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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 📖
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Links 🌍
Ashley on Fastmakrets:
Ashley on Benchmark Minerals:
RK Equity Website: https://rkequity.com/
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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
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 📖
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Links 🌍
RK Equity Website: https://rkequity.com/
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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
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 📖
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Links 🌍
RK Equity Website: https://rkequity.com/
_________________________________________________
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
In this episode, we sit down with Alex Wylie, CEO of Volt Lithium (TSXV: VLT, OTCQB: VLTLF), to discuss the company's innovative approach to lithium extraction from oilfield brines. Alex shares insights on Volt's low-CAPEX strategy, proprietary technology, and rapid scale-up from pilot projects to commercial operations. With significant opportunities in the Permian Basin, Texas, and expansion plans in North Dakota's Bakken, Volt Lithium aims to become a leading domestic lithium supplier serving the underserved U.S. industrial market.
CHAPTERS 📖
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Links 🌍
RK Equity Website: https://rkequity.com/
_________________________________________________
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
In this episode, Eric Desaulniers, CEO of Nouveau Monde Graphite provides insights into the company's significant investments and development journey, including their $150 million expenditure on demonstration plants. He discusses the binding offtake agreements with GM and Panasonic, their updated feasibility study, and potential grant funding opportunities. Eric also covers the increasing traction of LFP Cathode technology, its impact on graphite usage, and anticipates a potential supply deficit in the graphite market within three years.
CHAPTERS 📖
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Links 🌍
RK Equity Website: https://rkequity.com/
_________________________________________________
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
In this episode, we speak with Tavi Costa, partner at Crescat Capital, about global macroeconomic shifts, rising gold prices, and the potential rotation from large-cap tech into commodities. Tavi explains why he sees significant opportunities in gold, silver, and emerging markets amid a weakening dollar and ongoing de-globalization. We dive into how policy decisions, geopolitical trends, and market valuations are shaping investment strategies, including what this means for metals like copper, silver, and lithium.
CHAPTERS 📖
_________________________________________________
Links 🌍
RK Equity Website: https://rkequity.com/
_________________________________________________
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
In this episode, we sit down again with Keith Coghlan, Executive Chairman of European Metals Holdings, to discuss the latest strategic developments surrounding the Cinovec lithium project in the Czech Republic. Recently designated as a strategic project by both the Czech government and the European Commission, Cinovec is gaining significant momentum. Keith shares insights into what these classifications mean, including streamlined permitting, substantial financial backing, and increased investor confidence. We also dive into the critical role of EMH’s partner ČEZ, the company's path toward securing funding from the EU’s €2 billion critical minerals fund, and how shifting geopolitical dynamics are shaping the future of lithium supply in Europe.
CHAPTERS 📖
Links 🌍
RK Equity Website: https://rkequity.com/
_________________________________________________
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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