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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. 3D AGO

    Anson Resources: DLE Validation, PFS Near, And Utah Lithium Catalysts (Bruce Richardson)

    Howard Klein and Matt Fernley interview Bruce Richardson, Executive Chairman and CEO of Anson Resources, for an update on the company’s Green River Lithium Project in Utah. The conversation covers direct lithium extraction (DLE), PFS timing, funding options, and Anson’s position within the developing US critical minerals supply chain. Bruce also discusses recent DLE test work, the significance of low-impurity brine, potential cost advantages at Green River, Utah permitting progress, DOE funding opportunities, and relationships with POSCO and Aquatech. The interview also includes updates on the Paradox Lithium Project and Yellow Cat. Chapters (00:00) Introduction (03:55) Company Overview (05:28) Utah Advantages (07:41) Paradox Lithium Project Overview (10:07) Green River Progress (12:23) Importance Of Low Impurities (16:16) DLE Test Work Results (17:38) Scaling And Pilot Plans (18:19) Financial Position (18:47) Yellow Cat Project (21:26) Australian Projects (22:09) Funding Strategy (24:40) Upcoming Catalysts (26:15) Closing Remarks Sponsors Lithium Royalty Corp (TSX: LIRC)   Diversified lithium royalty portfolio   Website: https://www.lithiumroyaltycorp.com/ X: https://x.com/Lithium_Royalty USCF Investments   Commodity-focused ETFs, including CPER (copper), ZSB (battery metals), USG (gold), and SDCI (diversified commodities)   Website: https://www.uscfinvestments.com/ X: https://x.com/USCFInvestments 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

    27 min

  2. 6D AGO

    Lithium Deals & Supply Crunch, Commodity Shock, Q2 Metals Update

    Iran War shocks commodities—lithium deals surge while supply risks grow. Is stagflation coming? Oil, sulfur, and EV supply chains explained. In this Rock Stock Recap, Howard Klein, Matt Fernley and Rodney Hooper break down how Middle East tensions are impacting global commodities, from sulfur bottlenecks to delayed oil supply recovery. We also dive into major lithium deals, China vs West supply dynamics, and what it all means for EVs, inflation, and future markets. At the end of our discussion, we've attached an update chat with Q2 Metals following their most recent press release including new spodumene hits and an extended MRE delivery date. Chapters (00:00) Intro (06:12) Sulfur Supply Importance (08:19) Supply Restart Delays (10:24) Inflation And Fertilizers (12:04) Stagflation And Gold (14:17) Market Outlook Debate (17:55) Oil Products Inflation (19:46) Energy Transition Challenges (24:10) Lithium Offtake Strategies (25:27) China Supply Dominance (28:54) Lithium Cost Curve Evolution (31:53) Conversion Capacity Issues (33:44) Global EV Supply Chain (35:42) Market Maturity And Financing (39:27) Cost Of Capital (42:51) Exploration And New Projects (46:03) Future Lithium Supply Gap (47:34) Q2 Metals Update Sponsors - Lithium Royalty Corp (TSX: LIRC) - diversified lithium royalty portfolio. (Website: https://www.lithiumroyaltycorp.com/ | X: https://x.com/Lithium_Royalty) - USCF Investments - commodity-focused ETFs (e.g., CPER copper, ZSB battery metals, USG gold, SDCI diversified commodities). (Website: https://www.uscfinvestments.com/ | X: https://x.com/USCFInvestments) Links - Strategic Lithium Reserve (SLR) White Paper: https://blog.rkequity.com/2025/12/08/strategic-lithium-reserve/ - Read Matt's research blog: https://blog.rkequity.com/ - Sign up for the Lithium-Ion Bull newsletter/Matt's Blogs: https://rkequity.com/ Have a question? Drop us an email: rockstockchannel@rkequity.com Patreon: https://www.patreon.com/rockstockchannel Podcast:   Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172   Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq 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 nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do 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

