Rock Stock Channel

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Jun 26, 2025 • 1h 2min

Investing in the Future: Funding the Energy Transition and Balancing Supply and Demand

Join Howard as he moderates an insightful panel discussion exploring "Investing in the Future: Funding the Energy Transition & Balancing Supply and Demand." With over 23 years in the mining and metals sector and a keen focus on electric metals, Howard brings together industry experts to share their perspectives on critical minerals, market dynamics, and strategic investment opportunities. Panelists include: - Jay Chmelauskas, CEO of Camino Corp, who discusses the strategic pivot from gold and lithium to copper, highlighting the significant supply-demand dynamics driving copper’s future growth, particularly from projects in Chile and Peru. - Farhad Abasov, Chairman & Director of Millennial Potash, shares insights from his extensive experience in lithium and potash, explaining why potash is gaining geopolitical importance and detailing the advantages of their project in Gabon, West Africa. - Tate Sullivan, Managing Director and Equity Research Analyst at Maxim Group, offers his outlook on critical minerals like niobium, copper, and rare earth elements, emphasizing growing interest from generalist investors in projects aligned with strategic national interests. - Bela Onken, Director of KfW IPEX-Bank, highlights how institutional lenders are crucially supporting global mining projects essential for the energy transition, emphasizing copper’s critical role and increasing demand driven by electrification and renewable energy. The panel covers: - Market opportunities and risks within copper, potash, lithium, and rare earth sectors. - How geopolitical factors and national strategic interests shape investment trends. - Perspectives on evolving capital market dynamics, including North American and European approaches. - Insights into funding mechanisms, from institutional lending to strategic partnerships and government involvement. Whether you’re an investor, industry professional, or curious about the energy transition’s impact on global resource markets, this discussion provides valuable insights into the future of critical minerals and strategic investing. Don't forget to like, comment and subscribe to Rock Stock Channel for more in-depth discussions, expert insights, and industry news. CHAPTERS 📖 (00:00) Overview (02:24) Introduction to panelists (03:48) Camino's pivot from gold to copper (07:14) Millennial Potash's story (09:47) KfW's focus (14:28) What are generalist investors looking at and why? (17:28) Camino's journey to building a producing mine (21:56) Will American utility companies in America invest upstream in juniors? (26:57) Perspectives on the Canadian capital markets (33:35) Impacts of the Canadian election (37:28) The dynamic between the TSX and the US (40:04) European critical minerals policies (44:19) Chinese and US negotiations (49:10) Strategic partnerships between the US and African countries (51:09) Trump's executive orders and new capital (56:09) Why invest in Camino and Millennial _________________________________________________ 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
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Jun 25, 2025 • 27min

Battery Metals at Benchmark Giga USA 2025 | Patriot Battery Metals, Jindalee & Century Lithium

In this episode, I attend the Benchmark Giga USA 2025 event in Washington, DC, interviewing key lithium industry experts: Iola Hughes (Benchmark Minerals), Ken Brinsden (Patriot Battery Metals: $PMET), Ian Rodger (Jindalee Lithium: $JLL), and Bill Willoughby (Century Lithium: $LCE). We discuss the cautious yet optimistic sentiment among industry insiders, highlighting robust demand drivers such as stationary energy storage, hybrid vehicles, and technological advancements in battery systems. Despite current oversupply and policy uncertainties, especially related to tariffs and incentives, there's significant focus on enhancing domestic lithium production and processing capabilities in the U.S. Retail investors should note the experts’ views on the resilience of the lithium market amid geopolitical and legislative risks and consider which market indicators signal future growth. Stay tuned as I continue bringing detailed updates and insights directly from industry leaders shaping the lithium market. CHAPTERS 📖 (00:00) Introduction (01:20) Benchmark Minerals - Iola Hughes (08:13) Patriot Battery Metals - Ken Brinsden (18:17) Jindalee Lithium - Ian Rodger (22:41) Century Lithium - William Willoughby _________________________________________________ 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
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Jun 24, 2025 • 26min

