Lithium Refining Meets Silver Recycling | Lithium Universe Iggy Tan

Lithium Refining Meets Silver Recycling | Lithium Universe Iggy Tan

Author: rockstockchannel September 4, 2025 Duration: 24:48
Rock Stock Channel
Business
Howard and Rodney return with another Rock Stock Channel update, speaking with Lithium Universe (ASX: LU7) Chairman Iggy Tan. In this interview, we cover the company’s evolving strategy as it balances long-term lithium ambitions with a new entry into solar panel recycling and silver recovery. Lithium Universe began with the goal of building a lithium carbonate refinery in Bécancour, Quebec, supported by a completed DFS. While awaiting a lithium market recovery, the company has diversified through the acquisition of global rights to a PV cell recycling technology developed at Macquarie University. This innovation could unlock value by separating solar panel materials efficiently and recovering silver at scale. Key topics discussed:- Lithium Universe’s counter-cyclical approach to lithium refining in Canada- Why margins in lithium conversion remain robust despite market volatility- The scale of end-of-life solar panel waste and silver recovery potential- Details of Macquarie University’s microwave and electrochemical recycling process- Outlook for silver demand, supply deficits, and pricing trends- Upcoming milestones: pilot work, potential partnerships, and grant applications- Broader lithium supply-demand dynamics in North America, Europe, and China With a market cap of ~A$16 million and a share price up nearly 3x from its June placement, Lithium Universe offers investors exposure to both critical battery metals and emerging recycling opportunities. 📖 Chapters(00:00) Introduction(01:48) Iggy Tan's Lithium Background(02:59) Lithium Universe Strategy and Refinery Plans(05:13) Economics of Lithium Conversion Outside China(07:30) Global Push for Renewable Energy and PV Adoption(09:03) Solar Panel Waste and Recycling Opportunities(10:57) Macquarie University Recycling Technology(16:05) Commercialization and Global Expansion Plans(16:57) Next Steps: Pilot Plant and Partnerships(17:43) Milestones for Investors (6-12 Months)(19:40) Lithium Market Dynamics: Supply, Demand, and Recovery(23:23) Closing Remarks 🌍 LinksLU7 Website: https://www.lithiumuniverse.com/Follow on X: https://x.com/lithiumuniverse | https://x.com/TanIggy RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINqX (Twitter):  Howard: https://x.com/LithiumIonBull  Rodney: https://x.com/RodneyHooper13  Matt: https://x.com/matt_fernley _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do 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

Tune into Rock Stock Channel for a clear-eyed look at the investment landscape being reshaped by our electrified future. Hosts Howard, Rodney, and Matt steer conversations away from surface-level hype, focusing instead on the foundational materials that make this transition possible. Each episode connects you directly with the people on the ground-major project developers and seasoned analysts-who break down the realities and complexities of sourcing critical minerals. Their in-depth discussions delve into the markets for lithium, battery metals, and rare earths, while also exploring a wider range of specialty commodities essential to modern technology. This isn't about fleeting stock tips; it's about understanding the entire supply chain, from geological challenges to geopolitical factors, that defines the critical minerals thematic. For anyone interested in the tangible business of building a sustainable economy, this podcast offers essential context and expert insight you won't find in mainstream financial commentary. Listen to Rock Stock Channel to ground your perspective in the expertise of those defining the new resource economy.
Author: Language: English Episodes: 100

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