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) Cl ..read more

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/rocksto ..read more

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 Specula ..read more

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 Impa ..read more

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 recy ..read more

INDEX: 00:00 - Introduction 02:48 - About: Rho Motion 05:18 - China vs. Europe: EV Race Winner? 11:33 - Future of Affordable Electric Vehicles in Europe? 14:48 - Europe's ICE Vehicle Ban: Facing Delays? 18:37 - China's EV Exports: Global Domination? 21:11 - Affordable EVs: Boosting Adoption Rates? 28:52 - Sodium Ion Batteries: EV Market Impact? 30:43 - Sodium Ion Batteries: Future Outlook? 32:53 - Battery Energy Storage: Market Analysis 35:28 - Tesla's Energy Storage Surge: What's Ahead? 36:43 - LFP Market Share: Future Increases? 39:57 - Storage Market: One Terawatt Hour by 2030? 41:31 - Sodi ..read more

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 ..read more

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 Sediment ..read more

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/0KiMIZOPaDg8ENfP ..read more

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 Solution ..read more