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    Event Replay Chat
    Romeo Maione
    Jul 9 2025
    Hey folks, thanks for joining today. Here's where you can ask questions during today's event.
    Roc
    Jul 9 2025
    Any chance that Lithium will be subject to import tariffs? Would that have an impact on the commodity?
    J Finder Hwood
    Jul 9 2025
    Will copper run in tandem to gold because of chinese building? Does China still run the price of copper
    epstein.peter4
    Jul 9 2025
    With the unusually large difference between COMEX & LME #copper prices lately, how do junior miners think about the copper price for PEAs, PFS, BFS, etc...
    epstein.peter4
    Jul 9 2025
    What (if anything) are you hearing about Lithium Americas & Century Lithium, both with BFS reports and LAC under construction (early-stage)... It would be hard for Nevada Lithium to thrive if those two don't pave a path forward...
    jacques
    Jul 9 2025
    Steve, what do you anticipate will be your ballpark Cap Ex for your project?
    Romeo Maione
    Jul 9 2025
    Hey Jacques - if I don't get to that one I'll send it to Steve after
    advance1repair
    Jul 9 2025
    With the BBB being passed and a carveout for solar only with storage now supported, will the demand for home storage and industrial grid batteries overtake EV demand?
    epstein.peter4
    Jul 9 2025
    Analysts & pundits only fairly recently realized how rapidly stationary energy storage is growing, up to 2x as fast as EV battery demand... What about other applications like robotics (humanoids), drones, etc?
    Roc
    Jul 9 2025
    Nevada Lithium seems to have lots of Boron. Whats the future of Boron as a commodity?
    epstein.peter4
    Jul 9 2025
    Robert Friedland and some other pundits say US$15,000 tonne = $6.80/lb. for Cu is the incentive price to get many greenfield projects into production. Jeff, do you have a view on that? Thank you.
    epstein.peter4
    Jul 9 2025
    The problem that investors are having with Li juniors is that their long-term LCE price assumptions in PEAs/PFS/BFS are 2x-3x higher than the current Li Carb spot price. What do you say to that understandable concern? Li carb could double to $18K/t and still be too low for most Li projects around the world.
    Romeo Maione
    Jul 9 2025
    Hey Peter - just wrapping up here but I'll send that to Steve and he'll get back to you very quickly.

    Why Today's Overlooked Commodities Are Tomorrow's Winners

    Description
    Join us as we explore why today's most overlooked commodities could become tomorrow's biggest winners, while precious metals continue stealing the spotlight. Discover the compelling opportunities hiding in these undervalued markets that smart money is quietly positioning for ahead of the crowd.
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