Lithium-ion Rocks!

CHAPTERS 📖(00:00) Introduction(00:28) Trump Cabinet Appointments and Conference Insights(00:57) The US Battery Boom and Gigafactories(02:20) Policy Shifts Under the Trump Administration(03:12) Data-Driven Influence in Shaping Policy(04:58) Potential for Chinese Investment in the US _________________________________________________ Links 🌍 RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172   Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (Twitter):  Howard: https://twitter.com/LithiumIonBull   Rodney: https://twitter.com/RodneyHooper13 _________________________________________________   DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com   Intro and outro audio credit: Jamie Klein

CHAPTERS 📖(00:00) Introduction(02:37) About Iggy(03:45) Assembling the Dream Team: Key Expertise(06:57) The Shift to Lithium Carbonate and Market Demand(08:52) Design Philosophy and Choosing Bécancour, Quebec(13:51) Impact of US-China Tariffs and Government Incentives(15:50) Feasibility Study Highlights and Economic Assumptions(19:35) Strategic Partnerships, Funding, and Processing Capabilities(24:07) Production Timeline(25:11) Converter margin vs Mining margin(27:41) Addressing Skills Gap and Comparing Quebec to Western Australia(32:13) Importance of Proven Design and Misconceptions About Conversion(37:50) Insights on the Lithium Market and Future Outlook _________________________________________________ Links 🌍 RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172   Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (Twitter):  Howard: https://twitter.com/LithiumIonBull   Rodney: https://twitter.com/RodneyHooper13 _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com   Intro and outro audio credit: Jamie Klein

Past Discussions 🔁• https://youtu.be/6BszRl6E-pE • https://youtu.be/ELr_3RT3Dzo   CHAPTERS 📖00:00 Introduction02:33 Developments in drilling results04:26 Soil sampling for drilling06:18 Government engagement and strategic partnerships07:58 Ore sorting results10:15 Winsome site visit11:08 Collaboration with First Nations12:39 Progress on mineral resource estimates14:15 Cesium committee16:24 Future outlook17:48 Assay turnaround   _________________________________________________   Links 🌍 RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):  Howard: https://twitter.com/LithiumIonBull  Rodney: https://twitter.com/RodneyHooper13   _________________________________________________   DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com   Intro and outro audio credit: Jamie Klein

Y.J. 121 Presentation: https://youtu.be/bEHMr2l4GE4   CHAPTERS 📖00:00 Introduction02:13 Y.J. 121 Presentation Highlights07:05 Guest Introduction: Y.J. Lee08:23 Focus on Lithium Demand Forecasts15:40 Can European EVs compete with cheap ICE?17:16 Western Alert: Chinese EV plants in Europe18:16 Will Europe Return to High EV Penetration?20:22 SVOLT and Northvolt Withdrawals22:04 Is Panasonic competitive in the US?25:49 How do you invest in brine?34:08 Project Preference: Brine or Hard Rock shipped to China?35:44 Is $15,000 enough incentive?43:04 Demand for Energy Storage Solutions45:56 Hydroxide vs. Carbonate Debate50:46 What is the lithium price long-term behavior?54:20 Howard's Closing Remarks   _________________________________________________   Links 🌍 RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):  Howard: https://twitter.com/LithiumIonBull  Rodney: https://twitter.com/RodneyHooper13   _________________________________________________   DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com   Intro and outro audio credit: Jamie Klein

INDEX:00:00 - Introduction02:28 - About Przemek & Spodumene Contract05:57 - How is China’s stimulus affecting metals like lithium?07:59 - Current liquidity and key players in hydroxide contracts.12:45 - Who sets margins for lithium contracts?14:40 - Are banks the main traders on the exchange?17:14 - How are producers using hydroxide to hedge spodumene?20:22 - How did the CIF China price help spodumene contracts?22:16 - How cash settlement affects participation in lithium futures.25:32 - Will spodumene contracts increase trading volume?28:47 - Were market players involved in creating the spodumene contract?31:04 - What does success look like for the spodumene contract?32:48 - How far ahead can you trade spodumene futures?34:41 - How does liquidity affect futures for risk management?36:53 - What’s the outlook for lithium hydroxide futures?42:16 - Howard’s Closing Remarks   _________________________________________________ Links 🌍 RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):  Howard: https://twitter.com/LithiumIonBull  Rodney: https://twitter.com/RodneyHooper13   _________________________________________________   DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com   Intro and outro audio credit: Jamie Klein

