Rock Stock Channel

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

CHAPTERS 📖 (00:00) Recap (00:27) Introduction (02:10) Phase 3 Drilling Program Progress (03:12) Tantalum Opportunity and Market Demand (05:02) High-Grade Cesium Results from Phase 2 (06:29) New Pegmatite Anomalies Identified (08:32) Exploration Permit Application Update (09:52) Strategic Plans for 2025 Exploration (10:28) Other Projects Beyond Case Lake (12:44) Outstanding Test Work Results (16:02) Timeline for Cesium Format Updates (17:41) Plans for Initial Mineral Resource Estimate (18:50) Government and First Nations Collaboration (20:37) Economics of Mining Small Cesium Deposits (21:41) 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) Introduction and Overview (01:36) EV Sales Trends and Global Insights (03:11) China’s EV Market and Incentives (04:01) Growth in Plug-In Hybrids and Smaller Battery Packs (04:58) Challenges for Western OEMs in China (06:09) China’s Rising EV Exports (06:52) EV Pricing Disparities Across Regions (08:02) U.S. Policies and Potential Impact on EVs (08:50) Regional EV Penetration Rates (09:40) European Economies and the Green Agenda (11:41) Lithium Supply Challenges and Battery Trends (14:10) Break-Even Costs for Lithium Production (16:49) Lithium Futures Market and Price Speculation (18:06) Vertical Integration in the EV Battery Supply Chain (19:06) The Role of Incentives in EV Demand (20:16) Solar and Energy Storage Systems Growth (22:00) Investment challenges facing mining (23:30) Challenges for Non-Chinese EV Supply Chains (24:11) Investment Trends and Mining Realities (25:33) Short Interest and Market Speculation (26:37) Long-term fair value price (27:45) China’s Subsidy Sustainability (28:46) Final Conclusions 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 (00:21) Introduction (02:17) PFS and Development Timeline (03:42) Long-Life Asset Advantages of McDermitt (05:25) Embedded Optionality and Resource Potential (06:41) CapEx Challenges and US Funding Opportunities (09:11) Plans for Refining Costs in the DFS (10:25) Byproduct Opportunities and DOE Collaboration (11:46) Recovery Rates and Test Work Outcomes (13:02) Supply Chain and Reagent Logistics (13:59) Potential for Project Expansion and Phased Growth (15:46) Next Steps: Partnering and Permitting Focus (17:43) Funding Strategy and Financial Outlook (18:35) Policy Impact on Domestic Critical Minerals Projects (20:20) Sentiment Towards Sediment Lithium Projects (22:27) 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) Opening (01:48) Introductions (03:48) Takeaways from Latin American resources (08:49) Majors’ strategies (10:55) Iron ore analogy for lithium (12:25) Decoupling from China (15:19) Investing in new technology (17:40) Examples of commercialized tech (22:19) Lithium demand and supply (23:26) M&A activity forecast (25:16) Q&A 1 (27:04) Q&A 2 _________________________________________________ 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 (01:28) Graphite Market Overview (05:09) China's Dominance in Graphite (06:38) Transition to Lithium Discussion (10:00) Insights from China UBS Site Visit (14:55) Lithium's New Normal (21:55) China's Evolving Role in Lithium (25:57) Commodity Cycle in Lithium (28:28) Lithium Pricing Outlook (30:50) Challenges for Western Hard Rock Lithium (35:03) Is $30,000/ton possible? (39:14) Emerging Vehicle Trends (42:53) Regional Opportunities in Lithium (46:29) Challenges in Competing with China (52:39) North American Lithium Hubs (57:44) Uncertainties in DLE and Sedimentary Lithium (1:03:23) Closing Thoughts _________________________________________________ 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 (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 Introduction 02:33 Developments in drilling results 04:26 Soil sampling for drilling 06:18 Government engagement and strategic partnerships 07:58 Ore sorting results 10:15 Winsome site visit 11:08 Collaboration with First Nations 12:39 Progress on mineral resource estimates 14:15 Cesium committee 16:24 Future outlook 17:48 Assay turnaround   _________________________________________________   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

Y.J. 121 Presentation: https://youtu.be/bEHMr2l4GE4   CHAPTERS 📖 00:00 Introduction 02:13 Y.J. 121 Presentation Highlights 07:05 Guest Introduction: Y.J. Lee 08:23 Focus on Lithium Demand Forecasts 15:40 Can European EVs compete with cheap ICE? 17:16 Western Alert: Chinese EV plants in Europe 18:16 Will Europe Return to High EV Penetration? 20:22 SVOLT and Northvolt Withdrawals 22:04 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 Solutions 45:56 Hydroxide vs. Carbonate Debate 50:46 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/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