Rock Stock Channel

rockstockchannel
  • 4.3 (12)
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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. 3h ago

    NOA Lithium Brines Webinar: Portfolio, Progress, Catalysts (Gabriel Rubacha)

    NOA Lithium Brines (TSXV: NOAL) joins Amvest Capital and RK Equity for a discussion on the lithium market, Argentina’s Lithium Triangle, and the company’s Rio Grande, Arizaro, and Salinas Grandes lithium brine projects in Salta. CEO Gabriel Rubacha outlines NOA’s project portfolio, low-cost brine strategy, Rio Grande PFS timeline, permitting plans, and key catalysts, while RK Equity provides insight into lithium supply-demand trends, brine valuations, and future market opportunities. Topics include lithium brine extraction, battery-grade lithium carbonate, Argentina mining investment, project economics, strategic partners, offtake potential, and the outlook for lithium prices. Follow NOA Lithium Brines: LinkedIn (Gabriel Rubacha) - https://www.linkedin.com/in/gabriel-rubacha-1a56a642/ LinkedIn (NOAL) - https://www.linkedin.com/company/noa-lithium-brines/ X/Twitter (NOAL) - https://x.com/NOAlithium ___ Chapters (00:00) Introduction (02:44) Lithium Market Context (04:10) Why Lithium Brines (07:54) Brine Asset Valuations (11:23) NOA Company Overview (13:04) Project Portfolio Strategy (20:42) Rio Grande Project (24:39) Permitting And Incentives (26:38) Arizaro And Salinas (29:58) Q&A Begins (34:09) Brine Extraction Benefits (38:08) Permitting And Communities (40:30) Offtake And Partners (43:27) Lithium Price Outlook (48:08) Key Catalysts (50:26) 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 _________________________________________________ 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

    51 min

  2. 1d ago

    Rare Earths Americas: Shiloh Drilling And Brazil Project Update (Don Swartz)

    Rare Earths Americas (NYSE: REA) CEO Don Swartz joins Rock Stock Channel (Howard and Matt) for a post-IPO update on the company’s U.S. and Brazil rare earth portfolio. The discussion covers recent Shiloh project results, including select surface samples up to 44.5% TREO, the potential for a laterally extensive monazite-bearing sands system in Georgia, and the company’s Alpha ionic clay rare earth project in Brazil. Don also discusses analyst coverage, REA’s balance sheet, drilling plans, upcoming catalysts, heavy rare earth demand, and the strategic importance of rare earth supply chains across the Americas. REA Presentation Deck: https://d1io3yog0oux5.cloudfront.net/_f62d9682f949685388ebc9ebf68da5b1/rareearthsamericas/db/3576/34481/pdf/REA_June+2026+Marketing+Deck+vFINAL.pdf Follow Rare Earths Americas: Website - https://rareearthsamericas.com/ LinkedIn (Donald Swartz) - https://www.linkedin.com/in/donald-swartz/ ___ Chapters (00:00) Intro (03:09) Analyst Coverage Themes (05:02) IPO Investor Feedback (07:53) Shiloh Drill Ramp-Up (09:28) Drill Results Explained (12:19) Monazite Sands Strategy (16:22) Alpha Project Assessment (17:40) Brazil Growth Pipeline (20:13) Upcoming Catalysts (21:12) Investor Materials (22:19) Critical Minerals Policy (24:35) Closing 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

    26 min

  3. 5d ago

    G7 Found The P In LFP (First Phosphate)

    First Phosphate (CSE: PHOS) CEO John Passalacqua joins Rock Stock Channel (Howard and Matt) to discuss major G7 critical minerals news, including export credit agency support, a potential C$275 million project guarantee, phosphoric acid plant backing, and new offtake agreements. The conversation covers why battery-grade phosphate is becoming critical to the Western LFP battery supply chain, how First Phosphate is advancing its mine-to-market strategy in Quebec, and why governments are now paying closer attention to phosphate alongside lithium, graphite and rare earths. Topics include LFP batteries, phosphate supply, critical minerals, project financing, offtake agreements, G7 supply chain security, and North American battery materials. ___ Chapters (00:00) Intro (02:21) G7 Minerals Announcement (03:58) Project Financing Support (04:43) Acid Plant Backing (05:50) Offtake Agreements (06:35) G7 Supply Chain Focus (07:35) Phosphate’s Battery Role (08:35) Western Phosphate Shortage (09:24) Next Project Catalysts (10:11) Government Partnerships (12:36) Financing And Investors (16:43) Closing Market Context 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

    18 min

  4. 6d ago

    The Lowest-Cost US Lithium Story? (Anson Resources)

    Bruce Richardson, CEO of Anson Resources (ASX: ASN), joins Rock Stock Channel (Howard & Matt) to discuss the latest Green River lithium engineering study, the definitive POSCO demonstration plant agreement, low-cost US lithium production potential, project financing, government support, and Anson’s role in the emerging Korea-US battery materials supply chain. Topics include Green River’s C1 operating cost, infrastructure advantages, DFS timeline, POSCO due diligence, LG Energy Solution offtake, federal grant applications, and the path toward building a strategic US lithium supply chain. ___ Chapters (00:00) Green River Update (03:35) Low-Cost Drivers (07:16) Capital Cost Advantage (10:58) Path To DFS (14:43) Anson's Own Demo Plant (17:24) POSCO Due Diligence (20:34) Korea-US Supply Chain (22:13) Government Support (26:53) Shareholder Requisition (29:37) Cathode Supply Challenge (37:46) Site Visit Interest 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