INDEX:00:00:00 - Introductory comments and panelist profiles00:05:00 - Better Bid/Greenshoots on RK Equity Scoreboard - Q2 Metals00:07:00 - Rio Tinto/Arcadium - from Rio shareholder perspective 00:11:15 - Rio/Arcadium - from Arcadium shareholder perspective/who else might (have) bid?00:21:30 - What long-term lithium price was implied/embedded in Rio's acquisition price?00:26:33 - Rio's prior purchase of Rincon & China's manipulation of lithium price.00:29:20 - Does Rio/Arcadium underpin higher valuations in other lithium stocks absent higher lithium prices?00:41:30 - Will DLE (Direct Lithium Extraction) long-term lower the cost curve? Eramet 00:44:20 - Iliad, SLB, Energy Source Minerals. 00:46:23 - California geothermal & oilfield brines - Will Exxon buy Albemarle?00:48:30 - Can US conversion compete with China?00:51:50 - What Spodumene price is implied in certain lithium equities?00:55:00 - Brazil following Pilbara/Latin Resources – Sigma, Lithium Ionic, Atlas Lithium undervalued relative to WA peers?00:59:50 - Expected M&A among mid-tiers? Quebec: Sayona/Piedmont, Patriot, Winsome, WA: MinRes & Hancock WA regional hub. 01:06:12 - Time to buy more and who? Albemarle, Pilbara, Sigma, Wildcat, Patriot, Winsome01:13:45 - Are equities reflecting higher lithium prices soon? WA supply and Africa/China lepidolite updates01:18:00 - Panel discusses less well covered names - European Metals Holdings, Atlantic Lithium, Talga, Winsome, Global Lithium, Delta Lithium, Wildcat, Liontown, Q2 Metals, Savannah, AMG01:26:17 US listed & Smackover plays - Lithium Argentina, Lithium Americas, Piedmont, Standard Lithium, Exxon, Koch, Equinor, Tetra, Pantera01:36:00 - Conventional salar brines in lithium triangle vs. lower ppm DLE brine plays   01:39:12 - Supply threats from Africa - AVZ, Kodal, Goulamina and China's ability to process low grade material 01:48:00 - Lithium price predictions, demand shock potential (autonomous driving, solid state) and other closing thoughts _________________________________________________ Links 🌍 RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):  Howard: https://twitter.com/LithiumIonBull  Rodney: https://twitter.com/RodneyHooper13   _________________________________________________   DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com   Intro and outro audio credit: Jamie Klein

INDEX:00:00 - Introduction01:25 - Climate Week in New York - Critical Minerals and Indonesian Nickel04:40 - Processing Success - What’s Next for TMC’s Calcine Production?07:06 - MOU with PAMCO - What Does This Feasibility Agreement Cover?07:57 - Nori-D Project Progress - How Is the PFS for Nori Coming Along?09:49 - Environmental Concerns - Concerns About the Dark Oxygen Paper12:33 - Mining Code Development - Is the ISA on Track for 2025?14:41 - Geopolitical Impact - How Is the U.S. Department of Defense Involved?16:53 - Financial Outlook - What’s TMC’s Current Funding Status?18:54 - Howard's Closing Remarks   _________________________________________________   Links 🌍 RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):  Howard: https://twitter.com/LithiumIonBull  Rodney: https://twitter.com/RodneyHooper13   _________________________________________________   DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com   Intro and outro audio credit: Jamie Klein

INDEX:00:00 - Introduction04:50 - About Lucas Dow06:16 - NAL Resource Expansion08:00 - Production Targets and Optimization09:25 - Cost Management Strategies12:56 - Mining Dilution Improvements14:54 - Downstream Integration Plans17:09 - Moblan Resource Potential24:09 - Offtake Strategy and Partnerships27:44 - Financial Position and Future Plans31:12 - Market Conditions and Investor Insights33:53 - Site Visit57:07 - On-site Interviews   _________________________________________________   Links 🌍 RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):  Howard: https://twitter.com/LithiumIonBull  Rodney: https://twitter.com/RodneyHooper13   _________________________________________________   DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com   Intro and outro audio credit: Jamie Klein

