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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.
Episodes
Monday Dec 23, 2024
Monday Dec 23, 2024
CHAPTERS 📖
(00:00) Introduction and Guest Overview
(02:33) Reflecting on Tesla’s Battery Day and SPAC Mania
(08:22) Founding Mitra Chem
(13:15) Mitra Chem’s Core Goals and Vision
(19:21) Current Product Portfolio and Roadmap
(23:18) Competing with China in LFP Manufacturing
(24:29) The Growth of LFP in EV and Energy Storage
(28:18) The Rise of AI and Uninterruptible Power
(33:24) Nuclear vs. Lithium-Ion in Energy Storage
(36:14) Geopolitics of U.S.-China Collaboration in Batteries
(41:26) Reindustrialization and Government Support
(44:57) Future Trends for Battery Supply Chains
(49:49) Mitra Chem’s Funding and Future Plans
(51:50) Closing Thoughts and Industry 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
Friday Dec 20, 2024
Friday Dec 20, 2024
On Site with Winsome Resources: https://youtu.be/bwpjaY98w5E
CHAPTERS 📖
(00:00) Introduction
(02:33) Amended Renard Option Agreement and Payment Extension
(04:16) Strategic Partnerships and Government Stakeholding
(05:35) Adina Project Highlights: Low-Risk Approach
(08:41) Low Strip Ratio and Future Underground Mining Plans
(10:13) Competitive Operating Costs in Quebec
(11:17) Startup CAPEX and Critical Minerals Infrastructure Fund
(12:55) Ideal Funding Structure to Minimize Dilution
(14:04) Winsome’s Stake in Power Metals and Case Lake Project
(16:05) Cesium Potential and Near-Term Production Outlook
(17:02) Ontario vs Quebec as Mining Jurisdictions
(18:09) Cash Position, Forward Expenses, and Next Milestones
(20:22) Rio Tinto's Lithium Investments and Quebec Activity
(23:23) Quebec's Strategic Position and Acquisition Risks
(26:01) Winsome’s Outlook and Strategic Defense Against Low Valuation
(28:07) Closing Remarks: Recap and Year-End Wishes
_________________________________________________
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
Tuesday Dec 17, 2024
Tuesday Dec 17, 2024
CHAPTERS 📖
(00:00:00) Introduction and Guest Welcome
(00:02:58) About Steve/The Electric
(00:05:13) The Grand Bargain: Trump, China, and EV Supply Chain
(00:10:02) China’s Role in the US EV Industry
(00:13:11) Evaluating Trump’s Administration and China Strategy
(00:18:06) Historical Precedents for Grand Bargains
(00:21:38) The Challenge of Building a US Battery Champion
(00:27:08) Vertical Integration Lessons from BYD and Tesla
(00:32:05) Chinese Companies Expanding to the US
(00:37:15) Challenges Facing Chinese Companies in the US
(00:41:57) GM’s Vision and Big Three Autos’ EV Strategies
(00:48:17) Why Northvolt Failed and Lessons for US Battery Makers
(00:52:58) Balancing Innovation and Proven Battery Technology
(00:57:33) Autonomy’s Role in EV Growth
(01:00:10) AI and Data Centers Driving Battery Innovation
(01:02:05) The Future of Autonomy and ADAS in EVs
(01:07:26) Closing Remarks 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
Monday Dec 16, 2024
Monday Dec 16, 2024
CHAPTERS 📖
(00:00) Recap
(00:47) Introduction
(03:16) Summer Drilling Results and Assay Highlights
(04:42) Upcoming Winter Drill Program and Target Zones
(06:11) Preliminary Metallurgical Testing Plans
(07:07) Expansion of Mineral Claims at the Cisco Property
(08:05) Infrastructure and Regional Support in Quebec
(09:46) Community Engagement and Baseline Studies
(10:33) Cash Position and Funding Through Warrants
(12:49) Market Dynamics and Stock Performance Factors
(14:25) Future Plans and Potential Partnerships
(15:21) Impact of Critical Minerals on Permitting
(16:12) Government Support and Engagement
(20:01) Infrastructure Upgrades and Future Outlook
(21:13) Quebec's Long-Term Potential in Lithium Processing
(23:25) 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
Friday Dec 13, 2024
Friday Dec 13, 2024
CHAPTERS 📖
(00:00:00) Introduction and Guest Overview
(00:01:31) China's Dominance in Car Exports
(00:03:04) The Rise of BYD and China's EV Market
(00:04:58) EV Adoption Trends Across the Globe
(00:06:46) Future of Robo-Taxis and Autonomous Vehicles
(00:08:07) PHEVs vs. BEVs: Consumer Preferences
(00:10:49) Chinese Auto Export Strategies
(00:12:32) China's Cost Advantage in Manufacturing
(00:15:02) Tesla’s Role in China's EV Revolution
(00:18:59) The "Techno Kings" and EV Innovation