Financing Lithium in a Downcycle w/ Howard Klein | Water Tower Research

In this episode, Howard Klein, founder of RK Equity and a seasoned analyst specializing in lithium and battery metals, shares insights into the evolving landscape of critical metals investing. Interviewed by Tim Gerdeman and Dmitry Silversteyn of Water Tower Research, Howard discusses the impact of recent declines in lithium, cobalt, and nickel prices, and how these shifts affect funding and valuations of junior resource developers. Howard addresses the challenges companies face in raising capital in the current environment, exploring alternatives such as strategic partnerships, private capital, and government-backed initiatives. He emphasizes the importance of understanding policy developments, as government funding and strategic decisions significantly influence the future of the battery metals sector. Additionally, Howard highlights promising North American lithium and nickel projects, including Thacker Pass, Talon Metals, and The Metals Company, among others, and evaluates their potential in the context of U.S. government initiatives aimed at bolstering domestic critical metals supply chains. This discussion provides retail investors with a clear, measured perspective on current market dynamics, government policies, and practical considerations when assessing investments in lithium and related battery metals. CHAPTERS 📖 (00:00) Introduction (02:05) Howard's Background (04:33) Impact of Battery Metal Price Declines on Project Financing (09:02) Funding Strategies for Developers Amid Depressed Commodity Prices (13:50) Strategies to Stimulate Domestic Critical Metals and Manufacturing Infrastructure (19:18) Promising North American Critical Metals Projects to Watch (25:14) Closing Remarks _________________________________________________ Links 🌍 Water Tower Research Website: https://www.watertowerresearch.com/home 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
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Jun 21, 2025 • 55min

Top Lithium Stocks to Consider in a Bear Market Before The Rebound | Matt Fernley

In this episode, we welcome back Matt Fernley, respected industry analyst and author of the Battery Materials Review (available: https://www.batterymaterialsreview.com/), to explore the state of the lithium market amidst an ongoing bear cycle. Matt shares insightful perspectives on lithium pricing trends, highlighting that while short-term oversupply may keep prices subdued, we might be closer to the bottom than many expect. Together, we discuss the impact of rising inventories, the necessity of production cuts for price recovery, and the nuances of China's lithium industry—specifically, how misconceptions about processing costs and environmental practices could influence global market dynamics. Matt identifies opportunities in low-cost lithium producers, noting attractive valuations in certain North American-listed companies compared to their Australian counterparts. He specifically mentions Sigma Lithium and Lithium Argentina as notable investments due to their operational efficiencies and robust growth outlook. We also delve into broader battery material trends, discussing how significant advances in energy storage technologies are reshaping market expectations, particularly in renewable energy and grid storage applications. For investors interested in diversifying beyond lithium, we highlight promising niche battery materials including high-purity manganese and graphite, both of which face potential supply bottlenecks that could create compelling investment scenarios. We also touch upon emerging geopolitical developments, including the implications of recent peace initiatives in the DRC and Zimbabwe's policy changes towards intermediate lithium products. Join us for a detailed yet accessible discussion on the lithium market, battery materials, and how investors might strategically position themselves in this volatile yet opportunity-rich sector. Be sure to follow Matt Fernley on LinkedIn and X (Twitter) at @matt_fernley for additional insights. CHAPTERS 📖 (00:00) Introduction (03:38) Medium-Term Price Outlook & Cost Base Analysis (05:39) Oversupply Risks, Production Cuts & Inventory (12:12) Advances in Energy Storage & LCOE Economics (17:22) Chinese Lithium Production: Cost, Byproducts & Environment (26:08) Capital Constraints & Financing Dynamics (29:19) Key Equity Picks: Lithium Argentina & Sigma Lithium (35:21) Diversification into Niche Battery Materials & Manganese (38:54) Policy, Intermediate Processing & Hard Rock Development (41:09) Are ASX listings overvalued? (53:34) 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
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Jun 20, 2025 • 19min

