With the AI demands for energy, copper and uranium will be in huge demand.

So China ramps up copper production in Africa/China, floods the market to surpress competition, stymie investment...and copper is the new low price bad investment lithium?

are you still bullish on Albermarle ?

That's a good guy, straight talker, speaks with experience and conviction.

What do you think about Frontier Lithium (FL)? Will they go into production? What is their maine hurdles?

11:30 mark --> "...yesterday's US$10-$15k per tonne to generate a 15%-20% after-tax IRR is now $20-$25k/t, at least." Op-ex & cap-ex inflation since 2017-18 means that today's LCE price of $10.0-$10.5k/t is not sustainable. A moderate rebound is coming, but it could still be several quarters away.

Thank you for the information gents.

Mexico will fire up hug with new BYD plant

What is your view on Arzoniia talking production in 2025 mid-year Howard?

European Union is now preparing to implement an ambitious undertaking: Digital Product Passport. This will enable keeping track of all supply chain of the products, manufactured or imported. Sustainability considerations during the production of materials and raw materials can be quantified and regulated. And guess which industries will be the first pilot applications: textiles and batteries! Do you think EU's Digital Product Passport would have an effect on battery material supply chain, especially fixing the Chinese distruptions to lithium market?

Great assessment Rodney. Vexing situation with Lepidolite in China and DSO shipping from Africa. As you suggest it all gets down to the OEM’s. The vested interests in oil are huge and the relatively recent from 2000 scale of these investments in fracking are demanding returns. It’s a shame these tariffs were introduced but hopefully this will only delay the inevitable by 5 years.

SQM is the only lithium company I have continued to add to my position. They are into other commodity chemicals and pay a dividend. Long term hold. With the current price depression to continue to at least the rest of the year many other smaller companies will be forced to suspend production. The cash burn will merit it.

10:16 - this is one of the wisest observations made in a LONG time. Pause right there and let that sink in. China playing chess, everyone else playing checkers.....

big driver for PLS Brazil deal had to be 15% tax rate.

We should talk about the Canadian James bay mining sector. CRE.v critical elements lithium corporation fully permitted resource

I don't understand how talon Metals hasn't found anything big in Michigan on their first drill holes. I would of thought they had a lead on something with technology.

love to see the copper content.

China will simply be the 21st century Toyota.

Here’s some perspective. I just finally, bought my first EV. I waited for a number of reasons for things to align and then pulled the trigger. I am ecstatic. It is more than I hoped for. I will not go back to gas cars except at gunpoint. I will not contribute to oil wars ever again. Despite following this industry since 2010, my primary motivation was just that; to never again pull into a gas station. Just like with the rationale for decentralized currency, such as bitcoin, I am driven to now put a charger in my garage, a battery in my garage and solar my roof to be 100% independent of these fucking political psychopaths from all parties. I would like to think that this would inform the marketplace and those to do the analytics. Apologies for my long winded message, but at work I finally drove my EV in. When I did, a coworker came running up to me, excitedly saying “I just bought an EV.” She was ecstatic. everybody at work knows my background. she and I then took the six of our coworkers out for a ride over lunch in both our EVs. Now six of them are either planning on or have ALREADY bought EV’s of various (non-Tesla) brands. If I am just one node in this network of activity, imagine exponential curving that same phenomenon as Tony Seba would say. Materials Science and DECENTRALIZATION will rule. Despite all these fucking wars these assholes try to cling their power to - and with. The people will rule.

Latin resources deserves a better deal

Better days for Q1 2025. Atlantic Lithium requires ratification of their mining lease (now being assessed parliament). On approval, a binding offtake agreement pending could Assore counter offer on its 33 pence. Interesting times ahead in li space.

What producers stand to benefit most from the feds expected rate decrease?

Thanks for the video, gentlemen. I always appreciate your insight.

Excellent interview. A LOT OF INFORMATION. Imma have to watch this twice.

Great interview! thanks

Just revisited this interview for the third time and took different notes. Now that Pilbara has made a play for Latin it’s game on. Cheers.

Looking forward to see results of the next drill campaign. However, ASX listing would be great, JB has mentioned it a couple of times.

Firstly I concur with CH-cr9xq that Howard and Rodney have done a great job of educating the investors and viewers about the Lithium Industry. these videos bring to the screen important shifts in the industry.

