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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. 8H AGO

    Mac’ Whale’s Top TSX Lithium Picks

    In this Rock Stock Recap with Mac Whale, Howard Klein and Matt Fernley they discuss Lithium stocks, Atlantic Lithium, Quebec developers, Sigma Lithium, Lithium Africa, Lithium Ionic, and Thacker Pass. The discussion covers the Atlantic Lithium takeover bid, the Quebec valuation gap, Q2 vs PMET, Brazil and Africa lithium opportunities, and how BESS, EV demand, and lithium processing could shape the next phase of the market. Explore our Patreon Offerings: https://www.patreon.com/cw/rockstockchannel/membership Chapters (00:00:00) Lithium Market Setup (00:06:36) Atlantic Lithium Bid (00:14:29) Counterbid Scenarios (00:24:34) Quebec Valuation Gap (00:39:58) Brazil Producer Outlook (00:45:59) Lithium Africa Potential (00:51:40) Lithium Argentina Growth (00:58:47) Sedimentary Lithium Outlook (01:05:32) DLE Progress Debate (01:10:17) Li-FT/Winsome Merger 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 _________________________________________________ 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

    1h 13m

  2. 1D AGO

    Rare Earths Americas IPO: Don Swartz On The Big Rare Earth Opportunity

    Rare Earths Americas CEO Don Swartz joins Rock Stock Channel to discuss the company’s oversubscribed IPO, its US and Brazil rare earth projects, and the strategy behind building a Western supply chain for heavy rare earths. The conversation covers the Shiloh project in Georgia, ionic clay assets in Brazil, monazite sands, project economics, and why Rare Earths Americas chose a US listing. Follow Rare Earths Americas (NYSE: REA) LinkedIn - https://www.linkedin.com/company/rare-earths-americas/ Chapters (00:00) IPO And Company Overview (05:31) Asset Portfolio Overview (08:38) Shiloh Project Potential (10:23) Sands Economics Explained (14:39) Constellation Project Overview (15:50) Alpha Project Plans (17:11) Homer Project Potential (18:48) Team And Board (21:34) Brazil Valuation Context (24:13) Why Go Public Now (26:05) Why List In The US 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 _________________________________________________ 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

    30 min

  3. 6D AGO

    Going Long Lithium Where Memories Are Short | First Phosphate + CATL

    This week’s Rock Stock Recap breaks down the latest moves in lithium, rare earths, antimony, scandium, and other critical minerals, with a close look at lithium price forecasts, brine valuations, rare earths momentum, and emerging opportunities across the sector. Howard Klein, Matt Fernley, and Rodney Hooper discuss key market trends, mining stocks to watch, and why developers and smaller stories may still offer upside. Explore our Patreon Offerings: https://www.patreon.com/cw/rockstockchannel/membership The episode also includes a brief update with John Passalacqua of First Phosphate, one of the few pure-play phosphate stories tied to the growing LFP battery theme, plus Matt Fernley’s conversation with Amy Rotman of Mining.com.au, where they discuss CATL, sodium-ion batteries, and the latest battery market developments. Chapters (00:00:00) Intro (00:03:25) Lithium Scoreboard Highlights (00:04:38) Producer Spod Pricing Differences (00:07:18) Operational Leverage Winners (00:11:02) Q2 Metals Financing Update (00:12:23) Brine Valuation Gap (00:20:54) Minor Metals Momentum (00:23:01) Antimony Market Shift (00:29:59) Overlooked Niche Metals (00:33:47) Rare Earths Rally (00:38:02) Lithium Bull Market Outlook (00:45:46) First Phosphate Update (00:49:26) Drill Results Overview (00:51:52) Why Igneous Matters (00:54:28) Purity And Impurities (00:55:52) Strategic Quebec Advantage (00:57:35) % Phosphate In LFP (00:59:14) Closing Remarks (00:59:59) CATL Battery Overview (01:01:34) LFP Vs. High Nickel (01:03:37) Sodium-Ion Limits (01:05:20) Battery Swapping Potential (01:07:36) Lithium Price Outlook (01:10:13) U.S. Rare Earth Push (01:12:35) Critical Minerals 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 _________________________________________________ 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

    1h 15m

  4. APR 29

    Quarterly Webinar: Critical Minerals Supercycle - Volatility, Dislocations, Opportunity

    RK Equity’s April 2026 Quarterly Webinar Update covers lithium, battery materials, rare earths, nickel, copper, aluminium, EV demand, BESS growth, macro risks, and critical minerals equities. Matt Fernley breaks down the latest trends across the battery value chain, supply shortages, valuation gaps, and key opportunities in the energy transition and AI-driven commodities supercycle. Explore our Patreon Offerings: https://www.patreon.com/cw/rockstockchannel/membership Chapters (00:00) Intro (03:13) Agenda (04:57) Renewables Growth Outlook (07:11) BESS Growth & Storage Economics (09:02) EV Demand: China vs Global (11:24) Lithium Prices Rebound (12:08) Spodumene Supply Tightness (13:49) Lithium Chemicals Lag Raw Materials (16:09) EV Battery Pack Size Trends (19:27) Lithium Value Chain Inventories (23:06) Aluminium Supply Squeeze (26:49) Bauxite Supply Gap (28:31) Copper: Bullish Long Term, Risky Near Term (30:45) Nickel Supply Constraints (32:25) High Purity Manganese Outlook (34:36) Graphite & Anodes Setup (36:14) Rare Earths Price Reset (38:34) Silver’s 2026 Surge (40:18) Antimony Supply Shortage (42:33) Macro Overview (45:35) Equities Overview (50:06) Key Takeaways & Market Positioning (52:38) 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/cw/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 _________________________________________________ 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