  3. MAR 24

    America’s Lithium. Lithium Americas' Jon Evans

    Jonathan Evans, CEO of Lithium Americas, discusses the development of Thacker Pass — one of the most significant lithium projects under construction in North America. Howard Klein and Jonathan walk through the economics, financing, and execution strategy behind Thacker Pass, including the role of strategic partners such as General Motors and the U.S. Department of Energy loan facility supporting the project. Jonathan explains how Lithium Americas plans to scale production of battery-grade lithium carbonate, why the company chose carbonate rather than hydroxide as its initial product, and how the project’s process technology has been validated over multiple engineering and pilot stages. We also discuss the broader context shaping the lithium market today — including EV demand, grid-scale batteries, supply chain security, and the growing role of batteries in supporting power demand from data centers and AI infrastructure. Topics covered include: - The construction timeline and ramp-up plan for Thacker Pass - How the GM partnership and offtake agreement is structured - Details around the DOE loan and project financing - The economics of clay-based lithium versus hard-rock and brine deposits - Lithium pricing dynamics and how producers think about long-term contracts - Why battery demand is expanding beyond electric vehicles into grid storage - The geopolitical implications of the battery supply chain For investors and industry observers, Thacker Pass represents a case study in building large-scale critical mineral supply in the United States — from permitting and engineering to financing and construction. Chapters (00:00:00) Thacker Pass Overview (00:09:59) Evan's Career Path To CEO (00:13:06) Valuation, Capex, And Key Catalysts (00:23:31) Why Clay Should Work (00:30:36) Deposit Quality And Processing Advantages (00:39:27) De-Risking Construction And Execution (00:47:49) Batteries, AI, And Grid Stability (00:57:09) Lithium vs Rare Earth Leverage (00:59:51) Policy, Pricing, And Reserves (01:04:25) Expansion To Phase Two And Beyond Sponsors - Lithium Royalty Corp (TSX: LIRC) - diversified lithium royalty portfolio. (Website: https://www.lithiumroyaltycorp.com/ | X: https://x.com/Lithium_Royalty) - USCF Investments - commodity-focused ETFs (e.g., CPER copper, ZSB battery metals, USG gold, SDCI diversified commodities). (Website: https://www.uscfinvestments.com/ | X: https://x.com/USCFInvestments) Links - Strategic Lithium Reserve (SLR) White Paper: https://blog.rkequity.com/2025/12/08/strategic-lithium-reserve/ - Read Matt's research blog: https://blog.rkequity.com/ - Sign up for the Lithium-Ion Bull newsletter/Matt's Blogs: https://rkequity.com/ Have a question? Drop us an email: rockstockchannel@rkequity.com Patreon: https://www.patreon.com/rockstockchannel Podcast:   Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172   Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq 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 nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do 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 8m

  4. MAR 23

    Recharge Mar26 (Sodium-Ion, Graphite AAM, China EVs, Nickel Supply, Battery Costs, VRFBs)

    In March 2026's Recharge podcast, co-presenters Matt Fernley (RK Equity/Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss key developments along the battery supply chain, including: • Sodium-ion scaling and hybrid pack strategies emerging from Battery Show Asia • Graphite AAM dynamics, including synthetic cost pressure and natural graphite upside • China EV demand weakness driven by subsidy changes and macro conditions • Indonesian nickel supply risks from HPAL exposure, quotas, and environmental constraints • Rising battery costs linked to oil, sulphur shortages, and broader supply chain inflation • VRFB competitiveness versus lithium-ion in long-duration storage, with LCOS and duration economics in focus Chapters (00:00) Intro (05:15) Sodium Market Potential (07:27) Lithium Metal Breakthroughs (09:04) Silicon-carbon Batteries (10:21) China EV Sales Weakness (13:18) Oil Prices And EV Demand (18:56) Supply Chain Cost Pressures (22:15) Graphite Market Shifts (26:38) Battery Price Impact (30:58) China BESS Market Dynamics (33:22) Indonesian Nickel Challenges (37:00) Nickel Supply Outlook (40:40) Long Duration Storage Debate (46:30) Closing Remarks Links - Read Matt's research blog: https://blog.rkequity.com/ Have a question? Drop us an email: rockstockchannel@rkequity.com Podcast:   Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172   Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq X (Twitter):   Matt: https://x.com/matt_fernley _________________________________________________ DISCLAIMER   NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Matt and Cormac are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity's website https://www.rkequity.com

