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On the show
From 35 epsHosts
Recent guests
Recent episodes
Are Grid Queues Distorting Battery Demand Signals?
Aug 28, 2026
50m 35s
10 Rigs, 50,000m: Can Rare Earths Americas Turn Drilling Into Resources?
Aug 27, 2026
28m 35s
Why are Four Billionaires Backing this Junior Copper Story?
Aug 26, 2026
49m 31s
Why Is The Market Undervaluing Argentine Brine Stocks?
Aug 25, 2026
8m 28s
Will Q2 Metals Cisco PEA Hit $4.7B NPV?
Aug 24, 2026
18m 08s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 8/28/26 | Are Grid Queues Distorting Battery Demand Signals? | Project Blue analysts Rob Burrell and Jordan Roberts join Rock Stock Channel (Matt and Ben) for a deep dive into the lithium and battery markets. The discussion covers lithium prices, China EV demand, energy storage growth, spodumene supply, sodium-ion batteries, commercial EVs, drones, robotics, Zimbabwe exports and India’s emerging battery industry. Follow:LinkedIn (Rob Burrell) - https://www.linkedin.com/in/robert-burrell-phd-196878196/LinkedIn (Jordan Roberts) - https://www.linkedin.com/in/jordan-roberts-68b746114/LinkedIn (Project Blue) - https://www.linkedin.com/company/theprojectblue/Website (Project Blue) - https://projectblue.com/ ___ Chapters (00:00) Intro(04:07) Lithium Market Drivers(05:45) Supply Risks Ahead(07:29) China VAT Changes(11:55) China EV Demand(13:43) Energy Storage Growth(15:09) Sodium-Ion Outlook(16:55) Grid Connection Bottlenecks(19:15) Lithium Price Outlook(20:10) Lithium Market Balance(22:07) Concentrate Supply Risks(24:29) EVs vs. Storage(28:24) Commercial Vehicle Demand(31:31) Drones And Defence(34:54) Humanoid Robot Demand(37:56) Lithium Phosphate Growth(41:39) Zimbabwe Export Outlook(43:53) India Battery Market Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] 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/RodneyHooper13Ben: 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 | 50m 35s | ||||||
| 8/27/26 | 10 Rigs, 50,000m: Can Rare Earths Americas Turn Drilling Into Resources? | Rare Earths Americas (NYSE: REA) CEO Don Swartz discusses the company’s exploration progress in Georgia and Brazil, including drilling at the Foothills Rare Earth District, Homer and Alpha. He also explains why management is focused on execution, resource development and project de-risking despite broader volatility across rare earth and critical minerals stocks. The discussion covers REA’s drilling program, Homer’s 6.5 km anomaly, its expanding Georgia land position, capital allocation, upcoming resource milestones and the outlook for Western rare earth supply chains. REA Presentation Deck:https://d1io3yog0oux5.cloudfront.net/_648fc9d8b957f3772c30184785969b7c/rareearthsamericas/db/3576/34488/pdf/REA_August+2026+Marketing+Deck+vFINAL+FINAL+.pdf Follow Rare Earths Americas:Website - https://rareearthsamericas.com/LinkedIn (Donald Swartz) - https://www.linkedin.com/in/donald-swartz/LinkedIn (Company) - https://www.linkedin.com/company/rare-earths-americas/ ___ Chapters (00:00) Company Update And Context(04:14) Post-IPO Progress(08:24) Homer Exploration Program(10:29) Niobium Potential(11:43) Foothills District Expansion(14:15) MRE Timing(14:31) Processing And Supply Chains(16:36) Capital Allocation And Alpha(18:42) Market Valuation Disconnect(23:53) Mining Talent And Policy(26:02) Six-Month Milestones Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] 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/RodneyHooper13Ben: 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 | 28m 35s | ||||||
| 8/26/26 | Why are Four Billionaires Backing this Junior Copper Story? | Power Metallic (TSXV: PNPN) CEO Terry Lynch joins Rock Stock Channel (Howard and Matt) to discuss the company’s high-grade copper, nickel and PGE discovery in Quebec, its upcoming mineral resource estimate, exploration upside and potential pathway to production. The discussion covers Power Metallic’s unusually high copper-equivalent grades, strong metallurgical recoveries, infrastructure advantages, strategic investor interest and the potential impact of a Nasdaq ADR listing. Corporate Presentation:https://www.powermetallic.com/corporate_presentation.pdf Follow:LinkedIn (Terry Lynch) - https://www.linkedin.com/in/terry-lynch-lion18/X/Twitter (Terry Lynch) - https://x.com/terrybaliLinkedIn (Company) - https://www.linkedin.com/company/power-metallic/X/Twitter (Company) - https://x.com/PowerMetallic___ Chapters (00:00) Investment Case(03:06) Power