Getting To Know You: CleanTech Lithium. w/ Steve Kesler
Lithium-ion Rocks!
by lithiumionrocks
2d ago
INDEX: 00:00 - Introduction 01:25 - Summary Synopsis 03:22 - About Steve 04:45 - CleanTech's Mission 05:06 - 2023 Milestones 06:55 - Chilean Regulations 11:05 - Sunresin Partnership Impact on CleanTech 16:07 - Talks with Off-Takers 18:16 - Navigating Debt Financing 22:11 - Board & Management As Major Shareholders 25:56 - Burn Rate 30:33 - Laguna Verde PFS 33:36 - Social Sustainability 35:08 - Capacity Expansion Considerations 37:52 - Estimated Timeline To First Production 40:03 - Clean Energy and Lithium Community Relations _________________________________________________ Links ? Lithium ..read more
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Rock Stock Recap E10: Fat Bottomed Girls
Lithium-ion Rocks!
by lithiumionrocks
2d ago
INDEX: 00:00 - Introduction 03:34 - Lithium Futures and Auctions: Market Dynamics Update 06:21 - CATL Dominance: Pricing Influence on Lithium Market 09:08 - Toyota 1-6-90 Rule 12:03 - Hybrid Impact on Lithium Demand: Future Forecast 13:05 - Regionalized Lithium Pricing: North America's Growing Role? 16:50 - Corpus Christi Project Update: Latest Development News _________________________________________________ Links ? Lithium Royalty Corp: https://lithiumroyaltycorp.com/home/default.aspx RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast:   ..read more
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Getting To Know You: Q2 Metals. w/ Alicia Milne
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by lithiumionrocks
1w ago
INDEX: 00:00 - Introduction 01:24 - Summary Synopsis 02:41 - Q2 History 06:22 - 2023 Milestone Achievements 08:32 - Cisco Project Deal Details 12:28 - Cisco vs Mia Infrastructure 13:22 - Flow-Through Financing Considerations 14:35 - Thoughts on Flow-Through Market 14:58 - Probability of Drilling at Cisco 15:57 - Who Performs Assaying 16:06 - Is Cisco the Priority? 17:25 - Expanding Team Capacity 18:23 - Plan for MIA in 2024 19:17 - Royalties on MIA 20:38 - Stellar Project 21:20 - Quebec Relations 22:21 - Quebec's Role in Market Path 23:45 - Thoughts on Consolidation in Quebec 25:44 - Infrastru ..read more
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E96: Lithium in the Sky with Diamonds. Winsome Resources' Chris Evans
Lithium-ion Rocks!
by lithiumionrocks
1w ago
INDEX: 00:00 - Introduction 03:02 - Research Coverage 06:10 - Renard Diamond Mine Purchase 14:17 - Road construction crucial for Winsome's plan 16:15 - Projected timeline for road construction? 16:25 - Probability of getting road funding 22:10 - Positive drill results boost Winsome 24:42 - Next mineral resource update at Adina? 29:24 - 100 million tons: Winsome's turning point? 32:26 - Financial horizon: $45 million cash balance 34:03 - Hostile bid protection measures 36:36 - Exploring strategic partnerships: Options and objectives 40:07 - Champion Iron Ore analogy: Turnaround potential 41:47 ..read more
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E95: Titanium Titan. IperionX's Taso Arima
Lithium-ion Rocks!
by lithiumionrocks
2w ago
INDEX: 00:00:00 - Introduction 00:07:49 - IperionX: Revolutionary Tech in Titanium Industry 00:11:00 - Rise in Titanium Prices: What's Driving It? 00:15:39 - Addressing Japan's Titanium Supply Dependence 00:22:09 - Titanium's Price Sensitivity Changing Market Dynamics 00:25:12 - Inside Titanium Market: Scraps to Specialized Products 00:30:53 - Future of 3D Printing with Titanium 00:32:40 - New Facilities Boost Titanium Production 00:38:28 - IperionX's Sales Strategy 00:42:12 - Ensuring Future Supplies of Materials 00:45:55 - Assessing IperionX's Growth Prospects 00:56:06 - Investment Decisions ..read more
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E94: Bottom’s Up Lithium. Canaccord's Reg Spencer
Lithium-ion Rocks!
