Lithium-ion Rocks!

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

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

INDEX:00:00 - Introduction02:12 - Summary Synopsis03:48 - About Graham05:16 - Meet the Team07:16 - About Dr. Vijay Mehta08:11 - 2023 Milestones08:45 - Catalysts in 202409:52 - Analyzing Nevada Resources12:13 - Next Steps After Metallurgical Testing?13:07 - Optimizing Process13:40 - PEA: Insights into Finances14:47 - Proximity of Infrastructure15:46 - Operating in Nevada Mines17:27 - Funding Expansion19:17 - Drilling Plans20:35 - Impressive Grades21:38 - M3JV Project Update22:47 - ESG Efforts24:39 - Funding: Surge Battery Metals' Financial Outlook26:21 - Key 2024 Share Price Milestones27:37 - 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

INDEX:00:00 - Introduction01:25 - Summary Synopsis03:22 - About Steve04:45 - CleanTech's Mission05:06 - 2023 Milestones06:55 - Chilean Regulations11:05 - Sunresin Partnership Impact on CleanTech16:07 - Talks with Off-Takers18:16 - Navigating Debt Financing22:11 - Board & Management As Major Shareholders25:56 - Burn Rate30:33 - Laguna Verde PFS33:36 - Social Sustainability35:08 - Capacity Expansion Considerations37:52 - Estimated Timeline To First Production40:03 - Clean Energy and Lithium Community Relations _________________________________________________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

INDEX:00:00 - Introduction03:34 - Lithium Futures and Auctions: Market Dynamics Update06:21 - CATL Dominance: Pricing Influence on Lithium Market09:08 - Toyota 1-6-90 Rule12:03 - Hybrid Impact on Lithium Demand: Future Forecast13:05 - 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.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

INDEX:00:00 - Introduction02:48 - About: Rho Motion05:18 - 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 Analysis35:28 - 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: Storage44:44 - AI, Cryptocurrencies, Electricity Grid: Competing Demands?46:56 - Tesla's Shift: Robo Taxis or Vehicles _________________________________________________Links 🌍 Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.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

INDEX:00:00 - Introduction01:24 - Summary Synopsis02:41 - Q2 History06:22 - 2023 Milestone Achievements08:32 - Cisco Project Deal Details12:28 - Cisco vs Mia Infrastructure13:22 - Flow-Through Financing Considerations14:35 - Thoughts on Flow-Through Market14:58 - Probability of Drilling at Cisco15:57 - Who Performs Assaying16:06 - Is Cisco the Priority?17:25 - Expanding Team Capacity18:23 - Plan for MIA in 202419:17 - Royalties on MIA20:38 - Stellar Project21:20 - Quebec Relations22:21 - Quebec's Role in Market Path23:45 - Thoughts on Consolidation in Quebec25:44 - Infrastructure Boost After Forest Fires _________________________________________________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

INDEX:00:00 - Introduction03:02 - Research Coverage06:10 - Renard Diamond Mine Purchase14:17 - Road construction crucial for Winsome's plan16:15 - Projected timeline for road construction?16:25 - Probability of getting road funding22:10 - Positive drill results boost Winsome24:42 - Next mineral resource update at Adina?29:24 - 100 million tons: Winsome's turning point?32:26 - Financial horizon: $45 million cash balance34:03 - Hostile bid protection measures36:36 - Exploring strategic partnerships: Options and objectives40:07 - Champion Iron Ore analogy: Turnaround potential41:47 - ESG efforts45:36 - Disturbances: From Diamonds to Lithium46:44 - Quebec's unique infrastructure in mining _________________________________________________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

INDEX:00:00:00 - Introduction00:07:49 - IperionX: Revolutionary Tech in Titanium Industry00:11:00 - Rise in Titanium Prices: What's Driving It?00:15:39 - Addressing Japan's Titanium Supply Dependence00:22:09 - Titanium's Price Sensitivity Changing Market Dynamics00:25:12 - Inside Titanium Market: Scraps to Specialized Products00:30:53 - Future of 3D Printing with Titanium00:32:40 - New Facilities Boost Titanium Production00:38:28 - IperionX's Sales Strategy00:42:12 - Ensuring Future Supplies of Materials00:45:55 - Assessing IperionX's Growth Prospects00:56:06 - Investment Decisions: What's Next?01:00:16 - Titan Project: When Does Mining Start?01:01:43 - IperionX: Game-Changer in Titanium Industry01:10:17 - 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.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

