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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

    Who Will Make the Next Big Lithium Acquisition?

    Is lithium finally big enough for the mining giants? Howard Klein and Matt Fernley discuss potential lithium M&A, PMET and Q2 project economics, Rio Tinto’s strategy, and opportunities in Quebec and Argentina. Plus: lithium prices and GFEX, battery energy storage demand, Lithium Argentina’s results, Standard Lithium’s Smackover outlook, and rare earth valuations. The Midterm Miracle (Ken Fisher): https://edge.sitecorecloud.io/fisherinves7b70-fisher9c29-prod5fd1-8c3b/media/Project/FisherInvestments/FisherInvestments/document/na/fiig/engagement-report/FII--FIE--Marshalling-the-Midterm-Miracle.pdf Our Socials: X (Howard) - https://x.com/LithiumIonBull X (Matt) - https://x.com/matt_fernley ___ Chapters (00:00) Intro (02:52) Why Lithium Stocks May Be Bottoming (09:04) Battery Storage Demand and US Policy (13:03) Why Power Demand Matters for Critical Minerals (15:40) Lithium Argentina’s Low-Cost Growth Potential (17:05) Q2’s World-Class Lithium Project Economics (18:14) PMET: Underground Mining and Tantalum Credits (20:40) Comparing Project Valuations and Capital Costs (23:40) Rio Tinto, Quebec and DLE Development (29:47) Could Major Miners Buy Lithium Assets? (39:19) Standard Lithium and the Smackover Opportunity (41:52) Rare Earths: Valuations and NdPr Grades (45:46) NioCorp, Sunrise and Scandium Valuations 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

    Bauxite: One of the Few Listed Ways to Play It | Alurion Resources

    Alurion Resources (ASX: ALU) CEO Mauricio Noronha joins Howard Klein and Matt Fernley to discuss the Amargosa bauxite project in Bahia, Brazil. Explore its 568-million-tonne resource, proposed 5 Mtpa direct-shipping operation, approximately US$120 million development CAPEX and existing road-to-port infrastructure. We also discuss China’s growing bauxite import dependence, permitting milestones and potential upside from gallium, critical-mineral co-products and new rail infrastructure. Austral Continental Research Piece: https://x.com/drewcrawford_/status/2119081435453665725 Corporate Presentation: https://alurionresources.com/wp-content/uploads/2026/08/03082026Corporate-Presentation-Alurion-Resources-Limited-v4-revMN.pdf Follow Alurion Resources: LinkedIn (Mauricio Noronha) - https://www.linkedin.com/in/maur%C3%ADcio-noronha-a7444075/ LinkedIn (Company) - https://www.linkedin.com/company/alurionresources/home/ X/Twitter (Company) - https://x.com/alurionrsrcs ___ Chapters (00:00) Alurion's Bauxite Spin-Out and IPO (02:46) Amargosa's Simple First-Stage Plan (04:18) Mauricio and Amargosa's Rio Tinto History (07:13) Why Bauxite and a Tier-One Asset (10:32) Low CapEx and OpEx Versus Peers (15:02) Rio Tinto Data and Road Logistics (18:20) Gallium and Heavy Minerals Upside (21:08) Permitting Timeline and Funding to FID (23:01) Upcoming Catalysts: Railway, Port and Trials (25:24) Petra's Target Price and Valuation (27:29) Why Bauxite May Offer Scarcity Value 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

    PMET's Updated Feasibility: Why Go Underground First? + Ken’s Next Chapter

    PMET Resources (ASX: PMT | TSX: PMET) CEO Ken Brinsden joins Matt Fernley to discuss the updated Shaakichiuwaanaan lithium feasibility study (FS) in Quebec, an underground-first mine plan, and how tantalum credits could lower spodumene production costs. They explore higher-grade Nova Zone ore, upfront CAPEX, cesium upside, upcoming project catalysts, and Ken’s planned transition to executive chairman as PMET searches for a new CEO. PMET Corporate Presentation: https://www.pmet.ca/wp-content/uploads/2026/09/2026-11-10_Shaakichiuwaanaan-Updated-FS-Webinar.pdf Follow PMET Resources: LinkedIn (Ken Brinsden) - https://www.linkedin.com/in/ken-brinsden-699536105/ LinkedIn (Company) - https://www.linkedin.com/company/pmetresources/ X/Twitter (Company) - https://x.com/PMET_Resources ___ Chapters (00:00) PMET Feasibility Update (02:37) Why PMET Is Mining Underground First (05:15) Higher Grades Offset Underground Capital Costs (07:22) How PMET Recovers High-Grade Tantalum (09:45) Tantalum Demand and the Cost Advantage (12:59) Cesium and Further Cost-Saving Opportunities (15:35) Why PMET Chose a Smaller Plant (18:21) Why Ken Is Changing Roles (21:08) PMET’s Next Drilling and Permitting 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 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

    Could the Midterms Spark a Bipartisan Battery Bull Market?