    47 min

  5. MAR 20

    AI Drives Lithium Demand; EVs Take a Back Seat | Benchmark’s Iola Hughes

    Iola Hughes, Head of Research at Benchmark Minerals Intelligence, discusses the 2026 EV and battery energy storage system (BESS) outlook. Register for Benchmark GigaUSA 2026: https://www.benchmarkminerals.com/events/giga-usa From our perspective, this was a timely conversation. Iola recently published Benchmark’s latest outlook, forecasting overall battery demand growth of roughly 16.5% in 2026 to more than 2 terawatt-hours, following strong growth in the prior year. We wanted to dig into what is driving that forecast, where the differences are between EV and BESS demand, and how current market conditions are shaping the battery materials landscape. Matt Fernley focuses on Benchmark’s methodology, including the distinction between battery installations and shipments, the impact of inventory build in the BESS market, and how lithium prices affect storage economics across China, the US and Europe. Rodney Hooper examines China EV demand, export pressure on western automakers, the outlook for plug-in hybrids and range extenders, and the competitive position of European OEMs. Howard Klein frames the broader discussion around geopolitics, power prices, energy security and how crises can accelerate solar and storage adoption. We also cover: - 2026 battery demand forecast - EV market slowdown vs BESS growth - Battery storage inventories and pricing - US battery policy and domestic sourcing - Lithium prices and energy storage economics - Sodium-ion batteries vs LFP - China EV exports and global competition - LFP supply chain challenges outside China - Tesla energy storage and Megapack sourcing - Humanoid robots, autonomy and future battery demand This interview should be useful for investors, battery materials developers, EV supply chain participants and anyone following lithium, LFP, battery storage, critical minerals and the future of electrification. Chapters (00:00) Intro (03:26) Forecast Methodology (08:40) BESS Inventories And Pricing (11:50) Regional Storage Economics (15:05) US Battery Policy (17:21) Winter Grid Performance (20:55) Sodium-Ion Outlook (24:22) Bigger Storage Systems (27:01) Plug-In Hybrid Growth (30:30) China EV Slowdown (34:34) China Exports And Europe (38:32) Robotaxis And Autonomy (40:02) LFP Supply Chain (44:53) Humanoid Robot Demand (47:13) Energy Crises And Storage (49:12) Tesla And US Sourcing (51:50) EV Recovery Outlook Sponsors - Lithium Royalty Corp (TSX: LIRC) - diversified lithium royalty portfolio. (Website: https://www.lithiumroyaltycorp.com/ | X: https://x.com/Lithium_Royalty) - USCF Investments - commodity-focused ETFs (e.g., CPER copper, ZSB battery metals, USG gold, SDCI diversified commodities). (Website: https://www.uscfinvestments.com/ | X: https://x.com/USCFInvestments) Links - Sign up for the Lithium-Ion Bull newsletter/Matt's Blogs: https://rkequity.com/ Have a question? Drop us an email: rockstockchannel@rkequity.com Patreon: https://www.patreon.com/rockstockchannel Podcast:   Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172   Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq 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 nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do 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

    55 min

  6. MAR 13

    Sulfur Supply Risk, Aluminum/Bauxite Outlook, China Five-Year Plan

    Rock Stock Recap breaks down the biggest market-moving trends in critical minerals, battery materials, and global supply chains. In this episode, Howard Klein, Matt Fernley, and Rodney Hooper discuss how the Iran war and Strait of Hormuz disruptions could impact sulfur, sulfuric acid, aluminum, bauxite, graphite, rare earths, EVs, and lithium markets. The conversation covers why sulfur may be the most overlooked supply chain risk, how aluminum smelters could face major disruption, and why bauxite could become a more interesting investment theme. The team also explores China’s latest five-year plan, the outlook for rare earth demand driven by robotics, drones, and defense, and what slowing Chinese EV sales could mean for global battery materials demand. The episode closes with a lithium market update, including spodumene pricing, upstream shortages, and recent strategic offtake activity. If you follow lithium stocks, rare earth stocks, aluminum markets, EV supply chains, battery metals, or China industrial policy, this episode is packed with timely insights. Topics covered: - Iran war supply chain disruptions - Sulfur and sulfuric acid market risks - Aluminum price outlook - Bauxite market and Guinea exports - Graphite demand and oil price links - Rare earth supply chain challenges - China five-year plan analysis - Chinese EV sales and exports - Lithium market update - Battery materials investing trends Chapters (00:00) Intro (04:24) Sulfur Supply Risk (11:21) Aluminum Squeeze Risk (15:59) Bauxite Market Outlook (21:27) Graphite And Rare Earths (26:43) Rare Earth Supply Limits (30:43) China’s Five-Year Plan (38:55) China EV Sales (42:40) Lithium Market Update (45:11) Closing Remarks Sponsors - Lithium Royalty Corp (TSX: LIRC) - diversified lithium royalty portfolio. (Website: https://www.lithiumroyaltycorp.com/ | X: https://x.com/Lithium_Royalty) - USCF Investments - commodity-focused ETFs (e.g., CPER copper, ZSB battery metals, USG gold, SDCI diversified commodities). (Website: https://www.uscfinvestments.com/ | X: https://x.com/USCFInvestments) Links - Strategic Lithium Reserve (SLR) White Paper: https://blog.rkequity.com/2025/12/08/strategic-lithium-reserve/ - Read Matt's research blog: https://blog.rkequity.com/ - Sign up for the Lithium-Ion Bull newsletter/Matt's Blogs: https://rkequity.com/ Have a question? Drop us an email: rockstockchannel@rkequity.com Patreon: https://www.patreon.com/rockstockchannel Podcast:   Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172   Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq 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 nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do 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