INDEX:00:00 - Introduction03:51 - IperionX Reveals Titanium Recycling Breakthrough08:35 - Titanium Eyed as Strategic Mineral for US10:33 - IperionX's Market Surge and Revenue Outlook12:46 - IperionX's Potential Market Impact and Profits14:12 - Market Timing Discussion and Recharge Note17:01 - Counter to Negative Lithium Demand Narrative20:19 - Exploring Macro Comparisons in Lithium Market24:35 - Concerns Raised Over African Lithium Supply25:29 - Warning Against Rushed Lithium Projects26:17 - Advice for Skeptical Investors in Lithium Market29:38 - Stocks Canaccord Rates Having Most Upside - Galan, Cygnus, Latin Resources, Piedmont Lithium, Winsome Resources31:47 - Impact of Rising Lithium Prices Explored33:32 - Supply Cuts and Lithium Mine Viability34:12 - Assessment of North American Lithium Mine, Piedmont, Sayona37:48 - Positive Outlook for Galan's Lithium Production40:33 - Albemarle Auction's Impact on Lithium Market42:13 - MinRes Land Banking, Acquisition of Poseidon Nickel Infrastructure43:46 - Australian Stocks and Guangzhou Futures Relationship46:35 - Updates to Long-Term Lithium Pricing Discussed48:09 - Suitability of 20% IRR Questioned _________________________________________________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

INDEX:05:24 - Atlantic Lithium's ($ALL) Project Updates06:43 - Neil Discusses Economics and Future Plans09:04 - $ALL Aims for 50M Ton Resource10:44 - Strong Financial Outlook and Milestones12:59 - MIF's Role in Operations15:09 - Atlantic Lithium to List on Ghana Stock Exchange17:22 - Mid-Year Permitting and Funding Goals23:42 - Exploring Expansion Plans25:41 - Reflecting on $ALL's Journey and Growth26:55 - Atlantic & Insider-Buying29:54 - Understanding Assore's Involvement and Bids33:27 - Assore's Long-Term Strategy for Atlantic Lithium35:59 - Significance of Upcoming Milestones _________________________________________________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

INDEX:00:25:15 - HQ Move and Board Meeting00:27:50 - CEO on Lithium Pricing, Investments00:31:00 - Capital Costs, Strategy00:33:59 - Market Volatility, Pricing00:39:03 - Argentina Solves Short Carbonate Issue?00:40:28 - Technical Grade Shift, Sales00:43:22 - Sal de Vida, Transport00:45:39 - Naraha Hydroxide00:50:50 - Third-Party Chloride?00:54:11 - $30M DLE Venture.00:58:57 - Quebec Strategy Analysis.01:04:36 - Ford Nemaska Deal01:07:30 - Arcadium's OEM Financing Plans01:10:35 - Ioneer Lithium Carbonate Strategy Adjustments01:25:51 - Lithium Metal Business Stability01:16:28 - Technical Grade Carbonate Future01:19:11 - China Advantage. IRA Compliance01:24:06 - Lithium Industry's Second Mover Advantage01:26:50 - Quebec Lithium Industry Interest01:29:33 - Lithium Industry Supply Chain Focus01:34:04 - Project Delivery Accountability01:37:56 - Lithium Market Trends Analysis01:43:04 - Rising Lithium Industry Costs01:46:07 - 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.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

INDEX:02:20 - Analyzing Goldman Sachs' Lithium Forecast Reliability08:32 - Benchmark's Insights on Lithium Market Stability13:44 - Impact of Lower Prices on Lithium Supply Growth19:21 - Will Low Prices Hinder Investment in Western Supply Chains?24:24 - Vertical Integration Challenges in Coping with Low Prices28:08 - African & Chinese Lithium Supply and Demand: Outlook Amid EV Competition32:11 - Resilience of EV Market: Demand Outlook Amid Price Changes35:48 - EV Market Penetration: Consumer Preferences and Battery Types _________________________________________________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

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 Prices24:17 - Global EV Market: Bold Growth Prediction30:46 - Market Recovery Shapes: Debating Lithium Prices33:23 - 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.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

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.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

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.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

