Rock Stock Channel E105: Benchmark’s Giga USA Preview
INDEX:
00:00:00 - Introduction
00:10:55 - Talon Metals: US gov funding for nickel projects
00:15:26 - Election's effect on US critical mineral funding
00:17:54 - Europe vs. US: critical mineral policy progress
00:22:25 - Funding options for Europe's mineral projects
00:24:00 - US, Japan, Korea, Europe vs. China: battery competition
00:30:05 - EV adoption: sooner or later than expected?
00:35:15 - Major nickel miners: production boost plans
00:38:36 - China's use of Indonesian tech in nickel projects
00:40:30 - Benchmark's lithium and cathode forecast
00:42:58 - Tesla's focus: from nickel to autonomy
00:48:49 - Will 45X embrace mining?
00:51:48 - DOE's mining loan program and 45X
00:54:03 - Mining unions: cost or advantage?
00:57:08 - Closing Remarks
01:00:30 - US funding for Canadian, Australian projects?
01:02:57 - Howard's Closing Remarks
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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
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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