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. 11h 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

  2. 5d ago

    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

  3. 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

  4. 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

  5. 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

  6. Jun 4

    Neil McCallum on Cisco’s Next Big Step

    Neil McCallum, VP Exploration at Q2 Metals (TSXV: QTWO), joins Rock Stock Channel (Howard and Matt) to discuss the latest plans for the Cisco Lithium Project in Quebec’s James Bay region. Topics include Q2’s recent C$70 million financing, 2026 exploration plans, infill drilling to support future studies, regional upside, infrastructure advantages, transportation costs, PEA workstreams, and potential synergies with Rio Tinto’s Galaxy project. Cisco hosts one of the largest hard rock lithium resources in the Western Hemisphere, and Q2 Metals is now funded for its largest exploration and development program to date. Follow Q2 Metals: LinkedIn (Neil McCallum): https://www.linkedin.com/in/neil-mccallum-56b16621/ X/Twitter (Q2 Metals): https://x.com/Q2Metals ___ Chapters (00:00) Overview (02:50) Cisco Vs. Corvette (05:15) 2026 Exploration Plans (07:28) Infill Drilling Strategy (09:06) Regional Exploration Potential (10:40) Camp And Road Access (11:21) PEA Workstreams (12:16) Metallurgical Testing (13:18) Transportation Advantages (14:55) Cisco Discovery Upside (16:44) Regional Infrastructure Synergies (19:00) Rio Tinto Speculation (21:38) Government Support (22:35) 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

    23 min

  7. Jun 3

    Benchmark on How China, Africa & Washington Shape Lithium

    Benchmark Mineral Intelligence’s Bryan Bille and Cameron Perks join Rock Stock Channel (Howard and Matt) to discuss the outlook for lithium, critical minerals, battery supply chains, and Benchmark’s Giga USA conference in Washington, D.C. Bryan highlights the growing national security focus on critical minerals, the role of policy and geopolitics, and key Giga USA themes including lithium, DLE, copper, graphite, rare earths, energy storage, defense technologies, and supply chain de-risking. Cameron breaks down Benchmark’s lithium market outlook, including why prices could ease in 2027, the role of new supply from Africa, China and Australia, downstream inventory risks, EV and ESS demand, and the long-term incentive price needed to support future lithium production. Register for Benchmark Giga US 2026: https://www.benchmarkminerals.com/events/giga-usa  Follow Benchmark Mineral Intelligence: LinkedIn (Bryan Bille): https://www.linkedin.com/in/bryanbille/  LinkedIn (Cameron Perks): https://www.linkedin.com/in/cameronperks/  X/Twitter (Benchmark Mineral Intelligence): https://x.com/benchmarkmin  ___ Chapters (00:00) Conference Context (03:35) Giga USA Overview (04:51) Agenda And Speakers (12:01) Sponsors And Networking (14:12) Cameron Perks: Price Outlook (17:40) Supply Black Holes (20:45) African DSO Supply (23:24) Ewoyaa Acquisition (25:23) Manono Ramp-Up (27:42) Zimbabwe Export Rules (30:55) China Lepidolite (34:42) China Spodumene (36:17) Restarting Supply (39:06) EV Demand Outlook (44:05) Inventory Risks (47:37) Price Downside (50:56) Incentive Pricing (52:49) Final 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 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. Jun 2

    Li-FT’s Catalyst-Rich Roadmap After The Winsome Merger (Francis MacDonald)

    Li-FT Power's CEO Francis MacDonald joins Rock Stock Channel (Howard Klein & Matt Fernley) to discuss the newly merged Li-FT/Winsome Resources company, the Adina-Galinée lithium project in Quebec, Renard processing optionality, Yellowknife’s lithium carbonate strategy, Alberta infrastructure advantages, and upcoming catalysts for investors. The discussion covers project scale, resource upside, ASX and TSXV valuation gaps, potential Canadian critical minerals support, and why the combined company could become a major North American spodumene and lithium carbonate story. Follow Li-FT Power: LinkedIn (Francis MacDonald): https://www.linkedin.com/in/francis-macdonald-0898b816/ X/Twitter (Li-FT Power): https://x.com/LI_FTPower ___ Chapters (00:00) Merger And Market Setup (08:02) Adina-Galinée Consolidation (09:11) Resource And Pit Upside (10:52) Market Underappreciation (12:06) Renard Processing Options (15:02) Scale And Plant Choices (18:26) Infrastructure And Sulfate (19:44) Yellowknife Overview (21:16) Alberta Carbonate Strategy (22:46) China Technology Partnerships (25:36) Project Priorities (27:00) ASX Listing Opportunity (28:28) Catalysts And Timeline (29:34) Australia Roadshow (30:15) Closing 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 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

    32 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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