Rock Stock Channel

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The Age of Electricity is creating enormous opportunities in the critical minerals investment thematic. Howard, Rodney and Matt provide in-depth discussions with major developers and analysts covering lithium battery metals, rare earths, and many other specialty commodities.

  1. 22h ago

    Can Cathode Materials Outside China Really Compete on Cost?

    Epsilon Advanced Materials founder Vikram Handa discusses the economics of building a competitive battery materials supply chain outside China. We cover why LFP cathode manufacturing may be more of a CapEx game than an Opex game, the case for integrating US lithium refining with LFP production, and why hard carbon could become a key bottleneck for sodium-ion batteries. Follow Epsilon: LinkedIn (Vikram Handa) - https://www.linkedin.com/in/vikram-handa/ LinkedIn (Company) - https://www.linkedin.com/company/epsilonadvancedmaterials/ X/Twitter (Company) - https://x.com/EpsilonGraphite ___ Chapters (00:00) Epsilon’s Battery Materials Expansion (02:28) Why Epsilon Chose LFP (04:19) Scaling LFP Production In India (08:39) Matching Chinese LFP Performance (10:18) Gen Four LFP Without China (14:42) Customer Qualification And Demand (18:44) De-Risking The LFP Supply Chain (21:57) India’s Cost Advantage Explained (24:45) Integrating Lithium And Cathode Production (29:03) Where LFP Technology Hits Its Ceiling (32:02) Sodium-Ion Demand Drives Hard Carbon (35:50) Hard Carbon Scalability Is Critical (38:13) Can Battery Midstream Scale Outside China? Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

  2. 3d ago

    Could China's Next Restocking Cycle Move Lithium?

    Lithium inventories are heading into a October-November restocking period. In this week's Rock Stock Recap, Howard Klein and Matt Fernley discuss what China's post-Golden Week demand could mean for lithium prices, inventories and a potential market tightening. Plus: copper market risks, AI-driven metals demand, rare earth M&A, and the latest developments across critical minerals and mining equities. Robert Friedland Denver Conference Presentation: https://americas.miningforum.com/keynote-webcast/248/ Robert Friedland Talk with Secretary Doug Burgum: https://x.com/robert_ivanhoe/status/2105343903591211499 Explore our Patreon Membership: https://www.patreon.com/cw/rockstockchannel/membership Our Socials: X (Howard) - https://x.com/LithiumIonBull X (Matt) - https://x.com/matt_fernley ___ Chapters (00:00) Copper Caution, Lithium Catalysts And Rare Earth M&A (05:52) Copper Deficit Story Faces Scrutiny (10:04) High-Grade Copper Developers Stand Out (12:20) Copper Demand Forecasts Face Skepticism (19:39) Power Metallic Resource Growth Potential (21:48) AI CapEx Could Reshape Mineral Demand (27:58) Power Bottlenecks Strengthen Battery Case (32:31) Higher Rates Test Mining Tailwinds (34:01) US-China Stability Meets Policy Volatility (37:53) Rare Earth M&A Targets Advanced Projects (43:31) Lithium Equities Trail Copper (45:00) October Lithium Demand Faces Inventory Test (49:20) Galan Lithium Funding Holds Firm (51:33) Argentina Brines Show Strong Economics Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

  3. 6d ago

    Can Galan Lithium Still Deliver in 2026?

    Galan Lithium (ASX: GLN) Managing Director JP Vargas and CFO Ross Dinsdale join Rock Stock Channel (Howard and Matt) to respond to the recent share price sell-off and outlines what has - and hasn’t - changed at Hombre Muerto West. Management discuss first lithium chloride sales, production ramp-up, winter weather impacts, low-cost economics, Phase 2 financing, funding flexibility, and the path toward cash flow. Follow Galan Lithium: LinkedIn (JP Vargas) - https://www.linkedin.com/in/juan-pablo-vargas-de-la-vega-2770b723/ LinkedIn (Ross Dinsdale) - https://www.linkedin.com/in/ross-dinsdale-cfa-19b1885b/ LinkedIn (Daniel Jimenez) - https://www.linkedin.com/in/daniel-jimenez-schuster-71b3b5117/ X/Twitter (Daniel Jimenez) - https://x.com/D_Jimenez_Sch X/Twitter (Company) - https://x.com/GalanLithium ___ Chapters (00:00) Galan Lithium Sell-Off (05:47) What Has Changed? (07:10) Production Timeline (08:35) Plant Performance (10:22) Winter Weather Impact (14:06) Lithium Price Economics (16:28) Production Expansion (17:43) Phase Two Financing (22:30) Upcoming Catalysts (23:32) Funding Position (25:04) Flexible Growth Strategy (28:15) Lithium Market Outlook Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

  4. Sep 25

    Are Falling Lithium Inventories Attracting Strategic Interest?

