by rockstockchannel
Rock Stock Channel™ is a vibrant and engaging look at the mining and chemical industry supplying the lithium-ion battery-fuelled disruption of the Transportation and Utility industries.
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🇺🇲
Publishing Since
11/1/2021
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April 21, 2025
In this episode, Howard sits down with Ashley Zumwalt-Forbes, former Director of the Manufacturing and Energy Supply Chains Program at the U.S. Department of Energy, to discuss the evolving landscape of critical minerals and energy policy in the United States. They explore the key differences between the Biden and Trump administrations' approaches to EV batteries and critical minerals, the future of lithium and other essential battery materials, and whether America can remain competitive in a rapidly shifting global market. Ashley shares her insights on how geopolitical tensions, policy instability, and market volatility are impacting investment decisions, and why she remains cautiously optimistic about the potential for building a robust domestic supply chain. CHAPTERS 📖(00:00) Guest Background(04:40) Trump vs. Biden on Energy and Supply Chains(08:54) Canada-U.S. Dynamics in Critical Minerals(13:11) Does Trump Care About Battery Materials?(18:08) The Fate of the EV Tax Credit (30D)(20:43) Battery Demand and Project Viability(23:18) EVs as a Strategic Industry Debate(27:22) Evaluating U.S. Competitiveness in Battery Tech(29:49) Which Critical Minerals Are Investable?(32:50) U.S. Lithium Resource Potential and Smackover Basin(34:36) Status of Government Grants and Loans(36:05) Early vs. Late Stage Project Funding(40:06) Federal Land Access for Strategic Development(41:32) Where To From Here? _________________________________________________ Links 🌍 Ashley on Fastmakrets: - https://www.youtube.com/watch?v=YW4lD9blYmM - https://www.youtube.com/watch?v=WqsxvP7__1k Ashley on Benchmark Minerals: - https://www.youtube.com/watch?v=eu83u-CR6co - https://source.benchmarkminerals.com/video/watch/mesc-grants-boosting-the-us-domestic-battery-supply-chain-panel RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (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
April 16, 2025
In this episode, I join Ash Bennington on Real Vision to discuss the dramatic shifts happening in the world of critical minerals, lithium pricing, and global energy policy. We explore lithium's recent price collapse, why I'm still bullish long-term, and how geopolitical forces—including tariffs and supply chain realignments—are reshaping commodities markets. I also highlight key investment opportunities across lithium, copper, uranium, and broader mining ETFs. Stay tuned until the end as I briefly spotlight one overlooked opportunity in the electrification space. CHAPTERS 📖(00:00) Overview of the Interview(01:03) Lithium Price Collapse and Long-Term Outlook(03:59) The Commodity Cycle: Boom, Bust, and Future Demand(04:55) Tariffs, Supply Chains, and Market Volatility(06:55) Fiscal Stimulus, Interest Rates, and Inflation Dynamics(08:58) US-China Trade Tensions and Critical Minerals Policy(09:37) The Age of Electricity: AI, Robotics, and Energy Demand(11:24) The Case for a New Commodity Supercycle(14:07) Inflation Reduction Act vs. Trump's Energy Policy(17:39) Understanding Lithium Pricing and Market Structure(24:38) Chart: Commodities vs. the Dow: Historic Undervaluation(31:07) Chart: Mine Supply Requirements for the Energy Transition(33:35) Implications of "Energy Addition" and Global Demand Growth(34:35) China's Dominance and U.S. Mineral Supply Strategy(36:54) Commodities as Inflation Hedges and Investment Themes(38:25) Capital Discipline, M&A Activity, and Market Rotation(40:00) How Retail Investors Can Play the Commodity Upside(40:52) Recommended ETFs: PICK, COPX, URA(44:46) Lithium Investment Ideas: ALB, LITP, LIT(46:40) Stock Picks: Piedmont, Lithium Argentina, and M&A Potential(48:14) Final Thoughts: Risks, Rewards, and Long-Term Opportunities(50:38) Bonus Highlight _________________________________________________ Links 🌍 RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (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
April 15, 2025
In this episode, we sit down once again with Bill Willoughby, CEO of Century Lithium (TSXV: LCE.V, OTCQX: CYDVF), to discuss the latest developments at their Nevada-based lithium project, Angel Island. We cover the company’s unique chlor-alkali processing method, recent optimization studies, and the impact of the U.S. government’s executive order to accelerate domestic mineral production. Bill shares insights on Century’s permitting progress, strategic partnerships, and the potential for significant CAPEX reductions. CHAPTERS 📖(00:00) Introduction(01:30) Summary Synopsis(03:11) Overview of the Angel Island Project(03:51) Unique Chlor-Alkali Processing Technology(04:34) Impact of U.S. Executive Order on Mineral Production(05:54) Government Engagement and Permitting Strategy(08:22) Optimization Study and Potential CAPEX Reduction(09:27) Feasibility Study Update Plans and IRR Expectations(10:33) Sodium Hydroxide Pricing and Supply Stability(12:02) Strategic Advantage of Water Rights in Clayton Valley(13:09) Nevada as a Mining-Friendly Jurisdiction(14:16) Pilot Plant Progress and Battery-Grade Lithium Output(15:41) Strategic Partnerships and Offtake Interest(16:53) Feasibility Study Timeline(17:32) Permitting Process and Federal Support Opportunities(19:54) Chlor-Alkali vs. Sulfuric Acid Leach: A Comparison(22:58) Environmental and Logistical Advantages of Century’s Approach(24:06) Market Conditions and Valuation Outlook(25:21) Closing Remarks _________________________________________________ Links 🌍 RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (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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