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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. 2D AGO

    Sigma Lithium’s Low-Cost Advantage Is Hard to Ignore (Ana Cabral)

    Ana Cabral, CEO of Sigma Lithium (Nasdaq: SGML), breaks down Sigma Lithium’s latest results, cash flow strength, owner-operated mining strategy, production growth, cost advantages, and lithium market outlook. This interview covers Sigma’s expansion plans, reprocessing upside, recovery rates, and why the company sees strong long-term potential in the lithium sector. Follow Sigma Lithium: X - https://x.com/SigmaLithium LinkedIn - https://www.linkedin.com/company/sigma-lithium-resources/ Chapters (00:00) Introduction (04:19) Q4 Cash Flow Drivers (05:06) Mine Restart And Ramp (06:10) Owner Mining Strategy (07:48) Debt And Interest Savings (09:32) Expansion And Growth (11:40) Reprocessing Opportunity (16:00) Cost Curve Position (18:06) Recovery And Processing (20:45) Market Outlook And Valuation 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

    23 min

  2. 3D AGO

    First Phosphate: $17M Grant, Drill Results, Feasibility Next

    John Passalacqua, CEO of First Phosphate, discusses the latest drilling results, project progress, and the growing importance of phosphate in the lithium iron phosphate (LFP) battery supply chain. With LFP batteries rapidly becoming the dominant chemistry for energy storage and EVs, phosphate is emerging as a critical battery material. The conversation covers the company’s 40,000m drill program, government backing, feasibility plans, and why North America and Europe are racing to secure domestic supply. Key topics include LFP battery demand, critical minerals strategy, phosphate market trends, and the shift from exploration to development. Follow First Phosphate: X - https://x.com/FirstPhosphate LinkedIn - https://www.linkedin.com/company/first-phosphate/ Chapters (00:00) Introduction (03:29) Resource Expansion Insights (05:47) Next Steps And Feasibility (07:32) New Zones Potential (09:12) Government Grant Context (10:53) Phosphate Strategic Importance (12:26) Grant Significance Explained (15:03) ADR Listing Benefits (15:51) Investor Perspective Shift (17:18) LFP Market Demand (18:43) Sulfur Supply Strategy (19:51) 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

    22 min

  3. 6D AGO

    Spodumene Shortage, Rare Earth Reshoring, Capital Costs, Europe Energy Security

    Dmitry Silversteyn, Senior Research Analyst of Water Tower Research joins in discussion with Howard Klein and Matt Fernley to break down the latest lithium market trends, rare earths outlook, critical minerals investing, and the geopolitical forces shaping commodity stocks. They cover spodumene prices, rare earth supply chains, China dependency, US and Western reshoring, energy security, and why critical minerals equities are lagging underlying commodity prices. Follow Water Tower Research: X - https://x.com/WTR_Research LinkedIn - https://www.linkedin.com/company/water-tower-research/ This episode is essential viewing for anyone following lithium stocks, rare earth stocks, battery metals, energy transition investing, and global macro trends affecting mining and resource markets. Chapters (00:00) Intro (06:29) PHOS & TMC Update (11:03) Market Volatility Drivers (14:57) Rising Capital Costs (16:56) Producers Vs Developers (21:18) Lithium Buying Opportunity? (22:49) Commodity Price Psychology (24:33) Regional Investment Shifts (26:45) Rare Earth Demand Debate (37:12) US-China REE Geopolitics (40:31) US-Europe Relations Debate (44:13) Brexit And Economic Impact (46:34) Energy Transition Paradox (51:41) 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

    52 min

  4. MAR 30

    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

  5. MAR 27

    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

  6. 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

  7. 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

  8. 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
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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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