Rock Stock Channel

rockstockchannel
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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. 1d ago

    Are Lithium Stocks Today Cheap Or Too Expensive? (Chris Robb)

    Chris Robb, Howard Klein and Matt Fernley debate whether lithium bears are missing the real story: demand growth, project financing, DLE delays, Chinese processing capacity, and whether lithium equities are actually cheap. In this Rock Stock Recap, the discussion covers Rick Rule’s lithium skepticism, why “abundant resources” don’t automatically become supply, whether hard-rock lithium is threatened by Exxon, Chevron, Occidental and Berkshire-backed DLE, and why Matt sees lithium prices rising 30–50%. Chris pushes back on lithium stock valuations, Howard argues the market is undervaluing growth and margins, and the group also discusses Core Lithium, Standard Lithium, Lithium Argentina, Pilbara, Galan, Lithium Ionic, First Phosphate, sodium-ion batteries and energy storage. Follow Chris Robb: LinkedIn - https://www.linkedin.com/in/chris-robb-b88102169/ ___ Chapters (00:00) Lithium Bears Face Fresh Pushback (03:07) Lithium Demand Growth Changes Supply Math (03:47) Government Battery Support Targets Bottlenecks (06:37) US Spodumene Conversion Case Questioned (15:06) Lithium Abundance Does Not Mean Supply (18:55) Chinese Processing Was Not The Bottleneck (21:31) DLE Supply Threat Looks Delayed (29:04) Lithium Equities May Not Be Cheap (32:22) DCF Versus EBITDA Valuation Debate (38:19) Funded Developers Offer Better Upside (41:37) Lithium Prices Could Rise 30–50% (43:56) Company Catalysts Draw New Capital (47:09) Sodium-Ion Threat Looks Limited (47:38) Storage Could Be Lithium’s Killer App 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

    Is Galan Lithium Set For A 2026 Production Breakout?

    Galan Lithium (ASX: GLN) CEO JP Vargas and CFO Ross Dinsdale join Rock Stock Channel (Howard and Matt) to discuss Galan’s ramp-up toward first lithium chloride concentrate sales, insider buying, low-cost Argentine brine production, and the company’s long-term growth potential at Hombre Muerto West. Matt Fernley and Howard Klein dig into Galan’s valuation discount versus hard rock lithium peers, the economics of lithium chloride concentrate, falling lithium inventories, strategic interest from Asia, and why Galan could become a significant new lithium producer in Argentina. 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’s Valuation Opportunity (03:32) Company And Market Update (07:36) Share Price And Insider Buying (11:39) Production Ramp-Up Progress (15:43) Lithium Chloride Explained (20:18) Project Economics And Margins (24:19) Valuation And Growth Potential (28:23) Long-Term Expansion Strategy (32:05) Near-Term Milestones (33:22) Lithium Market Sentiment (35:44) Strategic Investor Interest (39:54) Supply, Demand And Inventories (41:41) Galan’s Investment Case 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. 3d ago

    Lithium Ionic Sells Salinas to PLS

    Lithium Ionic (TSXV: LTH) COO Mike Westendorf joins Rock Stock Channel (Howard and Matt) to discuss the company’s breaking Salinas transaction with PLS, one of the world’s largest hard rock lithium producers. The deal includes US$37.5 million in cash and a 2% royalty on future spodumene sales, while allowing Lithium Ionic to focus on advancing its flagship Bandeira project toward production. Howard Klein and Matt Fernley also discuss what the transaction implies for Lithium Ionic’s valuation, Brazil’s growing role in hard rock lithium, strategic interest in the sector, and the broader outlook for spodumene and lithium M&A. Follow Lithium Ionic (TSXV:LTH) X (Company) - https://x.com/LithiumIonic LinkedIn (Company) - https://www.linkedin.com/company/lithiumionic Chapters (00:00) Salinas Deal Valuation (02:47) Breaking News Overview (05:10) Why Sell Salinas (06:42) Deal Price And Royalty (08:34) Bandeira Legal Update (09:44) Construction Readiness (11:02) Board Strengthening (12:02) Funding Bandeira Development (13:22) Lithium Market Outlook (16:31) Brazil’s Cost Advantage 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. 3d ago

