation to the current legislated IRA - what is the legislation trying to achieve, and who does it benefit? 20:09 - 27:31 What is a foreign entity of concern? Does the blanket exclusion of these entities impact any existing lithium incumbents? What of countries that don't fall into the free trade agreement definition but are not foreign entities of concern? 27:32 - 30:44 What of the incentive for heavy-duty trucks? They represent 5% of the fleet stock but 25% of transportation emissions - Commercial clean vehicle credit of 30% up to $40k - Tesla Semi to benefit? 30:45 - 33:49 Infrastructure permitting reform - how meaningful are the implications? 33:50 - End

Please join us on Patreon at www.patreon.com/lithiumionrocks

Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.

Please register your email at www.rkequity.com

Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.

No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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

Piedmont Lithium's big week, Mineral Resources annual results lithium commentary, Rodney's updated lithium outlook/price forecasts and more!

Tesla #lithium #electricvehicles

Video Index 0:00 - 1:19 Introduction 1:20 - 6:08 Piedmont update - Tennessee hydroxide plant and Belmont office opening - excerpt from Senator Tom Tillis' speech 6:09 - 8:29 Piedmont video of its proposed lithium hydroxide plant in Tennessee 8:30 - 12:59 Lithium market update - Rodney shares his views on company earnings announcements and current market pricing 13:00 - 17:35 Rodney and Howard discuss Mineral Resources and their market position in both spodumene and chemicals 17:36 - 24:03 What drives prices? Is it the spodumene price or the chemical price? Where to for spodumene production in the coming years? Will there be more M&A? 24:04 - 28:20 What other battery metals stand to gain from EV demand and the IRA in the US? 28:21 - End

Please join us on Patreon at www.patreon.com/lithiumionrocks

Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.

Please register your email at www.rkequity.com

Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.

No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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

YES in My Backyard! Four Americans at Luna Lithium, Talon Metals, ioneer and Piedmont Lithium discuss the bi-partisan consensus to on-shore and "friend shore" clean energy battery metal production for climate, sustainability and national security reasons. The national discussion has shifted from "if" we should mine & process locally to "how" and "where," now supported by a "land of plentiful" government support aimed to level the playing field with China.

Tesla #battery #ev

0:00 - 2:20 - Introduction 2:21 - 7:10 Emily Hersh CEO of Luna Lithium outlines her view on the importance of having a US-based battery supply chain 7:11 - 15:45 Todd Malan VP Government Affairs at Talon Metals discusses in detail the IRA and the Critical Minerals Tax Provisions within the Act and other related provisions that will encourage the development of projects in the US 15:46 - 26:45 James Calaway, Chairman of ioneer, discusses the potential impact of the IRA and the DOE loan program on ioneer's project 26:46 - 33:20 Austin Devaney VP and Chief Marketing Officer of Piedmont discusses the IRA's impact on the company and permitting projects in the US 33:21 - 44:15 Emily, Todd and Austin discuss the public perception of mining in the US and the challenges of changing those perceptions and fears 44:16 - 51:15 James Calaway discusses the challenges of developing projects on Federal land in the US 51:16 - 57:02 - Final commentary from all the participants on the future prospects of a US supply chain with locally produced battery materials 57:03 - End

Please join us on Patreon at www.patreon.com/lithiumionrocks

Please subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And click the 'like' button and comment so we can improve our content going forward.

Please register your email at www.rkequity.com

Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @RodneyHooper13) and on LinkedIn.

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.

No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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

Simon Moores, CEO of Benchmark Minerals Intelligence joins Rodney & Howard following record conference attendance at GIGA USA in Washington DC to discuss #lithium, nickel, graphite, cobalt, #Tesla, Panasonic and the increased checks being written by US government agencies and big #EV OEMs

Video Index

0:00-2:03 Introduction, including an overview of Benchmark Mineral Intelligence 2:04 - 3:27 Benchmark & Simon's influence in the USA 3:28 - 11:18 USA government assistance for domestic raw battery material supply - how does Simon see this playing out? Which sectors will benefit? 11:19 -14:57 Elon Musk seems to be walking back their lithium production plans while, at the same time, Panasonic is now planning 2TWh of battery cell production - is Tesla outsourcing the raw material challenge to suppliers like Panasonic? 14:58 - 16:24 Panasonic is likely to go with NCA and NCM cathode chemistries - does that make the local supply of local materials - particularly nickel and lithium, a major challenge? 16:25 - 20:36 Benchmark gave 5 key reasons lithium won't be in oversupply as a rebuttal to the Goldman Sachs report - can you elaborate? Howard discusses the market impact of the report on lithium share prices. 20:37 - 21:49 Howard discusses recession fears and the broader market sell-off. The price of lithium chemicals and spodumene concentrate are holding firm. 21:50 - 30:15 How can mid and downstream manufacturers secure upstream supply? 30:16 - 32:37 Rodney asks Simon about the Benchmark's outlook for cathode chemistry market shares in 2030 32:38 - 33:40 Would the US allow CATL to build a gigafactory in the US? 33:41 - 36:23 Are all the battery cell plants planned for the US to date nickel-based cathodes? Should the US be supporting and funding nickel refineries? 36:24 - 40:00 What is Simon's expected average price for carbonate and hydroxide in 2023? 40:00 - End

If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

Please register your email at www.rkequity.com

Follow Rodney and Howard on Twitter (@lithiumionbull @lithiumionrocks @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/lithiumionrocks

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.

No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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

Podcast Index

0:00 - 0:46 Howard's introduction 0:47 - 7:45 Neal describes his background in the mining industry and when Sibanye started assessing the battery metals space 7:46 - 9:45 What is the impact of COVID on the EV thematic and Russia invading Ukraine? 9:46 - 11:02 Are ESG considerations important or is it more about getting the job done? 11:03 - 17:02 Can you give us some insight into what drove Sibanye's investments into Keliber and ioneer? 17:03 - 18:00 Based on Sibanye's objectives surely Canada must rank highly on your list as an investment jurisdiction? 18:01 - 21:02 Is it fair to say lithium and nickel are your preferred battery metals and would you consider downstream exposure? 21:03 - 22:20 Is Sibanye agnostic on the lithium processing flowsheet or do you have a preference for hard rock given the company's background? 22:21 - 23:56 What of Africa? Does Sibanye consider Africa an investment opportunity? 23:57 - 24:50 What revenue/EBITDA spread is Sibanye targeting from its individual sectors, particularly battery metals? 24:51 - 29:29 ioneer - What attracted Sibanye to ioneer and what of the buckwheat permitting issue? 29:30 - 31:16 To what extent is Sibanye assisting ioneer in getting permitted or financed? 31:17 - 33:23 How important was the relationship with James in getting comfortable with partnering with ioneer? 33:24 - 35:26 What happened with the Appian deal? 35:27 - 36:53 How much capital will Sibanye deploy into the battery metals space? 36:54 - 38:40 What's your read on the US making permitting easier? 38:41 - Howard's closing comments

Stu Crow - Chairman of Lake Resources and a Director of Atlantic Lithium - joins Rodney and Howard to discuss the past, present and exciting future at these two advanced lithium developers in Argentina and Ghana.

ElectricVehicles #ElonMusk #Tesla

Video Index

0:00 - 0:32 Introduction 0:33 - 3:40 How did Stu get involved in lithium? 3:41 - 9:26 Vince Mascolo, Lake & Atlantic Lithium early days 9:27 - 21:55 Rodney & Stu discuss Atlantic Lithium's valuation, resource size upside, production volume potential, unsolicited bidders & an ASX listing 21:56 - 38:09 Howard & Stu discuss Lake's recent offtake announcements with Hanwa and Ford, the pilot plant being assembled in Argentina and the timing of the DFS/FID 38:10 - End

If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

And please 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

Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.

Rodney Hooper, Howard Klein and RK Equity have been advisors to Frontier Lithium since 2021 and also have equity interests in Frontier. No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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

Alex Grant, aka "Prince & the DLE EVolution," joins Howard and Rodney for a long overdue first interview covering North America's substantial and diverse lithium opportunity set. Discussion covers the potential to create a more secure, sustainable and scalable supply chain from the region's unique salar, geothermal and petro-brines and hard rock and sediment assets across Alberta, Arkansas, Utah, California, Nevada, Carolina and eastern Canada. Thoughts include Tesla's differentiated, acid-free approach to unlocking clay deposits.

A number of Alex's writings referenced in the video. See link at the bottom of this video description for all Alex's lithium research as well as his association with leading Life Cycle Assessment company MinViro. Follow Alex on twitter @Alexjadecove

Podcast index

0:00 - 2:13 Introduction, Howard discusses investment and offtake into DLE 2:14 - 4:35 Alex gives an overview of his background & discusses the unique nature of brines 4:36 - 7:32 North American brownfield brine opportunities 7:33 - 9:46 There are a number of DLE technologies, sorption and Ion Exchange are the two main ones, Alex explains the difference between them 9:47 - 12:50 How important is grade and magnesium for brine? Can DLE economically extract the lithium? 12:51 - 16:14 Infrastructure matters - North America as an opportunity 16:15 - 18:20 Realistically what percentage of a resource can you recover using DLE? 18:21 - 20:35 Schlumberger's approach to lithium & how is E3's Leduc reservoir similar to Standard Lithium? 20:36 - 22:07 What are the important characteristics of a DLE brine? 22:08 - 28:46 Minviro and key LCA variables, Alex discusses decarbonization 28:47 - 29:40 Tesla's lithium strategy

If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

And please 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 patreon.com/rockstockchannel

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies.

Rodney Hooper, Howard Klein and RK Equity have been advisors to Frontier Lithium since 2021 and also have equity interests in Frontier. No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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

Research by Alex Grant, Jade Cove Partners

www.jadecove.com/research

Minviro

www.minviro.com

Matt Fernley of Battery Materials Review and The Volta Hedge fund shares his analysis pointing toward $5,000 spodumene and $60,000 lithium carbonate prices and why high lithium battery materials prices are likely to significantly constrain EV sales growth.

Podcast Index

0:00 - 2:06 Introduction to Matt Fernley

2:07 - 9: 37 How high can lithium prices go?

9:38 - 12:30 Constrained and unconstrained EV penetration by 2030

12:31 - 19:01 Do you see the battery makers/OEMs writing checks to fund future battery material supply or will capital markets be the driver?

19:02 - 21:45 OEMs have signed offtake contracts with geothermal companies using DLE extraction - is this a reflection of them acknowledging the need for supply?

21:46 - 23:07 If an OEM asked what is the fastest route to increase battery-grade supply what would your answer be?

23:08 - 23:38 Is tolling spodumene concentrate in China a viable option?

23:40 - 26:59 Could Canada be a meaningful supplier of both spodumene concentrate and lithium chemicals in the future given the quality of resources and access to low GHG hydropower?

27:00 - 29:36 Which companies/stage of development offers the best future returns?