Is LAAC’s share price just a reflection of where the industries at or is there something specifically wrong with the company? The MC is under US$400 million??

Its obvious many lithium companies are exploring and finding more deposits. The problem is that I believe the future projections that many got excited about are too optimistic. I have become more of a realist now with Albemarle swinging to a 2Q loss and suspending one line of production and cancelling another in Australia. The demand isnt materializing as projected. Im noticing companies like American Lithium and Snow Lake Resources are shifting their attention to uranium exploration.

Great interview 👍

I have seen some comments about water issues in NV. Many of the projects will be recycling a lot of the water in their processes. In the case of Century Lithium they are using a brine water that cannot be used in the raising of cattle or as irrigation for crops. So the water they will be using has no other use than as a way to get lithium out of clay. This key fact also makes them a perfect partner for the existing brine operation of their neighbor Albemarle. I have invested to the level that I have because the marriage of the Albemarle's water rights and the Century Lithium process is one I think can turn the whole Clayton Valley in NV into the gold standard of lithium production in the US. Add that to the fact there is plans for huge solar projects in the area and new power lines going in that are practically on the project. The Clayton Valley lithium will be some of the cleanest and greenest lithium produced anywhere in the world.

kzfaq.inforYiLZcE5MOg?si=qJ-f5_KUGrkVamRS The politicians are finally seeing the future. Mining

If this “clay” thing ever actually bore out results, the world would stop in its tracks because of its implications.

Clay might end up needed more water than NV has. its going to get tricky going ahead. Fingers crossed.

Excellent interview again. Is Thacker Pass really that vital for North American supply chain security purposes? AUKUS would give you all the Li (spodumene) you would ever be likely to use given the vast amounts Australia seems to have that is still undiscovered. What is the view from the States?

Long road ahead.

Lithium producers have so far stuck with brines and spodumene. Scalable economics for lithium clays have not yet been demonstrated to be commercially viable and successful. Many costly surprises will no doubt arise along the way. Although minor amounts of North American lithium supply might come from DLE from deep basin brines, most will have to be sourced from spodumene. Although sizeable spodumene deposits have been discovered, with a few either under development or to be developed, there have been no major announcements yet of midstream chemical conversion plants to convert spodumene to Li hydroxide and or lithium carbonate, or downstream lithium cathode manufacturing. Although EU and US appear to be ahead of China on solid state battery development, lots of Gov't support is required to have any hope of catching up to China and have a viable North American battery supply chain from mine to EVs , hybrids or grid storage batteries.

Interesting video. Thanks, guys.

Nice to see Rock Stock Channel coming around to the Nevada clay story. Surge Battery, Lithium Americas, and Century Lithium all will be the key to the U.S. supply chain. The U.S. has no chance without NV clay. NONE!!!

Thanks for yet another excellent interview

Thanks for the update.

Nice update. Thanks.

Champagne project might have a copper porphyry that property alone could be a company maker. Example Hercules

Thanks for an excellent update

Excellent report Howard. Finally things appear to be happening in North America. While I certainly am doubling down on lithium I am still concerned about the refining capacity in North America. It’s one thing saying you are building battery gigafactory factories, here there and everywhere, but where is the lithium hydroxide to feed the plants. It’s easy to be a negative Nelly but battery gigafactory factories required decisions on form factors and chemistries. Are these factories going to pursue the 4680 format or the CATL blade model. Are they going to apply NCM or LFP chemistries. All these needs to be determined with OEMs purchasing product. But before this the spodumene needs to be refined to lithium hydroxide as the feedstock. Albemarle has done a pontius pilot and washed its hands of refining responsibility and passed the ball to China. Currently they are using the price of the product to stultify supply. This is no way to generate 150% growth rates in BESS. But hey, great report and good demonstration of getting on with it.

Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.

Thanks Howard. Its great video and very informative :)

Hit 200k today. I'm really grateful for all the knowledge and nuggets you had thrown my way over the last months. Started with 14k in January

Any thoughts on Iggy Tans Lithium Universe. They seem to be hell bent on establishing a lithium refinery right at the doorstep of Patriot and Winsome.No one seems to talk about them . Are they are serious contender to do business in Quebec.