Rock Stock Channel

In this episode, we catch up with Sayona Mining's CEO, Lucas Dow, for an in-depth discussion on the company's latest developments. Topics include the recent merger announcement with Piedmont Lithium, quarterly results, stellar drill outcomes at North American Lithium and Moblon, operational updates, future production targets, and the broader impact on the lithium industry. Get insights on market trends, cost management, future plans, and more. CHAPTERS 📖 (00:00) Introduction (01:36) Summary Synopsis (02:58) North American Lithium (NAL) Operational Performance (04:46) 2025 Production Targets & Cost Reduction Plans (05:39) All-In Sustaining Cost Estimate (06:36) Spodumene Pricing & Forward Sales Strategy (07:54) Downstream Processing Potential in Quebec (09:40) Drilling Campaign & Resource Expansion at NAL (11:36) Moblan Project Drilling Results & Growth Potential (13:18) Morella (JV) & Tabba Tabba Project Update (14:13) Proposed Merger with Piedmont Lithium (15:50) Resource Capital Fund (RCF) Investment & Shareholder Approval (17:27) Cash Reserves, Capital Expenditures & Future Financial Position (19:09) Project Development Priorities & Expansion Strategy (20:36) Market Sentiment & Merger Arbitrage Discussion (23:39) Integration Planning with Piedmont Lithium (25:24) Atlantic Lithium JV & Ghana Operations Outlook (28:13) Ewoyaa Lithium Project (29:55) Share Consolidation Plans (30:56) Expanded Analyst Coverage Post-Merger (34:01) Tesla & LG Chem Partnerships Update (36:26) Canadian Election Impact on Mining & Permitting (38:27) Final Thoughts & Closing Remarks _________________________________________________ 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 (01:26) Lithium Ionic (04:54) Q2 Metals (09:56) Coppernico Metals (11:38) Camino Corp (14:42) The Metals Company _________________________________________________ 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

Read the Lithium-Ion Bull Anniversary Issue 100: https://t.co/NzwZXKZdq9 CHAPTERS 📖 (00:00) Introduction – The Future of Lithium Power (03:27) Lithium Demand Driven by AI and Energy Needs (05:19) China’s EV Dominance and U.S. Policy Challenges (06:00) Energy Storage Systems and Renewable Power Trends (07:22) U.S. EV Supply Chain and Domestic Production Growth (08:08) New Lithium Market Dynamics – Oligopsony Shift (09:09) Investing in Lithium – Booms, Busts, and Long-Term Demand (10:30) Government and Private Investments in Lithium Projects (11:39) Lithium Price Outlook and Equity Market Considerations (12:50) Emerging Projects – Brazil, Canada, and Africa (13:48) Unconventional Lithium Sources – Brines and DLE Technology (14:37) Rio Tinto's Lithium Vision (15:58) Tesla and North American Lithium Supply Chain (16:33) Final Outlook – Lithium’s Bright Future Beyond 2025 _________________________________________________ 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

Vivas Kumar, founder of Mitra Chem and former Tesla innovator, dives into the evolving landscape of lithium-ion batteries. He shares insights on founding Mitra Chem and competing in LFP manufacturing against Chinese dominance. Discussing the geopolitical complexities, he outlines the necessity for U.S. independence in battery production. Kumar also highlights the rise of AI's influence on energy demands and the importance of securing funding for innovative battery technologies. Get ready for a whirlwind tour of the future of electric vehicles!

On Site with Winsome Resources: https://youtu.be/bwpjaY98w5E CHAPTERS 📖 (00:00) Introduction (02:33) Amended Renard Option Agreement and Payment Extension (04:16) Strategic Partnerships and Government Stakeholding (05:35) Adina Project Highlights: Low-Risk Approach (08:41) Low Strip Ratio and Future Underground Mining Plans (10:13) Competitive Operating Costs in Quebec (11:17) Startup CAPEX and Critical Minerals Infrastructure Fund (12:55) Ideal Funding Structure to Minimize Dilution (14:04) Winsome’s Stake in Power Metals and Case Lake Project (16:05) Cesium Potential and Near-Term Production Outlook (17:02) Ontario vs Quebec as Mining Jurisdictions (18:09) Cash Position, Forward Expenses, and Next Milestones (20:22) Rio Tinto's Lithium Investments and Quebec Activity (23:23) Quebec's Strategic Position and Acquisition Risks (26:01) Winsome’s Outlook and Strategic Defense Against Low Valuation (28:07) Closing Remarks: Recap and Year-End Wishes _________________________________________________ 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 📖 (00:00:00) Introduction and Guest Welcome (00:02:58) About Steve/The Electric (00:05:13) The Grand Bargain: Trump, China, and EV Supply Chain (00:10:02) China’s Role in the US EV Industry (00:13:11) Evaluating Trump’s Administration and China Strategy (00:18:06) Historical Precedents for Grand Bargains (00:21:38) The Challenge of Building a US Battery Champion (00:27:08) Vertical Integration Lessons from BYD and Tesla (00:32:05) Chinese Companies Expanding to the US (00:37:15) Challenges Facing Chinese Companies in the US (00:41:57) GM’s Vision and Big Three Autos’ EV Strategies (00:48:17) Why Northvolt Failed and Lessons for US Battery Makers (00:52:58) Balancing Innovation and Proven Battery Technology (00:57:33) Autonomy’s Role in EV Growth (01:00:10) AI and Data Centers Driving Battery Innovation (01:02:05) The Future of Autonomy and ADAS in EVs (01:07:26) Closing Remarks 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

