Episode Details

Georgia Williams of Investing News Network interviews Howard Klein of RK Equity to discuss lithium, critical minerals, battery storage, AI power demand and US energy security. The episode also features Craig Shesky of The Metals Company on deep-sea mining, seafloor nodules and securing nickel, copper, cobalt and manganese supply chains.

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Chapters

(00:00) Intro
(04:18) Georgia Williams Interview
(09:38) Batteries And National Security
(13:55) Recycling And Black Mass
(15:14) Domestic Processing Partnerships
(19:00) Competing With China
(21:26) The Missing Midstream
(24:50) America’s Lithium Opportunity
(27:33) Energy Storage Demand
(31:35) Prioritizing Critical Minerals
(35:24) Building Ex-China Supply
(36:14) AI, Robots, And Minerals
(39:10) Batteries Power AI
(40:51) Automation And Seafloor Mining

(43:34) TMC at Benchmark Conference
(46:33) Streamlining US Permits
(48:41) Processing Seafloor Nodules
(50:53) Domestic Supply Chains
(51:34) Scaling Commercial Production
(52:51) International Legal Risks
(55:00) Buyers And Offtakes
(56:07) Critical Mineral Demand
(58:01) Building Industry Support

Links

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

Questions:
rockstockchannel@rkequity.com

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
Ben: https://x.com/benjihammond

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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