    Could the US midterm elections spark a bipartisan battery bull market? Howard Klein is joined by Ken Hoffman, Jesse Edmondson and Gary Stanley to discuss why the election results could be bullish for US lithium, critical minerals and the domestic battery supply chain. The panel explores the outlook for lithium prices, bipartisan support for permitting reform, battery tax credits, strategic mineral reserves and the growing demand for batteries driven by AI data centers, energy storage and national security. Could Washington's shifting political landscape help ignite the next lithium bull market? Register for Conferences: Fastmarkets (Texas) https://www.fastmarkets.com/events/fastmarkets-texas-lithium-market-briefing/ Fastmarkets (DC) https://www.fastmarkets.com/events/fastmarkets-critical-minerals-and-materials-briefing-2026/ CRU (DC) https://energysecurity.events.crugroup.com/ Follow Panelists: LinkedIn (Ken Hoffman) - https://www.linkedin.com/in/kenwphoffman/ LinkedIn (Jesse Edmondson) - https://www.linkedin.com/in/jesse-edmondson-pg/ LinkedIn (Gary Stanley) - https://www.linkedin.com/in/gary-stanley-5683317/ Follow Howard: X - https://x.com/LithiumIonBull LinkedIn - https://www.linkedin.com/in/howardklein/ ___ Chapters (00:00:00) Election Edition Panel Kickoff (00:02:40) Why Ken Expects Lithium Prices to Rebound (00:09:04) Why Lithium Prices Stay So Volatile (00:12:02) Ken's Cautious Copper Outlook (00:13:31) Panelists Introductions and Election Views (00:20:54) Lame-Duck Permitting Bill and Bipartisan Hopes (00:30:36) DOE Battery Strategy Signals a Policy Shift (00:36:04) 45X Tax Credit and Possible Extension (00:41:57) Data Centers Could Drive Domestic Batteries (00:49:45) Secure Minerals Act and a Strategic Reserve (00:57:23) Big Tech, Robots and EV Battery Demand (01:06:37) LFP, DLE and the Smackover Opportunity (01:13:09) Canada, USMCA and Trump's Legacy 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. Nov 6

    Is Lithium Approaching a Bottom Before Its Next Big Rally? (Chris Robb)

    Is the lithium market approaching a bottom before its next major rally? In this Rock Stock Recap, Commodity consultant Chris Robb joins Howard Klein and Matt Fernley to discuss the lithium price outlook, falling lithium stocks, supply-demand fundamentals, and whether investors should be preparing for a potential rebound. Chris explains why he's turning more bullish on lithium, what could trigger the next rally in lithium equities, and why 2027 could bring significant supply challenges. The discussion also covers GFEX futures, lithium project economics, DLE, copper valuations, and the broader critical minerals bull cycle. Register for Conferences: Fastmarkets (Texas) https://www.fastmarkets.com/events/fastmarkets-texas-lithium-market-briefing/ Fastmarkets (DC) https://www.fastmarkets.com/events/fastmarkets-critical-minerals-and-materials-briefing-2026/ CRU (DC) https://energysecurity.events.crugroup.com/ Follow Chris Robb: LinkedIn - https://www.linkedin.com/in/chris-robb-b88102169/ Our Socials: X (Howard) - https://x.com/LithiumIonBull X (Matt) - https://x.com/matt_fernley ___ Chapters (00:00) Albemarle earnings and the lithium backdrop (05:30) Is Chris bullish or bearish on lithium? (06:48) The four-part lithium price wheel (08:58) Incentive prices, project by project (12:56) Does the market 'need' new supply? (16:33) Cash costs and the price floor (20:15) Oversupplied or just lagging? (27:20) Why spodumene fell from $1,900 to $1,250 (32:11) Geopolitics and differentiated pricing (38:52) LME Week takeaways: copper, nickel, aluminium (41:20) A commodity bull cycle and project financing (44:25) Is DLE finally having its moment? (47:23) Midterms: what the blue wave means for miners (50:31) The AI trade, liquidity and the end of meme stocks (56:04) Critical minerals legislation debate 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. Nov 5