by lithiumionrocks
3w ago
INDEX: 00:00 - Introduction 03:51 - IperionX Reveals Titanium Recycling Breakthrough 08:35 - Titanium Eyed as Strategic Mineral for US 10:33 - IperionX's Market Surge and Revenue Outlook 12:46 - IperionX's Potential Market Impact and Profits 14:12 - Market Timing Discussion and Recharge Note 17:01 - Counter to Negative Lithium Demand Narrative 20:19 - Exploring Macro Comparisons in Lithium Market 24:35 - Concerns Raised Over African Lithium Supply 25:29 - Warning Against Rushed Lithium Projects 26:17 - Advice for Skeptical Investors in Lithium Market 29:38 - Stocks Canaccord Rates Having Most ..read more
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E93: Catalyst Rich. w/ Atlantic Lithium
Lithium-ion Rocks!
by lithiumionrocks
3w ago
INDEX: 05:24 - Atlantic Lithium's ($ALL) Project Updates 06:43 - Neil Discusses Economics and Future Plans 09:04 - $ALL Aims for 50M Ton Resource 10:44 - Strong Financial Outlook and Milestones 12:59 - MIF's Role in Operations 15:09 - Atlantic Lithium to List on Ghana Stock Exchange 17:22 - Mid-Year Permitting and Funding Goals 23:42 - Exploring Expansion Plans 25:41 - Reflecting on $ALL's Journey and Growth 26:55 - Atlantic & Insider-Buying 29:54 - Understanding Assore's Involvement and Bids 33:27 - Assore's Long-Term Strategy for Atlantic Lithium 35:59 - Significance of Upcoming Mileston ..read more
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E92: Rising Up. Arcadium Lithium’s CEO Paul Graves
Lithium-ion Rocks!
by lithiumionrocks
1M ago
INDEX: 00:25:15 - HQ Move and Board Meeting 00:27:50 - CEO on Lithium Pricing, Investments 00:31:00 - Capital Costs, Strategy 00:33:59 - Market Volatility, Pricing 00:39:03 - Argentina Solves Short Carbonate Issue? 00:40:28 - Technical Grade Shift, Sales 00:43:22 - Sal de Vida, Transport 00:45:39 - Naraha Hydroxide 00:50:50 - Third-Party Chloride? 00:54:11 - $30M DLE Venture. 00:58:57 - Quebec Strategy Analysis. 01:04:36 - Ford Nemaska Deal 01:07:30 - Arcadium's OEM Financing Plans 01:10:35 - Ioneer Lithium Carbonate Strategy Adjustments 01:25:51 - Lithium Metal Business Stability 01:16:28 - T ..read more
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E91: Benchmark's Lithium Price Forecast. w/ Daisy Jennings-Gray
Lithium-ion Rocks!
by lithiumionrocks
1M ago
INDEX: 02:20 - Analyzing Goldman Sachs' Lithium Forecast Reliability 08:32 - Benchmark's Insights on Lithium Market Stability 13:44 - Impact of Lower Prices on Lithium Supply Growth 19:21 - Will Low Prices Hinder Investment in Western Supply Chains? 24:24 - Vertical Integration Challenges in Coping with Low Prices 28:08 - African & Chinese Lithium Supply and Demand: Outlook Amid EV Competition 32:11 - Resilience of EV Market: Demand Outlook Amid Price Changes 35:48 - EV Market Penetration: Consumer Preferences and Battery Types _________________________________________________ Links ? Lith ..read more
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E90: Lithium’s Leap Year. w/ Matt Fernley
Lithium-ion Rocks!
by lithiumionrocks
1M ago
INDEX: 01:03 - Lithium Price Projections: How High Could They Go? 06:13 - Supply Chain Understanding: Why Were Forecasts Off? 09:28 - Evaluating Lithium Supply: Impact of China's Investments? 14:37 - Factors Affecting Lepidolite Production in China? 22:02 - Market Trends: Role of Chinese Future Prices 24:17 - Global EV Market: Bold Growth Prediction 30:46 - Market Recovery Shapes: Debating Lithium Prices 33:23 - Investing in Lithium Industry: Where to Look? 41:09 - China's Economic Narrative Beyond EVs Explored _________________________________________________ Links ? Lithium Royalty Corp: htt ..read more
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