Rock Stock Channel

rockstockchannel
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  • Updated Semiweekly

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. 1d ago

    Is the Lithium Inventory Scare Just Noise?

    Is the lithium sell-off overdone - and are China’s lithium inventories being misread? In this week’s Rock Stock Recap, Howard Klein and Matt Fernley break down lithium market sentiment, SMM inventory data, demand trends, Standard Lithium’s East Texas project, Core Lithium’s restart, Talon Metals’ latest discovery, and the political risks impacting Sigma Lithium and critical minerals investors. Including company updates: Surge Battery Metals (TSXV:NILI) on land access, water rights and upcoming PFS catalysts; and Anson Resources (ASX:ASN) on US$406M in Utah incentives, battery-grade testwork and DFS progress. 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 (00:00:00) Weekly Recap (00:05:47) Oil And Politics Turn Markets Risk-Off (00:09:00) Talon Metals Delivers World-Class Hit (00:11:51) Standard Lithium’s East Texas Scale (00:17:59) Standard Lithium Looks Mispriced (00:21:19) Core Lithium Restart May Surprise (00:23:09) Lithium Inventory Scare Looks Overdone (00:25:41) Why Chinese Lithium Data Still Matters (00:34:27) Lithium Has Become A Commodity (00:49:01) Election Risk Hits Sigma Lithium (00:51:07) AI Bubble Adds Market Tail Risk (00:53:20) Surge Battery Metals Clears Key Water-Permitting Hurdle (00:59:16) Anson Resources Receives $406M In Tax Incentives 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. 2d ago

    SMM on China BESS: Can Growth Hold Up as Costs Rise?

    SMM analyst Lana Li joins Matt Fernley on Rock Stock Channel to discuss the outlook for China’s BESS and energy storage market, including battery pricing, lithium cost pass-through, project IRRs, policy changes and the shift from mandatory storage to market-based returns. We also cover China’s BESS slowdown, global demand growth, export pressures, inventory, sodium-ion batteries and SMM’s outlook for roughly 30% global BESS demand CAGR through 2030. Read Interview Transcript: https://link.rkequity.com/smm-transcript Follow Participants: X (SMM) - https://x.com/CnMetals X (Matt) - https://x.com/matt_fernley ___ Chapters (00:00) Introductions (02:27) China Resets BESS Pricing Discipline (07:01) China Shifts To Economics-Driven Storage (12:19) Lithium Surge Barely Reaches BESS Prices (15:23) Why China BESS Installations Slowed (20:22) Residential Inventories Mask Tight Cell Supply (23:03) SMM's BESS Forecasting Methodology (24:11) Global BESS Growth Diversifies Beyond China (26:01) Higher Costs Threaten BESS Growth Forecasts (27:51) Sodium-Ion Remains Too Expensive (30:18) Sustainable Returns Become The Real Constraint 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. 5d ago

    Why Has Benchmark Flipped 2027 Lithium From Surplus to Deficit?

    Benchmark Mineral Intelligence’s Iola Hughes and Cameron Perks join Matt Fernley to discuss why the 2027 lithium market outlook has shifted from surplus to deficit. They break down Benchmark’s latest views on EV battery demand, rising pack sizes, BESS cell production, lithium supply risks and pricing - including why battery demand is growing far faster than EV unit sales, where excess cell inventory may be sitting, and what could change the 2027 balance. Follow Guests: X (Iola) - https://x.com/RhoMoIola X (Cameron) - https://x.com/DrCamPerksBMI X (Benchmark) - https://x.com/benchmarkmin LinkedIn (Iola) - https://www.linkedin.com/in/iolahughes/ LinkedIn (Cameron) - https://www.linkedin.com/in/cameronperks/ LinkedIn (Benchmark) - https://www.linkedin.com/company/benchmark-mineral-intelligence/ Website (Benchmark) - https://www.benchmarkminerals.com/ ___ Chapters (00:00) Lithium Outlook Flips To Deficit (02:10) Battery Storage Demand Surges (05:17) China Storage Growth Stalls (09:34) Battery Inventory Risk Builds (15:17) EV Growth Shifts Beyond China (19:47) Bigger Batteries Lift Demand (23:47) 2027 Lithium Deficit Emerges (26:08) Supply Risks Could Deepen Deficit (31:03) Raw Materials Remain Tight (33:11) China Supply Growth Looks Limited (35:06) Australia Leads New Supply (37:04) Lithium Prices Set To Rise (38:33) Cell Supply Growth Rate (39:20) Higher Prices Invite Substitution 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 4

    Can a Copper Bull Still Be a Lithium Bear?

    Lithium equities continue to lag rising lithium prices, while copper trades near all-time highs and investors reassess where the real opportunities lie across critical minerals. In this week’s Rock Stock Recap, Howard Klein and Matt Fernley discuss undervalued Argentine lithium brines, Liontown’s move into Argentina, Standard Lithium’s LG Energy Solution offtake, Albemarle’s leadership shift, El Niño risks, high-grade copper projects, Codelco, copper supply forecasts, and why the market may still be underestimating lithium. 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) Lithium Equities Lag Commodity Prices (05:02) Argentine Brines Look Mispriced (06:32) Liontown Validates Argentine Brine Value (13:47) High-Grade Copper Juniors Stand Out (20:56) Copper Supply Risks May Be Overhyped (24:01) Codelco Raises Chile Lithium Risk (29:13) El Niño Could Tighten Brine Supply (34:34) Albemarle Shifts Toward Mining Discipline (40:00) Standard Lithium Offtake Unlocks Financing (44:43) Lithium Fundamentals Keep Tightening (46:06) Copper And Lithium Pricing Compared (51:06) Copper Supply Keeps Beating Forecasts (57:01) SLI on Bloomberg 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. Aug 28

    Are Grid Queues Distorting Battery Demand Signals?