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

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 Introduction4:45 - Winsome Resources Introduction6:44 - Atlantic Lithium Introduction7:21 - Brunswick Exploration Introduction9:45 - Why valuation discrepancy in the immature lithium market?12:10 - Who succeeds: Crocodile Dundees or Québec?16:14 - Lithium Ionic: Path to production21:24 - Atlantic Lithium trading at a 30% discount26:29 - 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 Summary3:31 - Where Are Inventories?5:32 - Global Brands BEV Quarterly Sales6:16 - Price Parity Before Subsidies7:58 - Not All EVs Are Created Equal8:45 - Profitability Matters11:45 - China OEM Share of EV Exports12:25 - Political Concessions & Shifts13:14 - Transition Away From EV Subsidies To Mass Adoption15:17 - BESS Cell and System Production Growth16:28 - The Economics of Lithium17:41 - Long-Term Fair Value Price19:11 - 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 Lithium4:51 - Discussion with RK Equity $300 Patron Steve Driscoll6:45 - 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 - Introduction0:37 - October Lithium Scoreboard, sentiment after jobs report/Powell rate comments2:00 - Albemarle and Livent results commentary4:29 - Booming China EV Sales9:14 - BYD Results & Global EV success10:15 - What next for Azure? - reading Mineral Resources, Hancock, SQM tea leaves.14:00 - Mineral Resources, Piedmont & Sayona discussion18:18 - Sigma drilling results & other Brazil spodumene plays18:58 - IperionX titanium - $12.7M Dept of Defense grant20:18 - Talon Metals $115M DOE grant, Albemarle $90M DOD funding for Kings Mountain 21:00 - Toyota supply chain savvy; $8B more for North Carolina battery plant24:35 - 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 future35:10 - Champion Electric Metals @ IMARC & upcoming Red Cloud, Benchmark, 121 & Deutsche conferences 37:30 - Dichotomy b/w equity valuations & inbound strategic interest in development projects38:20 - Banks running processes at Global Lithium, Latin Resources, European Metals Holdings39:19 - 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-Cycle04:42 - Mineral Resources, Pilbara, Allkem, Core Quarterly Results07:30 - 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 201716:50 - 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 investments33:48 - Tailwinds: Shell $100M for Tesla superchargers, Cybertruck launch, Semi, energy storage, POS tax credit38:20 - 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. Africa44:30 - Atlantic Lithium/Piedmont Lithium's spodumene software license to print money45:45 - Allkem + Livent, Argentina + Canada = Arcardium;  Paul Graves CEO to watch in 202449:00 - Few comments on Europe, European Metals Holdings, Vulcan Energy Resources51:35 - 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 - Introduction3:11 - What is the market missing?6:55 - 38M funding gap9:47 - Future growth13:18 - Plans to start drilling15:23 - Movement of capex?18:03 - Long-term spod price21:23 - Increase in Fiscal regime22:56 - Appointed major bank27:51 - Nature of offtake partners29:59 - EPA & SWF opposition?32:24 - Ghanaian elections33:06 - Chinese partnership34:36 - Australian take-over activity35:21 - 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 - Introduction3:57 - Undersupply and Increased prices7:44 - Wholesale vs. Retail8:48 - Unexpected production?13:03 - Future trading15:23 - Spodumene price16:49 - Margin splits20:08 - Lower highs to come?22:24 - Africa's supply24:24 - Long-term assumptions25:14 - Price of 30 enough?26:15 - MNA: Securing Supply and Price27:47 - Risk of lithium diversification29:19 - Lithium sulphate production?30:08 - Two-tier pricing?31:12 - Are large OEMs on track?33:18 - Hybrids and Developing Worlds35:13 - 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 news3:49 - Trading prices7:44 - Albemarle should look for alternatives11:24 - Why the asset rush?17:45 - JP Morgan's bearish forecast25:42 - Inclusion of Bacanora, Mexico27:35 - Latent converting capacity31:53 - Guangzhou Futures35:18 - Sign of a bottom40:10 - Low valuation companies44:16 - Winsome Resources webinar46:19 - Critical Elements early intercepts48:05 - Closing remarks

