Episode Details
Back to EpisodesThe Lowest-Cost US Lithium Story? (Anson Resources)
Description
Bruce Richardson, CEO of Anson Resources (ASX: ASN), joins Rock Stock Channel (Howard & Matt) to discuss the latest Green River lithium engineering study, the definitive POSCO demonstration plant agreement, low-cost US lithium production potential, project financing, government support, and Anson’s role in the emerging Korea-US battery materials supply chain.
Topics include Green River’s C1 operating cost, infrastructure advantages, DFS timeline, POSCO due diligence, LG Energy Solution offtake, federal grant applications, and the path toward building a strategic US lithium supply chain.
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Chapters
(00:00) Green River Update
(03:35) Low-Cost Drivers
(07:16) Capital Cost Advantage
(10:58) Path To DFS
(14:43) Anson's Own Demo Plant
(17:24) POSCO Due Diligence
(20:34) Korea-US Supply Chain
(22:13) Government Support
(26:53) Shareholder Requisition
(29:37) Cathode Supply Challenge
(37:46) Site Visit Interest
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
rockstockchannel@rkequity.com
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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
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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