INDEX:00:00 - Introduction04:30 - Blake Hylands’ background and joining Lithium Ionic07:18 - Operating experience in Minas Gerais09:14 - Sigma’s influence on cost and permitting10:48 - Progress on Bandeira’s construction permit12:42 - Infrastructure benefits around Lithium Ionic’s projects13:57 - Environmental impact assessment update15:12 - Details on $20M royalty agreement with Appian16:57 - Financial standing after securing royalty deal18:05 - Potential in new Itinga properties19:57 - Expanding Bandeira’s mineable resource over time22:07 - Preferred funding structure for Lithium Ionic’s projects23:51 - Construction and production timeline for Lithium Ionic25:20 - Strategic funding process with BMO26:05 - China vs non-China opportunities for Lithium Ionic28:55 - Comparing Lithium Ionic’s value to Latin Resources31:17 - Brazil’s importance for lithium mining   _________________________________________________   Links 🌍 RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):  Howard: https://twitter.com/LithiumIonBull  Rodney: https://twitter.com/RodneyHooper13   _________________________________________________   DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com   Intro and outro audio credit: Jamie Klein

INDEX:00:00 - Introduction04:41 - Rodney's Arcadium Demand Numbers08:02 - How would shutting down Mount Marion affect MinRes' stock?12:13 - Is shutting down Mount Marion good or bad for MinRes?13:58 - Is SQM planning to spin off international ventures?15:23 - Does Mount Holland need capital for restructuring?17:35 - Why has Arcadium's stock lagged behind Sigma and Pilbara?22:44 - Will Tesla or others bid for Arcadium soon?27:44 - Do Albemarle's joint ventures make it harder to buy?30:07 - Could a merger bid for Arcadium happen this week?31:36 - Can Paul Graves defend Arcadium from an acquisition?34:10 - Could Albemarle sell assets to fund an acquisition37:39 - Will the long-term lithium price rise?   _________________________________________________   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 - Introduction02:41 - Exploration and drilling update04:21 - Assay results and timeline05:46 - Case Lake cesium uniqueness09:08 - Drill results and geology11:13 - First Nation partnership update13:39 - Timeline to production14:57 - Cesium advisory committee formed16:42 - Grant funding details18:33 - 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:00:12 - Summary Synopsis02:57 - About Ian/Jindalee05:00 - How does McDermitt compare to other lithium projects?07:48 - Funding and Grants11:46 - What are Jindalee's next big milestones?13:30 - ESG and Community Engagement14:29 - Is Jindalee's study on track after recent progress?15:55 - When will the feasibility study be finished?16:07 - Jindalee & POSCO17:22 - How is Jindalee's permit approval process going?19:18 - Future Plans and Partnerships21:49 - Jindalee's Outlook in Current Market25:06 - Jindalee x HiTech Minerals Agreement   _________________________________________________   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 - Introduction02:14 - Thoughts on the latest CATL news and lithium supply?03:36 - Battery Demand and Production04:43 - CATL's Market Impact07:52 - How fast could CATL restart production?11:05 - How much supply can come out of China?13:15 - Different views on African lithium supply costs.16:34 - Is lithium stock rally due to short covering?18:15 - Is it a good time to buy lithium stocks?26:26 - Why does SQM prefer hard rock lithium projects?29:20 - Can Quebec become a top lithium producer?31:00 - Commodity Market Performance and Trends32:27 - Are commodity stocks massively undervalued right now?36:23 - China's EV Market and Renewable Energy Push38:11 - Tesla's Robo Taxi and EV Production Capacity40:33 - China vs Global EV Sales41:42 - How did China grow its EV exports so fast?44:43 - Will hybrids struggle with high maintenance costs?47:25 - Can European carmakers afford carbon fines?49:50 - Geopolitical Implications of EV Adoption50:54 - Is the lithium market nearing its bottom?   _________________________________________________   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 - Introduction01:02 - Introduction to Cesium03:43 - Summary Synopsis04:43 - About Hayden/Power Metals05:51 - Discovering cesium at Case Lake09:52 - Why cesium is a critical mineral11:08 - Are there any cesium alternatives?12:01 - Rarity of Power Metals' Deposits13:44 - Metallurgical Test Work and Future Plans15:12 - Next steps for drilling at Case Lake16:15 - Preferred cesium products for buyers17:46 - Case Lake Relative to Total Market19:19 - Will the cesium be stored?20:07 - Case Lake CapEx21:50 - Permitting Process23:55 - Funding plans and Winsome's role25:04 - Assay Timeline26:16 - Metallurgical Test Work Timeline26:58 - Exploring lithium at Case Lake 30:54 - Howard's Closing Remarks   _________________________________________________   Links 🌍 RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):  Howard: https://twitter.com/LithiumIonBull  Rodney: https://twitter.com/RodneyHooper13   _________________________________________________   DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com   Intro and outro audio credit: Jamie Klein

