Does Surge's PFS Validate the Thacker Pass Second-Mover Thesis?

Surge Battery Metals (TSXV: NILI) Chairman Graham Harris and lithium expert Iain Scarr join Howard Klein and Matt Fernley to break down the Nevada North pre-feasibility study. They discuss Nevada North’s grade, recovery, operating costs, second-mover advantage behind Thacker Pass, technical risks, project financing and what still needs to be proven before construction. Could Nevada North become the next major US lithium project? PFS Announcement:https://surgebatterymetals.com/news/surge-announces-positive-pre-feasibility-study-at-nevada-north-after-tax-npv8-of-us-9.81-billion-after-tax-irr-of-23.6-and-operating-cost-of-us-4-719-tonne-lithium-carbonate Follow Surge Battery Metals:LinkedIn (Graham Harris) - https://www.linkedin.com/in/graham-harris-bb904057/LinkedIn (Iain Scarr) - https://www.linkedin.com/in/iain-scarr-3aa3721/LinkedIn (Company) - https://www.linkedin.com/company/surge-battery-metals-inc/X (Company) - https://x.com/SurgeBattery ___ Chapters (00:00) Nevada North PFS Sets The Stakes(04:11) Why Phase One CapEx Fell(05:18) US Lithium Demand Supports Scale(06:59) Recovery Gains Face Scale-Up Test(12:39) Sulphur Costs Show Limited Sensitivity(15:08) Solid-Liquid Separation Is Key Risk(16:16) High-Grade Clay Narrows Cost Gap(21:50) Thacker Pass Creates Second-Mover Advantage(23:19) Strategic Capital Opens Funding Path(24:56) Experienced Team Supports Execution 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/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: https://x.com/RodneyHooper13Ben: https://x.com/benjihammond _________________________________________________ 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