----- If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. And please 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 patreon.com/rockstockchannel -----

DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Welcome to Rock Stock Channel. Today we start a new series of individual short videos on raw materials companies that we think should benefit from the rising demand from electric vehicles, energy storage and other clean energy technologies. Rodney Hooper, Howard Klein and RK Equity have been advisors to Frontier Lithium since 2021 and also have equity interests in Frontier. No payment has been paid in connection with the preparation of this video and all Rodney’s comments and research are his own independent opinions. 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

Author and reporter Steve LeVine join Rodney & Howard to talk the midstream of the EV supply chain, his love of LFP chemistry, and why 2022 will be the year of BATTERY IPOs and SPACs. Discussion also covers strategic sourcing strategies of Tesla, Ford, Volkswagen, GM's rare earth magnet deal with MP Materials and why upstarts with new technologies and processes like Freyr & 24M and Nano One could enable Europe and North America to leapfrog China.

Podcast Index 0:00-1:15 Introduction 1:16-2:22 Steve Levine background 2:23-6:45 2022 year of the battery discussion 6:46-8:19 VW strategy discussion 8:20-10:43 OEM sourcing of lithium and investments 10:44-12:15 Rare earths and GM commitment 12:16-13:23 Ford and Blue Oval 13:24-14:45 LG & SK spin-offs in 2022 14:46-17:18 China vs Rest of World cost of building lithium plants and operating costs 17:19-22:10 LFP’s future 22:11-23:30 Redwood/Rivian/Ford/SK partnerships & recycling 23:31-31:10 24M & Freyr discussion 31:11-34:00 LFP manufacturing ex-China 34:01 End

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

And please 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 patreon.com/rockstockchannel

Intro and outro audio credit: Jamie Klein

DISCLAIMER

RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.

"The EV thematic is magnetic!" But might shortages of North American rare earth supply be a limiting factor to EV demand growth? Ryan Castilloux of Adamas Intelligence shares his thoughts with Rodney Hooper & Howard Klein ahead of their 2-day conference focused exclusively on the North American supply chain for rare earths, lithium, nickel, cobalt and more!

Index

0:00 Introduction 1:11 Adamas overview 4:26 GM/GE collaboration on rare earths 6:16 Battery metals day at the conference 7:26 Are chosen battery chemistries for EVs set in stone or can OEMs change midstream? 8:55 Once you factor in rejected cells (cell yields) do you track the "actual" lithium intensity per kWh? 15:14 Are you seeing any thrifting initiatives to reduce raw material usage in battery cells? 18:06 We've seen COVID-19 play havoc on logistics and supply chains in general, do you see higher inventories as a strategy that's here to stay? 19:14 What is the most important battery trend that the market isn't correctly factoring in currently? 23:38 Rare earth conference speakers. Has the upward move in rare earth prices impacted OEMs motor choices? Where are prices going? 28:39 What are the motor choices available to OEMs and is there flexibility to swap midstream? How will they address shortages? 32:34 Rare earths demand and supply's ability to pivot to the EV market 35:16 End

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

And please 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 patreon.com/rockstockchannel

Intro and outro audio credit: Jamie Klein

DISCLAIMER

RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.

Keith Phillips - aka The BOSS at Piedmont Lithium - interviewed by Rodney Hooper of RK Equity at Mines & Money and Ryan Castilloux after his presentation at Adamas Intelligence North American Critical Minerals Conference October 19-20, 2021

0 - Introduction 0:34 - Keith Phillips updated Piedmont Presentation at Adamas Intelligence conference 13:25 - Thoughts on Tesla using more LFP for some vehicles? 15:00 - How are shareholders protected against an opportunistic take-over bid given the relatively low valuation for Carolina Lithium Project? 17:20 - Would M&A interest come from China or ex-China? 19:11 - Update on Sayona spodumene off-take agreement pricing - $500 (floor) - $900 (ceiling) and timing for first start-up? 21:30 - Is Sayona Quebec going to blend material with North American Lithium? Does Sayona's purchase of Moblan change any plans? 24:25 - Update on Iron Ridge Resources investment/JV? 28:33 - Update/impact on new mining ordinances in North Carolina? 31:00 - Impact on new USA plant announcements (eg, Ford, Redwood) for localized lithium hydroxide demand in North America? 34:35 - Sustainability/ESG attributes of Carolina Lithium - how is land, water and CO2 footprint so low relative to peers?

NOTE: Visit www.adamasintel.com for all presentations from their recent North America Critical Minerals Conference.

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

And please 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 patreon.com/rockstockchannel

Intro and outro audio credit: Jamie Klein

DISCLAIMER

RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.

"Anode Arne" Frandsen, Chairman of NYSE-listed Nouveau Monde Graphite joins Rodney and Howard to discuss the not well understood the other half of lithium-ion battery which is "95% graphite" and "100% imported from China" and the superior sustainability attributes of natural graphite over artificial graphite, and in particular the low to zero carbon footprint of NMG's project in hyrdo-powered Quebec.

"There's not a battery that's gonna get built in any car without an anode. There is not a single anode that can be produced without graphite. It's that simple."

Index:

0 - 1:30: Introduction 1:30 - 4:39 Nemaska update and Becancour discussion 4:39 - 10:04 Nouveau Monde- the company is executing its plan, why the fall in price since March? 10:04 - 13:45 Nouveau Monde’s relative valuation review 13:45 - 17:10 Graphite’s advantages relative to other battery metals - but is solid state a risk? 17:10 - 18:24 There is substantial investment in lithium ion cell plants - why graphite will remain in huge demand 18:24 - 24:35 Financials and earnings potential for Nouveau Monde plus offtake discussion 24:35 - 32:15 Synthetic vs Natural graphite 32:15 - 34:12 Graphite’s carbon footprint and quality considerations 34:12 - 37:15 Potential for government grants and loan funding 37:15 - 38:38 Nouveau Monde’s future milestones 38:38 - 41:58 Howard’s investment overview

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

And please 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 patreon.com/rockstockchannel

Intro and outro audio credit: Jamie Klein

DISCLAIMER

RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.

Ken Brinsden, Managing Director of swing spodumene supplier Pilbara Minerals covers Pilbara's operations, downstream initiatives with a particular focus on spodumene price discovery and transparency from the company's pioneering BMX trading platform. Since Pilbara's astute consolidation and mothballing of its neighbor Altura Mining 9 months ago, lithium chemical and spodumene pricing have tripled resulting in a six-fold increase in PLS shares.

0:00 - 1:28 Introduction 1:29 - 6:12 What was the final Altura purchase price? How is the POSCO JV progressing and Pilbara's broader strategy? 6:13 - 8:53 POSCO technology 8:54 - 9:50 BMX trading platform and where spodumene prices are going 9:51 - 12:50 Contract pricing is lagging spot prices, how do producers reduce price volatility for spodumene concentrate? 12:51 - 15:40 The potential for longer dated futures contracts for spodumene producers 15:41 - 16:55 The benefit of having a clearinghouse for financial stability and what Ken sees as a long-term price for spodumene prices 16:56 - 19:03 Could new instruments such as the BMX platform and futures remove or reduce the risk of trading with China - the dominant buyer 19:04 - 22:00 Is BMX platform for spodumene like iron ore transition to spot pricing in 2010? 22:01 - 25:36 How many tier 1 qualified Chinese converters are there? 25:37 - 27:03 Speculation on spodumene via BMX 27:04 - 29:17 Could Wodgina spoil the party? 29:18 - 32:00 Cost inflation in WA and the impact on cash costs 32:01 - 34:44 Where are the major iron ore players in WA? Why aren't they in lithium? 34:45 - 39:36 Where are the risks to the bull thesis?

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

And please 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 patreon.com/rockstockchannel

Intro and outro audio credit: Jamie Klein

DISCLAIMER

RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.

Reg Spencer - Head of Mining research and chief lithium analyst at leading investment bank Canaccord Genuity - joins Rodney and Howard to discuss his most recent half yearly market update in which he brought forward by 3 years his expectation of lithium chemical undersupply.

Video Index:

0:00 – 2:39: Introduction 2:40 – 8:46: Reg’s market overview 8:47 – 10:44: Which of incumbents or end users are responsible for investment given cash flows are still weak? 10:45- 13:13: Risk that lithium prices affect battery cost and EV penetration? 13:14 – 15:03: $20,000/t carbonate and hydroxide? How high can prices go before year end? 15:04 – 17:07: Is there something that can trigger Wodgina starting production? 17:08 – 19:08: Why is it taking so long for Albemarle to buy conversion in China? 19:09 – 21:42: Can a lot of spodumene projects come online in the short to medium term? 21:43 – 23:35: Capital intensity outside of China? 23:36 – 27:07: Canada/North America, Europe? 27:08 – 28:18: Sayona/Piedmont acquisition of NAL 28:19 – 29:43: Lithium in Africa and converting in Europe 29:44 – 31:46: Sustainability and Metso Outotec? 31:47 – 33:50: Non-Tesla OEMs signing MOUs w/ unconventional DLE projects? 33:51 – 37:57: Why don’t more OEMs partner with local projects like Tesla?

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

And please 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 patreon.com/rockstockchannel

Intro and outro audio credit: Jamie Klein

DISCLAIMER

RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.

Lithium expert and 30-year Albemarle veteran Gerrit Fuelling join Rodney and Howard again for broad-based Q&A on status of lithium markets, pricing, producers and advanced developers.

Video Index:

0:00-1:18 - Introduction

1:19-1:40 - Gerrit introduction

Questions: 1:41-4:05 - Lithium spot prices are moving up, contract prices and earnings are lagging, when will contract prices increase?

4:06 - 6:45 - What contract prices will incumbents receive and is it realistic for juniors to achieve spot prices?

6:46-8:40 - Albemarle targets low 40s (percentage) margins, it's been lower recently, should investors expect a return to the low 40s?

8:41-10:20 - $13-$15/kg isn't sufficient for some producers to make sufficient margins - how this interacts with spodumene prices - Gerrit reaffirms a $17-$18/kg long term price

10:21-13:49 - Gerrit explains the importance of yield at conversion plant

13:50 - 16:30 - Have end-users, particularly OEMs, understood that $17-$18/kg is the required long-term incentive price?

16:31 -17:27 - The impact on price of lower grade resources being brought into production as we shift to the right on the cost curve given strong demand

17:28 - 21:51 - Chinese spodumene converters in operation/construction in 2012 and 2020

21:52 - 23:45 - China currently has approx 75% cathode capacity and that looks to be growing in the future, what will break this stranglehold?

23:46 - 25:20 - Spodumene concentrate is the quickest route to production and the US GWh demand is the fastest growing market - can Canada be the next frontier?

25:21 - 25:50 - Is a DMS-only project advantageous from time to production and permitting?