INDEX:00:00 - Introduction01:30 - Solar Cells: Ubiquitous and Efficient02:07 - Global Solar Energy Statistics03:18 - The Role of Batteries in Solar Energy04:07 - How did solar energy evolve?07:18 - Is China leading solar tech innovation?09:12 - Impact of Tariffs on Solar Growth12:48 - Can solar and batteries balance the grid?16:45 - Will supply chain issues slow solar growth?20:26 - Are old grids blocking solar energy?23:01 - China's Renewable Energy Goals26:18 - Could new tech overtake solar and wind?27:55 - Cost Savings and Scale Efficiencies in Solar31:27 - Is solar panel recycling falling behind?32:50 - Will more solar mean more battery mandates?34:23 - How stable is U.S. clean energy policy40:06 - 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:00:00:00 - Introduction00:01:31 - Lithium Market Analysis00:03:07 - China's Role in Lithium Supply00:05:52 - Copper Market Overview00:11:37 - About Paul/Anglo00:13:57 - Why is copper still so volatile?00:20:18 - Challenges in boosting copper supply.00:22:11 - Are old copper mines worth reopening?00:25:04 - What price ensures enough copper production by 2030?00:26:11 - Is there enough money going into copper exploration?00:28:27 - Environmental and Societal Factors in Mining00:31:06 - Any Advancements on Carbon Emissions?00:33:18 - How will China's slowdown affect copper demand?00:37:06 - Copper Demand and Global Averages00:38:37 - Will new tech reduce copper demand or not?00:42:57 - Are speculators messing with copper prices?00:45:31 - When will miners start building new copper supply?00:49:28 - True Valuation vs Market Valuation00:52:52 - Balancing risks in early-stage vs. established copper investments00:55:09 - Trade mining stocks; don't just hold.00:55:51 - Are mining companies focusing on growth over dividends?00:59:43 - Anglo American's Copper Assets01:01:13 - 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 - Introduction01:06 - SQM Earnings Call02:34 - Will lithium prices rise soon?05:30 - How will U.S. elections affect lithium?09:36 - Can China keep up lithium production?14:43 - Is it time to invest in renewables?17:33 - What does Pilbara's move mean?25:03 - Will production expansion pay off?28:00 - Can Biden hit the 50% EV goal?30:12 - Will Tesla reveal a cheaper car?34:18 - IRA38:16 - How could Trump change EV policies?   _________________________________________________   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 - Introduction00:22 - Summary Synopsis02:35 - Recent Developments and Drilling Program04:53 - Resource Estimate and Expansion05:22 - New SRCA deal boosts Nevada drilling for Surge08:34 - Surge finds high-grade lithium near surface09:36 - Surge plans eco-friendly mining methods10:25 - Economic assessment due by December11:14 - Market Dynamics and Future Prospects14:38 - Political Climate and Industry Impact15:55 - CEO: Surge asset better than Thacker Pass16:51 - Political uncertainty impacts EV policies17:46 - 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 - Introduction02:02 - Drilling Campaign Recap04:19 - Geophysical and Sampling Techniques08:05 - Current Drilling and Future Plans09:13 - Understanding Fractionation12:33 - Current drilling timeline and results13:40 - Metallurgical Test Work and Grants14:26 - Distance to Patriot Corvette15:08 - Infrastructure and Accessibility16:14 - Quebec's battery supply chain commitment17:04 - Strategic Partnerships and Corporate Interest17:31 - Farm-in partnerships on Champion's property20:26 - Lithium Business strategies21:10 - Industry Trends and Future Outlook23:14 - 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 - Introduction08:29 - Water Circulation System06:19 - Power Plant09:37 - Crusher09:56 - Control Room10:24 - Processing Plant10:54 - Warehouse11:18 - Accommodation11:49 - Adina12:40 - Qingtao Zeng14:11 - Justin Boylson15:09 - Tim Hoff16:04 - Stephen Biggins17:48 - Ken Brinsden19:52 - Ernie Ortiz20:29 - Chris Evans   _________________________________________________   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 - Introduction00:19 - Summary Synopsis01:53 - Details on Cisco Acquisition04:00 - Exploration and Drilling Updates07:22 - Capital Raise and Financials09:21 - Future Plans and Strategic Partnerships11:06 - Bank Money Lifespan12:02 - Potential of Strategic Partner13:26 - Government Support and Local Infrastructure13:54 - Investor Sentiment15:24 - Cisco's Location17:09 - Corporate Developments18:36 - 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 - Introduction02:22 - About Raju/Fastmarkets04:26 - US Battery Investment Landscape06:36 - Global Mine Supply08:03 - Global Supply Chain Dynamics09:25 - Conference Attendance and Sponsorship13:53 - Sentiment on Lithium Prices16:21 - Price Transparency and Auctions17:56 - Spodumene Market and Payables20:37 - Cathode Choice and Market Flexibility22:56 - African Spodumene Production24:28 - Battery Recycling Industry26:08 - Regionalized Pricing30:04 - US Election Impact on EV Market36:51 - CME Lithium Hydroxide Contract39:13 - 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 - Introduction01:05 - About Ernie/LRC03:53 - Bullish Outlook for Lithium Demand05:55 - Chinese EV Market and Global Trends06:55 - Rise of Extended Range EVs07:55 - North American and European EV Markets11:14 - Tesla Robotaxi Unveil13:35 - True cost of China Lepidolite?17:12 - Future of North American Lithium Supply Chain20:28 - Any capital left from IPO?21:40 - Spodumene to Hydroxide Challenge23:51 - LRC Royalty Pricing Formula25:37 - Brazil's Growth and Opportunities28:29 - DRC and Supply Risk?29:27 - Future of Lithium Pricing32:50 - When to sell?35:31 - Audience Q&A: Royalty Valuation38:33 - Lithium Market Downturn Duration39:51 - Final Thoughts on Lithium Investments   _________________________________________________   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

