Rock Stock Channel

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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. 3h ago

    Why Is Brian Paes-Braga Backing Surge's Nevada North?

    Why is Brian Paes-Braga backing Surge Battery Metals’ Nevada North lithium project? Howard Klein sits down with Brian, strategic investor in Surge Battery Metals (TSXV: NILI) and CEO of The Metals Royalty Company (NASDAQ: TMCR), to discuss Nevada North’s recently released Pre-Feasibility Study (PFS), outlining a 42-year mine life and nearly $10 billion in after-tax NPV. Brian explains why he’s returning to lithium eight years after Lithium X, what could close the gap between Surge’s market valuation and its project NPV, and why he believes the market is underestimating future lithium demand. The conversation also covers The Metals Company (NASDAQ: TMC), deep-sea mining, U.S. critical mineral independence, and the investment case for mining royalties. Surge's PFS Announcement: https://surgebatterymetals.com/news/surge-announces-positive-pre-feasibility-study-at-nevada-north-after-tax-npv8-of-us-9.81-billion-after-tax-irr-of-23.6-and-operating-cost-of-us-4-719-tonne-lithium-carbonate Follow Brian Paes-Braga: LinkedIn - https://www.linkedin.com/in/brianpaesbraga/ X - https://x.com/bpaesbraga Follow Surge Battery Metals: LinkedIn (Company) - https://www.linkedin.com/company/surge-battery-metals-inc/ X (Company) - https://x.com/SurgeBattery Follow The Metals Royalty Company: LinkedIn (Company) - https://www.linkedin.com/company/the-metals-royalty-co/ X (Company) - https://x.com/metalsroyaltyco Follow The Metals Company: LinkedIn (Company) - https://www.linkedin.com/company/the-metals-company/ X (Company) - https://x.com/themetalsco ___ Chapters (00:00) Brian's Big Bets On Critical Minerals (03:58) Why Brian Returned To Lithium (07:46) Why North American Mining Assets Win (10:22) Lithium X2 Targets US Investors (14:06) What Could Close Surge's Valuation Gap (19:51) Tesla Semis Could Boost Battery Demand (22:43) Why Seafloor Nodules Attracted Brian (24:53) US Mining Permits And Steel Investment (26:59) TMC vs. TMCR: Different Investment Opportunities 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. 1d ago

    The Liontown King: Tony Ottaviano on Doubling Lithium Production

    Is Liontown (ASX: LTR) positioning itself for the next lithium upcycle? Howard Klein and Matt Fernley sit down with Liontown CEO Tony Ottaviano to discuss the outlook for lithium prices, Chinese buyer demand, and the future of Kathleen Valley. Tony shares insights into Liontown's A$389 million Kathleen Valley expansion, the advantages of underground lithium mining, its partnerships with Tesla, Ford and LG Energy Solution, and its move into Argentine lithium brines. The conversation also explores Albemarle's failed A$3-per-share takeover, Hancock Prospecting's investment, potential lithium industry consolidation, and whether the market is underestimating future lithium supply constraints. Can Liontown deliver its growth ambitions while navigating another volatile lithium cycle? Follow Liontown: LinkedIn (Tony Ottaviano) - https://www.linkedin.com/in/antonino-tony-ottaviano-3b11396/ LinkedIn (Company) - https://www.linkedin.com/company/liontown/ X (Company) - https://x.com/LiontownRes Our Socials: X (Howard) - https://x.com/LithiumIonBull X (Matt) - https://x.com/matt_fernley ___ Chapters (00:00) Liontown's Takeover And Expansion Backstory (04:07) Building Liontown Beyond Kathleen Valley (08:21) Underground Lithium Mining's Hidden Advantages (14:08) How Kathleen Valley Targets 78% Recovery (18:54) Lithium Supply Signals Don't Add Up (22:39) Battery Chemistry Drives Customer Diversification (26:13) Chinese Buyers Remain Active (27:38) Why Liontown Is Entering Argentine Brines (31:32) Argentina's DLE And Valuation Risks (35:56) Funding Kathleen Valley's Expansion Through Volatility (37:57) Mining Majors Reassess Lithium's Potential (44:42) Lithium Demand Expands Beyond Electric Vehicles (48:01) Financing Bottlenecks Delay New Lithium Supply (51:55) Is Lithium's $20,000 Price Ceiling Real? 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. 2d ago

    What Still Needs to Happen Before NMG Reaches Production?