    56 min

  5. APR 28

    Lithium Ionic: Brazil’s Iconic Lithium Play Secures Offtake

    Lithium Ionic CEO Blake Hylands and Mike Westendorf discuss the company’s latest binding offtake agreements with Yahua and Grand Chen, the rebound in spodumene prices, and the tightening lithium market. The conversation covers Lithium Ionic’s Bandeira project in Brazil’s Lithium Valley, project financing, permitting, China’s accelerating battery supply chain, lithium conversion capacity, and the potential path to production in H2 2027. The discussion also explores exploration upside, fines monetization, and why the market may be underpricing high-quality spodumene developers. Follow Lithium Ionic (TSXV:LTH) X - https://x.com/LithiumIonic LinkedIn - https://www.linkedin.com/company/lithiumionic Chapters (00:00) Introduction (04:22) Offtake Deal Overview (07:46) Market Urgency Rising (09:14) Meet The Offtakers (10:58) China Demand Outlook (14:13) China’s Processing Edge (15:51) Fines Sales Potential (17:00) Exploration Upside (24:05) Financing And Permits (28:42) Path To Production (30:29) Project 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 _________________________________________________ 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

    36 min

  6. APR 24

    Lithium Balance Forecasts, Rare Earth Deals, Q2 Metals + Anson Resources Update

    In this weekly Rock Stock Recap, Howard Klein, Matt Fernley, and Rodney Hooper discuss the latest lithium market outlook, tightening supply, EV demand, ESS growth, and the growing role of critical minerals in energy security, AI, defense, and industrial policy. Register for Webinar: https://live.zoho.com/mbto-khq-mfp The discussion covers Benchmark and Canaccord’s lithium forecasts, China’s push to lock in supply, the impact of underinvestment on future lithium availability, and why capital is returning to the lithium sector. The team also dives into rare earths, US Rare Earth’s Brazil acquisition, heavy rare earth supply, and why Brazil is becoming a key critical minerals jurisdiction. This episode also features company updates from Q2 Metals, with Alicia Milne and Neil McCallum discussing the company’s major Quebec Cisco lithium resource update, and Anson Resources, with Bruce Richardson sharing insights on the company’s lithium/uranium-vanadium development progress. Chapters (00:00:00) Weekly Market Recap (00:02:41) EV And Defense Demand (00:06:53) Key Company Updates (00:08:34) Conflicting Lithium Forecasts (00:13:15) Inventory And Demand Risks (00:16:52) China Locks Supply (00:21:12) Financing Improves (00:23:55) Q2 Resource Breakthrough (00:31:27) USA/Brazil Rare Earths (00:38:39) Rare Earth Valuations (00:39:54) Winsome/Li-FT Merger Update (00:43:23) Anson Resources Update (00:44:09) Green River Porosity (00:45:23) Resource Growth Drivers (00:47:38) Aquifer Consistency (00:48:46) Yellow Cat Drilling (00:50:44) Assay Timing (00:51:29) Upcoming Milestones (00:52:07) Utah Lithium Outlook (00:52:57) Q2 Metals Update (00:53:51) Exploration Target (00:55:52) Regional Exploration Upside (00:58:02) Deposit Thickness (00:59:32) Strip Ratio (01:00:38) PEA Timeline (01:01:35) Metallurgical Testing (01:02:07) Permitting Pathway (01:03:04) Valuation Comparisons 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 _________________________________________________ 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

    1h 6m

  7. APR 21

    Alberta's Li-ion King: E3 Lithium. Clear(water) As Day

    Chris Doornbos, CEO of E3 Lithium, discusses the Clearwater Project in Alberta, direct lithium extraction (DLE), government funding, project financing, offtake discussions, and the path to commercial lithium production in North America. Learn how E3 Lithium plans to produce battery-grade lithium carbonate, why Alberta could become a major lithium hub, and what catalysts investors should watch in 2026. Topics covered: lithium stocks, DLE technology, lithium carbonate, Canadian mining, EV battery supply chain, critical minerals, Alberta lithium, project finance, energy transition investing. Follow E3 Lithium: X - https://x.com/e3lithium LinkedIn - https://www.linkedin.com/company/e3lithium/ Chapters (00:00) Company Overview (04:55) Clearwater Project Basics (07:12) Pre-Feasibility Summary (10:26) Demo Plant Progress (18:11) DLE Technology Strategy (30:13) Government Funding Support (38:54) Offtake And Financing (47:43) Investor Case And Catalysts 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 _________________________________________________ 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

    53 min

  8. APR 17

    CATL’s Mining Push, Lithium Repricing, AI Power Crunch

    In this Rock Stock Recap episode, Howard Klein, Matt Fernley, and Rodney Hooper break down the biggest opportunities in lithium, gold, rare earths, and battery metals. They discuss why lithium equities may still be mispriced, how AI data center power demand could drive battery storage, why Brazil looks undervalued for mining, and whether gold could reach $6,000. Topics include DLE, CATL’s mining push, small-cap mining risk, commodity investing, EV demand, oil inflation, and critical minerals strategy. Explore our Patreon offerings: https://www.patreon.com/cw/rockstockchannel/membership Battery Materials Review (Apr 2026): https://www.patreon.com/posts/battery-review-155835907 Chapters (00:00:00) Bullish Market Setup (00:09:35) Portfolio Discipline (00:14:45) Exploration Risk (00:21:15) Lithium Value Gaps (00:25:24) Brazil Investment Case (00:28:41) AI Power Constraints (00:36:35) CATL’s Mining Push (00:40:44) DLE And Supply (00:45:53) Hard Rock Criteria (00:49:25) Commodity Opportunities (00:53:59) Gold And Inflation (00:57:39) AI Capital Risks (01:01:27) 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/cw/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 _________________________________________________ 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

    1h 3m
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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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