CHAPTERS 📖 (00:00) Recap (00:47) Introduction (03:16) Summer Drilling Results and Assay Highlights (04:42) Upcoming Winter Drill Program and Target Zones (06:11) Preliminary Metallurgical Testing Plans (07:07) Expansion of Mineral Claims at the Cisco Property (08:05) Infrastructure and Regional Support in Quebec (09:46) Community Engagement and Baseline Studies (10:33) Cash Position and Funding Through Warrants (12:49) Market Dynamics and Stock Performance Factors (14:25) Future Plans and Potential Partnerships (15:21) Impact of Critical Minerals on Permitting (16:12) Government Support and Engagement (20:01) Infrastructure Upgrades and Future Outlook (21:13) Quebec's Long-Term Potential in Lithium Processing (23:25) Closing Remarks _________________________________________________ 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 📖 (00:00:00) Introduction and Guest Overview (00:01:31) China's Dominance in Car Exports (00:03:04) The Rise of BYD and China's EV Market (00:04:58) EV Adoption Trends Across the Globe (00:06:46) Future of Robo-Taxis and Autonomous Vehicles (00:08:07) PHEVs vs. BEVs: Consumer Preferences (00:10:49) Chinese Auto Export Strategies (00:12:32) China's Cost Advantage in Manufacturing (00:15:02) Tesla’s Role in China's EV Revolution (00:18:59) The "Techno Kings" and EV Innovation (00:20:13) Legacy Automakers Struggle to Compete (00:22:06) China's Overseas Manufacturing Expansion (00:23:56) Impact of US and European Tariffs on Chinese EVs (00:24:56) Western OEMs' Survival Strategies (00:26:50) Joint Ventures as a Path Forward (00:34:23) Inflation Reduction Act and US EV Strategy (00:39:22) China's Supply Chain Advantage (00:42:41) Stimulating Demand in China and the US (00:53:59) The Role of Chinese Investment in US Manufacturing (00:57:08) Elon Musk's Influence on US EV Policy (00:57:44) China's Long-Term Strategy and Economic Leverage (01:00:39) Final Thoughts: A Shifting Global Auto Market _________________________________________________ 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 and Overview of Graphite Market (03:53) NMG’s Mission and Key Projects (05:54) Partnerships with GM and Panasonic (06:51) China Export Bans and Geopolitical Impact (09:33) Competitive Advantages of Quebec for Graphite Production (12:13) Graphite Demand Across Battery Technologies (14:04) Geopolitical Volatility and Tariffs (17:02) Securing Project Funding and Future Milestones (20:27) Timeline for Production and Market Demand Forecast (22:30) North American vs. Global Graphite Markets (24:12) Government Support and Capital Structure Updates (26:53) Strategic Shareholders and Equity Structure (28:45) Uatnan Mining Project and Future Expansion Plans (31:32) Financial Overview and Runway to FID (32:42) Phase One Achievements: Vertical Integration to Anode Material (34:45) Global Partnerships and Export Credit Agencies (39:02) Synthetic vs. Natural Graphite in Battery Applications (41:07) Potential for Partnerships with Global Companies (44:10) Closing Remarks _________________________________________________ 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 and Market Overview (01:24) Optimism in the EV Industry (02:05) Debating Lithium Cost and Supply Chains (03:04) The Role of U.S. Policy in EV Growth (04:32) Short-Term vs. Long-Term Lithium Investment Strategies (06:49) Challenges in Long-Term Supply Models (08:02) Debating the Feasibility of Direct Lithium Extraction (DLE) (09:37) Global Trade, Policy, and Supply Chain Integration (10:49) Impact of New Supply on Lithium Pricing (12:22) Lithium's Cyclical Market Trends (13:25) Tesla’s Influence on Lithium Processing and Supply (15:05) China's Role in the Lithium Market (17:13) Electric Vehicle Adoption and Market Growth (18:32) Barriers to EV Adoption in Cold Climates (20:01) Market Sentiment and Future Lithium Prices (21:39) Long-Term Investment Opportunities in Lithium (23:31) Keeping Lithium Investments Simple (24:12) Regional Advantages in Spodumene Mining _________________________________________________ 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