    46 min

  7. MAR 10

    Talking Smack: Big Lithium’s Alex Grant Making Magnesium Great Again

    Alex Grant (Big Lithium) discusses direct lithium extraction (DLE), US lithium project financing, and the growing strategic importance of magnesium in Western supply chains. Alex Interview on HyperChange: https://www.youtube.com/watch?v=_2Aa1BD7a9s Alex was an early advocate of DLE through his work with Lilac Solutions, Vulcan Energy and other advanced lithium projects. Howard Klein and Matt Fernley ask him where DLE stands today as projects in Arkansas, Argentina and Europe move closer to final investment decisions, and whether the next few years will prove the commercial case for unconventional brine resources. We also examine the key issues shaping lithium markets and critical minerals policy: How lithium price volatility affects project finance, why large companies still struggle to move projects forward, the role of China in setting global pricing, and whether Western governments will need to provide stronger industrial policy support for domestic lithium supply. A major part of the conversation focuses on the shift in critical minerals narratives from decarbonization toward national security, defense manufacturing and AI infrastructure. Alex explains why he believes many large-scale lithium and processing projects are effectively becoming state-backed strategic assets rather than purely market-driven developments. In the second half, we discuss Alex’s current venture, Magrathea, and why magnesium may be one of the most underappreciated critical materials in the Western industrial base. He outlines the company’s technology, funding history, Pentagon support, Arkansas joint venture plans, and the broader case for rebuilding domestic magnesium production in the US. Topics covered include: - DLE and lithium brine projects - Arkansas Smackover lithium and bromine region - Standard Lithium, Vulcan Energy and Rio Tinto - Lithium pricing, CapEx and project finance - Critical minerals policy under Trump - China’s influence on lithium and magnesium markets - US industrial policy and strategic materials - Magnesium supply chain risks - Magrathea’s commercialization strategy This conversation is intended for investors, operators and policymakers following lithium, battery materials, critical minerals, energy security and US industrial strategy. Chapters (00:00) Alex Grant And DLE (03:44) DLE's Make-Or-Break Phase (09:15) Rising DLE Costs (11:50) Financing Lithium Projects (15:09) China's Pricing Power (24:13) State-Backed Critical Minerals (30:09) Defense And AI Narrative Shift (39:54) Why Magnesium (43:56) Magnesium And National Security (48:53) Magrathea's Scale-Up Plan (59:53) Saudi Arabia And Arkansas Support Sponsors - Lithium Royalty Corp (TSX: LIRC) - diversified lithium royalty portfolio. (Website: https://www.lithiumroyaltycorp.com/ | X: https://x.com/Lithium_Royalty) - USCF Investments - commodity-focused ETFs (e.g., CPER copper, ZSB battery metals, USG gold, SDCI diversified commodities). (Website: https://www.uscfinvestments.com/ | X: https://x.com/USCFInvestments) Links - Strategic Lithium Reserve (SLR) White Paper: https://blog.rkequity.com/2025/12/08/strategic-lithium-reserve/ - Read Matt's research blog: https://blog.rkequity.com/ - Sign up for the Lithium-Ion Bull newsletter/Matt's Blogs: https://rkequity.com/ Have a question? Drop us an email: rockstockchannel@rkequity.com Patreon: https://www.patreon.com/rockstockchannel Podcast:   Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172   Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq 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 nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do 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

