Lithium-ion Rocks!

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Lithium-ion Rocks!

Brought to you by co-hosts Howard Klein and Rodney Hooper, Lithium-ion Rocks!™ is a vibrant and engaging podcast looking at the lithium-ion battery-fuelled disruption of the mining, chemical, transportation and utility industries. Featuring guests such as representatives from major firms, investment analysts and diverse perspectives, Lithium-ion Rocks! offers invaluable insight into this exciting industry. ​

  1. 13 HR AGO

    Quebec Carbonate: Lithium Universe Iggy Tan

    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

    41 min

  2. 4 NOV

    Cesium Secrets: Power Metals Update w/ Haydn Daxter

    Past Discussions 🔁• https://youtu.be/6BszRl6E-pE • https://youtu.be/ELr_3RT3Dzo   CHAPTERS 📖00:00 Introduction02:33 Developments in drilling results04:26 Soil sampling for drilling06:18 Government engagement and strategic partnerships07:58 Ore sorting results10:15 Winsome site visit11:08 Collaboration with First Nations12:39 Progress on mineral resource estimates14:15 Cesium committee16:24 Future outlook17:48 Assay turnaround   _________________________________________________   Links 🌍 RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (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

    21 min

  3. 31 OCT

    Rock Stock Recap E15: Lithium’s Raging Bull - YJ Lee of Arcane Capital Advisors'

    Y.J. 121 Presentation: https://youtu.be/bEHMr2l4GE4   CHAPTERS 📖00:00 Introduction02:13 Y.J. 121 Presentation Highlights07:05 Guest Introduction: Y.J. Lee08:23 Focus on Lithium Demand Forecasts15:40 Can European EVs compete with cheap ICE?17:16 Western Alert: Chinese EV plants in Europe18:16 Will Europe Return to High EV Penetration?20:22 SVOLT and Northvolt Withdrawals22:04 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 Solutions45:56 Hydroxide vs. Carbonate Debate50:46 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/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (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

    59 min

  4. 19 OCT

    The Futures In Lithium Is Spodumene w/ Fastmarkets' Przemek Koralewski

    INDEX:00:00 - Introduction02:28 - About Przemek & Spodumene Contract05:57 - 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/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (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

    44 min

  5. 16 OCT

    Lithium Livestream: Are cheap valuations about to drive further M&A?

    INDEX:00:00:00 - Introductory comments and panelist profiles00:05:00 - Better Bid/Greenshoots on RK Equity Scoreboard - Q2 Metals00:07:00 - 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, Winsome01:13:45 - Are equities reflecting higher lithium prices soon? WA supply and Africa/China lepidolite updates01:18:00 - Panel discusses less well covered names - European Metals Holdings, Atlantic Lithium, Talga, Winsome, Global Lithium, Delta Lithium, Wildcat, Liontown, Q2 Metals, Savannah, AMG01:26:17 US listed & Smackover plays - Lithium Argentina, Lithium Americas, Piedmont, Standard Lithium, Exxon, Koch, Equinor, Tetra, Pantera01:36:00 - 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/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (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

    2h 4m

  6. 14 OCT

    Deep Sea Treasure: The Metals Company - w/ Craig Shesky

    INDEX:00:00 - Introduction01:25 - Climate Week in New York - Critical Minerals and Indonesian Nickel04:40 - 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 Paper12:33 - 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/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (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

    21 min

  7. 10 OCT

    Strategic Spodumene: Sayona’s North American Lithium w/ Lucas Dow

    INDEX:00:00 - Introduction04:50 - About Lucas Dow06:16 - NAL Resource Expansion08:00 - Production Targets and Optimization09:25 - Cost Management Strategies12:56 - Mining Dilution Improvements14:54 - Downstream Integration Plans17:09 - Moblan Resource Potential24:09 - Offtake Strategy and Partnerships27:44 - Financial Position and Future Plans31:12 - Market Conditions and Investor Insights33:53 - Site Visit57:07 - On-site Interviews   _________________________________________________   Links 🌍 RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (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

    1h 9m

  8. 7 OCT

    Samba with Spodumene: Lithium Ionic w/ Blake Hylands

    INDEX:00:00 - Introduction04:30 - Blake Hylands’ background and joining Lithium Ionic07:18 - Operating experience in Minas Gerais09:14 - Sigma’s influence on cost and permitting10:48 - Progress on Bandeira’s construction permit12:42 - Infrastructure benefits around Lithium Ionic’s projects13:57 - Environmental impact assessment update15:12 - Details on $20M royalty agreement with Appian16:57 - Financial standing after securing royalty deal18:05 - Potential in new Itinga properties19:57 - Expanding Bandeira’s mineable resource over time22:07 - Preferred funding structure for Lithium Ionic’s projects23:51 - Construction and production timeline for Lithium Ionic25:20 - Strategic funding process with BMO26:05 - China vs non-China opportunities for Lithium Ionic28:55 - Comparing Lithium Ionic’s value to Latin Resources31:17 - Brazil’s importance for lithium mining   _________________________________________________   Links 🌍 RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (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

    33 min
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About

Brought to you by co-hosts Howard Klein and Rodney Hooper, Lithium-ion Rocks!™ is a vibrant and engaging podcast looking at the lithium-ion battery-fuelled disruption of the mining, chemical, transportation and utility industries. Featuring guests such as representatives from major firms, investment analysts and diverse perspectives, Lithium-ion Rocks! offers invaluable insight into this exciting industry. ​

Information

  • Creator
    lithiumionrocks
  • Years Active
    2019 - 2024
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2019 All rights reserved.
  • Show Website
    Lithium-ion Rocks!

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