25:51 - 26:40 - Conversion technology and permitting in Europe

26:41 - 33:00 - Metso Outotec - various companies seem to be choosing this methodology, the importance of tailings removal -

33:01-34:05 - Gerrit's view of the political risk in South America and its impact on lithium supply?

34:06 - 39:26 - The quality of products coming out of South America linked to export taxes and royalties - what does Gerrit think of the company strategies?

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

If you like this video, please click the 'like' button and please also comment so we can improve our content going forward.

And please 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 patreon.com/rockstockchannel

Intro and outro audio credit: Jamie Klein

DISCLAIMER

RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.

BNEF has been closely following government policy and consumer trends in the shift to a cleaner world. Howard and Rodney interview James Frith about BNEF's latest report and discuss various topics including the future market share of various passenger EV battery chemistries, whether high nickel cathodes can compete on a cost/performance basis long-term and if sodium-ion has merit.

Index:

1:30: Future battery chemistries 5:20: US Biden administration announcement and impact on forecasts 8:25: The case for EVs vs ICE in 2030 10:15: Consumer shift and OEM sales/advertising focus 11:10: Can high nickel achieve a competitive cost/performance position given rising raw material costs? 15:01: How important is carbon footprint? Will LFP be as competitive ex-China? Thoughts on FREYR Battery 19:51: Will sodium ion compete in the future?

If you like this video, please click the like button and please also comment so we can improve our content going forward.

And please 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 patreon.com/rockstockchannel

Intro and outro audio credit: Jamie Klein

DISCLAIMER

RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.

Post TSLA earnings call and ahead of the "Big 3" Lithium producers ALB, SQM and LTHM, Rodney and Howard caught up with Morningstar's Seth Goldstein to talk US-listed lithium stories, strategies, supply/demand, pricing and valuations. We also discuss his views on the potential and his assessed valuation of America's newest lithium development story, Compass Minerals, which published in July a significant 2.4mt LCE lithium resource contained within their operating Great Salt Lake potash operation in Utah.

If you like this video, please click the like button and please also comment so we can improve our content going forward.

And please 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 patreon.com/rockstockchannel

Intro and outro audio credit: Jamie Klein

DISCLAIMER

RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.

Keith Coughlan, Managing Director of EMH developing Europe's largest and most advanced hard rock lithium project join Howard and Rodney on the back of listing the company's American Depositary Shares on Nasdaq International and as the Czech government signed an MOU for $2B investment in a battery plant 55km away from the company's flagship Cinovec deposit. Discussion covers strong partnerships with Czech state owned utility CEZ, Germany's world class EPCM SMS Group and the path over next 9-12 months to definitive feasibility study, final investment decision and financing.

Piedmont's market cap has grown 100X from $10M to $1B+ in 4 years as it has progressed early stage exploration with 19 drill holes on 500 acres in North Carolina to an expected definitive feasibility study this September & potential start of construction in early 2022.

Piedmont CEO Keith Phillips discusses PLL's robust updated economic study, improved sustainability profile and near term strategic objectives both on financing the Piedmont Lithium Project in North Carolina and Piedmont's own consolidation/M&A endeavors in Quebec and possibly elsewhere.

Time Index

0-2:00 - Intro

new scoping study reflects a near doubling of NPV to $1.9B, steady state EBITDA growing from $230M to $400M, 31% after-tax IRR and 3 year payback period.

2:00-6 - Sustainable Lithium Hydroxide Business

Independent LCA analysis by Minviro - the preliminary analysis shows 3 key metrics - water use/land footprint and carbon intensity - Piedmont is a stand out in all 3. What drives the numbers on all three? How is it possible for Piedmont's carbon intensity to be only a quarter of China?

6:15-8:15 - Innovative Hydroxide Technology

Piedmont is using a “sulphate free” Metso Outotec process. What are the benefits of this over sulfuric acid roasting process currently used in China and planned for Australia hydroxide projects?

8:30-15:15 - Hydroxide vs. Carbonate, Price Premium

Why is Piedmont focused on lithium hydroxide rather than carbonate?
In a world of $100/t a ton carbon taxes we believe the 15t of CO2 per tonne of hydroxide difference with China will mean a $1,500/t premium for Piedmont - do you agree?
Will we see an even higher price premium in the USA given transport/logistics benefits such as lower inventory needs given close proximity and no risk of import duties?

15:15 - 23:45 - Bigger Production/Stronger Economics/Lowest Cost Global Hydroxide Producer

The scoping study outlines a near 50% increase in planned production - 30ktpa - presume this is on the back of the increased resource size?
Considering Carolina head grade of about 1.1% vs. the world’s best hard rock deposit Greenbushes at 2%, how is it that Piedmont can be the lowest cost producer of hydroxide?

24:00 - 33:00 - Strategic Dialogues/Process

The 2021 study has higher price assumptions for SC6 and LiOH that are similar to current spot prices - are you seeing increased interest in off-take at pricing around the studies assumptions?
The Capex for the project has grown to ~$800M. What is the timeline for completion of DFS, full financing, financial investment decision, construction start?

33:00 - 38:00 - Piedmont as M&A Consolidator

Any update on Sayona/North American Lithium?
Do you see scope for further consolidation of hard rock projects and do you have any plans for additional project investments?
You have recently appointed Tier One global investment banks JP Morgan and Evercore. What is their mandate?

38:00 - 42:00 - EV, Battery, SPACs, Build Back Better Biden

How is both public capital markets and government initiatives impacting overall sentiment toward Piedmont in terms of raising funding?
Might USA and/or Canadian government support be relevant in Piedmont/Sayona financing plans?

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Intro and outro audio credit: Jamie Klein

In Part 2, Rodney Hooper interviews Jordan Giesige from the Limiting Factor to discuss big things happening in the US auto market, Battery material bottlenecks, bi-directional charging, Cybertruck & Semi rollout, Lithium shortage, Auto OEMs sourcing battery materials, LFP batteries and Jordan’s videos speculating about Tesla's clay lithium endeavors.

Part 2

0:00 Intro 1:23 US market 3:17 Battery material bottlenecks 8:26 bi-directional charging 10:12 Cybertruck & Semi rollout 15:54 Lithium shortage 17:44 Auto OEMs sourcing battery materials 22:52 LFP batteries 30:03 Jordan’s next video 30:59 Credits

If you like this video, please click the like button and please also comment so we can improve our content going forward.

And please 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 patreon.com/rockstockchannel

Intro and outro audio credit: Jamie Klein

DISCLAIMER

RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.

In this episode of Rock Stock Channel we are privileged to have E3 Metals CEO Chris Doornbos on the show to discuss updates on recent milestones like their recent PEA, their DLE technology, the size and contents of the Leduc reservoir, how to scale production and much more.

Research Note Much Ado About Unconfined Aquifers? By Alex Grant and Chris Doornbos www.jadecove.com/research/muc...

If you like this video, please click the like button and please also comment so we can improve our content going forward.

And please 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 patreon.com/rockstockchannel

Intro and outro audio credit: Jamie Klein

DISCLAIMER

RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.

In this episode of Rock Stock Channel Rodney Hooper interviews Jordan Giesige from the Limiting Factor discussing VW's Power Day, Solid State batteries, Graphite, Synthetic vs Natural and Silicon doping and a lot more

Time Index

0:00 Intro 1:32 VW Power day 8:28 Natural vs Synthetic graphite 13:44 Battery materials shortage 17:00 Localised Supply Chains 19:56 Novonix 21:31 Graphite outlook 24:40 Credits

If you like this podcast, please click the like button and please also comment so we can improve our content going forward.

And please 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 patreon.com/rockstockchannel

Intro and outro audio credit: Jamie Klein

DISCLAIMER

RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.

Dirty or clean? Natural or Artificial? Matt Fernley MD at Battery Materials Review and Head of Research for Westbeck Capital's Volta fund joins Howard and Rodney to discuss all things Graphite. A lot to cover including VW Power day and commitment to Synthetic Graphite, Silicon and solid state batteries, Chinese graphite producers, 2023 graphite shortage and is the future going to be Natural or Synthetic graphite?

If you like this video, please leave a review so we can improve our content going forward.

And please register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe to Rock Stock Channel on YouTube 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 patreon.com/rockstockchannel

Intro and outro audio credit: Jamie Klein

DISCLAIMER

RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.

Arne Frandsen, Managing Partner of The Pallinghurst Group, one of the biggest mining private equity firms focused on battery materials, joins Rodney Hooper and Howard Klein just after they "took over the keys" to Nemaska Lithium, following an 18 month due diligence process and CCAA (bankruptcy) proceeding. The three discuss Pallinghurst's stellar track record at bringing projects to fruition, the past present and future plans with Nemaska, including its partnerships with America's #2 lithium producer Livent Corp. The three also discuss Pallinghurst's other world class project in Quebec investment with Nouveau Monde Graphite.

Quebec is one of the world's most mining friendly jurisdictions. It also has substantial carbon free energy from hydro electric power. Rich in battery materials lithium, graphite and more, and with a strongly supportive government sponsoring the "Propulsion Quebec" initiative with funding from its investment arm Investissment Quebec, the province has significant potential to become an important pillar in the Energy Transition for a secure and sustainable battery metals for the North American market.

If you like the video, please subscribe, like and comment.

And for more free content from Rodney and Howard, please register your email at: www.rkequity.com And join us on Patreon: www.patreon.com/lithiumionrocks

And follow us on Twitter @lithiumionbull @rodneyhooper13

On LinkedIn: https://www.linkedin.com/in/howardklein/ https://www.linkedin.com/in/rodneyhooper/

Not Investment Advice. Do Your Own Research. Read Disclaimer

In part two of our interview with lithium expert Gerrit Fuelling, Rodney Hooper and Howard Klein dig deeper into which project types (rock, salar brine, clay, unconventional brine) and which specific projects in Europe and the USA are most likely to be first into production to meet what looks to be a major potential #lithium shortage and bottleneck by 2023/24.

Gerrit also offers advice for his former employer Albemarle as they enter year-end price mating season with #Tesla and other #EV customers.

Tune in for extensive commentary on developing players in Europe -- European Metals Holdings, SavannahResources, and VulcanEnergyResources; USA/North America - Piedmont Lithium, LithiumAmericas, CriticalElements, Bacanora and many more (Albemarle, Livent, Ganfeng, Orocobre, Galaxy, Infinity, Keliber, E3Metals, CornishLithium, Neometals)

If you like this podcast or YouTube, please "like" and subscribe to the channel, please send any comments/

Please also visit rkequity.com and register for our free newsletter!

And consider joining us on Patreon at patreon.com/lithiumionrocks

Not investment research. DYOR. Read disclaimer at www.rkequity.com

The Lithium-ion Rocks podcast is back - and better than ever in video format now also on YouTube at Rock Stock Channel!

Also back is one of our most popular guests, lithium expert Gerrit Fuelling, who spent nearly 3 decades at the world's #1 lithium producer Albemarle.

