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Carney’s Canada Rocks! w/ Keith Phillips
In this Rock Stock Recap, Howard Klein, Matt Fernley, Rodney Hooper, and Keith Phillips discuss the latest shifts in lithium, critical minerals, Quebec spodumene, DLE, government funding, China processing, and the growing link between AI infrastructure, power, batteries, and strategic minerals.
Topics include Canada’s support for Nouveau Monde Graphite, Quebec lithium project momentum, U.S. critical minerals policy, Ganfeng and Chinese processing expertise, Australian spodumene restarts, raw material shortages, ESS demand, and the Alivra–Atlantic Lithium deal.
Join our Patreon: https://www.patreon.com/cw/rockstockchannel/membership
Chapters
(00:00:00) Macro Market Setup
(00:10:37) Keith's SME Conference Takeaways
(00:13:58) Quebec Permitting And Logistics
(00:19:26) Canada Project Support
(00:23:33) Quebec Lithium Supply Choices
(00:32:09) Financing Lithium Projects
(00:34:29) China Processing Partnerships
(00:42:02) Australian Supply Restarts
(00:44:29) Spod Regional Pricing And Inventories
(00:50:02) Atlantic Deal Context
(00:57:31) Elevra Refocus Rationale
(01:03:36) Closing Remarks
(01:03:58) Highlights: TMC
(01:05:00) Highlights: SGML
(01:07:01) Highlights: PHOS
(01:08:11) Highlights: NILI
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
Patreon:
https://www.patreon.com/rockstockchannel
Podcast
Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq
Follow us on X (Twitter):
Howard: https://x.com/LithiumIonBull
Matt: https://x.com/matt_fernley
Rodney: https://x.com/RodneyHooper13
_________________________________________________
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.
Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct 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
View all episodes
By rockstockchannel
4.3
1212 ratings
In this Rock Stock Recap, Howard Klein, Matt Fernley, Rodney Hooper, and Keith Phillips discuss the latest shifts in lithium, critical minerals, Quebec spodumene, DLE, government funding, China processing, and the growing link between AI infrastructure, power, batteries, and strategic minerals.
Topics include Canada’s support for Nouveau Monde Graphite, Quebec lithium project momentum, U.S. critical minerals policy, Ganfeng and Chinese processing expertise, Australian spodumene restarts, raw material shortages, ESS demand, and the Alivra–Atlantic Lithium deal.
Join our Patreon: https://www.patreon.com/cw/rockstockchannel/membership
Chapters
(00:00:00) Macro Market Setup
(00:10:37) Keith's SME Conference Takeaways
(00:13:58) Quebec Permitting And Logistics
(00:19:26) Canada Project Support
(00:23:33) Quebec Lithium Supply Choices
(00:32:09) Financing Lithium Projects
(00:34:29) China Processing Partnerships
(00:42:02) Australian Supply Restarts
(00:44:29) Spod Regional Pricing And Inventories
(00:50:02) Atlantic Deal Context
(00:57:31) Elevra Refocus Rationale
(01:03:36) Closing Remarks
(01:03:58) Highlights: TMC
(01:05:00) Highlights: SGML
(01:07:01) Highlights: PHOS
(01:08:11) Highlights: NILI
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
Patreon:
https://www.patreon.com/rockstockchannel
Podcast
Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq
Follow us on X (Twitter):
Howard: https://x.com/LithiumIonBull
Matt: https://x.com/matt_fernley
Rodney: https://x.com/RodneyHooper13
_________________________________________________
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.
Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct 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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