INDEX:2:55 - Dale's background6:22 - Discuss presentation9:52 - Demo plant13:19 - Use of 3B AUD14:49 - View on spod market20:25 - Conversion capacity23:03 - Miners margin split24:29 - Short-term forecast26:29 - Fortescue28:12 - Potential partners32:29 - M&A: Where's Pilbara?35:52 - M&A: Entry strategy37:18 - South America considerations?38:42 - Thoughts on Quebec40:08 - The bond market40:33 - Market vs. Strategic evaluations42:03 - 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 -  Introduction1:56 -  Top 12 in James Bay3:56 -  Jonathan's introduction7:11 -  Scale of project9:07 -  Financial standing11:47 - Drilling16:41 - Land position21:23 - Shareholder base/ASX listing23:31 - Permitting27:42 - Other projects30:20 - Champion's future33:26 - 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 Introduction3:26 - 4:40 Sigma news4:41 - 7:05 MNA/Minerals Manhattan Podcast7:06 - 8:38 Defence Production Act8:39 - 12:28 Rodney's views on Sigma12:29 - 14:30 Potential in Brazil14:31 - 22:27 Western Australia speculations22:28 - 23:59 Hancock and Gina Rinehart24:00 - 32:14 UAW strikes32:15 - 40:38 Thacker Pass traction40:39 - 45:41 European Investigation45:42 - 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. INDEX:0:00 - 17:10 Conference Intro/Market Commentary - Howard Klein17:10 - 18:09 Sponsor segments - Zelandez, Lithium Royalty Corp18:10 - 29:11 Piedmont Lithium - Keith Phillips29:12 - 38:00 Atlantic Lithium - Neil Herbert38:01 - 48:11 Sayona Mining - Guy Bellau48:12 - 58:14 Stelar Metals - Colin Skidmore, Stephen Biggins58:15 - 1:08:35 Solis Minerals - Matt Boyes1:08:36 - 1:16:42 ASX Lithium Outlook - Rodney Hooper1:16:43 - 1:25:17 European Metals Holdings - Keith Coughlan1:25:18 - 1:35:17 Global Lithium - Ron Mitchell1:35:18 - 1:46:14 Ioneer - James Calaway1:46:15 - 1:56:08 Winsome - Chris Evans1:56:09 - 02:06:45 Patriot - Blair Way02:06:45 - 02:07:46 Closing - Howard Klein #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 ----- DISCLAIMERNOT INVESTMENT ADVICE. DO YOUR OWN RESEARCHRodney 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 Optimism17:42  - 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 & Summary3:35 - 06:08 Battery Grade Demand06:09 - 12:24 Trends that support the Structural Deficit Thesis12:25 - 16:52 BESS Cell & System Production GrowthQ16:53 - 18:38 The Economics of Lithium18:39 - 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 Resources03:33 - 06:41 Chairman Stephen Biggins' thoughts on spodumene supply and the market06:42 - 11:19 Core's offtake agreements with Tesla's suppliers - thoughts on pricing11:20 - 14:56 Winsome's appeal: The Core Case14:57 - 22:44 Power Metals and Permitting challenges in WA vs Canada22:45 - 39:28 The Canada Rocks Thematic: Winsome's thoughts and role39:28 - 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 forward18:35 - 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 update10:09 - 12:30 Andy Miller Interview at Benchmark Minerals Conference12:31 - 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 Scoreboard03:46 - 08:28 Ford's Jim Farley on securing supply08:29 - 12:05 Sigma and Valuation12:06 - 13:20 Further discussion of Albemarle's hostile bid for Liontown.13:21 - 14:47 A note on AVZ14:48 - 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 guidance25:39 - 34:25 Ford's JV, CATL and recent price drops in lithium34:26 - 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 Address08:26 - 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 partnership16:50 - 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 price25:39 - 27:36 Sarah Maryssael of Livent on the energy transition and significance of Quebec's lithium production27:37 - 29:57 Allkem on James Bay's approval and project merits29:58 - 32:20 Frontier's runway to 100m tonnes32:21 - 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 & NMG04:15 - 08:00 The rise of LFP batteries and effect on graphite demand.08:01 - 12:32  Panasonic partnership12:33 - 23:24 Financing, dilution, market cap & equity raising 23:25 - 26:30 Analyst coverage & the IRA26:31 - 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 Strategies3:23 - 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 economics6:31 - 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 Potential4:14 -  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 Aramco11:51 - 12:43 Spodumene Software.12:44 - 13:18 Lithium Unicorns13:19 -  15:43 Are inflation & rising interest rates good or bad for lithium and commodity equities?15:44 - 16:53 The Declaration of (Lithium) Independence16:54 - 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.   INDEX0:00 - 3:32 Setting the scene3:44 - 8:50  Background to Len Kolff and the Atlantic Story in Ghana8:51 - 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 INDEX00:00 - 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  Index00:00 - 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 andsupply security, as well as part 3, where we take a close look atcorporate activity: M&A's, offtakes, incumbents and developers.  Index00:00- 03:15 Introducing the Global Lithium Ion Rocks Partnership03:15 - 07:56 Friendly banter07:56 - 08:19 Overview of conversation topics08:19 - 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. Marion22:04 - 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 Introduction2:06 - 4:52 Howard provides background on the clean energy investment sector and recent large investments made by major strategic investors4:53 - 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 loom14:57 - 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 Lithium25:31 - 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 Introduction1:26 - 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 mining6:35 - 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 Index0:00 - 1:19 Introduction1:20 - 6:08 Piedmont update - Tennessee hydroxide plant and Belmont office opening - excerpt from Senator Tom Tillis' speech6:09 - 8:29 Piedmont video of its proposed lithium hydroxide plant in Tennessee8:30 - 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 chemicals17:36 - 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 - Introduction2:21 - 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 US15:46 - 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 US33:21 - 44:15 Emily, Todd and Austin discuss the public perception of mining in the US and the challenges of changing those perceptions and fears44:16 - 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