In this episode, we sit down again with Keith Coghlan, Executive Chairman of European Metals Holdings, to discuss the latest strategic developments surrounding the Cinovec lithium project in the Czech Republic. Recently designated as a strategic project by both the Czech government and the European Commission, Cinovec is gaining significant momentum. Keith shares insights into what these classifications mean, including streamlined permitting, substantial financial backing, and increased investor confidence. We also dive into the critical role of EMH’s partner ČEZ, the company's path toward securing funding from the EU’s €2 billion critical minerals fund, and how shifting geopolitical dynamics are shaping the future of lithium supply in Europe.
CHAPTERS 📖
(00:00) Introduction
(01:59) Overview of the Cinovec Lithium Project and Ownership
(05:02) Key Benefits of EU CRMA Designation
(10:55) Importance of ČEZ as a Committed Partner
(11:40) Project Timeline and DFS Update
(11:55) Offtake Discussions and Market Timing
(13:26) Impact of Tariffs and Geopolitics on EU Supply Chains
(15:05) CRMA’s Role in Strengthening Local Trade Protections
(16:27) Growing Institutional Alignment and Funding Momentum
(17:54) Lithium’s Strategic Importance in EU Raw Materials Goals
(20:57) ČEZ’s Green Energy Transition and Support Role
(23:55) EU’s Critical Minerals Push and U.S. Policy Influence
(25:42) Lithium Market Outlook and Long-Term Demand
(28:10) Carbonate vs. Hydroxide in Offtake Preferences
(29:38) 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
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