Rodney and Howard agree with other leading industry voices suggesting to "Listen to everything Gerrit says". Gerrit is the only lithium expert commenting publicly with long experience not just with world class brines, but with what has become the more dominant and relevant hard rock technology for the nickel-rich, hydroxide-hungry cathodes Tesla and other western OEMs require.

As a follow up to Rock Stock Channel's 12 minute "Albemarle Throws Lithium Mud at Elon", the first of our two-part, long-form interviews dives deeper into Albemarle's messaging from their October 8th "Teach-in" with investment bank Jefferies.

In the age of battery Terafactories and ludicrous EV growth mode, will the world be able to produce enough lithium in time to meet Tesla and the rest of the world's ambitious goals?

Gerrit argues that, while lithium is fundamentally abundant, there's a real risk that lithium production will significantly lag as EV penetration grows rapidly. Fundamentally a complicated, inorganic specialty chemistry business - scaling lithium production takes time; investments in lithium project development is substantially lagging EV, Battery and cathode plant development.

Credible lithium projects of all types - hard rock, traditional brine, clay and unconventional brine projects will be needed. But, as Albemarle argues, over the next 5 years, hard rock projects will be the quickest and most reliable to market. New projects and new technologies are more likely late this decade and the cost curve will have to rise - potentially significantly - to accommodate what are likely to be higher cost projects. In an industry littered with failed projects - even among conventional projects run by the most experienced producers - investors should be mindful that there are unlikely any new "silver bullets."

How in the world will the lithium industry develop 50 new 20,000 ton capacity hydroxide plants by 2030?

$30-40B + investment is needed in green and brown field development. During the 2016-17 lithium mini-boom many developers advanced projects and are worthy of further investment.

Gerrit hints at a few he rates as relevant, which Howard and Rodney dig deeper into in our next video E31 - What's Fuelling Gerrit (GF2). Stay tuned.

If you like this video, please subscribe to the channel, hit the notification bell, and please comment.

Please visit rkequity.com and register for our free newsletter!

And consider joining us on Patreon at patreon.com/lithiumionrocks

Not investment research. DYOR. Read video disclaimer.

Rodney Hooper and Howard Klein are back after a 3-month hiatus taking stock of the information contained in the Mr. Lithium Market Scoreboard as the tumultuous 1H 2020 punctuated by Covid Q2 disruption is in the books.

Tried and true "Don't Fight the Fed" combined with a new pandemic maxim "Buy in May, Stay At Home," combined with Tesla $69.42 S3XY short shorts is leading to cautious optimism/better bid behavior across a number of lithium stocks.

While a battle for lithium mindshare has emerged from an upgrading Ganfeng China analyst from underweight to overweight vs. her SQM & ALB love/hating colleagues - recognizing the highly relevant dichotomy between speciality hydroxide for Tier One customers in Japan and Korea trading at 80% premium to China "spot" carbonate.

Tune in for detailed commentary on Ganfeng, Mineral Resource, Lithium Americas, Sigma Lithium, Altura and many new and old names in USA, Europe, Mexico, Argentina, Chile and Canada.

Not Investment Advice. Do Your Own Research. Read Disclaimer: libull.com

Lithium-ion Rocks is back after a 6-week hiatus with interviews and commentary from Canada's premier metals and mining event #PDAC2020. The key Battery Materials highlight was an event sponsored by law firm Miller Thomson keynoted by 2019's Nobel Prize winner for Chemistry Stanley Whittingham - who flags future dominance of nickel-rich NMCA chemistries - and reminders from Benchmark Minerals Andy Miller about western OEM's over-reliance on China's supply chain & the likelihood for upside lithium price volatility in the face of decreased greenfield investment and brownfield expansions.

Benchmark's groundbreaking work with the USA government powers-that-be returns May 21/22 to Washington DC and will be followed thereafter by what is sure to be another annual must-attend event: Battery Megafactories Europe in Berlin June 17/18 at which Rodney Hooper will be Chairing the sessions and corporate presentations for "Trans-continental Opportunities for Europe’s Supply Chain"

EuropeIsTheNewChina

E28 Podcast index below, which includes comments on quarterly and year-end results from Dividend Aristocrat $ALB, Air Supply $SQM, Tianqi's Kwinanamaska woes, $1772's parabolic rise despite #Ganfeng's paltry 9% margins. We also discuss a key area of focus - Lithium 3.0 with 2030 Vision - our preference for advanced junior developers, and the wide valuation disparity among them which offers potential for asymmetric risk/reward for astute Jane and George Battery Pack investors.

0.00: Introduction 0:40: Spodumene and chemical pricing forecast (Andy Millar) 1:48: Howard introductory commentary 3:06: Stanley Whittingham Q&A PDAC 8:50: Howard commentary, focus on Ganfeng and Altura 18:20: Q&A with Andy Millar, focus on the impact of coronavirus, battery plant growth and the future 37:10: Rodney commentary, focus on Europe and EV sales, supply/demand for 2020 45:30: Howard closing commentary, including risk/rewards of lithium investing

Please join our growing list of Patreon subscribers!

www.patreon.com/lithiumionrocks

Patreon subscribers at $50/month or more will receive Rodney and my proprietary research and commentary distributed twice quarterly.

Not Investment Advice. Do your own Research. Read Disclaimer: libull.com

Is 2020 Finally Going to Be the Year for Lithium?

As the Roaring 20’s Lithium 3.0 begins, so too the need for 2030 Vision:

~2Mt LCE, 1.7m new tons
6X 2019 production
17 new Wodginas
68 25kta new processing plants!

It takes 4-5 years and USD500M-1B+ to build, or buy & build, 50% of Kidman's Mt Holland or 100% of Piedmont Lithium - 20+ year mine life, 20-25kta sustainable, world class qualified integrated project to supply ~500,000 EVs from one new and expanded USA battery plants at LG Chem, SK Innovation, Tesla and Volvo.

With 2030 Vision, USA can lead North America to 400,000 tons annual production, or 20% of 2M global LCE, or 33%+ of the EV OEM-qualified market. Where from those 400,000 tons?

As China refrains from further withdrawing subsidies prematurely, Tesla is once again THE story, and Europe is the New China with talk about a possible Carbon Border Tax, Sustainability is the buzzword on everyone's lips globally.

It may take 60 years to reach the first million tons of demand (~2025), but we expect the next million to take around six years (~2031). New assets will be needed and an "all of the above" lithium investment strategy required - conventional rock, brine, direct lithium extraction and clay/softrock.

Tune in to hear special guest Gerrit Fuelling join LithiumIonRocks co-hosts Rodney Hooper and Howard Klein recap Lithium 2.0 with 2020 Hindsight & look forward with 2030 Vision. And discuss which companies we see the most Blue Sky in Green Fields.

LithiumEquityIntelligence

www.patreon.com/lithiumionrocks libull.com

Not Advice. DYOR

Chris Reed and Neometals monetized a $3M investment in Mt Marion into $200M cash over a 10-year period since bringing Mineral Resources in as Build Own Operater with 30% project interest in 2010. No Stranger, Chris Reed, descendant of mining royalty & man of deep global lithium expertise at the epicenter of the last decades boom busts, shares the great history in partnering to create the worlds second most important hard rock lithium resource - a secure, sustainable supplier to green European sensitivities at VW & BMW, for example, via China Girl Ganfeng - while maintaining strong economics for both miner and processor of this pioneering 50:50 JV.

Mineral Resources now has strong JVs in Western Australia with the two most important lithium producers globally - Albemarle and Ganfeng. How might this dynamic evolve over time?

Neometals has done well by its shareholders - returning cash via dividends and buybacks, as it has monetized Mt. Marion, while at the same time, maintaining a 20-person staff "project generating" new ventures. With NMT trading at about its cash balance of AUD 108M, Mr. Market seems to assign no value to this team of proven value creators.

That could change in 2020/21 as Neometals advances its exceptionally high IRR - 72% - low Capex - USD 66M - recycling project in partnership with Germany industrial giant SMS. With Auto OEMs in particular government mandated to re-cycle their exponentially growing universe of EV batteries, this emerging industry is destined to be a hot development area over the next decade. Neometals is one of the few public plays in the re-cycling space.

Chris discusses Neometals revenue potential from recycling services, licensing and sale of recovered cobalt, nickel, lithium, copper, iron, aluminium, manganese into saleable products using its proprietary, sustainable process recovering materials from consumer electronic batteries (lithium cobalt oxide (LCO) cathodes), and nickel‐rich electric vehicle and stationary storage battery chemistries (lithium‐nickel-manganese‐cobalt (NMC) cathodes).

Chris also shares some thoughts on the new Lithium Paradigm with volume purchaser Auto OEMs treating lithium as they do all their other "suppliers".

www.patreon.com/lithiumionrocks

libull.com

Not Investment Advice. Do Your Own Research

Gerrit Fuelling, an ex Rockwood/Albemarle chemical engineer who held senior executive roles in sales and operations, joins Lithium-ion Rocks co-hosts Rodney Hooper and Howard Klein for a second time this year for a candid discussion and highly differentiated perspective, in particular re: brine producers and developers in Chile and Argentina.

Also included are key highlights and voices from existing ALB management from their December 12 Investor Day in New York.

Questions

hydroxide and carbonate spec sheets are tightening from end users, in particular Auto OEMs - will old producers/old plants (eg. SQM) meet the new standards? Or are new producers/plants better placed?
Orocobre and Galaxy have decided to produce a lower quality/intermediate product in Argentina to be processed in lower altitude locations closer to cathode production -- is there an issue with these particular brines/projects (Hombre Meurto/Olaroz) to produce battery quality in Argentina? In general, can "conventional" evaporation (ie, the "Atacama process") work in Argentina or do you need different technology (eg. ion-exchange) that Livent uses to successfully produce battery quality?
Do you believe Greenfield development projects in Argentina can achieve SQM/ALB-like operating costs (ie, below $3,500/t)? How applicable is Ganfeng's prior experience processing purified SQM brine to the development of Cauchari with Lithium Americas?
Rodney wrote recently that breakeven pricing for Chinese non integrated converters using conservative numbers at about $8,400, so at $7K China carbonate spot, these marginal cost producers are well underwater, how much longer can they last? How are Chinese converters surviving?
Can a chemical conversion plant be built in Europe? Is the EU serious enough about battery supply to support mining?

Listen carefully to Gerrit's detailed answers to all of the above PLUS Peter Parker Eric Norris's input on the brine vs. Hard Rock debate for an increasingly hydroxide future, ALB's path from 2020 trough to a $800-1B free cash flow machine and a bonus "bad answer" from Luke Kissam in response to Howard's question re: Mineral Resources JV

Not Investment Advice. Do Your Own Research. Read Disclaimer: libull.com

Lithium-ion Rocks co-host Howard Klein and Keith Phillips, CEO of North Carolina, USA-based, Piedmont Lithium reflect on Keith's 30 months since becoming The BOSS - after a storied 30-year career in global resource investment banking.