$85 Million Boost for TMC: What Retail Investors Should Know | Craig Shesky

In this episode, we sit down once again with Craig Shesky, CFO of The Metals Company ($TMC), for an informative discussion on the company's recent strategic developments: The Metals Company has experienced significant changes and milestones over the past year, highlighted by recent strategic equity investments and important partnerships. Craig provides detailed insights into the $85 million strategic investment by Korea Zinc at $4.34 per share, highlighting the confidence and validation this brings to TMC’s business strategy and its critical role in supplying essential battery metals—nickel, manganese, and cobalt—to the U.S. market. Craig also discusses the revised sponsorship agreement with the Pacific Island nation of Nauru, emphasizing the strategic geopolitical importance of Pacific Island states and TMC’s commitment to fair economic collaboration. Additionally, the conversation touches upon the recent appointment of two influential directors, Alex Spiro and Michael Hess, strengthening TMC’s expertise in regulatory, legal, and investment arenas. Craig underscores the significance of partnerships, particularly with Allseas, who have continued investing significantly, reflecting their confidence in the future of deep-sea mining. Howard and Rodney also explore the evolving market landscape for battery technologies, notably the lithium-manganese-rich (LMR) batteries being championed by companies like General Motors, signaling strong future demand for manganese sourced sustainably through deep-sea nodules. For retail investors seeking detailed and timely insights into the strategic trajectory of TMC and its role within the evolving global battery materials supply chain, this episode offers measured, in-depth, and valuable analysis. For further details, visit https://metals.co/ and follow The Metals Company on X @themetalsco CHAPTERS 📖 (00:00) Introduction (02:23) Wolfe Nomura Conference Highlights & Government Support (04:25) Revised Nauru Sponsorship & Korea Zinc Equity Agreements (09:17) Board Appointments & Governance Enhancements (11:38) Allseas Partnership & Operational Readiness (15:01) OEM Engagement & Lithium-Manganese-Rich Battery Outlook (17:34) Closing Remarks _________________________________________________ Links 🌍 Previous TMC Interviews: TMC is the Solution to Critical Raw Material Supply for the US | Craig Shesky: https://youtu.be/1v0Wugwvcrk US Permitting Path for The Metals Company w/ Craig Shesky: https://youtu.be/uYRdCcWDwKo Noa Lithium Brines, The Metals Company and Solis Minerals at PDAC 2025: https://youtu.be/UDUDPgIQP1M Vancouver Resource Investment Conference 2025 Critical Mineral Snippets: https://youtu.be/9-7NO4sBv1M Deep Sea Treasure: The Metals Company - w/ Craig Shesky: https://youtu.be/uXHeo2yXfUY Getting To Know You: The Metals Company. w/ Craig Shesky: https://youtu.be/6K-kpl7aN5Q 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
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Jun 5, 2025 • 58min

