Carney’s Canada Rocks! w/ Keith Phillips

In this Rock Stock Recap, Howard Klein, Matt Fernley, Rodney Hooper, and Keith Phillips discuss the latest shifts in lithium, critical minerals, Quebec spodumene, DLE, government funding, China processing, and the growing link between AI infrastructure, power, batteries, and strategic minerals. Topics include Canada’s support for Nouveau Monde Graphite, Quebec lithium project momentum, U.S. critical minerals policy, Ganfeng and Chinese processing expertise, Australian spodumene restarts, raw material shortages, ESS demand, and the Alivra–Atlantic Lithium deal. Join our Patreon: https://www.patreon.com/cw/rockstockchannel/membership Chapters (00:00:00) Macro Market Setup (00:10:37) Keith's SME Conference Takeaways (00:13:58) Quebec Permitting And Logistics (00:19:26) Canada Project Support (00:23:33) Quebec Lithium Supply Choices (00:32:09) Financing Lithium Projects (00:34:29) China Processing Partnerships (00:42:02) Australian Supply Restarts (00:44:29) Spod Regional Pricing And Inventories (00:50:02) Atlantic Deal Context (00:57:31) Elevra Refocus Rationale (01:03:36) Closing Remarks (01:03:58) Highlights: TMC (01:05:00) Highlights: SGML (01:07:01) Highlights: PHOS (01:08:11) Highlights: NILI Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] 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 _________________________________________________ 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