Growin' Up: From 500 acres and 19 exploration drill holes to a major milestone 404 permit for its mine and concentrator last month. Keith maps out the path over the next 12 months to definitive feasibility study and full funding/final investment decision Q42020 with first hydroxide production by 2023.

She's the One: Keith also discusses the unique attributes and strategic nature of America's only spodumene lithium development project in "Hydroxide Hub" North Carolina in Albemarle and Livent's backyard. Piedmont's integrated scoping study suggests it could be the world's lowest cost producer of the highest valued battery quality lithium hydroxide ($3,100 cash costs projected).

Piedmont is listed on #ASX and #Nasdaq, ticker #PLL

The company has no debt and a market cap of USD 60M. 100% of its production is available as off-take to prospective customers/partners/investors.

PLL in July raised AUD21 M at 14.5 cents with large institutions adding a new 9% blue--chip investor, Fidelity International alongside Australia's largest institutional investor AusSuper Annuation, following their rights to maintain a 13% stake. PLL trades today at 11 cents, despite its lightning speed project advancement/permitting.

Piedmont Lithium. Rhymes with Kidman.

Growing Up. She's the One Santa Claus is Coming to Town

Not Investment Advice. Do Your Own Research. Read Disclaimer libull.com

One of LinkedIns most influential voices about Electric Vehicles, Roger Atkins has amassed nearly 300,000 followers over 15 years immersed in the accelerating disruption of the passenger vehicle market and all other forms of e-mobility. "From Electric Guitars to Electric Cars," this accomplished solo musician shares a lot in common with one Lithium-ion Rocks co-host including Southern American blues influences to Robert Plant and Mick Jagger.

A chance breakfast encounter at Hotel California with Simon Moores at the Benchmark Minerals Cathodes conference planted the seed for this episode. Roger shares his astonishment that the automobile companies he watches pour billions into unproven autonomous technology ventures for the distant future,, but leave themselves “hostile to fortune” in a few years because they have not secured adequate critical mineral lithium supply.

Lithium-ion Rocks also previews E24 with The BOSS #KeithPhillips of Nasdaq and ASX-listed #PiedmontLithium following their major milestone federal 404 permit for mine and concentrator.

Podcast Index

0-3:15 Introduction of Roger Atkins & His Background

3:15-25 - Q&A with "Great Question" Rodney Hooper & Howard Klein

PHEV vs. BEV debate? Will PHEVs be the dominant EV or will BEVs like Tesla be more popular? Sustainability? Climate Consciousness? How important is the battery supply chain carbon footprint to EV buyers in Europe? What is his sense about Europeans willingness to buy an EV if it costs more than ICE? Will they pay a premium to "do the right thing?" How important are EV buyer subsidies? Do OEMs recognize their "hostage to fortune" upstream lithium materials vulnerabilities? Will 2020 be the first year we see Tesla, Volkswagen or other auto OEMs allocate $1-2B checks not just to distant autonomous vehicle venture dreams, but to direct investments in mining and chemical production to address imminent hydroxide shortages? Which countries, projects are best placed to attract such investment/partnerships?

25-45 Interview with Keith Phillips of Piedmont Lithium

Keith reflects on his 30 months since becoming The BOSS when Piedmont had only 500 acres and 19 drill holes, and, following a major milestone 404 permit for its mine and concentrator, discuss the path over the next 12 months to definitive feasibility study and full funding/final investment decision toward first battery quality lithium hydroxide production by 2023.

Piedmont is listed on #ASX and #Nasdaq, ticker #PLL

The company has no debt and a market cap of USD 60M. 100% of its production is available as off-take to prospective customers/partners/investors.

PLL in July raised AUD21 M at 14.5 cents with large institutions adding a new 9% blue--chip investor, Fidelity International alongside Australia's largest institutional investor AusSuper Annuation, following their rights to maintain a 13% stake. PLL trades today at 11 cents, despite its lightning speed project advancement/permitting.

Growing Up. Pink Cadillac. She's the One Santa Claus is Coming to Town

The BOSS

—

If you like Lithium-ion Rocks podcast and all other Howard Klein and Rodney Hoopers please consider contributing to our Tip Jar!

www.patreon.com/lithiumionrocks

Not investment advice. Do Your Own Research.

The tenure of Lithium-ion Rocks' co-host Howard Klein’s four day London visit for LME Week remained relatively bearish lithium and broader resource market as tariffs inflicted on aluminum and steel have had a real impact and ongoing trade war, slowing China GDP, negative EU yields, Brexit and impeachment narrative overhangs are all weighing on sentiment.

And yet, kernels of optimism from cash flow machine Rio Tinto CEO J-S Jacques as 60%+ iron ore EBITDA margins and reduced gearing enables a vision built on decade of discipline and peering into a future challenged by complex geopolitics, disruptive technology and broader environment/societal considerations. SUSTAINABILITY.

The LME's announced advisory committee for lithium price - including Tesla, Jaguar, BASF, Tianqi and Albemarle - revived "The Clash" among price reporting agencies and other forecasters.

Bloomberg NEF's Sophie Lu and James Frith join Rodney and Howard with their bullish views on nickel-based cathode chemistries. "We see battery grade hydroxide that reach the specs needed to be very tight, even in the short term.... Around 40% of battery grade capacity are being developed not by Tier One producers...Any one project not fulfilling the time lines could result in short-term deficit..."

Podcast Index

0- 12 - Takeaways & Excerpts from LME Week Battery Materials Presenters 12-21 - Rio Tinto Key Note Speech Excerpts 21-47 - Interview with BNEF's Sophie Lu and James Frith

Tesla Profits & Lithium Prophets

As LME Week transitions toward Hotel California Benchmark Minerals Anodes/Cathodes and Deutsche Bank’s annual New York Lithium & Battery Supply Chain conference, Rodney Hooper shares thoughts on profitability - Tesla Q3 and Volkswagen’s long-term expectations - BMW direct battery materials sourcing, Tianqi’s overrun at Kwinana and the math behind $12K+ battery quality lithium pricing long-term. Howard comments on North American Rock - the evolving Carolina to Quebec Hydroxide Hub - and borate/lithium plays in Western USA.

And let's not forget Brien Lundin’s 45th Annual New Orleans Investment Conference Halloween Weekend at which Benchmark’s Simon Moores & The BOSS Keith Phillips @PiedmontLithium will be the principal EV-angelizers of the lithium investment thematic.

New Kid in Town: E3 Metals Corp (TSX-V: ETMC, CAD 10M market cap)

After The (white) Gold Rush of 2016/2017, and with substantial shortages of battery quality lithium chemicals forecast by as early as 2022/23 by virtually every analyst who has examined the lithium business the longest and in greatest detail, Livent, the world’s fifth biggest producer and acknowledged technology leader, has executed their first meaningful investment outside their core resource in Argentina and processing facilities in North Carolina, China, India and the UK.

Committing up to USD 5.5M with potential to convert to 19.9% ownership of E3 Metals, Livent looks to be making a low risk, potentially high reward foray to prove via a Joint Development Project that Direct Lithium Extraction/Ion-Exchange Process can commercially convert the lithium-rich Le Duc oilfield reservoir - 6.7M LCE inferred resource to date - to an initial 20,000 t battery quality lithium hydroxide production by 2023 and scale from there.

In E21, “Alive-nt in Alberta: E3 LiTHiuM," LithiumIonRocks discuss with Chris Doornbos, CEO of E3 Metals the back story to this under-the-radar lithium developer, and expected milestones over the next 12-18 months and beyond on the road to potentially becoming a new, secure & sustainable supplier of what Volkswagen calls the “Irreplaceable Element for the Electric Era".

Podcast Index:

0 - 2:37 - Introduction 2:38 - 12: 15 - Rodney on Tesla, EU, $12K+ long-term BQ lithium price 12:16 - 24:30 - Howard on Nemaska, Piedmont, Rio Tinto, ioneer, Senator Schumer’s EV plan 24 - 50 - Q&A with Chris Doornbos, CEO E3 Metals

@LithiumIonBull @RodneyHooper13 libull.com www.patreon.com/lithiumionrocks

Not Investment Advice. Read Disclaimer. Do Your Own Research.

LEAVING ARGENTINA.

DECLINE OF LI PRICES IS JUST BEGINNING.

Deja Vu, Hey Joe?!

Lithium equities have fallen precipitously since late February 2018 as the above and similar headlines entered the public domain from a global team of research analysts at Morgan Stanley which has amongst the most extensive breadth of coverage across the EV supply chain - from mining/chemical to cathode to battery to Autos.

Is the bear lithium price thesis underpinning their call correct? Or have they been “right for the wrong reasons” so far?

Helplessly Hoping as back to school September begins Rodney Hooper and Howard Klein continue their Season 2, Episode 2 interview with Morgan Stanley’s Javier Martinez de Olcoz Cerdan who covers (Somebody to Love) SQM, one of the largest, lowest cost lithium suppliers and has articulated aggressive supply expansion from their world class Salar da Atacama project.

Howard connected with Javier in March 2016 following SQM's 50% equity stake in Lithium America’s Cauchari-Olaroz in Argentina, an investment he looked at skeptically at the time as a ploy as SQM re-negotiated its Atacama concession with CORFO. Anyone invested in lithium shares interested in preserving their capital should have listened to Javier and the Morgan Stanley team, if not in February 2018 when they made their initial call, then perhaps in August that year, when their call on SQM exiting Argentina proved correct.

As VW & other German auto Lords continue to make Dieselgate amends at the Frankfurt Auto Show - less with Mercedes Benz & Hippie vans and more with Taycan Porsches and ID.3s, please enjoy Part Two of Lithium-ion Rocks! 20th episode, inspired by the 50th anniversary of the legendary Woodstock concert, With a Little Help From Janis, Joe Cocker.

And please also visit the Lithium-ion Rocks “tip jar”: www.patreon.com/lithiumionrocks

Podcast Index:

0:00 - 1:18 - Introduction

1:19 - 8:00 - Q&A European OEM need for diversity of supply, Carbon footprint of the battery supply chain, Subsidies

8:01 - 14:00 - Q&A SQM supply ramp to 2025, SQM environmental

14:01 - 22:50 - Q&A SQM quality of product, market share. Lithium as a global product, technology and the future

22:51 - 42.44 - Q&A Price forecasts, what multiple should lithium companies trade at? Can incumbent producers meet future lithium demand? Chilean lithium market share, SQM sustainability

42:45 - end - Ending and disclaimer

Not Investment Advice. Do Your Own Research

For important disclosures, please see the Morgan Stanley Research Disclosure Website atwww.morganstanley.com/researchdisclosures

SIGNIFICANT LITHIUM PRICE DOWNSIDE RISK.

