Rock Stock Channel

INDEX: 00:00 - Introduction 01:30 - Solar Cells: Ubiquitous and Efficient 02:07 - Global Solar Energy Statistics 03:18 - The Role of Batteries in Solar Energy 04:07 - How did solar energy evolve? 07:18 - Is China leading solar tech innovation? 09:12 - Impact of Tariffs on Solar Growth 12:48 - 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 Goals 26:18 - Could new tech overtake solar and wind? 27:55 - Cost Savings and Scale Efficiencies in Solar 31:27 - Is solar panel recycling falling behind? 32:50 - Will more solar mean more battery mandates? 34:23 - How stable is U.S. clean energy policy 40:06 - 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

INDEX: 00:00:00 - Introduction 00:01:31 - Lithium Market Analysis 00:03:07 - China's Role in Lithium Supply 00:05:52 - Copper Market Overview 00:11:37 - About Paul/Anglo 00:13:57 - 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 Mining 00:31:06 - Any Advancements on Carbon Emissions? 00:33:18 - How will China's slowdown affect copper demand? 00:37:06 - Copper Demand and Global Averages 00:38:37 - 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 Valuation 00:52:52 - Balancing risks in early-stage vs. established copper investments 00:55:09 - 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 Assets 01:01:13 - 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

INDEX: 00:00 - Introduction 01:06 - SQM Earnings Call 02:34 - 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 - IRA 38:16 - How could Trump change EV policies?   _________________________________________________   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

INDEX: 00:00 - Introduction 00:22 - Summary Synopsis 02:35 - Recent Developments and Drilling Program 04:53 - Resource Estimate and Expansion 05:22 - New SRCA deal boosts Nevada drilling for Surge 08:34 - Surge finds high-grade lithium near surface 09:36 - Surge plans eco-friendly mining methods 10:25 - Economic assessment due by December 11:14 - Market Dynamics and Future Prospects 14:38 - Political Climate and Industry Impact 15:55 - CEO: Surge asset better than Thacker Pass 16:51 - Political uncertainty impacts EV policies 17:46 - 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

INDEX: 00:00 - Introduction 02:02 - Drilling Campaign Recap 04:19 - Geophysical and Sampling Techniques 08:05 - Current Drilling and Future Plans 09:13 - Understanding Fractionation 12:33 - Current drilling timeline and results 13:40 - Metallurgical Test Work and Grants 14:26 - Distance to Patriot Corvette 15:08 - Infrastructure and Accessibility 16:14 - Quebec's battery supply chain commitment 17:04 - Strategic Partnerships and Corporate Interest 17:31 - Farm-in partnerships on Champion's property 20:26 - Lithium Business strategies 21:10 - Industry Trends and Future Outlook 23:14 - 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

INDEX: 00:00 - Introduction 08:29 - Water Circulation System 06:19 - Power Plant 09:37 - Crusher 09:56 - Control Room 10:24 - Processing Plant 10:54 - Warehouse 11:18 - Accommodation 11:49 - Adina 12:40 - Qingtao Zeng 14:11 - Justin Boylson 15:09 - Tim Hoff 16:04 - Stephen Biggins 17:48 - Ken Brinsden 19:52 - Ernie Ortiz 20:29 - Chris Evans   _________________________________________________   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

INDEX: 00:00 - Introduction 00:19 - Summary Synopsis 01:53 - Details on Cisco Acquisition 04:00 - Exploration and Drilling Updates 07:22 - Capital Raise and Financials 09:21 - Future Plans and Strategic Partnerships 11:06 - Bank Money Lifespan 12:02 - Potential of Strategic Partner 13:26 - Government Support and Local Infrastructure 13:54 - Investor Sentiment 15:24 - Cisco's Location 17:09 - Corporate Developments 18:36 - 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

INDEX: 00:00 - Introduction 02:22 - About Raju/Fastmarkets 04:26 - US Battery Investment Landscape 06:36 - Global Mine Supply 08:03 - Global Supply Chain Dynamics 09:25 - Conference Attendance and Sponsorship 13:53 - Sentiment on Lithium Prices 16:21 - Price Transparency and Auctions 17:56 - Spodumene Market and Payables 20:37 - Cathode Choice and Market Flexibility 22:56 - African Spodumene Production 24:28 - Battery Recycling Industry 26:08 - Regionalized Pricing 30:04 - US Election Impact on EV Market 36:51 - CME Lithium Hydroxide Contract 39:13 - 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

INDEX: 00:00 - Introduction 01:05 - About Ernie/LRC 03:53 - Bullish Outlook for Lithium Demand 05:55 - Chinese EV Market and Global Trends 06:55 - Rise of Extended Range EVs 07:55 - North American and European EV Markets 11:14 - Tesla Robotaxi Unveil 13:35 - True cost of China Lepidolite? 17:12 - Future of North American Lithium Supply Chain 20:28 - Any capital left from IPO? 21:40 - Spodumene to Hydroxide Challenge 23:51 - LRC Royalty Pricing Formula 25:37 - Brazil's Growth and Opportunities 28:29 - DRC and Supply Risk? 29:27 - Future of Lithium Pricing 32:50 - When to sell? 35:31 - Audience Q&A: Royalty Valuation 38:33 - Lithium Market Downturn Duration 39:51 - Final Thoughts on Lithium Investments   _________________________________________________   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

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