Lithium Rebound Coming? Ken Hoffman from McKinsey Breaks Down What’s Next

In this episode, we sit down with Ken Hoffman, a seasoned expert in the lithium and battery materials space, formerly at McKinsey & Company. Ken brings deep insight into the current state and future trajectory of the lithium market, drawing from his recent engagements across the Middle East, Chile, and China. We cover a wide range of timely and critical topics for investors, including: - The divergence in sentiment between global markets and why the Middle East is emerging as a strategic hub for battery supply chain investment - Lithium price cycles and how the current downturn compares to previous ones - Demand growth driven not only by EVs but increasingly by stationary storage and data centers - The role of China in shaping global lithium pricing and inventory cycles - Technological advancements in battery chemistry, pack design, and refining methods - Why sodium-ion batteries may not be the threat some believe—and why lithium demand is likely being underestimated - The outlook for key producing regions, including Chile and its evolving government strategy - How the West’s slower project financing contrasts with China’s strategic investment model - Where pricing could go over the next 1–3 years based on historical patterns and macro trends This conversation is particularly relevant for retail investors looking to better understand the structural dynamics behind lithium's volatility, the role of government policy, and the long-term case for battery metals amid the global electrification shift. CHAPTERS 📖 (00:00) Introduction (02:42) Lithium Price Cycles and Market Outlook (07:03) Growing Demand and China vs Western Production Dynamics (11:51) EV Market Trends and Advanced Battery Pack Technology (16:51) Long-Term Lithium Demand Forecasts and Beyond (26:00) Lithium Chemistry: LFP, High-Nickel, and Sodium-Ion Competition (33:41) Innovative Lithium Processing: Novalith's Carbonic Acid Method (35:39) Middle East Energy Storage Projects and Regional Strategies (45:34) Chilean Lithium Industry: SQM, Codelco, and Political Context (51:41) Lithium Pricing Mechanics, Quality Premiums, and Recovery 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
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May 21, 2025 • 44min

TMC is the Solution to Critical Raw Material Supply for the US | Craig Shesky

In this episode, we're back for the sixth time with Craig Shesky, CFO of The Metals Company (NASDAQ: TMC), diving deep into recent groundbreaking developments. With significant momentum following President Trump's executive order on critical minerals, TMC has submitted the world's first commercial seabed mineral recovery application under the U.S. Seabed Mining Code. Craig sheds light on the status and timeline of these critical applications, strategic investment updates, and recent congressional testimony that highlights the growing U.S. support for seabed mining. Howard and Rodney discuss the implications of TMC's $37 million strategic investment, involving prominent investors like Michael Hess and lithium pioneer Brian Paes-Braga. They also cover exciting battery technology advancements from GM and LG Energy, aligning closely with TMC’s rich manganese-nickel resource. Tune in to understand how TMC is paving the way for a secure, sustainable, and strategic U.S. supply chain for critical minerals—key to America's industrial and energy future. CHAPTERS 📖 (00:00) Introduction (05:12) Commercial Recovery Permit Timeline (08:13) U.S. Government Policy Support for Critical Minerals (10:22) Funding and Financing Strategy (12:45) Congressional Testimony & Environmental Regulation (18:59) Partnerships & Processing Facility Opportunities (26:02) Pre-Feasibility Study & Resource Valuation (30:56) Recent Capital Raise & Closing Remarks _________________________________________________ Links 🌍 TMC Q1 2025 Conference Call Transcript: https://investors.metals.co/static-files/244215c5-96da-4a0d-9346-e7795ba163b5 TMC Investor Presentation: https://investors.metals.co/static-files/27a024a1-2774-4b5d-b4ee-16ee3123ceb8 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
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May 16, 2025 • 33min

Has Lithium Pricing Transparency Finally Arrived? Fastmarkets' William Adams and Przemek Koralewski

In this episode, we welcome back William Adams and Przemek Koralewski from Fastmarkets to discuss recent developments in lithium markets, pricing dynamics, and emerging futures contracts on major exchanges. The conversation covers current supply-demand imbalances, factors influencing lithium price fluctuations, and potential inflection points investors may anticipate in the coming months and years. Key topics include: - Recent declines in lithium pricing and implications for producers and investors. - Analysis of lithium futures markets and the role of contracts on ICE and CME. - Discussion around marginal-cost producers and the economics of lithium supply. - Insights into battery technology advancements, including sodium-ion, and their potential impacts on lithium demand. - The influence of geopolitical tensions and the drive toward supply-chain localization. This discussion aims to provide retail investors with a balanced perspective on the lithium market's outlook, highlighting both short-term market realities and longer-term strategic considerations. CHAPTERS 📖 (00:00) ICE Announces New Lithium Contracts (03:35) Recent Lithium Price Trends (04:32) Supply Surge & Deficit Outlook (05:24) Market Analogies & Low-Grade Supply Potential (07:31) Growth of Lithium Futures Markets (09:29) Producer Margins & Potential Cutbacks (11:59) Carbonate vs. Hydroxide Pricing Shift (13:04) Emerging Battery Technologies Landscape (14:29) Geopolitical Tensions & Supply Chain Localization (17:23) Price Recovery Forecast & Hedging Strategies (25:07) Physical's Impact on Futures Market (28:03) Potential for Battery Cell Futures (29:44) CIF China vs FOB Australia Contracts (30:43) 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
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May 12, 2025 • 50min