THE LONG-TERM PAIN OF NEW SUPPLY.

SQM TO DEFINE GLOBAL LITHIUM PRICES. WHAT IS THE SWEET SPOT?

LEAVING ARGENTINA.

DECLINE OF LI PRICES IS JUST BEGINNING.

Lithium equities have fallen precipitously since late February 2018 as these and similar headlines entered the public domain from a global team of research analysts at Morgan Stanley which has amongst the most extensive breadth of coverage across the EV supply chain - from mining/chemical to cathode to battery to Autos.

Is the bear lithium price thesis underpinning their call correct? Or have they been “right for the wrong reasons” so far?

In Season 2 Episode 2, Rodney Hooper and Howard Klein interview Morgan Stanley’s Javier Martinez de Olcoz Cerdan who covers SQM, one of the largest, lowest cost lithium suppliers and has articulated aggressive supply expansion from their world class Salar da Atacama project.

Howard connected with Javier in March 2016 following SQM's 50% equity stake in Lithium America’s Cauchari-Olaroz in Argentina, an investment he looked at skeptically at the time as a ploy as SQM re-negotiated its Atacama concession with CORFO. Anyone invested in lithium shares interested in preserving their capital should have listened to Javier and the Morgan Stanley team, if not in February 2018 when they made their initial call, then perhaps in August that year, when their call on SQM exiting Argentina proved correct.

As Summer Time Blues have come and gone, will the Blood, Sweat & Tears continue into year-end? Please enjoy Part One of Lithium-ion Rocks! 20th episode, inspired by the 50th anniversary of the legendary Woodstock concert, With a Little Help From our Friend of the Devil, Santana Martinez, who saw early and told the world about a lithium Bad Moon Rising,

And please also visit the Lithium-ion Rocks “tip jar”: www.patreon.com/lithiumionrocks

Podcast Index:

0:00 - 4:20 - Introduction

4:21 - 10:40 - Javier background and the Morgan Stanley team

10:41-17:53 - Javier discusses lithium as a commodity and the importance of supply

17:54 - 30:30 - Discussion on SQM and technology

30:31-36:00 - Will new projects come into production with prices below $10k/t?

36:01 - 44:45 - SQM product mix Q2 and the future, gaining market share

44:46 - 51:20 - Global lithium markets, basis and arbitrage

51:21 – end Disclaimer

Not Investment Advice. Do Your Own Research

For important disclosures, please see the Morgan Stanley Research Disclosure Website at www.morganstanley.com/researchdisclosures

As @RodneyHooper13 and @LithiumIonBull return after a five-week break to begin @LithiumIonRockssecond season, a redux of late 2018 Velocitility has again returned to global and global emerging markets.

Despite a strongly upbeat hydroxide demand outlook articulated in Livent’s Q2 conference call and supply restraint at Albemarle, lithium equities have staged only fleeting bear market short squeeze rallies. Political instability in usual (Argentina) and unusual (Hong Kong) places, negative bond yields, Brexit/EU stagnation and Trade War “chicken” with China continue to weigh on short-term sentiment. Gold is hot and goldbugs globally are giddy.

Canaccord Genuity’s Reg Spencer and Fastmarkets’ Will Adams discuss with Rodney and Howard their views of the current state of play with lithium supply/demand, prices, the outlook for ASX shares Alita ($A40), Altura ($AJM), Pilbara ($PLS) Orocobre ($ORE) and two of Canaccord’s top junior picks that continue to outperform, Piedmont Lithium ($PLL) and Lithium Power International ($LPI).

We also comment on Ganfeng's ($1772) surprise “No” vote from its Hong Kong shareholders and what this could mean to its $450M capital raising plans and its multiple junior miner partners.

PLUS! SOMETHING NEW!

LithiumIonRocks has joined Patreon to enable all our listeners the opportunity to contribute to our continued production of #LithiumEquityIntelligence

www.patreon.com/lithiumionrocks

Monthly Tiers:

$1 Tier - Brine $10 Tier - Hard Rock $20 Tier - Jane & George Battery Pack $50 Tier - Unicorn in Green Fields $100 Tier - LithiumIonBull

EXCLUSIVE SNEAK PREVIEW for all Patreon members that join the $10 Tier or above! Rodney and I recorded commentary on Livent and Albemarle conference calls which will be published as part of upcoming next episode following SQM’s Q2 conference all later this week.

Meantime, inspired by an epic stadium show by the Rolling Stones No Filter tour…

Enjoy E19: S2 Premiere! Emotional Rescue. Let it Bleed

Podcast Index

0:00-4:43: Introduction

4:44-15:30: Fastmarkets’ Will Adams price round up:

15:31-39:20: Sydney-based Canaccord Genuity analyst Reg Spencer discusses the current market conditions and his coverage of AJM, PLS, ORE, LPI & PLL

39:21-49:00: Howard & Rodney commentary on Alita and Ganfeng

49:01-end Disclaimer

Not Investment Advice. Do Your Own Research.

1H Mr. Lithium Bull Market Scoreboard. Dead or a Livent?

E18 S1 Finale: #LiTHiuMadMen. #ChangetheConversation

0:00-5:04 Introduction

Howard discusses the change in conversation from price pressures to future chemical shortage. The battery arms race has begun and there’s a need to “overfund” to meet future demand. Geopolitics of Lithium. US Security of Supply. Mr Market scoreboard. Piedmont, Lithium Power International, Savannah, Infinity.

5:00-6:00. Tesla Lithium? Verbatim from Elon Musk at AGM & perspective on the potential for this vertical integration from recent podcast from Tesla gurus Galieo Russell (HyperChange) & Sam Korus (Ark Invest).

6-7 Chicago, Saturday in the Park. A man selling Ice Cream (Plain vaniLLa)

7 -9:30 Howard discusses Livent earnings, speciality chemicals multiples, and new discoveries/expansion - eg, Liontown, Piedmont, Carolina Tin Spodumene Belt.

9:30-13:15 Rodney discusses the 1st half and important trends to watch

13:15-15:30 Howard and Rodney discuss Europe as the new China and the OEM’s and the choices they’re making re EV’s

16:12-33 Tesla’s China factory and VW’s ability to make low prices cars. Eramet and the truth about how many projects are actually at an advanced stage. Project funding and who might get funded? Can new supply meet demand growth by the mid 2020’s? Chinese control of supply and Ganfeng’s growth strategy. What does Bacanora investment mean for Ganfeng - LAC/Thacker Pass? Will Ganfeng be welcomed to invest in #USA? Merge with LAC?

Dead or a Livent?

33-54 Chris Kapsch of Loop Capital discuss Livent in detail, including its place in the supply chain and whether like Albemarle it's a base load supplier? Price target and valuation time frame and which of LTHM and ALB he likes better.

Not Advice. Do your own research. Read Disclaimer.

KISSam Luke Parts 1, 2 & 3 PLUS Chile Manager Ellen Lenny-Pessagno

Index by Minute:

0-3 4 years since Rockwood acquisition, what has change in capital markets to so de-rate Albemarle’s multiple?

3-7 Momentum “block trade” increasing volatility & creating a “Freebird” Lithium valuation.

7-10:45 Albemarle overview of its mix of business and current key valuation metrics.

11 - 19 When hydroxide demand greater than carbonate? Hydroxide to maintain its price premium to carbonate? Sustainability in Atacama, other outstanding considerations with Chile regulators.

19 – 21 Antofalla, Argentina asset vs. possibly buy. LIvent, Orocobre. High quality brownfield Kings Mountain North Carolina

21-24 Clay or geotherma projects? Nemaska. Execution by juniors, by majors

24-26 Weather. Compare Western Australia (Wodgina) and Quebec

26-31 Tianqi SQM, possibility of takeover by Tianqi/China support?

31-34:30 ALB’s lithium assets trading at “replacement value”. Why?

34:30-37 ALB vulnerable for a takeover? Insider Buying?

37 What price expectation did ALB use to ensure IRR of two times their cost of capital for $2B Wodgina investment?

37-42 Spider Web – what two most important factors for M&A transaction? Rockwood - Reflections four years on acquisition logic – World Class Greenbushes, Atacama. Pivot to hydroxide from Oz rock vs. Atacama carbonate. Perspectives on Ganfeng, partnering strategies with juniors or Chinese converters. Response to Ganfeng’s strategy to take over ALB as #1 producer. Big vs. profitability. Thoughts on Quebec, North Carolina, Europe as lithium geographies.

43:30-45 Kings Mountain – “No questionthat is a World Class, World Scale Asset” Can build “Hydroxide, Carbonate or another lithium derivative around it.” North Carolina, USA.

45:15-51 Timing of ALB bond? China approval for Wodgina? Reliability of ALB’s long-term contracts and price floors ALB’s customer mix

51 – 53:30 From 2021 will you seek to re-enter new carbonate contracts expire?

54-60:05 Strong potential of its past producing, plain vanilla hard rock lithium mine in King's Mountain North Carolina. Update on cost position and plans at Wodgina JV with Mineral Resources and potential to buy further China conversion assets. Luke also weighs into the increasingly topical discussion about USA Security of Supply - will US follow China and EU with some level local and federal support infrastructure, coordination and incentives support to bring entire supply chain? Can ALB be strategic American supplier to GM, Ford, VW USA?

60:05-89:30 Albemarle's Chile Country manager and ex-USA diplomat Ellen Lenny Pessagno also joins Howard Klein and Rodney Hooper in Santiago at the 11th annual FastMarkets Lithium Supply & Markets Conference with an update after her first nine months since joining ALB. Ellen outlines her and ALB's commitment to Sustainability while doubling the company's lithium production in Atacama and La Negra through the installation of new equipment to increase yield by 30%. And the company’s unique relationship and commitment to and employment of local indigenous populations as well as its strong relationship with CORFO and other government regulators. Ellen also shares her view on current political situation and risk/reward in Argentina.

89:30 Howard concluding comments including response to vocal ALB haters spewing “De-Worseification” and “Bad Company” epithets.

Not Investment Advice. Do Your Own Research. Read Disclaimer

Lithium Power International (ASX: LPI, OTC: LTHHF), has invested $50M advancing Maricunga, the most important Lithium Salar in Chile after Atacama, to Definitive Feasibility Study, positioning the company for potential full funding and Final Investment Decision upon final permitting expected later this year. Meantime, LPI will begin drilling highly prospective spodumene hard rock targets in elephant country Western Australia.

18 months into the Pinera Presidency, the LPI team reminds us of Chile's 30+ years of fast economic growth & political stability, its well established mining and environmental culture and the inherent competitive advantages of developing a high grade, low cost, conventional lithium project in one of the most skills- and infrastructure-rich locations in the world.

Ahead of FastMarkets 11th Annual Lithium Supply & Markets Conference in Santiago in early June, Howard Klein and Rodney Hooper had the opportunity to record four members of the LPI management and board, including CEO Cristobal Garcia Huidobro, Richard Crookes, David Hannon and Ricky Fertig.