Metallic Introduction(05:49) Company Origin Story(08:08) Exceptional Copper Grades(11:08) Resource Economics(12:39) Metallurgical Recoveries(14:16) Exploration Upside(17:25) Mine Development Plan(19:57) Infrastructure Advantage(20:36) Expansion Strategy(24:54) Strategic Shareholders(28:47) Market Valuation Gap(31:02) Development Comparables(35:44) Strategic Investor Interest(38:23) Rerating Catalysts(41:29) Nasdaq Listing Catalyst(45:41) Critical Minerals Opportunity(48:07) Closing Thoughts Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] 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/RodneyHooper13Ben: 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 | 49m 31s | ||||||
| 8/25/26 | Why Is The Market Undervaluing Argentine Brine Stocks? | Are Argentinian lithium brine stocks significantly undervalued? In this episode of Rock Stock University, Matt Fernley explores the valuation gap between conventional lithium brine companies and recent industry takeovers, highlighting scarcity, scalability, low operating costs and Argentina’s improving investment environment. Discover why conventional lithium brine projects could be one of the most mispriced areas of the lithium market. Follow Matt Fernley:X/Twitter - https://x.com/matt_fernleyLinkedIn - https://www.linkedin.com/in/matt-fernley-8a755a3/ Follow RK Equity:X/Twitter - https://x.com/RKEquityRocksLinkedIn - https://www.linkedin.com/company/rkequity/ ___ Chapters (00:00) Why Argentina’s Conventional Brine Stocks Look Mispriced(02:24) 1) Good Conventional Brine Projects Are Scarce(03:36) 2) Conventional Brines Can Scale to Meet Lithium Demand(04:47) 3) Conventional Brines Sit Low on the Cost Curve(05:50) 4) Argentina’s Investment Environment Is Improving Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] 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/RodneyHooper13Ben: 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 | 8m 28s | ||||||
| 8/24/26 | Will Q2 Metals Cisco PEA Hit $4.7B NPV? | Q2 Metals (TSXV: QTWO) CEO Alicia Milne and VP Exploration Sage McCallum join Rock Stock Channel (Matt and Howard) to discuss what investors should watch ahead of the upcoming Cisco PEA, including project scale, advanced metallurgy, infrastructure, resource conversion, current drilling and the path from PEA into feasibility. We also examine Canaccord’s shift from valuing Cisco as an exploration asset to a risked developer NPV framework, and what Q2 still needs to prove as Cisco advances toward development. Q2 Metals Corporate Presentation:https://q2metals.com/corporate-presentation-file Follow Q2 Metals:LinkedIn (Alicia Milne): https://www.linkedin.com/in/alicia-milne-145a7369/LinkedIn (Sage McCallum): https://www.linkedin.com/in/sage-mccallum-56b16621/X/Twitter (Company): https://x.com/Q2Metals___ Chapters (00:00) Cisco’s Next Phase(01:46) Resource Growth Potential(02:52) What Must The PEA Prove?(04:48) Advanced Metallurgical Testing(06:38) Balancing Growth And Development(08:17) Path To Feasibility(09:45) Building The Development Team(11:33) Funding The Next Stage(12:40) Twelve-Month Outlook(13:50) $4.7B NPV Valuation? Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] 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 08s | ||||||
| 8/21/26 | Which Lithium Stocks Are The Most Mispriced? | Mac Whale returns to Rock Stock Recap to discuss where he sees the best value in TSX-listed lithium stocks - and why lithium equities may still be mispricing the sector’s improving fundamentals. We cover Lithium Argentina, Patriot Battery Metals (PMET), Q2 Metals, Li-FT Power, Sigma Lithium and Lithium Ionic, along with the debate over EV/EBITDA vs NAV, Argentina brines, Quebec hard rock, lithium M&A and the growing gap between lithium prices and equity valuations. Mac also explains why supply constraints, higher producer demand forecasts and upcoming project catalysts could reshape the investment case. Explore our Patreon Membership:https://www.patreon.com/cw/rockstockchannel/membership Follow Mac Whale:LinkedIn - https://www.linkedin.com/in/macmurray-d-whale-2135b71/ ___ Chapters (00:00:00) SQM Signals a Tighter Lithium Market(00:04:15) Lithium Argentina Cash Flow Surprises(00:05:38) Why EV/EBITDA Misses Growth(00:13:01) Lithium Argentina’s Hidden Asset Value(00:19:29) Why Argentine Brines Stay Cheap(00:22:53) Volatility Keeps Lithium Buyers Sidelined(00:32:04) Supply Constraints Drive Lithium M&A(00:36:54) Quebec Lithium Still Trades Cheap(00:45:53) LIFT, Q2 And PMET Valuation Gap(00:55:43) Cesium Could Revalue PMET(01:02:11) Brazil Lithium Faces Permitting Risk(01:07:11) Lithium Africa Offers Drill-Bit Optionality(01:14:33) Equities Price In Much Lower Lithium(01:18:50) Research And Membership Details Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] 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/RodneyHooper13Ben: 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 | 1h 21m 19s | ||||||