Sigma Lithium: Q1 Preview, Offtake Strategy, Cost Cuts, Grota do Cirilo Resource | Ana Cabral

In this episode, we welcome back Ana Cabral, CEO of Sigma Lithium (NASDAQ/TSXV: SGML), to discuss the latest developments and outlook for the company. Ana provides a detailed overview of Sigma's Grota do Cirilo project in Brazil, highlighting its resource size, cost advantages, and ongoing expansion plans. We dive into Sigma Lithium’s recent operational results, including production growth, cost reductions, and strong EBITDA margins despite current lithium market conditions. Ana shares insights into the company’s commercial strategies, including considerations around flexible offtake agreements and potential prepayment structures. The conversation also covers broader industry themes, including the current dynamics in lithium pricing, global EV and battery demand trends, and the geopolitical advantages of operating in Brazil. Ana reflects on her recent participation in the Milken Institute Conference, sharing perspectives on the global energy transition and implications for lithium miners. Finally, we discuss valuation benchmarks, how Sigma compares to peers in the lithium sector such as Pilbara Minerals, and key considerations for retail investors evaluating lithium stocks in today's challenging market environment. Please note that RK Equity is an advisor to Sigma Lithium. The company will be releasing its official Q1 earnings on May 14th. CHAPTERS 📖 (00:00) Introduction (03:14) Grota do Cirilo Project Overview (06:35) Q1 Performance & Commercial Highlights (11:58) Plant 2 Expansion & 2025-26 Guidance (18:27) Offtake Flexibility & Prepayment Strategy (20:24) Geopolitical Advantages & Market Dynamics (27:06) Current Lithium Demand/Supply Dynamics (34:36) Milken Institute Conference: Energy Transistion (42:35) Valuation & Peer Comparison (48:20) 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
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May 9, 2025 • 31min

Noa Lithium Brines: 60% YTD, Development Timeline, Path to 40,000 tpa | Gabriel Marcelo Rubacha

In this episode, we sit down with Gabriel Marcelo Rubacha, CEO of Noa Lithium Brines (TSXV: NOAL), for an in-depth update on their three Argentine brine projects—Rio Grande, Arizaro, and Salinas Grandes. We cover: 📈 Noa Lithium’s recent 58% YTD stock gain, tight share structure, and Clean Elements’ C$13.5M strategic investment 🌎 Why Argentina’s salar brines are the world’s lowest-cost lithium source and Rio Tinto’s US$10B bet on the region 🗺️ Project deep dive: high-grade 4.7 Mt @525 mg/L resource at Rio Grande, exploration potential at Arizaro, and infrastructure-rich Salinas Grandes 💧 Ongoing water-well drilling results and why securing industrial water is critical for process design 📊 Hatch-led PEA timeline targeting 20,000 tpa initial production and scalability to 40,000 tpa (Q3 results expected) 🤝 Funding strategy and ideal partner profile to transition from exploration to production 📅 Join us at the Fastmarkets Lithium Conference (June 23–26) in Las Vegas—email rockstockchannel@rkequity.com to connect with Rodney and me as well as Gabriel CHAPTERS 📖 (00:00) Introduction (03:03) Summary Synopsis (04:40) Overview of Noa Lithium's Three Key Projects (07:44) Regional Competitors and Government Support (12:13) Water Drilling Campaign and PEA Milestones (15:50) Funding Strategy and Partnership Criteria (21:38) Development Timeline (25:18) 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

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