    Project Blue analysts Rob Burrell and Jordan Roberts join Rock Stock Channel (Matt and Ben) for a deep dive into the lithium and battery markets. The discussion covers lithium prices, China EV demand, energy storage growth, spodumene supply, sodium-ion batteries, commercial EVs, drones, robotics, Zimbabwe exports and India’s emerging battery industry. Follow: LinkedIn (Rob Burrell) - https://www.linkedin.com/in/robert-burrell-phd-196878196/ LinkedIn (Jordan Roberts) - https://www.linkedin.com/in/jordan-roberts-68b746114/ LinkedIn (Project Blue) - https://www.linkedin.com/company/theprojectblue/ Website (Project Blue) - https://projectblue.com/ ___ Chapters (00:00) Intro (04:07) Lithium Market Drivers (05:45) Supply Risks Ahead (07:29) China VAT Changes (11:55) China EV Demand (13:43) Energy Storage Growth (15:09) Sodium-Ion Outlook (16:55) Grid Connection Bottlenecks (19:15) Lithium Price Outlook (20:10) Lithium Market Balance (22:07) Concentrate Supply Risks (24:29) EVs vs. Storage (28:24) Commercial Vehicle Demand (31:31) Drones And Defence (34:54) Humanoid Robot Demand (37:56) Lithium Phosphate Growth (41:39) Zimbabwe Export Outlook (43:53) India Battery Market 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. Aug 27

    10 Rigs, 50,000m: Can Rare Earths Americas Turn Drilling Into Resources?

    Rare Earths Americas (NYSE: REA) CEO Don Swartz discusses the company’s exploration progress in Georgia and Brazil, including drilling at the Foothills Rare Earth District, Homer and Alpha. He also explains why management is focused on execution, resource development and project de-risking despite broader volatility across rare earth and critical minerals stocks. The discussion covers REA’s drilling program, Homer’s 6.5 km anomaly, its expanding Georgia land position, capital allocation, upcoming resource milestones and the outlook for Western rare earth supply chains. REA Presentation Deck: https://d1io3yog0oux5.cloudfront.net/_648fc9d8b957f3772c30184785969b7c/rareearthsamericas/db/3576/34488/pdf/REA_August+2026+Marketing+Deck+vFINAL+FINAL+.pdf Follow Rare Earths Americas: Website - https://rareearthsamericas.com/ LinkedIn (Donald Swartz) - https://www.linkedin.com/in/donald-swartz/ LinkedIn (Company) - https://www.linkedin.com/company/rare-earths-americas/ ___ Chapters (00:00) Company Update And Context (04:14) Post-IPO Progress (08:24) Homer Exploration Program (10:29) Niobium Potential (11:43) Foothills District Expansion (14:15) MRE Timing (14:31) Processing And Supply Chains (16:36) Capital Allocation And Alpha (18:42) Market Valuation Disconnect (23:53) Mining Talent And Policy (26:02) Six-Month Milestones 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. Aug 26

    Why are Four Billionaires Backing this Junior Copper Story?

    Power Metallic (TSXV: PNPN) CEO Terry Lynch joins Rock Stock Channel (Howard and Matt) to discuss the company’s high-grade copper, nickel and PGE discovery in Quebec, its upcoming mineral resource estimate, exploration upside and potential pathway to production. The discussion covers Power Metallic’s unusually high copper-equivalent grades, strong metallurgical recoveries, infrastructure advantages, strategic investor interest and the potential impact of a Nasdaq ADR listing. Corporate Presentation: https://www.powermetallic.com/corporate_presentation.pdf Follow: LinkedIn (Terry Lynch) - https://www.linkedin.com/in/terry-lynch-lion18/ X/Twitter (Terry Lynch) - https://x.com/terrybali LinkedIn (Company) - https://www.linkedin.com/company/power-metallic/ X/Twitter (Company) - https://x.com/PowerMetallic ___ Chapters (00:00) Investment Case (03:06) Power Metallic Introduction (05:49) Company Origin Story (08:08) Exceptional Copper Grades (11:08) Resource Economics (12:39) Metallurgical Recoveries (14:16) Exploration Upside (17:25) Mine Development Plan (19:57) Infrastructure Advantage (20:36) Expansion Strategy (24:54) Strategic Shareholders (28:47) Market Valuation Gap (31:02) Development Comparables (35:44) Strategic Investor Interest (38:23) Rerating Catalysts (41:29) Nasdaq Listing Catalyst (45:41) Critical Minerals Opportunity (48:07) Closing Thoughts 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. Aug 25

    Why Is The Market Undervaluing Argentine Brine Stocks?

    Are Argentinian lithium brine stocks significantly undervalued? In this episode of Rock Stock University, Matt Fernley explores the valuation gap between conventional lithium brine companies and recent industry takeovers, highlighting scarcity, scalability, low operating costs and Argentina’s improving investment environment. Discover why conventional lithium brine projects could be one of the most mispriced areas of the lithium market. Follow Matt Fernley: X/Twitter - https://x.com/matt_fernley LinkedIn - https://www.linkedin.com/in/matt-fernley-8a755a3/ Follow RK Equity: X/Twitter - https://x.com/RKEquityRocks LinkedIn - https://www.linkedin.com/company/rkequity/ ___ Chapters (00:00) Why Argentina’s Conventional Brine Stocks Look Mispriced (02:24) 1) Good Conventional Brine Projects Are Scarce (03:36) 2) Conventional Brines Can Scale to Meet Lithium Demand (04:47) 3) Conventional Brines Sit Low on the Cost Curve (05:50) 4) Argentina’s Investment Environment Is Improving 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
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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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