Howard Klein
@LithiumIonBull
Father of two boys. Analysis & financial commentary on materials powering the Energy Transition. Not Advice. DYOR. http://patreon.com/rockstockchannel
Bull’s Lair, June 2, 2022 The beginning of a new beginning. Thank you to everyone in the Lithium battery metals community who has reached out with messages, calls and visits. My family greatly appreciates your support.
I’m delighted to announce that I’m joining up with @LithiumIonBull and @RodneyHooper13 at @RKEquityRocks. I’ve known and respected Howard and Rodney’s work in the lithium battery materials space for more than five years and I look forward to helping them grow and diversify RK…
NOA Lithium holds one of the 𝐥𝐚𝐬𝐭 𝐡𝐢𝐠𝐡-𝐠𝐫𝐚𝐝𝐞 𝐮𝐧𝐝𝐞𝐯𝐞𝐥𝐨𝐩𝐞𝐝 𝐥𝐢𝐭𝐡𝐢𝐮𝐦 𝐛𝐫𝐢𝐧𝐞 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬, with no offtake, royalties, or legacy constraints. Our portfolio includes three projects (Rio Grande, Arizaro, and Salinas Grandes), all well-positioned…
🔥 ICYMI: NEW VIDEO and Important Announcement 🔥 @RodneyHooper13 and I are excited to share that our long-time friend and highly regarded analyst, @matt_fernley is officially joining @RKEquityRocks as a partner. Rodney, Matt, and I believe that the Age of Electricity is…
Canaccord Genuity provided a bullish update on the lithium market and outlook for lithium equities. The key takeaways are: 🔋Surging demand coming from mainly EVs with Global EV sales YTD up 30% YoY 🪨SC6 prices rebounding from a bottom of $610/t up currently ~30% to $800/t…
The U.S. has once again reminded the world of its clear and long-standing legal right to regulate exploration and commercial recovery of deep seabed minerals in the high seas. In a statement delivered at the ISA, the U.S. State Department commented: “As a non-party to the Law of…
“History Doesn't Repeat Itself, but It Often Rhymes” – Mark Twain
The release of @Q2Metals' Exploration Target for the Cisco project puts it squarely at the top table in terms of hard rock #Lithium projects worldwide. Q2 published an ET of 215-329Mt @ 1.0-1.38% Li2O. While not a resource, the magnitude of the estimate suggests that this could…
Big move in #Lithium carbonate futures to close the week out and it's been a huge move off the bottom in recent weeks. But's it's not atypical for lithium to trade like this, as we've seen before. Average SpodCon price is now above US$800/t (US$810/t) with prices as high as…
🚗 EU Car Market Shift | 1H 2025 New registration data shows the internal combustion engine era is fading fast: 🔋 Battery EVs (BEV): +22.0% 🔌 Plug-in Hybrids (PHEV): +19.5% ⛽️ Petrol: -21.2% 🛢 Diesel: -28.1% EVs now dominate growth, while traditional fuels are in sharp…
👍 @Q2Metals on sizable C$25M raise anchored by high quality instos w/ significant #lithium experience & long-term focus. C$1.00 a big premium, no warrants & freely trading shares so no overhang. Market open for quality stories… $QTWO.V Not advice. DYOR. stocks.apple.com/A2SvId0B3Rc-Kd…
As mentioned in last week’s Lithium-ion Bull, @iperionx & @TalonMetals could be the ‘next $MP’ as they are among the very few critical minerals stories to have received direct DoD funding already AND because their #titanium & #nickel are extremely scarce given virtually no US…
A quick ChatGPT search for which projects have received DoD (rather than DoE) funding confirmed my belief that @iperionx in titanium and @TalonMetals in nickel are well positioned for further DoD support, given both military applications and virtually non-existent existing US…
Hmmmm, rotating into lithium?
"Short US dollar" becomes the most crowded trade for the 1st time, while "The Long Gold" has dropped significantly since May 👀💲🪙
This Raging Lithium Bull, as Howard @LithiumIonBull names me😉, maintains that 2026 = #lithium Deficit year. Key reason is the underestimated DEMAND. 2030 = 4.6Mt demand in my model. The main futures LC2509 on GFEX just jumped 7.8% this morning. Fun times are here!
The long-awaited #lithium supply response is finally here. Still think that most forecasters are WAY underestimating demand. Still think that 2026 = deficit year. Let's rock ;)
Congrats Taso Arima and entire @iperionx on another strong placement with insider participation and very tight discount. Existing DoD relationship + 🇺🇸 military vulnerability for titanium metal 👉 future $MP-type partnership? $IPX $IPX.AX
If you’re wondering what the USA thinks about critical ocean minerals, and our legal right to them, this speech delivered by the USA govt official last month will set your mind at ease. estatements.unmeetings.org/estatements/61… #deepseamining #nationalsecurity #MadeinUSA #criticalminerals…
Haha $TMC
Reads better now—don’t you agree? #deepseamining #MadeinUSA $TMC
Lithium futures up 2.5% last night. Spodumene now back at $750/t and on path back to $800-825/t. Futures have regained liberation day losses. If spodumene does the same then another $50-75/t of upside in spodumene near term. SMM “continuous inventory depletion, purchase…
$LU7 is pleased to have completed the acquisition of the cutting-edge solar panel recycling technology developed by Macquarie Uni. We are looking forward to moving on to the next steps and unlocking this technology's full commercial potential. #Silver #Recycling #SolarPanels