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

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 - Introduction01:11 - Panelist Introductions03:32 - Heading toward a Li Super Cycle?10:01 - Premium for Lithium12:59 - Stimulating Western Supply Chains14:58 - Debate on Lithium Price Indices17:43 - Two-Tier Pricing for Lithium19:52 - China's Dominance in EV Market22:36 - Impact of IRA Credits27:34 - Trump's Potential Impact on Policies29:58 - Role of Hybrids and Plug-in Hybrids35:22 - Fast Charging as a Game Changer37:24 - Power Grip Strain40:47 - Will Lepidolite Producers Survive?43:07 - 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

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 - Introduction and Overview03:06 - Panel Introductions03:37 - Ryan Melsert on Federal Investments05:25 - Howard Klein on Political Implications08:08 - David Dekelbaum on Investor Perspectives09:30 - Brian Dillard on OEM Concerns11:34 - Steve LeVine on Policy Shifts15:02 - Panel Discussion on Election Outcomes17:37 - Howard on Market Sentiment19:48 - Ryan on Permitting Reform21:27 - Brian on OEM Impact23:15 - Changes should Biden Win25:21 - IRA Improvement Suggestions32:13 - Future of the EV Industry35:58 - Audience Q&A: Graphite and Global Supply _________________________________________________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

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

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

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 - Introduction03:11 - Media Coverage and Industry Momentum06:46 - About Craig/The Metals Company09:18 - TMC's Nickel Grade Comparison11:45 - Nodule Collection vs. Other Mining15:21 - Political and Regulatory Landscape21:52 - Collector Test and Operational Success24:14 - Nodule Recovery Rate26:05 - Capex Estimates and Funding29:01 - Major Backers' Continued Support30:57 - Seabed Mining Permits Timeline33:32 - China's Role in Mining Regulations37:18 - Breakdown of $500 Million Spending38:16 - Closing Remarks _________________________________________________Links 🌍 TMC on CNBC: https://www.youtube.com/watch?v=7s_JdZuERbUMoney of Mine vodcast: https://youtu.be/nJOt1mZ_SBATMC on 60 Minutes: https://www.youtube.com/watch?v=vFaWgAXax1QConclusion of TMC Pilot Collection System Trials: https://vimeo.com/771306099 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:00:00:00 - Introduction00:00:25 - Wildcat Resources00:17:09 - Winsome Resources00:29:56 - Sayona Mining00:37:53 - Atlantic Lithium00:45:24 - Piedmont Lithium01:03:23 - Galan Lithium _________________________________________________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 - Introduction01:07 - Summary Synopsis02:31 - About Century Lithium04:11 - Board Members and Team Composition06:03 - Project Location and Initial Interest08:00 - Capital Structure and Financial Discipline09:26 - Water Rights Permit Sufficiency?11:48 - Pilot Plant and Testing Results14:52 - ESG Credentials, Environmental Impact17:18 - Silver Peak Infrastructure?18:58 - Feasibility Study. DOE Funding?24:36 - Permitting progress and community support _________________________________________________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:00:00:00 - Introduction00:00:16 - About Ana/Sigma00:03:11 - Phase One Commissioning and Phase Two Plans00:05:32 - Funding and Financial Strategy00:07:48 - Profitability and Cash Generation00:11:23 - Commercial Strategy and Market Position00:14:36 - 150M tonnes estimate and timeline00:16:10 - Strategy for 770,000 tons capacity by 202600:19:31 - Brazil as a Mining Jurisdiction00:23:47 - Strategic Vision and Future Plans00:29:00 - Demand for spodumene concentrate and off-take agreements00:38:04 - Exploring organic growth, cash flow, strategic partnerships00:47:54 - Spodumene Contracts and Customers00:57:13 - Future Production Plans01:01:51 - Brazil's Industrial Policy and Auto Industry01:04:15 - Customer Relationships and Market Strategy01:09:38 - Pricing Dynamics and Market Share01:17:33 - Closing Remarks01:19:29 - Final Thoughts and Future Outlook _________________________________________________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 - Introduction03:16 - Discussion on Manganese Market03:47 - Critical Metals Supply and Demand05:00 - Manganese Supply and Demand07:33 - Battery Manganese Market10:02 - Lithium Market Insights14:41 - Canadian DLE vs