    Lithium inventories have now declined for 30 consecutive weeks, EV demand is improving, and strategic interest in lithium assets is picking up. In this week’s Rock Stock Recap, Howard Klein and Matt Fernley discuss lithium market fundamentals, Global Lithium’s takeover bid, renewed financing activity, Q2 Metals and Sigma Lithium, plus why copper deficit forecasts may be overstating the long-term supply gap. The episode also covers SQM’s $3 billion Salar Futuro plan, rising mining costs, U.S. critical-minerals funding and the growing role of government capital in the sector. Plus: stay tuned for a First Phosphate (CSE | NASDAQ: PHOS) update covering the company’s latest financing activity. Explore our Patreon Membership: https://www.patreon.com/cw/rockstockchannel/membership The New York Times on TMC: https://www.nytimes.com/2026/09/23/climate/gerard-barron-metals-company-ocean-floor-mining.html Our Socials: X (Howard) - https://x.com/LithiumIonBull X (Matt) - https://x.com/matt_fernley ___ Chapters (00:00) Lithium Deals And Critical Minerals Capital (04:10) Q2 Metals Site Visit Highlights (07:11) Sigma Lithium’s Owner-Operator Journey (11:54) Global Lithium Takeout Tests Valuation (18:48) Lithium Financing Window Reopens (20:53) Weather And Diesel Raise Cost Risks (23:54) Higher Rates And AI Raise Costs (29:54) Copper Deficit Forecasts Face Scrutiny (32:46) Lithium Inventories Signal Stronger Demand (37:34) SQM Growth Faces Higher-Cost DLE (41:15) Government Capital Targets Critical Minerals (44:12) First Phosphate Update Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

  5. Sep 24

    I Visited Cisco Before the PEA. Here's What Investors Should Know

    Join Matt Fernley on site at Q2 Metals’ (TSXV: QTWO) Cisco Lithium Project in James Bay, Quebec, as he explores the deposit, infrastructure, drilling programme and development plans. He speaks with the Q2 Metals team about the upcoming PEA, resource conversion, metallurgy, permitting and what makes Cisco’s large spodumene-bearing pegmatite system stand out. Q2 Metals Corporate Presentation: https://q2metals.com/corporate-presentation-file Follow Q2 Metals: LinkedIn (Alicia Milne): https://www.linkedin.com/in/alicia-milne-145a7369/ LinkedIn (Jean-Francois Tremblay): https://www.linkedin.com/in/jean-francois-tremblay-75b1747/ LinkedIn (Kevin Vigouroux): https://www.linkedin.com/in/kevin-vigouroux/ LinkedIn (Geneviève Morinville): https://www.linkedin.com/in/genevi%C3%A8ve-morinville-ph-d-9933792/ X/Twitter (Company): https://x.com/Q2Metals ___ Chapters (00:00) Why Cisco Stands Out On Site (01:45) Exploration Upside Beyond Cisco (03:17) Why Cisco’s Mineralogy Matters (06:57) Cisco’s Scale And Geometry Stand Out (08:40) From Resource To Feasibility (11:35) The Discovery Outcrop Up Close (14:26) Why Drilling Beats Geophysics (17:13) Building The Permitting Pathway (20:33) Three Things That Stood Out Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

  6. Sep 18

    Seafloor Nodules: As Big as Offshore Oil & Gas?