    5 Reasons the Lithium Bears Are Wrong

    Lithium bears keep repeating the same arguments - but are they actually right? In this Rock Stock University episode, Matt Fernley breaks down five major misconceptions about the lithium market, including sodium-ion batteries, ESS demand, battery economics, long-term lithium demand growth, and the difference between geological resources and fundable supply. We look at why the lithium sell-off may be overdone, why energy storage could become a major driver of battery demand, and why future lithium supply may be harder to develop than headline resource numbers suggest. 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) Five Lithium Bear Arguments Are Wrong: (01:06) 1) Sodium-Ion Won’t Replace Lithium-Ion (03:59) 2) ESS Demand Goes Beyond Hyperscalers (05:53) 3) Batteries No Longer Need Subsidies (07:20) 4) Compounding Demand Requires Massive New Supply (09:19) 5) Lithium Resources Don’t Equal Fundable Supply 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. 6d ago

    Could Utah’s $360M Support Transform Green River? (Anson Resources)

    Anson Resources (ASX: ASN) Executive Chairman & CEO Bruce Richardson joins Rock Stock Channel (Howard and Matt) to discuss the latest progress at the Green River lithium project in Utah, including state-level financing incentives, potential CapEx benefits, DFS timing, mineral rights expansion, DLE test work, and the broader lithium market outlook. The discussion covers Anson’s path toward FID, Utah government support, potential federal grant opportunities, and why rising lithium demand could support future project development. Follow Anson Resources: LinkedIn (Company) - https://www.linkedin.com/company/anson-resources/ X/Twitter (Company) - https://x.com/anson_ir ___ Chapters (00:00) Anson Resources Update (03:11) Green River Overview (05:38) Utah Funding Incentives (09:30) Government Support (11:25) Expanding Lithium Resources (14:00) Processing Test Results (16:13) Market Valuation Disconnect (18:42) Lithium Demand Outlook (20:13) Lithium Market Tailwinds 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 7

    Is Albemarle Signaling $30,000 Lithium?

    Critical minerals are back in focus as Washington weighs new policy moves, battery storage demand accelerates, and lithium market fundamentals tighten. In this week’s Rock Stock Recap, Howard Klein and Matt Fernley are joined by Steve LeVine to discuss the US-China battery supply chain race, why grid storage and AI power demand could reshape lithium markets, and what investors may be missing in lithium equities. The episode also covers Albemarle’s bullish lithium commentary, BESS demand, Lithium Argentina vs Lithium Americas, Mariana Minerals, The Metals Company, and the role of Silicon Valley capital in mining. Stay tuned for a follow-up interview with First Phosphate CEO John Passalacqua on new Canadian government funding, Quebec fast-track status, and the race to build a Western LFP battery supply chain. Council on Foreign Relations Article: https://www.cfr.org/articles/the-shareholder-state-washingtons-improvised-bet-on-critical-minerals Follow Steve LeVine: The Electric - https://www.theinformation.com/features/the-electric LinkedIn - https://www.linkedin.com/in/steve-levine-1901926/ X/Twitter - https://x.com/stevelevine ___ Chapters (00:00:00) Critical Minerals Return To Washington (00:03:50) Washington Turns Hawkish On China (00:05:49) Batteries Gain Strategic Importance (00:08:19) Value Creation Beats Supply Control (00:14:14) Can Chinese Battery Makers Build In America (00:19:48) Copy Proven Batteries, Then Innovate (00:29:38) Grid Rebuild Is The Bullish Catalyst (00:36:27) BESS Demand Outruns Lithium Equities (00:39:24) Albemarle Confirms A Tight Lithium Market (00:43:39) New Lithium Supply Needs Higher Prices (00:47:35) Lithium Argentina Avoids The Dilution Trap (00:50:11) Cash-Rich Lithium Names Stand Out (00:52:43) Mariana Attracts Silicon Valley Capital (00:56:26) Can Software Lower Mining Costs (01:02:44) PHOS: Federal Funding Announcement (01:04:27) Critical Project Infrastructure (01:07:11) Quebec Fast-Track Status (01:09:03) Funding And Development Timeline (01:09:49) Closing Remarks 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. Jul 31