Hard Rock Stories16:25 - DLE: Approach over Technology19:50 - Technological Innovations in Mining26:59 - AI and Copper/Lithium29:03 - Exploring Aluminum as a Copper Substitute29:32 - Copper Demand and Supply Challenges30:24 - Electric Vehicles and Market Adjustments34:01 - The Role of AI in Mining35:37 - EV Adoption and Infrastructure Issues36:54 - Tesla's Robotaxi and Market Speculations39:51 - Global EV Market Dynamics44:52 - Impact of US Politics on Battery Materials47:32 - Future of Sodium-Ion Batteries _________________________________________________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 - Introduction05:03 - After the Gold (Lithium) Rush...05:31 - ABT - Anything But Lithium06:31 - Dua Lithium. Radical Optimism06:57 - Crazy Horse Lithium07:11 - Lithium's Blow Off Phase08:05 - The Waiting08:36 - Arcadium's CEO To Watch10:58 - Biden v. Trump, Part Deux18:01 - Robotaxi Unveil Hype Cycle19:42 - Radical Optimism - Where to Invest?22:33 - Lithium-ion Bull's Portfolio _________________________________________________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 - Introduction01:51 - Why are major mining mergers stalling?05:07 - Copper: mining's 20-year investment09:23 - About Andrea12:31 - Copper and nickel market insights16:03 - Copper futures and hedging opportunities19:23 - Alternatives to pricey copper22:21 - Lower copper grades slowing projects23:47 - Lowering copper intensity24:51 - Recycling plants25:36 - AI and copper27:29 - Nickel's price surge34:14 - Geopolitics and nickel's future37:09 - Is nickel's price surge sustainable?38:51 - Conference hot topics?42:20 - Lithium prices and oil companies44:58 - Oil firms: fuel vs. EV materials49:01 - Wrapping up _________________________________________________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:00:00:00 - Introduction00:10:55 - Talon Metals: US gov funding for nickel projects00:15:26 - Election's effect on US critical mineral funding00:17:54 - Europe vs. US: critical mineral policy progress00:22:25 - Funding options for Europe's mineral projects00:24:00 - US, Japan, Korea, Europe vs. China: battery competition00:30:05 - EV adoption: sooner or later than expected?00:35:15 - Major nickel miners: production boost plans00:38:36 - China's use of Indonesian tech in nickel projects00:40:30 - Benchmark's lithium and cathode forecast00:42:58 - Tesla's focus: from nickel to autonomy00:48:49 - Will 45X embrace mining?00:51:48 - DOE's mining loan program and 45X00:54:03 - Mining unions: cost or advantage?00:57:08 - Closing Remarks01:00:30 - US funding for Canadian, Australian projects?01:02:57 - 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 - Introduction01:39 - Post-conference insights on lithium market trends06:51 - Election effects on EV supply chain and mineral policies11:10 - Tariffs impact EV battery market and imports12:47 - Non-Tesla EV sales and Cybertruck challenges14:40 - Chinese automakers and protectionist policies16:37 - Concerns over balanced lithium market, future supply-demand19:48 - Cheaper LFP cells and demand for larger energy storage21:54 - 28% lithium demand growth projected for 202424:10 - Rising project costs challenge lithium producers' loans28:53 - Lithium Americas' strategy with GM32:16 - Project delays prompt government funding comparison37:37 - Reasons behind Albemarle's Carolina plans reconsideration40:13 - 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:00:00:00 - Introduction00:03:50 - About Ben/Baird00:11:35 - Tesla's August Event: Hype Echoes?00:19:19 - Robo-Taxi Launch: Regulations and Realities00:24:06 - China's EV Exports: Tesla's Challenge?00:28:07 - Tesla's Edge: Navigating China00:32:14 - China's Lithium Dominance: Albemarle Impact?00:38:09 - China Expands Energy Storage00:42:08 - Tesla's Margins: Storage vs. EV00:43:57 - Tesla's Compensation?00:49:02 - Tesla Valuation: AI Focus00:54:11 - Rivian, Apple: EV Market Trends00:57:36 - Potential Trump Win: EV Concerns01:01:53 - Musk and Trump: Electric Future?01:02:48 - Musk's China Moves01:06:13 - Tesla's China Performance01:09:52 - Musk's Politics, Lithium Mining _________________________________________________Links 🌍 RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):  Howard: https://twitter.com/LithiumIonBull  Rodney: https://twitter.com/RodneyHooper13_________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com Intro and outro audio credit: Jamie Klein