    US Antimony: The Pentagon's Only Qualified Antimony Supplier | Gary Evans

    Is US Antimony (NYSE: UAMY) the next MP Materials? Gary Evans, Chairman and CEO of US Antimony, joins Howard Klein and Matt Fernley to discuss America's critical minerals supply chain, China's dominance of the antimony market, and the company's $245 million US Department of Defense supply contract. With UAMY shares down roughly 65% from their highs, Gary outlines the company's plans to expand antimony mining and processing, grow its tungsten business, improve margins, and potentially secure billions in future US government contracts. Could US Antimony become America's next critical minerals champion? US Antimony Corporate Presentation: https://usantimony.com/wp-content/uploads/gravity_forms/5-bb2404d2e0871868d6eaff6d8ea5afba/2026/10/USAC_InvestorPresentation_October_2026.pdf Follow US Antimony: LinkedIn (Gary Evans) - https://www.linkedin.com/in/gary-c-evans-5a98811a4/ LinkedIn (Company) - https://www.linkedin.com/company/united-states-antimony-corporation/ X/Twitter (Company) - https://x.com/NYSE_UAMY ___ Chapters (00:00) Why Antimony Matters for Critical Minerals (04:30) Gary Evans' Path From $1,000 to US Antimony (09:19) Antimony Producers, Uses and China's Role (13:20) How China Dominates and US Antimony Integrates (17:58) Inside the $245M Defense Logistics Contract (20:25) Commercial Customers and the 2027 US Sourcing Order (22:01) Antimony Price Swings and Contract Margins (24:07) Defense Multiple vs. Commodity Price Risk (28:38) Why Ex-China Antimony Prices Collapsed (31:29) Hydromet Joint Venture Targets 1,000 Tons Monthly (34:16) Tungsten and Nolan Creek Expansion (37:33) Why the Stock Fell Despite Growth (42:03) Thin Margins and the Case for Government Backing (49:50) Skills Shortage and Bringing Young Talent In 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. Nov 4

    Sodium-Ion: The Cost Disadvantage Nobody Talks About | CRU

    Are sodium-ion batteries really cheaper than lithium-ion, or are hidden manufacturing and system costs undermining their biggest selling point? Matt Fernley speaks with Max Reid, Head of Battery Technology and Cost Research at CRU, to challenge some of the biggest assumptions in battery technology and economics. They explore why solid-state batteries may struggle to compete in EVs, whether sodium-ion can challenge LFP, and why AI data centres and humanoid robotics could create unexpected demand for emerging battery chemistries. Max also shares CRU's latest modelling on rising battery cell costs, LMR vs LFP economics, China's manufacturing advantage, and where capital may be misallocated across the battery supply chain. Register for the CRU Seminar: https://energysecurity.events.crugroup.com/ Follow CRU: LinkedIn (Max Reid) - https://www.linkedin.com/in/max-reid-05aaa0110/ LinkedIn (Company) - https://www.linkedin.com/company/cru/ X/Twitter (Company) - https://x.com/crugroup ___ Chapters (00:00) Introductions (03:16) Can LMR Compete With LFP on Cost in the US? (07:02) Manganese Purity Needed for LMR Cathodes (10:26) Are Non-Chinese Makers Wrong to Pivot to LFP? (12:29) Do US Tariffs Just Boost Southeast Asian Cells? (15:22) EU Recycled Content Rules and Cell Costs (18:07) Do Localised Supply Chains Raise Battery Costs? (21:20) Data Centers as Sodium-Ion's First Western Market (27:47) Why Sodium-Ion Still Costs More Than LFP (31:22) Hard Carbon and Anode Options for Sodium-Ion (35:43) Will Solid State Ever Close the Cost Gap? (39:01) Can Lithium-Ion Costs Keep Falling? (42:04) Emerging Chemistries: Niobium, Sulfur and LMO (46:18) Where Battery Capital Is Being Misallocated 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. Nov 3

    Lithium Legend Ken Brinsden: Can PMET Be the Next PLS?

    Can Ken Brinsden repeat his success at Pilbara Minerals with PMET Resources (TSX: PMET | ASX: PMT)? In this discussion, Howard Klein and Matt Fernley sit down with PMET CEO Ken Brinsden to explore why he believes the company's Shaakichiuwaanaan project in Quebec could be an even bigger opportunity than Pilbara. Following Matt's recent site visit, they discuss PMET's low-cost lithium production potential, the massive cesium and tantalum discoveries at CV5 and CV13, upcoming feasibility study improvements, permitting, project financing, and plans to produce battery-grade lithium carbonate in North America. Is the market overlooking the full value of PMET's world-class critical minerals project? PMET Corporate Presentation: https://www.pmet.ca/wp-content/uploads/2026/04/PMET_Site_Visit_September_2026_Final_to_lodge.pdf Follow PMET Resources: LinkedIn (Ken Brinsden) - https://www.linkedin.com/in/ken-brinsden-699536105/ LinkedIn (Company) - https://www.linkedin.com/company/pmetresources/ X/Twitter (Company) - https://x.com/PMET_Resources ___ Chapters (00:00:00) Ken Brinsden and PMET: Who and Why (00:06:51) Why Ken Left Retirement for PMET (00:12:11) Why Ken Is Still a Lithium Bull (00:16:41) Shaakichiuwaanaan's Scale and Giant Crystals (00:20:51) Is Haul Distance Really a Problem? (00:26:01) Cheap Hydro-Québec Power Advantage (00:29:14) Going Underground First at Nova Zone (00:35:17) Tantalum Co-Product Edge Over Australia (00:42:00) The World's Largest Cesium Discovery (00:45:33) Where Quebec Permitting Stands (00:48:39) Why the Market Undervalues PMET (00:52:19) Financing Shaakichiuwaanaan: Strategics and Governments (00:56:45) Recutting the Lithium Supply Chain (01:01:14) Can Quebec Make Carbonate Competitively? 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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