November 17, 2025

Critical Minerals at Warp Speed: Where Cesium Fits In | Grid Metals

31 minutes

In this episode of our "Getting to Know You" series, we sit down with Grid Metals' CEO Robin Dunbar and cesium market veteran Austin Devaney to explore one of the rarest and least understood critical minerals: cesium. Grid Metals (TSXV: GRDM) is advancing its newly financed cesium-lithium project in southeast Manitoba, alongside ongoing nickel-copper-PGM exploration in partnership with Teck Resources.

Chapters

(00:00) Intro

(03:13) Robin's Background

(03:57) Austin's Background

(05:32) How Cesium Is Mined

(07:48) Rarity of Cesium

(08:27) Cesium Demand & Uses

(10:40) Fast-Growing Applications

(11:50) Global Supply & Critical Status

(13:46) Evaluating Cesium Resources

(15:37) Cesium Pricing

(17:41) Grid Financing

(18:20) Falcon West Drill Plan

(19:10) Historic Results

(20:47) Project Infrastructure

(21:46) Supply Constraints

(23:15) Cesium in Solar Tech

(24:27) Exploration Potential

(25:44) Low CapEx Advantages

(27:41) Other Grid Projects

(29:09) Closing Remarks

As some of you may know, our channel was among the first to highlight the renewed interest in cesium following last year's discovery success at Power Metals' Case Lake project. Since then, the market narrative has been evolving - with fresh attention from PMET Resources and the newly announced critical mineral designation for cesium in both Canada and the United States.

In this interview, we speak with Robin about Grid's recent $4M financing, drill permits, and the upcoming program targeting high-grade pollucite at Falcon West - located just off the Trans-Canada Highway with proximity to the operating Tanco cesium processing plant. Austin brings decades of experience in the alkaline earth metals sector, including leadership of Albemarle's cesium business, and provides valuable insight into how cesium is mined, processed, priced, and used across drilling fluids, catalysts, x-ray systems, defense technologies, and emerging photovoltaic applications.

We also discuss the scarcity of global cesium resources, the structure of a market historically controlled by only a few producers, and what investors should look for when evaluating early-stage cesium opportunities. Robin provides updates on Grid's other assets, including its lithium resource in Manitoba and the Makwa nickel-copper-PGM project currently being drilled under a joint venture with Teck.

Sponsors

- Lithium Royalty Corp (TSX: LIRC) - diversified lithium royalty portfolio.

(Website: https://www.lithiumroyaltycorp.com/ | X: https://x.com/Lithium_Royalty)

- USCF Investments - commodity-focused ETFs (e.g., CPER copper, ZSB battery metals, USG gold, SDCI diversified commodities).

(Website: https://www.uscfinvestments.com/ | X: https://x.com/USCFInvestments)

Links

- Read Matt's research blog: https://blog.rkequity.com/

- Sign up for the Lithium-Ion Bull newsletter/Matt's Blogs: https://rkequity.com/

Have a question? Drop us an email: [email protected]

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Podcast:

Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172

Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

X (Twitter):

Howard: https://x.com/LithiumIonBull

Rodney: https://x.com/RodneyHooper13

Matt: https://x.com/matt_fernley

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Howard, Matt and Rodney 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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