INDEX:00:00:00 - Introduction00:07:40 - About Keith/EMH00:09:12 - DFS Update: When Will EMH Report Release?00:11:01 - Site Relocation: Impact on Permitting & Timeline00:12:25 - CEZ Ownership Impact: Costing and Contribution Offset00:14:05 - Site Potential00:15:41 - Waste Management: EMH Chemical Site Waste Handling00:16:33 - CRMA Strategic Project Status00:18:19 - Funding Impact: EMH New Chemical Site00:18:50 - EBRD financing: JV standing?00:20:17 - New feasibility: Higher costs, gov't support for offsets00:22:28 - Stability: Essential Floor Price in Offtake Deals?00:25:08 - Post-DFS, key hurdles, milestones, and timeframe?00:28:04 - Offtake Timing: Best Time for Deals Before DFS Release?00:29:15 - Sales Strategy: Negotiating in Joint Ventures00:30:03 - Ownership Impact on Deal Allocation?00:31:32 - Appointed Financial Advisor00:34:10 - Funding Levels at GeoMet Amid Budget Adjustments00:36:51 - Defending Against Opportunistic Takeover Concerns?00:39:35 - Acquisition Speculation: EMH Amid Market Conditions00:41:47 - Exploration Partners: Vital for Project Success00:46:49 - Evolving Ecosystem: Funding Talks with Global Entities00:51:12 - Global Automakers: EMH Discussions?00:53:11 - Czech Government Funding Prospects?00:55:27 - Australian Company Seeks Partnerships00:56:55 - Why buy the stock now?01:01:30 - 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 - Introduction02:13 - About Jordan03:04 - Future Lithium Demand09:02 - Predictions on Lower Lithium Prices10:17 - Mining Cost Analysis11:30 - Risks in Chinese Lithium Production14:00 - Impact of Minor Production Changes14:54 - Possible Lithium Market Slowdown17:19 - Consolidation Prospects & Funding Challenges19:06 - Interpreting CME Futures20:13 - Lithium Futures Market Growth23:00 - Disparity with Guangzhou Carbonate Futures24:54 - Equities vs. Futures26:27 - Spodumene Hedging: CME Futures27:34 - Fastmarkets' Regional Pricing Initiative30:35 - Regional Pricing Impact34:13 - North American Battery Supply Chain35:45 - Sustainable Lithium Prices in EVs38:28 - China's Renewable Growth41:33 - Auctions Impact on Lithium Prices44:35 - Argentina's Lithium Chloride Developments45:46 - Uncertainty in Chloride Price47:03 - South East Asian Development49:46 - Lithium Price Shifts _________________________________________________Links 🌍 RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):  Howard: https://twitter.com/LithiumIonBull  Rodney: https://twitter.com/RodneyHooper13_________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com Intro and outro audio credit: Jamie Klein