Timeline Index

0:00-8:20: Introduction. "No dramas". Chile is "Open for Business"

8:20-10:15: Ricky Fertig discusses the history of the project and the importance of a strong local partner

10:15-11:15 David Hannon discusses the board composition and their backgrounds

11:15-15:15 Cristobal Garcia gives an overview of the project and outright ownership of land and the EIA process

15:15-17:30 Richard Crookes outlines the characteristics of the ideal strategic partner and a potential funding/capex strategy

17:30-20:30 Ricky & Cristobal discuss the benefits of the project's location and availability of key resources

20:30-25:15 Cristobal Garcia details how advanced the project is, the length access to fresh water and good relations with the local indigenous people

25:15:31:15 Richard Crookes discusses the hidden potential of the WA exploration assets and the proposed drilling program at Tabba Tabba. He provides further input on the Pilgangoora and Greenbushes assets. Richard and Howard discuss the Wesfarmers acquisition of Kidman and potential further lithium investment plans.

31:16: Wrap up

Not Investment Advice. DYOR. Read Disclaimer

Will Adams & Jon Mulcahy ⁦@FastmarketsMB banter with @RodneyHooper13 & @LithiumIonBull about Takeaways and Giveaways as #Lithium19 Santiago #Chileconcluded last Wednesday.

Featuring: Sounds of Silence. Us & Them

Timeline 0:00 - 5:07: Introduction. VW ID Buzz. Sounds of Silence. 5:08 - 6:15: Fastmarkets introduction 6:16-10:35: Fastmarkets conference takeaways 10:36 - 12:10: Shouldn't OEMs lock in equity & off-take deals at current low prices? 12:11 - 14:00: Cathode chemistry trends 14:01 - 17:10: Hydroxide and carbonate pricing 17:11-22:58: Tianqi, Ganfeng, Livent, Albemarle banter. Sustainability. Transparency. Us & Them 22:59 - 27:35: Europe & battery supply chain. Infinity. Keliber. Savannah. 27:36 - 31:12: EV range, infrastructure, & carbon neutrality. 31:13 - 35:26: General commentary & Fastmarkets overview 35:27 - 41:30: LME contract & price forecasts 41:31 - 44:50: Project funding 44:51 - End: Trade war, EV sales & LME

Albemarle's CEO Luke Kissam talks about the strong potential of its past producing, plain vanilla hard rock lithium mine in King's Mountain North Carolina in the final segment of our interview from $ALB's world headquarters in Charlotte on May 30. And update on plans at Wodgina JV with Mineral Resources and potential for further China conversion assets. Luke also weighs into the increasingly topical discussion about USA Security of Supply.

Albemarle's Chile Country manager and ex-USA diplomat Ellen Lenny Pessagno also joins Howard Klein and Rodney Hooper in Santiago at the 11th annual FastMarkets Lithium Supply & Markets Conference with an update after her first nine months since joining ALB. Ellen outlines her and ALB's commitment to Sustainability while doubling the company's lithium production in Atacama and La Negra through the installation of new equipment to increase yield by 30%. And the company’s unique relationship and commitment to and employment of local indigenous populations as well as its strong relationship with CORFO and other government regulators.

King's Mountain in Charlotte, the Queen City of the South. Virginia USA-born Ellen Lenny Pessagno. American Girls.

Not investment advice. Do your own research.

Albemarle looks vulnerable for opportunistic takeover. Valuation (down ~50%) reflects Mr. Market pricing in today’s China spot carbonate price as the long-term reference point, rather than ALB’s more profitable long-term hydroxide price with floors from reliable non-Chinese counter-parties.

In Part Two of Lithium-ion Rocks exclusive interview with KISSam Luke - the leader of the world’s largest lithium producer - Howard Klein and Rodney Hooper ask about such M&A possibility and whether management/board are considering insider buying at current prices?  Additionally:

What LiOH pricing did ALB assume for its Wodgina JV to achieve 2X cost of capital? What is expected timing and pricing for $1B+ bond deal later this year for Wodgina JV? What are ALB's top two most important investment criteria for lithium investment? Might ALB deploy Ganfeng-like strategy in partnering with juniors via off-take agreements? After investing "tens of millions" evaluating King’s Mountain North Carolina what has ALB learned about the quality and size of that past-producing asset and the likelihood/timing that the Carolina Tin-Spodumene belt will again become an important part of USA and global lithium supply?

PLUS: Chris Kapsch of Loop Capital

Is lithium a specialty chemical or commodity chemical? What does that really mean for $ALB long-term profit margin and Mr. Market earnings/EBITDA multiple? With Tier One harbrock (Talison) and brine (Atacama), ALB is positioned as the "baseload supplier" to "Tier One" Battery and Cathode producers outside China. Does this justify premium valuation to peers? Where does ALB & other lithium producers sit relative to broader “Specialty Chemicals” investment universe?

ALB now attracting traditional Value funds, compared to prior interest from Growth and GARP investors - what are their top questions?

What are the dynamics in ALB's bromine and catalyst business? Might we see a positive or negative surprise from these Oligopolistic businesses supporting ALB's lithium growth investments?

Not Investment Advice. DYOR

May 30, 2019. Luther “Luke” Kissam IV, Albemarle’s Chairman, CEO & President speaks with Howard Klein from $ALB's Charlotte, North Carolina headquarters with Rodney Hooper dialed in. LithiumIonRocks will publish the co-hosts' candid questioning over a three-part series of exclusive podcasts, each with an additional complementary guest.

In today’s Part One, we discuss with the leader of the world’s largest and highly profitable lithium producer the current state of the still nascent and immature lithium industry, Albemarle’s place within it, and its aggressive investments - substantially focused on lithium hydroxide - to meet unprecedented 15-20% annual demand growth from increased Electric Vehicle adoption.

What does Luke think about what Mr. Market is saying about ALB - trading at ~7X 2020 EV/EBITDA down some 50% from last year’s high, essentially flat since Luke assumed the CEO role in 2011, and only marginally up since ALB's 2015 purchase of Rockwood at 14.4X LTM EV/EBITDA?

Will hydroxide demand overtake carbonate demand and when? Will hydroxide maintain its price premium to carbonate? How does Luke think about unconventional clay and geothermal projects? Thoughts on Livent, Orocobre? Buy vs. Build Kings Mountain North Carolina or Antofalla, Argentina? As an S&P 500 constituent and Goldman Sachs SUSTAIN 50 name, Luke comments on Sustainability considerations in general and via yield enhancement equipment being implemented in Chile.

WarmingUpToChile

As much of the lithium industry heads to Santiago Chile for the flagship Fast Markets 11th Annual Lithium Supply and Markets conference - and tours both ALB and SQM’s Atacama brine salars - LithiumIonRocks also profiles the state of play in Chile. Cristobal Garcia Huidobro, CEO of Lithium Power International (LPI) & Tim McKenna - ex Rockwood VP of IR and Government relations, now with Piedmont Lithium in North Carolina - discuss the brine vs. hard rock debate and investor perceptions (and misperceptions) about Chile’s lithium investment climate for producers like SQM and ALB as well as advanced development projects like LPI’s Maricunga.

Not Investment Advice. DYOR.

Ganfeng Lithium’s US$30M prospective investment and off-take agreement with Bacanora Lithium is a very consequential deal.

Providing operational and, by our estimates, up to $150M in equity support, "Off-take Partner of First Resort" Ganfeng is once again taking astute, calculated risk with a large, long-lived clay asset that by any definition should be considered World Class.

Bacanora - advised by Citi and Canaccord - and its Sonora Lithium project, with Ganfeng, Hanwa, Red Kite and other large institutional support could be fully funded by end 2019 with targeted fast track Stage One production of 17,500t lithium carbonate by 2021.

LithiumIonRocks co-hosts Howard Klein and Rodney Hooper dive deep with successful project developer and Bacanora CEO Peter Secker who outlines the background, deal details and what to expect over the next few months in what is yet another important strategic relationship for Ganfeng in another new Western Hemisphere emerging market jurisdiction.

We also preview next week’s pilgrimage to Santiago, Chile for the Lithium Industry’s flagship @Fastmarkets 11th Annual Lithium Supply Conference.

PLUS

LithiumIonRocks First Ever Contest & Giveaway. “Who Can It Be Now?”

That is, our upcoming E15 guest - a serious player in the lithium industry.

Tune it to hear more about the contest and giveaway!

And, for further reading:

P.S. I Like Soft Rock - “Clay Will Have Its Day” @LithiumIonBull November 2017.

docs.wixstatic.com/ugd/affbaa_cb1a…79af63983d1.pdf

Not Advice. DYOR

As the Benchmark Minerals' highly successful North American World Tour through Washington DC, to New York to Vancouver concluded into May Memorial Day weekends, LithiumIonRocks! Howard Klein and Rodney Hooper take a close look at the major DEMAND drivers underpinning the worlds most important lithium producers forecasting 1 million tons of lithium chemicals by 2025, a tripling in just 6 years.

Mega Battery factories & Mega Cathode factories require Mega Investment in brines, mines & chemical converters ASAP.

Podcast Index by Minutes

0-12:30 LithiumIonBull banter with The Seeker, Rodney Hooper, now on Seeking Alpha. Germany/Europe is the New China. VW - Lithium, The Irreplaceable Element. Secure, Sustainable Hard Rock.

12:30-25 Adam Panayi, Rho Motion: Energy Density & EV Battery Chemistries

25-42 Caspar Rawles, Benchmark Minerals: Hyper NCM Battery Growth = Hydroxide Supply Urgency

42-49 Vivas Kumar, Benchmark Minerals interviews by Investing News Network's Priscilla Barerra.

Mr. Pegmatite, Mark Calderwood, who literally wrote the book about plain vanilla spodumene hard rock lithium deposits, discusses Alliance Mineral Assets strategic placement with lithium industry stalwart dealmaker Galaxy and joint venture with rapidly growing private China Jianxi Special Electric Motor.

With little fanfare, $A40 (formerly Tawana) has rapidly put into production for only ~USD75M capex the highest quality, premium priced spodumene ramping to 240,000 - 300,000ta SC6, while developing an innovative down stream strategy requiring no capital cost for exposure to hydroxide chemical conversion economics.

Rodney and Howard dive deep with Mark over 30 minutes Q&A before bantering amongst themselves about myriad Mr. Market news; $ALB & $LTHM earnings calls; management changes at LTHM and $LAC; The Lithium-ion Bull Market Scoreboard & Material Girl/Like a Virgin Lithium Developer Checklist; Tianqi & Ganfeng equity rights issue & convertible bond in Hong Kong and Shenzen.

Securing America's Future Energy (SAFE) keynote speaker at Benchmark Minerals Washington DC Summit, Robbie Diamond shares his vision since founding this leading 20-person strong non-profit organization 15 years ago with a mission to migrate USA away from its dependence on oil, especially as a transportation fuel. Electric and Autonomous Vehicles have been key to that objective.