    Nouveau Monde Graphite (NYSE: NMG, TSX: NOU) CEO Eric Desaulniers joins Howard Klein and Matt Fernley to discuss the company’s path to graphite production in Quebec, construction at the Matawinie Mine, financing for the Bécancour anode material plant, and partnerships with Panasonic and Eni. We also explore graphite prices, China’s dominance of the supply chain, U.S. tariffs and export controls, growing demand for natural graphite, and a potential sulfur byproduct opportunity that could add significant value to the project. Follow Nouveau Monde Graphite: LinkedIn (Eric Desaulniers) - https://www.linkedin.com/in/edesaulniers/ LinkedIn (Company) - https://www.linkedin.com/company/nouveaumondegraphite/ X (Company) - https://x.com/NYSE_NMG Our Socials: X (Howard) - https://x.com/LithiumIonBull X (Matt) - https://x.com/matt_fernley ___ Chapters (00:00) NMG’s Path To Full Production (05:14) NMG’s Mine-To-Anode Strategy (08:23) Matawinie Construction Stays On Track (10:36) Diversified Offtakes Reduce Market Risk (12:58) Battery Demand Improves Mine Economics (19:08) Bécancour Funding Moves Toward FID (21:32) Eni Opens Door To Europe (25:03) Natural Graphite Gains On Synthetic Costs (29:46) Canadian Graphite Finds Global Demand (31:30) Sulfur Byproduct Could Lift Cash Flow (35:46) U.S. Steel Strengthens Refractory Demand (38:10) Graphite Tariffs Face A Trade-Off (43:45) China Export Controls Raise Supply Risk (45:56) Canada-U.S. Tensions Look Temporary 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. 4d ago

    Why is the Lithium Whisperer screaming Buy? (YJ Lee)

    Is the lithium market heading for another surplus - or is a major supply shortage coming? YJ Lee, aka the Lithium Whisperer, joins Howard Klein and Matt Fernley on Rock Stock Recap to challenge Goldman Sachs’ bearish lithium price forecasts and explain why he believes the next lithium bull market could be approaching. We explore China's surging electric truck demand, the global battery energy storage (BESS) boom, falling lithium inventories, delayed mine supply, and whether sodium-ion batteries pose a real threat to lithium demand. With lithium stocks under pressure, is the recent sell-off a buying opportunity? And what are investors missing about the lithium supply-demand outlook for 2027–2030? Register for the NACM Summit (USE CODE 'ROCKSTOCK' for 20% off): https://www.nacmsummit.com/ Explore our Patreon Membership: https://www.patreon.com/cw/rockstockchannel/membership Follow YJ Lee: X - https://x.com/usuallyYJLee LinkedIn - https://www.linkedin.com/in/realyjlee/ Website (Arcane Green Metal Fund) - https://greenmetalfund.com/ Our Socials: X (Howard) - https://x.com/LithiumIonBull X (Matt) - https://x.com/matt_fernley ___ Chapters (00:00:00) Goldman’s Lithium Surplus Faces Bullish Challenge (00:07:16) Research And Membership Details (00:12:18) Are Storage Batteries Really Inventory? (00:14:58) Why Goldman Underestimates Storage Demand (00:20:18) AI Power Race Drives Battery Demand (00:25:51) Electric Trucks Reshape Lithium Demand (00:33:24) Electric Trucks Undercut Diesel Costs (00:36:08) Lithium Mine Delays Tighten Supply (00:40:00) Sodium-Ion Faces Cost And Scale Barriers (00:44:39) Why Lithium Inventory Counts Mislead (00:48:53) Lithium Correction Leaves Equities Cheap (00:54:42) Strongest Signals Of Lithium Tightness (00:59:51) China's Battery Advantage Complicates US Strategy (01:04:47) Standard Lithium Update (01:11:29) Power Metallic Update (01:20:09) NOA Lithium Brines Update 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

    Does Surge's PFS Validate the Thacker Pass Second-Mover Thesis?