INDEX:00:00:00 - Introduction00:05:32 - Sayona Mining's Value00:07:52 - Ramp-Up: Altura vs. North American Lithium00:15:18 - Future Lithium Ore Quality00:20:49 - Rising Costs, Profit00:26:04 - Full Production, Cost Reduction Plans00:27:39 - Operating Cost Outlook00:29:24 - Lithium Pricing, Sales Strategy00:35:02 - Next Project Phase Timeline00:36:52 - Revenue and Profit Changes00:38:40 - Mining's Sustainability Amid Price Changes00:42:11 - Quebec's Role in Lithium Supply00:43:21 - Exploring Offtake Deals00:47:26 - Seeking Offtake Outside China00:51:40 - Tesla: Hydroxide Plant Commissioning00:53:33 - 2024 Milestones00:57:08 - Shareholder Concerns Over Investor Relations01:06:34 - Tabba Tabba Exploration Plans01:09:36 - Board Stock Purchases01:12:02 - Stock Consolidation Proposal01:12:54 - Lithium Ore Integration _________________________________________________Links 🌍 RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):  Howard: https://twitter.com/LithiumIonBull  Rodney: https://twitter.com/RodneyHooper13_________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com Intro and outro audio credit: Jamie Klein

INDEX:00:00 - Introduction01:34 - Summary Synopsis04:11 - About Brunswick Exploration10:13 - 2023 Milestones12:59 - Mirage Project Drilling Campaign15:51 - Elrond Project: Drilling Results?18:42 - Prioritizing Mirage Project in 202422:04 - Infrastructure Impact on Lithium Prospects25:46 - Managing Finances27:41 - Time Horizon with Current Spend28:25 - Premiums with Flow-Through Funding30:14 - Repurchase Agreement Strategy33:40 - Quebec's Appeal37:14 - Catalysts in 202438:11 - Howard's Closing Remarks _________________________________________________Links 🌍 RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):  Howard: https://twitter.com/LithiumIonBull  Rodney: https://twitter.com/RodneyHooper13_________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com Intro and outro audio credit: Jamie Klein

INDEX:00:00 - Introduction04:22 - History of Rose Project06:38 - About Rose Project07:32 - Key Milestones for Rose09:38 - Rose Project Financing and Partnerships Update10:48 - Experiences with Government12:10 - Demand for Technical-Grade Spodumene14:38 - Rose Drill Results19:23 - Critical Elements' 2024 Outlook: Key Milestones20:40 - Burn Rate22:09 - Strategies for Project Financing Amidst Competition27:40 - Howard's Closing Remarks _________________________________________________Links 🌍 Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspxRK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):  Howard: https://twitter.com/LithiumIonBull  Rodney: https://twitter.com/RodneyHooper13_________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com Intro and outro audio credit: Jamie Klein

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