Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- 🇫🇮FI · Business#195500 to 3K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
150 to 900🎙 Daily cadence·100 episodes·Last published today - Monthly Reach
Unique listeners across all episodes (30 days)
500 to 3K🇫🇮100% - Active Followers
Loyal subscribers who consistently listen
200 to 1.2K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 25 epsHosts
Recent guests
Recent episodes
NOA Lithium Brines Webinar: Portfolio, Progress, Catalysts (Gabriel Rubacha)
Jun 24, 2026
51m 15s
Rare Earths Americas: Shiloh Drilling And Brazil Project Update (Don Swartz)
Jun 23, 2026
25m 32s
G7 Found The P In LFP (First Phosphate)
Jun 19, 2026
18m 26s
The Lowest-Cost US Lithium Story? (Anson Resources)
Jun 18, 2026
39m 25s
Benchmark Giga US 26 Takeaways, Lithium Rebound, Missing Middle + LAC, SLI & Iola Hughes
Jun 12, 2026
58m 59s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/24/26 | 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/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: 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 | 51m 15s | ||||||
| 6/23/26 | 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/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: 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 | 25m 32s | ||||||
| 6/19/26 | 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/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: 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 | 18m 26s | ||||||
| 6/18/26 | 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/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: 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 | 39m 25s | ||||||
| 6/12/26 | Benchmark Giga US 26 Takeaways, Lithium Rebound, Missing Middle + LAC, SLI & Iola Hughes✨ | lithium price reboundbattery materials+5 | Jonathan EvansDavid Park | BenchmarkLithium Americas+1 | Washington, D.C. | lithiumbattery materials+8 | — | 58m 59s | |
| 6/8/26 | Fastmarkets 2026: AI, Defense And The Lithium Recovery✨ | lithium marketcritical minerals+4 | Raju Daswani | FastmarketsBYD+2 | Las Vegas | lithiumbattery+7 | Fastmarkets ConferenceSPEAKER25 | 46m 19s | |
| 6/5/26 | What Lithium Bears Miss About Project Restarts (@zempheth)✨ | lithium marketsDLE technology+5 | Chris Williams | Adamas IntelligenceVulcan Energy+3 | QuebecThacker Pass | lithiumDLE technology+5 | — | 1h 06m 06s | |
| 6/4/26 | Critical Minerals Chokepoints: Lithium, Rare Earths & Supply Chain Risks | The KE Report✨ | critical mineralslithium+5 | Howard KleinMatt Fernley | Korelin Economics ReportLithium-Ion Bull+5 | — | critical mineralslithium+8 | — | 32m 38s | |
| 6/4/26 | Neil McCallum on Cisco’s Next Big Step✨ | lithium explorationCisco Lithium Project+4 | Neil McCallum | lithiumQ2 Metals+2 | QuebecJames Bay | Cisco Lithium ProjectQ2 Metals+5 | — | 23m 05s | |
| 6/3/26 | Benchmark on How China, Africa & Washington Shape Lithium✨ | lithium market outlookcritical minerals+5 | Bryan BilleCameron Perks | lithiumcopper+5 | ChinaAfrica+3 | lithiumBenchmark Mineral Intelligence+8 | — | 53m 22s | |
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| 6/2/26 | Li-FT’s Catalyst-Rich Roadmap After The Winsome Merger (Francis MacDonald)✨ | mergerlithium projects+4 | Francis MacDonald | Li-FT PowerWinsome Resources | QuebecYellowknife+2 | lithiummerger+5 | — | 32m 12s | |
| 5/31/26 | Galan Lithium Nears First Production (JP Vargas + Ross Dinsdale)✨ | lithium productionHombre Muerto West+4 | JP VargasRoss Dinsdale | Galan LithiumAuthium | Argentina | lithium chloridenanofiltration+4 | — | 1h 03m 55s | |
| 5/29/26 | Rock Stock Recap with Amvest Terraden’s Tomasz Nadrowski & Stuart Macliver✨ | critical mineralsrare earths+4 | Tomasz NadrowskiStuart Macliver | Mineral WarAmvest Capital+4 | — | tungstenscandium+4 | — | 55m 17s | |
| 5/25/26 | China Didn’t Just Build Supply. It Built Demand (Henry Sanderson)✨ | US-China industrial rivalrycritical minerals+4 | Henry Sanderson | LFP batteriesNMC batteries+4 | ChinaUS+2 | US-China relationscritical minerals+7 | — | 42m 02s | |