    Lithium Inventories Tighten, Equities Lag

    Lithium inventories are tightening, but lithium equities remain under pressure. In this week’s Rock Stock Recap, Howard Klein, Matt Fernley and Tomasz Nadrowski of Amvest Capital discuss the critical minerals sell-off, lithium market fundamentals, rare earths, nickel, tungsten, AI infrastructure, energy bottlenecks, mining inflation, government support and where value may be emerging across mining equities. Topics include CATL demand signals, Australian spodumene producer earnings, falling lithium inventories, defense-related critical minerals demand, oil and inflation risks, uranium flows, and whether the recent mining stock sell-off is a buying opportunity or a warning sign. SAFE Paper: https://safe2020.wpenginepowered.com/wp-content/uploads/2026/07/SAFE-Minerals-Center-Critical-Moves-Report.pdf IEA Paper: https://iea.blob.core.windows.net/assets/6f00e190-3f3b-4e40-8ef3-342d30ac6e0d/GlobalCriticalMineralsOutlook2026.pdf Follow Tomasz Nadrowski: LinkedIn - https://www.linkedin.com/in/nadrowski/ LinkedIn (Amvest Capital) - https://www.linkedin.com/company/amvestcapital/ X/Twitter (Amvest Capital) - https://x.com/AmvestCap Explore our Patreon Offerings: https://www.patreon.com/cw/rockstockchannel/membership ___ Chapters (00:00) Weekly Recap And Disclosures (06:21) Lithium Earnings Meet Macro Headwinds (16:14) Lithium Sell-Off May Be Overdone (18:49) AI Deleveraging Spills Into Mining (28:20) Oil Shock Raises Mining Inflation (32:04) Lithium Equities Ignore Tightening Fundamentals (36:42) Nickel Risk, Tin And Tungsten Resilience (40:08) Structural Bull Case Meets Valuation Reality (47:39) Cash-Rich Lithium Producers Stand Out (49:22) Nuclear Realignment Threatens Uranium Flows (53:13) Electricity Becomes AI’s Critical Bottleneck (56:57) Bull Market Correction Or Cycle Break? 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. Jul 29

    Lithium’s Permian? Standard Lithium and the Smackover

    Standard Lithium CEO David Park and COO Andy Robinson join Rock Stock Channel (Howard and Matt) to discuss the company’s Smackover lithium brine strategy, low-cost production potential, lithium carbonate for LFP batteries, and the path toward financing and final investment decision. The conversation covers why Arkansas and East Texas could become a major North American lithium production hub, how Standard Lithium’s brine resources compare to other lithium projects, and why infrastructure, scale, operating costs, and strategic partnerships with Koch and Equinor matter for the future of U.S. battery supply chains. Corporate Presentation: https://www.standardlithium.com/_resources/presentations/202606.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 (00:00:00) Investment Overview (00:09:24) Brine Resource Advantage (00:12:33) Lithium Carbonate Strategy (00:14:17) US Battery Supply Chain (00:16:05) Low-Cost Production (00:18:42) Smackover Geography (00:21:43) Production Potential (00:23:54) Capital Cost Outlook (00:25:41) Lithium Shale Analogy (00:28:12) Scaling Future Projects (00:33:46) David Park’s Background (00:37:45) Koch Partnership (00:41:46) Capital Project Experience (00:49:09) Joining Standard Lithium (00:51:48) Strategic Company Pivots (00:55:21) Oklo And Growth Ambitions (01:00:04) Upcoming Project Milestones (01:03:40) 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

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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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