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China controls 90% lithium conversion. Rock Tech integrates mining & refining in Ontario. Register for free for the International Investment Forum: https://ii-forum.com/ The ‘International Investment Forum’ – (‘IIF’) provides information on investment trends and ideas, covering all aspects of various industries, from top executives and managers around the world. China controls 90% of global lithium conversion – the critical step that turns raw ore into battery-grade material. That means even if you mine lithium in Canada or Australia, someone else captures most of the value. Rock Tech Lithium is building a direct counter: an integrated mine-to-converter strategy spanning both sides of the Atlantic. In this episode, Lyndsay Malchuk sits down with Dirk Harbecke, Executive Chairman of Rock Tech Lithium, to discuss why the company moved its focus from Germany to Canada, how it plans to reduce capex by 50% at Georgia Lake, and why becoming one of the first lithium producers in Ontario could reshape the economics of North American battery supply chains. Harbecke explains why Europe is now looking to Canada for critical raw materials, how sovereign wealth funds are entering the picture, and what investors are missing about the coming lithium demand from EVs, grid storage, and data center backup systems. Rock Tech Lithium, lithium conversion, critical minerals, battery supply chain, Georgia Lake mine, Red Rock converter, Ontario lithium, Dirk Harbecke, Lyndsay Malchuk, lithium market manipulation, China lithium dominance, integrated mining, lithium capex reduction, energy storage systems, EV battery metals, Canada critical minerals, German engineering, sovereign wealth funds mining If this analysis gave you a deeper understanding of the structural shifts in lithium supply chains, please like, subscribe, and hit the notification bell for more insights that go beyond the headlines. Share your thoughts on integrated lithium strategies in the comments below! https://rocktechlithium.com https://www.linkedin.com/company/rocktechlithium/ https://apaton.com https://www.linkedin.com/company/apaton-finance-gmbh https://www.linkedin.com/showcase/internationalinvestmentforum https://www.youtube.com/@internationalinvestmentforum Video Chapters: 00:00:00 - China Controls 90% of Lithium Conversion 00:00:38 - The Race for Critical Minerals: Europe, Canada and Rock Tech 00:01:22 - Defining Rock Tech: More Than a Mining Company 00:02:26 - Why Conversion Is the Bottleneck – And Why Germany 00:04:39 - Moving to Canada: Policy, Energy Prices and Commitment 00:05:00 - Prime Minister Carney and Ontario’s Support 00:07:31 - Why Control the Full Value Chain? Avoiding Market Manipulation 00:08:20 - Reducing Capex by 50% at Georgia Lake 00:10:28 - Can Canada Deliver Critical Minerals for the West? 00:11:43 - German Government Asking Canada for Raw Materials 00:12:56 - The Real Lithium Demand: 5 Converters Just for 20% of US EV Sales 00:13:20 - Biggest Roadblock: Funding – And Sovereign Wealth Funds 00:15:23 - What Investors Are Missing: First Producing Lithium Mine in Ontario 00:16:39 - Timeline: DFS by End of 2026, FID Early 2027, Production 2028 00:17:43 - Higher Profitability from Lower Capex and Opex 00:18:13 - Battery Storage for Data Centers and Peak Energy Prices 00:19:44 - Closing: Control the Supply Chain, Not Just Consumption Host & Analysis: Lyndsay Malchuk | Special Guest: Dirk Harbecke, Executive Chairman of Rock Tech Lithium | Produced by Apaton Media. Music and graphics licensed via Apaton Finance GmbH. #RockTechLithium #LithiumConversion #CriticalMinerals #BatterySupplyChain #GeorgiaLake #RedRockConverter #DirkHarbecke #LyndsayMalchuk #MarketFrontlines #ApatonMedia #LithiumDemand #EnergyStorage #EVBatteries #CanadaMining #CriticalRawMaterials Notes: This video is for informational purposes only and does not constitute a recommendation to buy or sell securities. The statements reflect the views of the interviewed company. Please consult a professional advisor before making investment decisions. Some links may be affiliate or sponsored. Investments in securities involve risks. Conflicts of interest exist. Further details are provided at the end of the video. Covered Company: Rock Tech Lithium Inc. 2400-333 Bay Street Toronto, ON M5H 2T6 Canada This interview was first published on June 12, 2026 at approximately 1:20pm CET. For business inquiries, contact: [email protected]

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