Rodney Hooper

Canada is no longer just publishing critical minerals strategy; it's underwriting, permitting and stockpiling. Pod up 🔥 • Carney’s whole-of-government backing for $NMG • Quebec spodumene: NAL, PMET, @Q2Metals • DLE scale vs Execution risk • Elevra's refocus rationale 📺: youtu.be/ZMXkBlXLRnk

$TMC’s investment case is moving from “can this happen?” to “how does it scale?” Our conversation with Craig Shesky adds useful depth on permitting, Allseas, capital discipline, processing optionality, and the strategic minerals platform thesis. 📺: youtu.be/lHTacjO5exo | @themetalsco

Lithium producers are shifting from defense to growth. Is Quebec the next Western Australia? What to look out for in this cycle? We discuss $ELVR, $ALL.l, $LAR ramp-up, Greenbushes, EV demand, heavy REE, copper, silver/gold + @anson_ir / POSCO 📺: youtu.be/SjLPFBgJtns

Ford has officially introduced Ford Energy, following in the footsteps of @Tesla. "Ford Energy will provide U.S.-assembled LFP prismatic battery energy storage systems for a variety of uses. Units are planned for availability beginning in late 2027." Specs: • 2-hour & 4-hour configurations • Rated Energy: 5.45 MWh • Cell Capacity: 512 Ah • Cell Dimensions: 73 × 275 x 210 mm • Voltage Range: 1040 - 1500 VDC • Dimensions: 20 ft standard container • Product Weight: ~43.5 tons • Aux. Power Load: Max 37.5 kW • Noise: <75 dBA • Cooling Method: Liquid Cooling • Corrosion Protection Level: C5 • Ingress Protection (IP) Rating: IP55 • Operating Temperature: -35°C to +55°C • Operating Altitude: ≤ 4000m (No Derating)

Rare Earths Americas has just IPO’d in the US. $REA CEO Don Swartz joined us to discuss: • the IPO and capital structure • the Shiloh project in Georgia • Brazil ionic clay assets • the timing and rationale behind the listing 📺 youtu.be/LWixpCjYQTM

Check out our latest research report on @NOAlithium entitled “Market Fails to Understand NOA’s Optionality” Our thesis: •Robust PEA: 20Ktpa lithium carbonate project with potential to expand to 40Ktpa over 30 years life for capex of US$706m and mine gate cash costs of US$5641/t. •Unrecognized Optionality: Multiple paths to value: technical-grade carbonate, chloride, or hybrid DLE. •Strategic Scarcity: Argentinian brines are at the bottom of the cost curve and are highly sought after by industry players. •Valuation Gap: NOA trades at c.$10/t LCE. Recent M&A in the sector was at multiples closer to $50–100/t. Bottom Line: $NOAL.v is a relatively new entrant in the market which boasts a strong management team, good investor support and a good asset base with plenty of optionality to benefit from higher lithium prices. Read the full research report here: link.rkequity.com/noal-report