Lithium-ion Rocks! lithiumionrocks
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- Business
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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.
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E102: Fast & Furious Part 2. Fastmarkets' Jordan Roberts
INDEX:00:00 - Introduction02:13 - About Jordan03:04 - Future Lithium Demand09:02 - Predictions on Lower Lithium Prices10:17 - Mining Cost Analysis11:30 - Risks in Chinese Lithium Production14:00 - Impact of Minor Production Changes14:54 - Possible Lithium Market Slowdown17:19 - Consolidation Prospects & Funding Challenges19:06 - Interpreting CME Futures20:13 - Lithium Futures Market Growth23:00 - Disparity with Guangzhou Carbonate Futures24:54 - Equities vs. Futures26:27 - Spodumene Hedging: CME Futures27:34 - Fastmarkets' Regional Pricing Initiative30:35 - Regional Pricing Impact34:13 - North American Battery Supply Chain35:45 - Sustainable Lithium Prices in EVs38:28 - China's Renewable Growth41:33 - Auctions Impact on Lithium Prices44:35 - Argentina's Lithium Chloride Developments45:46 - Uncertainty in Chloride Price47:03 - South East Asian Development49:46 - Lithium Price Shifts
_________________________________________________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 -
E101: Godfather of Spodumene. Sayona Minings' James Brown
INDEX:00:00:00 - Introduction00:05:32 - Sayona Mining's Value00:07:52 - Ramp-Up: Altura vs. North American Lithium00:15:18 - Future Lithium Ore Quality00:20:49 - Rising Costs, Profit00:26:04 - Full Production, Cost Reduction Plans00:27:39 - Operating Cost Outlook00:29:24 - Lithium Pricing, Sales Strategy00:35:02 - Next Project Phase Timeline00:36:52 - Revenue and Profit Changes00:38:40 - Mining's Sustainability Amid Price Changes00:42:11 - Quebec's Role in Lithium Supply00:43:21 - Exploring Offtake Deals00:47:26 - Seeking Offtake Outside China00:51:40 - Tesla: Hydroxide Plant Commissioning00:53:33 - 2024 Milestones00:57:08 - Shareholder Concerns Over Investor Relations01:06:34 - Tabba Tabba Exploration Plans01:09:36 - Board Stock Purchases01:12:02 - Stock Consolidation Proposal01:12:54 - Lithium Ore Integration
_________________________________________________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 -
Getting To Know You: Brunswick Exploration. w/ Killian Charles
INDEX:00:00 - Introduction01:34 - Summary Synopsis04:11 - About Brunswick Exploration10:13 - 2023 Milestones12:59 - Mirage Project Drilling Campaign15:51 - Elrond Project: Drilling Results?18:42 - Prioritizing Mirage Project in 202422:04 - Infrastructure Impact on Lithium Prospects25:46 - Managing Finances27:41 - Time Horizon with Current Spend28:25 - Premiums with Flow-Through Funding30:14 - Repurchase Agreement Strategy33:40 - Quebec's Appeal37:14 - Catalysts in 202438:11 - 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 -
E100: Bouquet of Roses. Critical Elements' Jean-Sébastien Lavallée
INDEX:00:00 - Introduction04:22 - History of Rose Project06:38 - About Rose Project07:32 - Key Milestones for Rose09:38 - Rose Project Financing and Partnerships Update10:48 - Experiences with Government12:10 - Demand for Technical-Grade Spodumene14:38 - Rose Drill Results19:23 - Critical Elements' 2024 Outlook: Key Milestones20:40 - Burn Rate22:09 - Strategies for Project Financing Amidst Competition27:40 - Howard's Closing Remarks
_________________________________________________Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspxRK 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 -
E99: Carolina in my mind. Piedmont Lithiums' Keith Phillips
INDEX:00:00 - +39% to -8% in 1 week07:51 - Carolina Project's Permit: Next Steps10:46 - North American Lithium: 2024 Outlook18:22 - Tesla, LG Chem Deals: Market Updates25:48 - Spodumene Demand: Market Insights30:16 - Exploration Auctions: Future Ventures31:35 - Ewoyaa Project: Ratification Pending35:37 - Funding Ewoyaa Project: Capitalizing Ghana38:45 - Carolina Project Funding: Options44:58 - Carolina Project: Integrated or Concentrate Mine?47:21 - Offtake Agreement Concerns: Sayona Shareholders49:55 - Decision on Carbonate Plant: Piedmont-Sayona Next Move52:25 - CEO and Market Volatility56:59 - Election Impact59:30 - Speculation Over Takeover: Piedmont Lithium
_________________________________________________Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspxRK 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 -
E98: Champing at the bit. Champion Electric Metals' Jonathan Buick
INDEX:00:00 - Introduction01:56 - Recent News: Near-Surface Pegmatite Discovery03:31 - Vision 2024: Strategic Goals and Investor Alignment06:17 - Program Location07:34 - Target Locations08:05 - Goose Hunting Shutdown08:53 - When To Resuming Drilling?09:07 - Permit Progress09:54 - Experience Operating in Quebec11:06 - ESG Efforts12:03 - Potential Mergers and Acquisitions13:47 - Is the Lithium Thesis Intact?14:38 - Cobalt Ventures: Overview of Idaho Projects16:25 - Financial Update: Cash Reserves and Funding Plans17:58 - Howard's Closing Remarks
_________________________________________________Links 🌍
Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspxRK 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
Customer Reviews
Great Show!
Howard and Rodney, hosts of the Lithium-ion Rocks! podcast, highlight all aspects of the mining industry and more in this can’t miss podcast! The hosts and expert guests offer insightful advice and information that is helpful to anyone that listens!
Ramble
Totally disorganized, no coherent ideas