Lithium Project's Past, Present, Future Crucial for U.S.
Was great to dive deep with Jon Evans @LithiumAmericas on the past, present and future of this critically and strategically important lithium project for the United States. Strongly encourage all to listen if you've not already done so. $LAC 👇
Rising Gas Prices Boost Demand for Used EVs
With gas prices shooting up amid the war in Iran, interest in EVs is picking up again—especially on the used market https://t.co/kyiKQkDabN
SGML Eyes 2‑3× Brownfield Expansion Amid Lithium Surge
Pleasure as always to chat with @Anacabralgardn1 @SigmaLithium who, having navigated a challenging period with immense grace and no equity dilution, considers again brownfield stage expansions that can 2-3X current production. Poised to continue re-rating IMO as lithium experiences spodumene surge/shortage. $SGML Not...
LithiumIonic Secures $1,000 Spodumene Floor Deal
An exclamation point to this insightful color @D_Jimenez_Sch was @LithiumIonic signing spodumene offtakes with Yahua and Grand Chen Resouces on the heels of this Fastmarkets Shanghai conference last week: $1,000 price floor, no ceiling, no discount and $20M...
U.S. Poised to Export Lithium, Power Future Batteries
#RockStockChannel just published its first ever 1-on-1 interview with @LithiumAmericas CEO Jon Evans. For the first 7 years of my now ~18-year lithium journey, the only project I promoted was what I’ve titled this video America’s Lithium. Lithium Americas. Like Mountain Pass...
Atlantic Lithium Marks Watershed Moment Amid Spodumene Demand
Big news @AtlanticLithium Congrats Keith Muller, Amanda Harsas, Neil Herbert and the rest of team on what is indeed a watershed moment for the company and Ghana. Considering recent Core Lithium financing, $PLS/Canmax off-take and many other indicators of the strong...
Commodities Surge as Mining Gains S&P Spotlight
"Mining today represents just 1% of the S&P 500." — @robert_ivanhoe, remarks in the Oval Office #NotSustainable. Tomasz Nadrowski’s new book Mineral War and @ctindale's viral Return of Matter thesis frame the challenge: stateless (financial) capitalism vs. state (material) capitalism. China has mastered the industrial middle - Processing. Refining. Smelting....
Alex Grant Pushes US Magnesium Revival with MagraThea Metals
Was great to talk Smack with DLE guru Alex Grant @biglithium And to hear how his @magratheametals aims to Make 🇺🇸 Magnesium Great Again. @StandardLithium @Equinor @exxonmobil @VulcanEnergyRes @Lilac_Solutions 👇👇
US EV Demand Surge Could Boost Lithium Stocks
In recent Rock Stock videos I’ve suggested the extremely negative US EV narrative is likely already “priced in” to #lithium equities — leaving room for an upside surprise. Today TD Cowen published a 60+ page note making a similar contrarian case....
PDAC Recap: Key Takeaways and Management Interviews
Great to catch up with so many friends this week at PDAC w/ @matt_fernley Check out our latest #RockStockRecqp for our takeaways and a dozen management interviews. 👇👇
Q2Metals Hits All‑time High in Lithium Exploration
Check out our latest #RockStockRecap + update with the lithium industry’s most exciting spodumene exploration story @Q2Metals which closed yesterday at an all-time high. $QTWO.V 👇👇
Strategic Lithium Reserve Needed to Stabilize Supply
I’ve submitted formal comments into the docket. My core message: supply diversification alone is not enough. If we want durable investment in allied lithium production and processing, we must address price volatility. Lithium’s boom-bust cycles have repeatedly delayed capital formation and midstream...
Strategic Reserve Could Stabilize Mineral Markets, Unlock Capital
Last night’s State of the Union address tied AI dominance to power plants, permits, and domestic mining. Earlier in the day, the House Energy & Minerals Subcommittee debated how to actually fix the mineral markets behind that ambition via the SECURE...
Q2Metals Teases Maiden Resource at PDAC
Looking forward to catching up with the Rock Star @Q2Metals team next week at #PDAC and talking about all their greatest hits. 👀 maiden resource coming soon... $QTWO.V
SigmaLithium Forecasts 240k‑tonne Annual Output, 520k
.@SigmaLithium providing formal guidance just a few weeks after restarting mining under owner/operator model: ◦12 months annualized forward production: 240,000 tonnes ◦24 months annualized forward production: 520,000 tonnes $SGML 👇