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Episodes
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 Oct 07, 2024
Monday Oct 07, 2024
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
Sunday Oct 06, 2024
Sunday Oct 06, 2024
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
Saturday Sep 28, 2024
Saturday Sep 28, 2024
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
Tuesday Sep 24, 2024
Tuesday Sep 24, 2024
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
Tuesday Sep 17, 2024
Tuesday Sep 17, 2024
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
Monday Sep 09, 2024
Monday Sep 09, 2024
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
Thursday Sep 05, 2024
Thursday Sep 05, 2024
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
Thursday Sep 05, 2024
Thursday Sep 05, 2024
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
Thursday Sep 05, 2024
Thursday Sep 05, 2024
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
Friday Aug 02, 2024
Friday Aug 02, 2024
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