More Millionaires Will Be Made in Energy Than AI in 5 Years | Daniel Gordon, LI-FT

The views and opinions expressed in this episode are those of the guest and do not constitute investment advice, an offer to sell, or a solicitation to buy any security. Any forward-looking statements reflect the guest's own views and assumptions, and actual results may differ materially. Always do your own research and consult a licensed financial advisor before making any investment decision. Disclosure: LI-FT is not a paying client of RevenueFlow. This episode was not paid for or sponsored by LI-FT. Most investors think lithium is dead. It just ran from $600 to nearly $3,000 a tonne in under twelve months, and the real supply crunch hasn't even hit yet. The next lithium bull cycle is starting while everyone is looking the other way. In this episode of The GTM Playroom, Fernando sits down with Daniel Gordon, Investor Relations Manager at Li-FT Power (TSXV: LIFT). Daniel sits in one of the hardest seats in public markets: taking technical mining catalysts, lithium macro, permitting and capital markets, and turning them into a story generalist investors can actually understand. He came up through external IR, went in-house at a NASDAQ and TSX dual-listed company, and has spent almost three years inside Li-FT. He breaks down what a mining company is really selling investors (a clear path to making money, not geology jargon), why spodumene 5x'd in under a year, the supply shortfall that could see lithium demand more than double by 2035, and why Li-FT believes it can be one of the next lithium mines into production in North America. In this episode: • What a mining company is really selling investors (hint: it is not the geology) • Spodumene from $600 to nearly $3,000 a tonne: what actually drove the move • The supply shortfall: ~1.6M tonnes today to ~3.4M tonnes needed by 2035 • Why this cycle has to stand on its own two legs as governments pull EV incentives • The demand drivers nobody priced in: AI data centers and energy storage • Inside Li-FT's two flagship assets, Yellowknife and Adena • The Galilee acquisition that removed an "invisible property boundary" and unlocked a halved resource • Why an open pit with no lakes beats a competitor mining under one • How China controls 80 to 85% of lithium refining and uses it to move the price • Li-FT's downstream play: a lithium refining hub outside Edmonton • "Why reinvent the wheel? Bring in the team that built the refineries operating today" • Why most public companies still run investor relations like it is 1995 Public Company CEOs - If you have a perception problem and you're not activating your investor network, that's fixable. We help companies build modern direct-to-investor communication infrastructure (subject to applicable securities regulations and disclosure requirements). If you want to chat: https://cal.com/team/revenueflow/reve... Chapters 00:00 Intro - meet Daniel Gordon, Li-FT Power 00:51 From external IR to in-house: Daniel's path 03:11 Translating technical mining stories for investors 05:41 The lithium macro and Li-FT's three pillars 12:06 The Li-FT story investors need to know 14:28 "Lithium is dead": the one chart that answers it 15:54 China's grip and Canada's role in the supply chain 17:30 Connecting AI, data centers and EVs back to the rock 19:20 Three reasons to pay attention to Li-FT now 20:42 How much supply can the West realistically contribute 23:21 Why China controls processing, and how it moves the price 25:34 Li-FT's downstream play: the Edmonton refining hub 27:41 The $48M raise and Agnico Eagle's backing 29:41 Why investor relations still runs like it's 1995 32:05 What Li-FT is doing differently 33:06 Quickfire round 35:04 Where to find Daniel and Li-FT About the guest Daniel Gordon is Investor Relations Manager at Li-FT Power (TSXV: LIFT), a hard-rock lithium developer with flagship projects in the Northwest Territories and Quebec's James Bay region. As he puts it: "You don't grow in life unless you make yourself uncomfortable." 🔗 Li-FT Power: https://www.lift.com 🔗 LinkedIn: Li-FT Power 🔗 X / Twitter: @LI_FT_Power 🔗 Investor contact: mailto:[email protected] #Lithium #Mining #Investing #SmallCapStocks #LiFTPower #BatteryMetals #CriticalMinerals #EV #ResourceInvesting #LithiumStocks #CapitalMarkets