USA National Security - in particular the rise and threat of reliance on China across the critical minerals through EV & Energy Storage supply chain - has become an important third leg to Keep America SAFE, alongside climate and decreased oil imports - in building bi-partisan consensus in Washington for a more pro-active response to ensure continued USA leadership of the Commanding Heights in Transportation and Utility industries.

Inspired in part from a call from Jerry Garcia to motivate Dead Heads for the Rainforest, Robbie has inspired LithiumIonRocks! to call out to all Jane and George Battery Packs to go Truckin' with Robbie to Keep America SAFE.

Lithium Pioneer James Calaway, founder and ex-Chairman of Argentina/Japan-focused Orocobre and now on a second lithium tour of duty as Chairman of ioneer, a leading American lithium and boron project in Nevada, shares his perspective after a morning keynote speech and day of high-level USA government talks at Benchmark Minerals Washington DC summit "Securing 21st Century US Supply Chains for EVS & Energy Storage."

A serial and accomplished entrepreneur and project developer, Sweet Baby James, Capital Structure Calaway discusses the "un-level playing field" in which US developers compete from a cost of capital perspective, based on the hand-in-glove relationship he sees between industry and government in China, Korea & Japan for the EV/Storage thematic and its implications throughout the entire raw material-to-EV supply chain.

The USA lithium landscape has many potential projects but the opportunity set is quite varied by resource type and therefore risk. James helps frame the opportunity set into four separate buckets and the relative considerations - technical and otherwise - in each bucket.

He also raises some specific policy ideas for where some small government involvement can help level the playing field from a cost-of-capital perspective with America's Asian competitors.

ALSO: Ken Brinsden Part 3 + Fast Markets' Martim Facada.

How is the SC6%-to-lithium chemical market similar/different from Fe 62/65%-to-steel industry? Why does it make more sense for SC6 producers to participate in downstream chemical production? What makes lithium "special" and not "commoditized"? Why POSCO? And Korea Inc vs. China?

Tune in to hear Pilbara's Ken Brinsden views on these questions in Part 3 of our interview.

PLUS - Lithium price reporter Martim Facada provides Fast Markets commentary following their recent Shanghai conference and ahead of their flagship Lithium Supply Conference in Santiago Chile June 10-12

And LithiumIonRocks co-host Rodney Hooper shares some of his own new supply and demand analysis which paints a far less pessimistic oversupply picture with a 12-24 month view.

What's the outlook for spodumene 6% prices? Conversion capacity in China?

Will Pilgangoora-branded SC6 garner price premium with long-term strategic partners?

In part two of three with Pilbara Minerals' Ken Brinsden, Rodney dives deep into these and operational questions such as Pilgangoora's high quality LOW IRON complement to ultra pure SC6.

Rodney also interviews Piedmont Lithium's CEO Keith Phillips and General Manager Patrick Brindle covering expanded acreage, high grade intercepts, permitting and path to construction decision by year end in North Carolina, USA.

Keith also discusses PLL's unique Nasdaq/ASX stock listing and growth of Jane and George Battery Pack USA investors, increasing average daily trading liquidity on both exchanges.

$PLS $PLL 2Ps in an iPod.

Not Investment Advice. DYOR. Read Disclaimer

Visit: libull.com

You asked, we answered!!

More banter from Rodney & Howard amidst a flurry of news to end Q1 and begin Q2 with a far brighter outlook than looked possible at the start of the year.

To help you navigate through 67 minutes of pure #LithiumIonRocks! bliss, here's an index of what you'll hear:

Minute

0 - 7:30 - Introduction. Thoughts on Ganfeng/LAC 7:30 - 24:30 - Real Vision Talks Lithium Bull. ALB, LTHM, PLL 24:30 -33:30 - Ken Brinsden & the Thrilla in The Pilbara. PLS 33:30 - 39:30 - Rodney Debunks Fuzzy Demand Math @MorganStanley 39:30-41:30 - Developing Brine Projects - NLC, LPI, LAC 41:30-43 - VW & European Lithium Sustainability/Security - SAV, BCN, INF 43-48 - Dissecting Fellow Lithium Bull from Cormark & Canaccord 48-60 - USA Lithium Security of Supply: Hard Rock PLL, INR & the others 60-68 - Volkswagen Verbatim. Battery Arms Race Meet Scramble for Lithium @Benchmarkmin @FT

Visit and subscribe FOR FREE at libull.com

Not Investment Advice. DYOR.

In this episode, Lithium-ion Rocks! welcomes two esteemed ex-Rockwood Lithium senior executives.

We ask Gerrit Fuelling, who oversaw $200M in lithium sales from Asia, whether $40,000 capital intensity per lithium hydroxide paid by Albemarle for JV with Mineral Resource at Wodgina is the new norm? Are Argentina brines really as low cost as advertised? Where might we see lithium chemical prices in 5, 10 years? Gerrit addresses these more and also shares thoughts on Albemarle, Livent, Ganfeng, SQM and Tianqi assets and M&A growth strategies.

From KKR portfolio company to 4X+ return over the 2005-2015 10-year period, Rockwood Lithium is the source of Albemarle being one of the best positioned specialty chemical lithium producers on the planet. With continued bold bets on lithium will ALB CEO Luke Kissam pull off from the 2015-2025 10-year period similar returns to his ROC predecessor Seifi Gashemi?

Tim McKenna shares tales from 10 years in an important government, investor and public relations role at Rockwood Lithium which included a battle and then partnership with China's Tianqi for the world’s best hard rock lithium mine at Talison/Greenbushes . Tim also share his success with the US Department of Energy during the Obama administration and his views on the current US government perspective about critical battery raw material security of supply.

LithiumIonRocks! pays RESPECT to Altura with 30-minute update with James Brown following AJM's commencing commercial SC6 production. Rodney Hooper & Howard Klein also discuss their impressions visiting the heart of America's lithium chemical competence from King's Mountain and Bessemer City, North Carolina to Silverpeak, Nevada. And take stock of the most likely USA sources of future mined lithium raw material from hard rock at the Piedmont Lithium Project in the historic Carolina Tin Spodumene Belt outside Charlotte, and Rhyolite Ridge, a boron-lithium searlesite hard rock situated amongst majestic mountains between Reno and Las Vegas, Nevada. Not Investment Advice. DYOR. Read Disclaimer. libull.com

Albemarle and SQM have followed Rodney Hooper and Livent’s above consensus Lithium DEMAND expectations - 1MT LCE 2025 is essentially now everyone’s “base case” - while also demonstrating again that these Tier One Oligopolists are struggling mightily to grow production of battery grade chemicals to meet such hyper demand growth.

Howard interviews the leader in lithium pricing intelligence @BenchmarkMin: Andy Miller guides us to which SC6, Carbonate and Hydroxide Price is Right, today, and through 2025. E5 also includes the most relevant lithium industry voices from ALB’s Luke Kissam, SQM’s Ricardo Ramos, Orocobre's Tara Berrie, as well as Morgan Stanley and BMO analysts.

As the mining world moves from sunny Florida to Toronto’s PDAC cold, Rodney and Howard discuss what the Mr. Lithium Market Scoreboard tells us after two healthier months to start the year amidst news flow from Galaxy, Altura, Nemaska, Sigma, Piedmont, Lithium Power, Lithium Americas, ioneer, Standard Lithium and others.

Register for free Lithium-ion Bull Newsletter: www.libull.com

Not Investment Advice. DYOR. Read Disclaimer.

The School of Rock = The School of Hard Knocks in Western Australia & Quebec in recent weeks.

The circumstances at Altura and Nemaska are meaningfully different, but nevertheless a great reminder that mining or brining of any type is hard. A Cost Over Run is No Fun, especially if timed when Mr. Market sentiment is looking glass half empty, and a project has substantial covenant-heavy debt.

I Feel Good Altura is a reflection of their "in production" status, relatively uncomplicated SC6 business model, modest working capital need and substantial insider support.

Nemaska's USD 280M hole is more complicated, but unlike the Dead Flowers Valentines sentiment expressed by many, there is still a Glass Half Bull prize in battery hydroxide from high grade hard rock in one of world's best sovereign jurisdictions proximate to the very large North America Auto OEM and battery market.

Will off-take partner LG Chem step up Gangnam Style? And/or will those holding NMX's 900 m shares be inhaling Softbank Vapors and Turning Japanese? Will other Lithium producers step in?

Rodney and I also discuss Livent’s Q4 results, SC6 pricing and the impact on Mineral Resources, Altura, Pilbara and Alliance Minerals. We welcome good news from bellwether Albermarle in Chile and attempt to read the China tea leaves with softer GDP growth amid tight credit, trade and EV subsidy uncertainty & increased local lithium production.

Not Investment Advice. DYOR. Read Disclaimer at www.libull.com

In London for episode 3 we discuss the evolving landscape for OEM's and the strategic vulnerability of non-metal producing countries and regions to which the US Senate received an earful this week from Simon Moores at Benchmark Minerals. China, through careful planning, has gained a significant lead in the production of lithium chemicals, batteries & electric vehicles. When will the rest of the world get its act together?

Peter Campbell, the Financial Times auto correspondent agrees there will be a major OEM casualty in the years to come, but which one? David Archer CEO of Savannah Resources discusses the EU lithium-ion battery supply chain and Portugal’s potential place within it.

Subscribe for Free! Lithium-ion Bull newsletter www.libull.com

Not Investment Advice. DYOR. Read Disclaimer

Still bloodied 3 Months after the IPOs of Livent on NYSE and Ganfeng on HKSE, and 10 days before Livent reports Q4 and yearly results and provides 2019 lithium market forecasts, sales and EBITDA guidance, Rodney Hooper explains his widely liked Linkedin note detailing the four pillars to his investment thesis for Ganfeng.

Howard progresses the Philadelphia Freedom Declaration of Independence that not all Lithium is created equal @LiventCorp. The Real Thing.

It is also Lithium-ion Rocks! privilege to welcome our first ever guest, Guy Bourassa, CEO of a future Livent, future Ganfeng, Softback-backed Nemaska Lithium - Rockin' in the Free World. Low cost Hydro-powered Hydroxide from proprietary IP; a French Canadian Industrial Champion.

And finally, a Casey Kasem-like long distance dedication as we say Goodbye to the Year of the (Black) Dog and Hello to the Year of the Pig.

Subscribe for Free! Lithium-ion Bull newsletter www.libull.com

Not Investment Advice. DYOR. Read Disclaimer

Lithium-ion Rocks! is a podcast to augment and bring to life the Lithium-ion Bull Investment Blogletter together with a focus on fundamental equity analysis from co-hosts Howard Klein and Rodney Hooper. www.libull.com @HowardKlein10 @RodneyHooper13