| 5/22/26 | Carney’s Canada Rocks! w/ Keith Phillips | In this Rock Stock Recap, Howard Klein, Matt Fernley, Rodney Hooper, and Keith Phillips discuss the latest shifts in lithium, critical minerals, Quebec spodumene, DLE, government funding, China processing, and the growing link between AI infrastructure, power, batteries, and strategic minerals. Topics include Canada’s support for Nouveau Monde Graphite, Quebec lithium project momentum, U.S. critical minerals policy, Ganfeng and Chinese processing expertise, Australian spodumene restarts, raw material shortages, ESS demand, and the Alivra–Atlantic Lithium deal.Join our Patreon: https://www.patreon.com/cw/rockstockchannel/membership Chapters (00:00:00) Macro Market Setup(00:10:37) Keith's SME Conference Takeaways(00:13:58) Quebec Permitting And Logistics(00:19:26) Canada Project Support(00:23:33) Quebec Lithium Supply Choices(00:32:09) Financing Lithium Projects(00:34:29) China Processing Partnerships(00:42:02) Australian Supply Restarts(00:44:29) Spod Regional Pricing And Inventories(00:50:02) Atlantic Deal Context(00:57:31) Elevra Refocus Rationale(01:03:36) Closing Remarks (01:03:58) Highlights: TMC(01:05:00) Highlights: SGML(01:07:01) Highlights: PHOS(01:08:11) Highlights: NILI 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/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: 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 10m 23s | ||||||
| 5/21/26 | The Golden Age for LFP Materials (First Phosphate + Surge Battery Metals) | In this Rock Stock Channel double feature, Howard Klein and Matt Fernley speak with First Phosphate CEO John Passalacqua and Surge Battery Metals CEO Greg Reimer about the emerging “golden age” for lithium iron phosphate materials, North American LFP supply chains, and the growing role of gold miners in critical minerals. First Phosphate discusses high-purity igneous phosphate for LFP batteries, Canada’s critical minerals strategy, and recent market momentum. Surge Battery Metals covers its Nevada North lithium project, major resource upgrade, planned Nasdaq listing, Evolution Mining partnership, and the path toward a PFS. Register for the Lithium-ion Bull Newsletter:https://rkequity.us17.list-manage.com/subscribe?u=9a8c41f471f338217d776887e&id=74eda00629 Chapters (00:00) LFP Materials Boom(04:06) Fox River Ore Body Differences(07:29) Project History(09:16) Critical Minerals Status(10:55) LFP-First Strategy(13:16) Western Supply Gap(14:22) Warrant Exercise Update(16:09) Market Narrative Wrap-Up (17:54) Surge Battery Metals(20:03) Nasdaq Listing(21:08) Resource Upgrade(23:24) Scale And Optionality(24:29) Thacker Pass Comparison(25:50) Upcoming Catalysts(27:20) Evolution Partnership(29:49) Processing Pathway(32:34) Valuation Gap(37:24) Twelve-Month 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/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: 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 | 38m 48s | ||||||
| 5/20/26 | TMC’s Allseas Deal Moves Nodules Toward Commercialization (Craig Shesky) | Craig Shesky, CFO of The Metals Company, joins Howard Klein to discuss TMC’s NOAA permitting path, Allseas production agreement, capital-light strategy, offshore nodule collection, U.S. critical minerals supply chains, and the growing links between nickel, cobalt, manganese, copper, AI infrastructure, defense, batteries, and national security. The conversation also covers TMC’s valuation disconnect, commercial readiness, processing optionality in the U.S., and why polymetallic nodules could become a major strategic resource for American industrial growth. TMC Webcast: https://edge.media-server.com/mmc/p/kau3m5b7/ Chapters (00:00) Strategic TMC Overview(07:46) NOAA Permit Path(10:59) Allseas Production Agreement(14:55) Royalty Financing Flexibility(17:47) Commercial De-Risking(21:08) National Security Narrative(24:00) Commodity Price Upside(27:16) Processing Strategy(29:38) Stockpiling And Refining(31:44) Valuation Disconnect(37:30) Next Year’s Milestones 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/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: 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 | 39m 25s | ||||||
| 5/19/26 | Sigma Lithium’s Best Quarter Yet (Ana Cabral) | Sigma Lithium CEO Ana Cabral joins Howard Klein and Matt Fernley following the company’s Q1 2026 earnings release to discuss Sigma’s record profitability, balance sheet deleveraging, production growth plans, and path to doubling output in 2027. Ana explains how Sigma is using strong cash generation to improve financial flexibility, prepare for longer-term growth financing, and scale production through its Phase 2 expansion. The discussion also covers owner-operated mining, low-cost execution, lithium market dynamics, sustainability monetization through dry stack tailings and lithium fines, and why Sigma believes it remains undervalued versus peers. Sigma Lithium Q1 2026 Earnings: 1. Press release:https://s3.amazonaws.com/b2icontent.irpass.cc/2870/rl166032.pdf 2. Presentation:https://ir.sigmalithiumcorp.com/wp-content/uploads/2026/05/Sigma-2605-1Q26-Earnings-Presentation.pdf 3. Call:https://web.quartr.com/link/companies/15178/events/626673 Chapters (00:00) Earnings Overview(02:12) Balance Sheet Strategy(04:44) Expansion Plans(06:34) Mining Operations(09:33) Market Valuation Gap(11:51) Sustainability Monetization(13:42) Cost Advantage(15:13) Investor Re-Rating(16:21) 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/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: 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 | 17m 18s | ||||||