(00:20:13) Legacy Automakers Struggle to Compete
(00:22:06) China's Overseas Manufacturing Expansion
(00:23:56) Impact of US and European Tariffs on Chinese EVs
(00:24:56) Western OEMs' Survival Strategies
(00:26:50) Joint Ventures as a Path Forward
(00:34:23) Inflation Reduction Act and US EV Strategy
(00:39:22) China's Supply Chain Advantage
(00:42:41) Stimulating Demand in China and the US
(00:53:59) The Role of Chinese Investment in US Manufacturing
(00:57:08) Elon Musk's Influence on US EV Policy
(00:57:44) China's Long-Term Strategy and Economic Leverage
(01:00:39) Final Thoughts: A Shifting Global Auto Market
_________________________________________________
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
Friday Dec 13, 2024
Friday Dec 13, 2024
CHAPTERS 📖
(00:00) Introduction and Overview of Graphite Market
(03:53) NMG’s Mission and Key Projects
(05:54) Partnerships with GM and Panasonic
(06:51) China Export Bans and Geopolitical Impact
(09:33) Competitive Advantages of Quebec for Graphite Production
(12:13) Graphite Demand Across Battery Technologies
(14:04) Geopolitical Volatility and Tariffs
(17:02) Securing Project Funding and Future Milestones
(20:27) Timeline for Production and Market Demand Forecast
(22:30) North American vs. Global Graphite Markets
(24:12) Government Support and Capital Structure Updates
(26:53) Strategic Shareholders and Equity Structure
(28:45) Uatnan Mining Project and Future Expansion Plans
(31:32) Financial Overview and Runway to FID
(32:42) Phase One Achievements: Vertical Integration to Anode Material
(34:45) Global Partnerships and Export Credit Agencies
(39:02) Synthetic vs. Natural Graphite in Battery Applications
(41:07) Potential for Partnerships with Global Companies
(44:10) 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
Tuesday Dec 10, 2024
Tuesday Dec 10, 2024
CHAPTERS 📖
(00:00) Introduction and Market Overview
(01:24) Optimism in the EV Industry
(02:05) Debating Lithium Cost and Supply Chains
(03:04) The Role of U.S. Policy in EV Growth
(04:32) Short-Term vs. Long-Term Lithium Investment Strategies
(06:49) Challenges in Long-Term Supply Models
(08:02) Debating the Feasibility of Direct Lithium Extraction (DLE)
(09:37) Global Trade, Policy, and Supply Chain Integration
(10:49) Impact of New Supply on Lithium Pricing
(12:22) Lithium's Cyclical Market Trends
(13:25) Tesla’s Influence on Lithium Processing and Supply
(15:05) China's Role in the Lithium Market
(17:13) Electric Vehicle Adoption and Market Growth
(18:32) Barriers to EV Adoption in Cold Climates
(20:01) Market Sentiment and Future Lithium Prices
(21:39) Long-Term Investment Opportunities in Lithium
(23:31) Keeping Lithium Investments Simple
(24:12) Regional Advantages in Spodumene 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
Thursday Dec 05, 2024
Thursday Dec 05, 2024
CHAPTERS 📖
(00:00) Recap
(00:27) Introduction
(02:10) Phase 3 Drilling Program Progress
(03:12) Tantalum Opportunity and Market Demand
(05:02) High-Grade Cesium Results from Phase 2
(06:29) New Pegmatite Anomalies Identified
(08:32) Exploration Permit Application Update
(09:52) Strategic Plans for 2025 Exploration
(10:28) Other Projects Beyond Case Lake
(12:44) Outstanding Test Work Results
(16:02) Timeline for Cesium Format Updates
(17:41) Plans for Initial Mineral Resource Estimate
(18:50) Government and First Nations Collaboration
(20:37) Economics of Mining Small Cesium Deposits
(21:41) Closing Remarks 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
Tuesday Dec 03, 2024
Tuesday Dec 03, 2024
Monday Dec 02, 2024
Monday Dec 02, 2024
CHAPTERS 📖
(00:00) Recap
(00:21) Introduction
(02:17) PFS and Development Timeline
(03:42) Long-Life Asset Advantages of McDermitt
(05:25) Embedded Optionality and Resource Potential
(06:41) CapEx Challenges and US Funding Opportunities
(09:11) Plans for Refining Costs in the DFS
(10:25) Byproduct Opportunities and DOE Collaboration
(11:46) Recovery Rates and Test Work Outcomes
(13:02) Supply Chain and Reagent Logistics
(13:59) Potential for Project Expansion and Phased Growth
(15:46) Next Steps: Partnering and Permitting Focus
(17:43) Funding Strategy and Financial Outlook
(18:35) Policy Impact on Domestic Critical Minerals Projects
(20:20) Sentiment Towards Sediment Lithium Projects
(22:27) 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