    39 min

  5. Jun 12

    Benchmark Giga US 26 Takeaways, Lithium Rebound, Missing Middle + LAC, SLI & Iola Hughes

    In this Rock Stock Recap episode, Howard, Matt and Rodney chat about the latest lithium, battery materials and critical minerals trends following Benchmark’s Giga USA conference in Washington, D.C. Topics include the lithium price rebound, ESS and EV demand, China’s role in battery markets, rare earths, copper and aluminium, US government critical minerals policy, the missing cathode link, and America’s opportunity to become a major lithium producer. Featuring discussion on Lithium Americas (Jonathan Evans), Standard Lithium (David Park), Thacker Pass, DLE, PCAM/CAM, battery energy storage, data centers, rare earth magnets and the future of the North American battery supply chain (Iola Hughes). ___ Chapters (00:00) Intro (05:28) Lithium Price Rebound (07:30) Lithium Market Outlook (10:48) Equity Market Pressure (12:36) Lithium Versus Commodities (13:43) China EV Demand (16:51) Rare Earths Update (19:26) Copper And Aluminum (23:32) El Niño Risks (26:17) Benchmark Conference Takeaways (29:21) Government Battery Policy (32:15) US Lithium Opportunity (33:46) Missing Cathode Link (36:18) Lithium Americas (Jon Evans) (41:29) Standard Lithium (David Park) (49:15) Iola Hughes (Benchmark) 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

    59 min

  6. Jun 8

    Fastmarkets 2026: AI, Defense And The Lithium Recovery

    Fastmarkets CEO Raju Daswani and Fastmarkets Fast Forward host Andrea Hotter join Howard Klein and Matt Fernley ahead of the Fastmarkets' 2026 Global Lithium, Battery and Critical Minerals Conference in Las Vegas. Topics discussed include the lithium market reset, rising ESS demand, BYD’s global growth, Rio Tinto’s lithium strategy, critical minerals financing, Pentagon supply chain priorities, and why strategic materials are no longer a niche topic. Register for Fastmarkets Conference (Use code 'SPEAKER25' for 25% off): https://globalevents.fastmarkets.com/lithium-supply-and-battery-raw-materials-conference Listen to Fastmarkets' Fast Forward Podcast: https://www.fastmarkets.com/insights/fast-forward-podcast/ Follow Fastmarkets: LinkedIn (Raju Daswani): https://www.linkedin.com/in/rajudaswani/ LinkedIN (Andrea Hotter): https://www.linkedin.com/in/andrea-hotter-ah1/ X/Twitter: https://x.com/FastmarketsMM ___ Chapters (00:00) Conference Preview (03:10) Market Mood (05:52) Strategic Materials Shift (08:28) Speaker Highlights (10:47) Networking And Investors (13:43) Fast Forward Podcast (17:21) BYD’s Global Growth (20:41) Mining Finance Gap (27:34) Pentagon Supply Chains (35:23) Europe’s Minerals Response (37:08) Rio’s Lithium Strategy (42:58) ESS Growth (45:42) Final Details 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

    46 min

  7. Jun 5

    What Lithium Bears Miss About Project Restarts (@zempheth)

    In this Rock Stock Recap, Chris Williams of Adamas Intelligence joins us (Howard, Matt and Rodney) to discuss lithium markets, DLE technology, incentive pricing, project valuations, and the outlook for lithium supply and demand. We examine whether recent project restarts really threaten the market balance, why energy storage systems (ESS) are outperforming expectations, how capital intensity impacts project economics, and what lithium prices are needed to incentivize new supply. We also discuss Vulcan Energy, Q2 Metals, Quebec hard-rock lithium, Thacker Pass, and the future of Western lithium refining. Register for Adamas Intelligence REE Conference: https://www.adamasevent.com/ Register for Benchmark Giga US 2026: https://www.benchmarkminerals.com/events/giga-usa Follow Christopher Williams: LinkedIn: https://www.linkedin.com/in/cdw4870/ X/Twitter: https://x.com/zempheth ___ Chapters (00:00:00) Opening Updates (00:03:49) Meet Chris Williams (00:07:27) DLE Site Lessons (00:13:41) Vulcan And Exxon (00:19:53) Q2 Valuation (00:23:01) Quebec Site Visits (00:26:04) Valuation Metrics (00:31:35) Incentive Prices (00:39:37) Supply Incentives (00:46:05) Lithium Price Action (00:48:43) Supply Restarts (00:54:47) DSO Market Signals (00:59:26) Lithium Outlook (01:02:58) Closing Thoughts (01:04:21) Q2 Metals Highlights 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

  8. Jun 4

    Critical Minerals Chokepoints: Lithium, Rare Earths & Supply Chain Risks | The KE Report

    Hosted by the Cory Fleck of the Korelin Economics Report, Howard Klein and Matt Fernley discuss the recent structural changes in the critical minerals sector, highlighting how the ongoing conflict in the Middle East has restricted the global sulfur supply and directly disrupted downstream nickel and cobalt processing. They also analyze the emerging trends in heavy rare earth element demand, evaluated new visual clay processing techniques, and debated the long-term feasibility of domestic lithium production and government-backed price floors. Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley ___ Chapters (00:00) US-China Minerals Talks (04:20) Sulfur Supply Shock (06:20) Rare Earth Demand (08:00) Processing Challenges (11:40) New Rare Earth Tech (15:40) US Lithium Potential (18:20) Direct Lithium Extraction (22:40) Canada’s Minerals Push (24:40) Critical Minerals Price Floors (28:00) Government Support Tools (31:20) Investor Takeaways 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 _________________________________________________ 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

    33 min
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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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