    Surge Battery Metals (TSXV: NILI) Chairman Graham Harris and lithium expert Iain Scarr join Howard Klein and Matt Fernley to break down the Nevada North pre-feasibility study. They discuss Nevada North’s grade, recovery, operating costs, second-mover advantage behind Thacker Pass, technical risks, project financing and what still needs to be proven before construction. Could Nevada North become the next major US lithium project? PFS Announcement: https://surgebatterymetals.com/news/surge-announces-positive-pre-feasibility-study-at-nevada-north-after-tax-npv8-of-us-9.81-billion-after-tax-irr-of-23.6-and-operating-cost-of-us-4-719-tonne-lithium-carbonate Follow Surge Battery Metals: LinkedIn (Graham Harris) - https://www.linkedin.com/in/graham-harris-bb904057/ LinkedIn (Iain Scarr) - https://www.linkedin.com/in/iain-scarr-3aa3721/ LinkedIn (Company) - https://www.linkedin.com/company/surge-battery-metals-inc/ X (Company) - https://x.com/SurgeBattery ___ Chapters (00:00) Nevada North PFS Sets The Stakes (04:11) Why Phase One CapEx Fell (05:18) US Lithium Demand Supports Scale (06:59) Recovery Gains Face Scale-Up Test (12:39) Sulphur Costs Show Limited Sensitivity (15:08) Solid-Liquid Separation Is Key Risk (16:16) High-Grade Clay Narrows Cost Gap (21:50) Thacker Pass Creates Second-Mover Advantage (23:19) Strategic Capital Opens Funding Path (24:56) Experienced Team Supports Execution 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. Oct 5

    Can Cathode Materials Outside China Really Compete on Cost?

    Epsilon Advanced Materials founder Vikram Handa discusses the economics of building a competitive battery materials supply chain outside China. We cover why LFP cathode manufacturing may be more of a CapEx game than an Opex game, the case for integrating US lithium refining with LFP production, and why hard carbon could become a key bottleneck for sodium-ion batteries. Follow Epsilon: LinkedIn (Vikram Handa) - https://www.linkedin.com/in/vikram-handa/ LinkedIn (Company) - https://www.linkedin.com/company/epsilonadvancedmaterials/ X/Twitter (Company) - https://x.com/EpsilonGraphite ___ Chapters (00:00) Epsilon’s Battery Materials Expansion (02:28) Why Epsilon Chose LFP (04:19) Scaling LFP Production In India (08:39) Matching Chinese LFP Performance (10:18) Gen Four LFP Without China (14:42) Customer Qualification And Demand (18:44) De-Risking The LFP Supply Chain (21:57) India’s Cost Advantage Explained (24:45) Integrating Lithium And Cathode Production (29:03) Where LFP Technology Hits Its Ceiling (32:02) Sodium-Ion Demand Drives Hard Carbon (35:50) Hard Carbon Scalability Is Critical (38:13) Can Battery Midstream Scale Outside China? 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. Oct 2

    Could China's Next Restocking Cycle Move Lithium?

    Lithium inventories are heading into a October-November restocking period. In this week's Rock Stock Recap, Howard Klein and Matt Fernley discuss what China's post-Golden Week demand could mean for lithium prices, inventories and a potential market tightening. Plus: copper market risks, AI-driven metals demand, rare earth M&A, and the latest developments across critical minerals and mining equities. Robert Friedland Denver Conference Presentation: https://americas.miningforum.com/keynote-webcast/248/ Robert Friedland Talk with Secretary Doug Burgum: https://x.com/robert_ivanhoe/status/2105343903591211499 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) Copper Caution, Lithium Catalysts And Rare Earth M&A (05:52) Copper Deficit Story Faces Scrutiny (10:04) High-Grade Copper Developers Stand Out (12:20) Copper Demand Forecasts Face Skepticism (19:39) Power Metallic Resource Growth Potential (21:48) AI CapEx Could Reshape Mineral Demand (27:58) Power Bottlenecks Strengthen Battery Case (32:31) Higher Rates Test Mining Tailwinds (34:01) US-China Stability Meets Policy Volatility (37:53) Rare Earth M&A Targets Advanced Projects (43:31) Lithium Equities Trail Copper (45:00) October Lithium Demand Faces Inventory Test (49:20) Galan Lithium Funding Holds Firm (51:33) Argentina Brines Show Strong 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 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. Sep 29

    Can Galan Lithium Still Deliver in 2026?

    Galan Lithium (ASX: GLN) Managing Director JP Vargas and CFO Ross Dinsdale join Rock Stock Channel (Howard and Matt) to respond to the recent share price sell-off and outlines what has - and hasn’t - changed at Hombre Muerto West. Management discuss first lithium chloride sales, production ramp-up, winter weather impacts, low-cost economics, Phase 2 financing, funding flexibility, and the path toward cash flow. 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 Lithium Sell-Off (05:47) What Has Changed? (07:10) Production Timeline (08:35) Plant Performance (10:22) Winter Weather Impact (14:06) Lithium Price Economics (16:28) Production Expansion (17:43) Phase Two Financing (22:30) Upcoming Catalysts (23:32) Funding Position (25:04) Flexible Growth Strategy (28:15) Lithium Market 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 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
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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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