  8. MAR 6

    PDAC 2026 Recap + Company Interviews

    In this Rock Stock Recap, Howard Klein and Matt Fernley share their key takeaways from PDAC 2026 in Toronto, the world’s largest mining conference and one of the most important annual gatherings for the global mining, lithium, and critical minerals industry. After several days meeting with mining companies, investors, policymakers, and analysts, we discuss the major themes emerging from the conference - including the growing geopolitical importance of critical minerals, government policy support for new projects, and the evolving outlook for the lithium market and battery supply chain. We examine recent announcements from the Canadian government aimed at accelerating investment in critical minerals development, as well as the role Canada could play in strengthening Western supply chains for lithium, phosphate, graphite, and other battery metals. We also discuss the disconnect between strong long-term demand expectations and recent volatility in lithium equities, including market reactions to EV demand data and broader geopolitical developments. From a market perspective, we cover several key issues currently shaping the sector: - The outlook for lithium demand and supply over the coming decades - Funding challenges and talent shortages in mining project development - Differences emerging between lithium carbonate and spodumene markets - The need for midstream processing and conversion capacity outside China - The often overlooked role of phosphate in the LFP battery supply chain - New lithium product pathways such as lithium chloride and lithium sulfate - Valuation opportunities in Argentine lithium brine assets We also discuss how governments - particularly in North America - are increasingly viewing battery supply chains as strategic infrastructure, with implications for defense, energy security, and the global technology race. Following our discussion, the video includes a series of short interviews recorded at PDAC with several companies active in the critical minerals and battery metals sector, including: - Q2 Metals - PMET Resources / Elevra Lithium - The Metals Company - Galan Lithium - NOA Lithium Brines - Lithium Africa - E3 Lithium - First Phosphate - Surge Battery Metals - Libra Energy Materials These interviews provide additional insights directly from companies developing projects across the lithium, battery metals, and critical minerals ecosystem. Chapters (00:00:00) Intro (00:02:13) PDAC 2026 Takeaways (00:03:20) Recent Lithium Market Volatility (00:04:58) Funding And Talent Challenges (00:06:38) Lithium Demand Outlook (00:07:42) Strategic Interest In Lithium (00:08:45) Canada Policy Support (00:11:38) Lithium Raw Material Deficit (00:13:43) Battery Supply Chain Strategy (00:15:34) Midstream Processing Gap (00:16:12) Phosphate In LFP Batteries (00:17:21) Lithium Cost Curve Debate (00:19:34) Lithium Chloride Market (00:24:11) Argentina Lithium Opportunity (00:26:38) EV Demand Concerns (00:28:31) Closing And PDAC Interviews (00:29:10) The Metals Company (00:38:46) First Phosphate (00:43:21) E3 Lithium (00:46:23) Surge Battery Metals (00:48:18) NOA Lithium Brines (00:50:57) Galan Lithium (00:52:49) Lithium Africa (00:58:24) Q2 Metals (00:59:58) Libra Energy Materials (01:04:02) PMET & Elevra Sponsors - Lithium Royalty Corp (TSX: LIRC) - diversified lithium royalty portfolio. (Website: https://www.lithiumroyaltycorp.com/ | X: https://x.com/Lithium_Royalty) - USCF Investments - commodity-focused ETFs (e.g., CPER copper, ZSB battery metals, USG gold, SDCI diversified commodities). (Website: https://www.uscfinvestments.com/ | X: https://x.com/USCFInvestments) Links - Strategic Lithium Reserve (SLR) White Paper: https://blog.rkequity.com/2025/12/08/strategic-lithium-reserve/ - Read Matt's research blog: https://blog.rkequity.com/ - Sign up for the Lithium-Ion Bull newsletter/Matt's Blogs: https://rkequity.com/ Have a question? Drop us an email: rockstockchannel@rkequity.com Patreon: https://www.patreon.com/rockstockchannel Podcast:   Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172   Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq 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 nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do 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 9m
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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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