    Amanda Van Dyke of the Critical Minerals Hub joins Howard Klein to discuss the growing critical minerals supply gap, why mine development is taking longer and becoming more expensive, and how seafloor mining could emerge as a major new source of nickel, cobalt, copper, and manganese. We also examine The Metals Company (NASDAQ: TMC), U.S. critical minerals policy, deep-sea mining economics, permitting, technical risks, and what investors should watch as the sector moves toward commercialisation. Follow Amanda van Dyke: Substack: https://substack.com/@amandavandyke LinkedIn: https://www.linkedin.com/in/amanda-van-dyke-528b1b35/ X/Twitter: https://x.com/AmandaVandyke13 Chapters (00:00) Seafloor Mining Becomes Investible (02:35) Mineral Demand Is Outrunning Supply (07:27) America Races China For Minerals (12:54) Mining Supply Cannot Scale Fast Enough (17:39) Mineral Footprints Are Underestimated (22:36) Why Seafloor Mining May Be Cleaner (27:01) Polymetallic Nodules Change Mining Economics (31:28) Seafloor Supply Could Disrupt Nickel And Cobalt (34:28) Seafloor Mining Becomes An Investment Category (36:12) TMC’s Permitting Path Opens (38:49) Continuous Production Is The Key Test (41:07) Japan And EEZs Could De-Risk Mining (43:45) TMC Could Trigger A Seafloor Stampede (45:24) New Mining Technologies Move Mainstream Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

  7. Sep 16

    Is Lithium-from-Oilfields America’s Next Shale Revolution?

    Standard Lithium (NYSE: SLI) CEO David Park joins Howard Klein to discuss the Franklin Project PEA, Southwest Arkansas, and the growing potential of the Smackover Basin as a major U.S. lithium hub. We cover Franklin’s $5 billion after-tax NPV, project financing and the path to FID, plus the importance of Equinor, LG Energy Solution and Trafigura in de-risking Standard Lithium’s growth strategy. We also discuss direct lithium extraction, U.S. critical minerals policy and what investors may be missing in Standard Lithium’s valuation. Standard Lithium Deck: https://www.standardlithium.com/_resources/presentations/202609.pdf Follow Standard Lithium: LinkedIn (David Park) - https://www.linkedin.com/in/david-park-76484b1b/ LinkedIn (Andy Robinson) - https://www.linkedin.com/in/andy-robinson-3922a118/ X/Twitter (Company) - https://x.com/StandardLithium ___ Chapters (00:00) Standard Lithium’s Smackover Ambition (03:30) Washington Backs Domestic Lithium (04:59) Franklin PEA Shows World-Class Scale (09:49) Franklin Rewrites The Valuation Case (12:00) Market May Be Missing The Disruptor (14:51) Why The Equinor Partnership Matters (19:05) LG Offtake Validates US Supply (23:21) Trafigura Broadens The Offtake Strategy (27:52) Cheap Debt Protects Equity Upside (35:24) Lithium’s Role In Energy Dominance Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

  8. Sep 15

    Is Power Metallic’s Maiden Resource Just the Beginning?

    Power Metallic (TSXV: PNPN) CEO Terry Lynch discusses the maiden Lion Zone mineral resource, market reaction, mine economics, exploration upside and the next phase of drilling at the Nisk Project. The conversation covers Lion’s copper and nickel potential, deeper drilling below the current resource, metallurgy, regional exploration targets, the path toward a PEA, and upcoming catalysts including further exploration results and a potential NASDAQ ADR. Investor Webinar: https://6ix.com/event/power-metallic-mineral-resource-estimate-presentation Corporate Presentation: https://www.powermetallic.com/corporate_presentation.pdf Follow: X/Twitter (Terry Lynch) - https://x.com/terrybali X/Twitter (Company) - https://x.com/PowerMetallic LinkedIn (Terry Lynch) - https://www.linkedin.com/in/terry-lynch-lion18/ LinkedIn (Company) - https://www.linkedin.com/company/power-metallic/ ___ Chapters (00:00) Maiden Resource Overview (01:54) MRE Market Reaction Explained (03:42) Lion Mine Potential (07:39) Copper And Nickel Upside (09:14) Metallurgy And Resource Growth (10:42) NISC Resource Strategy (11:23) Could Lion Be A Mine? (12:13) Regional Exploration Targets (13:37) New Drilling Technology (15:18) Upcoming Project Catalysts (17:48) NASDAQ Listing Plans Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

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4.3
out of 5
12 Ratings

About

The Age of Electricity is creating enormous opportunities in the critical minerals investment thematic. Howard, Rodney and Matt provide in-depth discussions with major developers and analysts covering lithium battery metals, rare earths, and many other specialty commodities.

Information

  • Creator
    rockstockchannel
  • Years Active
    2019 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2025 All rights reserved.
  • Show Website
    Rock Stock Channel

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