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Financing Lithium in a Downcycle w/ Howard Klein | Water Tower Research

Episode 253

In this episode, Howard Klein, founder of RK Equity and a seasoned analyst specializing in lithium and battery metals, shares insights into the evolv…

10 months, 1 week ago

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Top Lithium Stocks to Consider in a Bear Market Before The Rebound | Matt Fernley

Episode 252

In this episode, we welcome back Matt Fernley, respected industry analyst and author of the Battery Materials Review (available: https://www.batterym…

10 months, 1 week ago

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$85 Million Boost for TMC: What Retail Investors Should Know | Craig Shesky

Episode 251

In this episode, we sit down once again with Craig Shesky, CFO of The Metals Company ($TMC), for an informative discussion on the company's recent st…

10 months, 1 week ago

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Lithium Rebound Coming? Ken Hoffman from McKinsey Breaks Down What’s Next

Episode 250

In this episode, we sit down with Ken Hoffman, a seasoned expert in the lithium and battery materials space, formerly at McKinsey & Company. Ken brin…

10 months, 4 weeks ago

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TMC is the Solution to Critical Raw Material Supply for the US | Craig Shesky

Episode 249

In this episode, we're back for the sixth time with Craig Shesky, CFO of The Metals Company (NASDAQ: TMC), diving deep into recent groundbreaking dev…

11 months, 1 week ago

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Has Lithium Pricing Transparency Finally Arrived? Fastmarkets' William Adams and Przemek Koralewski

Episode 248

In this episode, we welcome back William Adams and Przemek Koralewski from Fastmarkets to discuss recent developments in lithium markets, pricing dyn…

11 months, 2 weeks ago

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Sigma Lithium: Q1 Preview, Offtake Strategy, Cost Cuts, Grota do Cirilo Resource | Ana Cabral

Episode 247

In this episode, we welcome back Ana Cabral, CEO of Sigma Lithium (NASDAQ/TSXV: SGML), to discuss the latest developments and outlook for the company…

11 months, 2 weeks ago

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Noa Lithium Brines: 60% YTD, Development Timeline, Path to 40,000 tpa | Gabriel Marcelo Rubacha

Episode 246

In this episode, we sit down with Gabriel Marcelo Rubacha, CEO of Noa Lithium Brines (TSXV: NOAL), for an in-depth update on their three Argentine br…

11 months, 3 weeks ago

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Hotter Commodities 2: Energy Security & the Critical Minerals Race w/ Fastmarkets' Andrea Hotter

Episode 245

In this episode, I catch up again with Andrea Hotter, Special Correspondent at Fastmarkets, to dive into the shifting landscape of critical minerals …

11 months, 3 weeks ago

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Rock Stock Recap: Tariff Strategy, US Dollar Devaluation, Canada-Chile Political Risk

Episode 244

In this Rock Stock Recap episode, Rodney and I share our latest insights following Trump's Liberation Day and the unfolding impacts of recent U.S. ta…

1 year ago

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