| 5/15/26 | Lithium Producers Pivot To Growth, Gauging the Cycle, Trump Meets Xi, Anson Resources Update | In this Rock Stock Recap, Howard Klein, Matt Fernley, and Rodney Hooper discuss the latest moves across lithium, rare earths, copper, silver, gold, and critical minerals. Topics include the Elevra capital raise, Atlantic Lithium deal activity, Lithium Argentina’s strong ramp-up, Quebec’s potential as a major lithium province, Greenbushes production concerns, EV demand, China inventories, heavy rare earths, copper supply risks, and macro themes driving commodity markets. Stay tuned for insights from Bruce Richardson of Anson Resources on their definitive agreement with POSCO and what it could mean for Utah brines and the U.S. lithium supply chain. Explore our Patreon Offerings: https://www.patreon.com/cw/rockstockchannel/membership Chapters (00:00) Intro(04:14) Lithium Market Momentum(04:49) Elevra Capital Raise(07:18) Greenbushes Production Concerns(11:07) EV Demand Outlook(13:12) DSO And Inventory(15:42) Energy Market Risks(19:04) Producer Expansion Signals(20:50) Atlantic Lithium Deal(23:50) Quebec Lithium Opportunity(27:39) Lithium Argentina Results(29:08) ASX Listing Rationale(32:21) Copper Market Debate(35:39) Heavy Rare Earths(40:10) Silver And Gold(42:24) Inflation And Fertilizer(44:56) Easy Money Narrative (46:24) Anson Resources Update(46:40) Resource Upgrade(49:21) POSCO Partnership(52:43) Project Advantages(54:37) Upcoming Catalysts(55:57) 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/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: 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 | 57m 19s | ||||||
| 5/12/26 | A Re-rating Underway? | NOA Lithium's Gabriel Rubacha | Gabriel Rubacha (CEO of NOA Lithium Brines) breaks down the Rio Grande lithium project in Argentina. Covering hybrid DLE vs conventional evaporation, lithium chloride vs carbonate, project optionality, RIGI incentives, valuation upside for Argentine lithium brines, and what’s next for NOA's pre-feasibility study, Arizaro, and Salinas Grandes. Battery Materials Review Issue (Complimentary):https://www.patreon.com/posts/battery-review-155835907 Investor Webinar Recording (Complimentary):https://www.patreon.com/posts/quarterly-156904420 Explore our Patreon Offerings:https://www.patreon.com/cw/rockstockchannel/membership Chapters (00:00) NOA Overview(03:31) Hybrid DLE Option(09:05) Lower Altitude Plant(12:14) Chloride Vs Carbonate(16:30) Resource Growth Potential(18:23) Management Experience(19:34) Argentina RIGI Benefits(24:10) Brine Valuation Gap(26:45) Arizaro And Salinas(31:20) 2026 Project Milestones(32:55) Closing Thoughts 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/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: 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 | 36m 41s | ||||||
| 5/8/26 | Mac’ Whale’s Top TSX Lithium Picks✨ | Lithium stocksMarket analysis+4 | Mac Whale | Atlantic LithiumQuebec+4 | BrazilAfrica+1 | LithiumAtlantic Lithium+6 | — | 1h 12m 54s | |
| 5/7/26 | Rare Earths Americas IPO: Don Swartz On The Big Rare Earth Opportunity✨ | IPOrare earths+3 | Don Swartz | Rare Earths AmericasNYSE | GeorgiaBrazil | Rare Earths AmericasIPO+5 | — | 29m 45s | |
| 5/2/26 | Going Long Lithium Where Memories Are Short | First Phosphate + CATL✨ | lithium marketcritical minerals+3 | John PassalacquaAmy Rotman | First PhosphateMining.com.au+1 | — | lithium price forecastsrare earths+3 | — | 1h 14m 50s | |
| 4/29/26 | Quarterly Webinar: Critical Minerals Supercycle - Volatility, Dislocations, Opportunity✨ | critical mineralsenergy transition+4 | — | lithiumbattery materials+5 | — | critical mineralslithium+5 | — | 55m 51s | |
| 4/28/26 | Lithium Ionic: Brazil’s Iconic Lithium Play Secures Offtake✨ | lithium marketofftake agreements+4 | Blake HylandsMike Westendorf | Lithium IonicYahua+3 | BrazilLithium Valley | lithiumofftake agreements+5 | — | 36m 15s | |
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