| 8/20/26 | “We Did It Our Way” - First Phosphate Lists on Nasdaq | First Phosphate (CSE/NASDAQ: PHOS) CEO John Passalacqua joins Howard Klein to discuss the company’s Nasdaq milestone, its self-sponsored Level II ADR listing under ticker PHOS, and the entrepreneurial path behind raising $80 million without a traditional investment bank. The conversation covers First Phosphate’s ownership culture, insider alignment, access to US investors, capital runway, and the growing opportunity around igneous phosphate for LFP batteries. Howard and John also reflect on the Nasdaq opening bell, shareholder support, and why this ADR route could offer a new model for Canadian critical minerals companies seeking US market access. PHOS Presentation:https://firstphosphate.com/FirstPhosphateDeck_english.pdf Follow First Phosphate:LinkedIn (John Passalacqua) - https://www.linkedin.com/in/john-passalacqua-964092257/LinkedIn (Company) - https://www.linkedin.com/company/first-phosphate/X/Twitter (Company) - https://x.com/FirstPhosphate___ Chapters (00:00) Nasdaq Milestone(03:43) Ringing The Bell(07:44) Financing Their Own Way(10:44) Ownership And Investor Trust(12:52) The Nasdaq ADR Strategy(16:10) Expanding US Investor Access(18:05) Capital Runway And Growth(22:09) Phosphate Investment Opportunity(24:57) Gary Stanley(31:08) Bela Onken(34:51) Laurence Zeifman Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] 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/RodneyHooper13Ben: 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 | 37m 01s | ||||||
| 8/19/26 | Fastmarkets on Argentina Lithium, DLE + New Trade Initiation Platform | Letícia Simionato and Przemek Koralewski of Fastmarkets join Rock Stock Channel (Howard and Matt) to talk about South America’s growing role in the lithium market, key takeaways from the Fastmarkets Lithium Conference in Buenos Aires, Argentina’s improving mining outlook, DLE momentum, China’s influence in the lithium supply chain, and Fastmarkets’ new digital spot platform for lithium price discovery and trade initiation. The discussion covers why Argentina is emerging as one of South America’s most dynamic lithium markets, how lithium brines remain a low-cost opportunity, why DLE is gaining credibility, and how greater transparency, standardisation, and liquidity could help the lithium market mature. Fastmarkets Lithium Trade Initiation Platform:https://www.fastmarkets.com/a-digital-platform-for-the-physical-lithium-market/ Matt's Blog (5 Things the Market is Getting WRONG about Lithium):https://blog.rkequity.com/2026/08/11/5-things-the-market-is-getting-wrong-about-lithium/ Lithium-Ion Bull (MAGA Mining & Manufacturing: Is Battery Energy Dominance Next?):https://mcusercontent.com/9a8c41f471f338217d776887e/files/aa46f465-f28f-849b-dbcc-905bff406691/Issue_116_MAGA_Mining_amp_Manufacturing__Is_Battery_Energy_Dominance_Next.pdf Follow Fastmarkets:X (Company) - https://x.com/FastmarketsLinkedIn (Company) - https://www.linkedin.com/company/fastmarkets/ Chapters (00:00) Intro(02:38) Why Argentina Conference(06:12) Conference Takeaways(09:51) Building The Value Chain(13:06) Argentina’s Political Outlook(16:07) China And Western Investment(19:10) DLE Gains Momentum(21:29) Lithium Trade Initiation Platform(24:02) Standardizing Lithium Trades(29:33) Why The Market’s Ready(32:57) Platform Versus Benchmarks(34:58) Beyond Lithium(36:41) Market Evolution Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] 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/RodneyHooper13Ben: 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 | 37m 45s | ||||||
| 8/18/26 | Africa’s Lithium Elephant Hunter Takes Aim (Lithium Africa) | Lithium Africa (TSXV: LAF) CEO Dr. Tom Benson joins Rock Stock Channel (Ben and Matt) to discuss the company’s latest progress across its African lithium portfolio, including active drilling at Springbok in South Africa and Adzopé in Côte d’Ivoire, the potential Springbok stockpile sale, the Ganfeng Lithium joint venture, and key catalysts expected over the next 6–12 months. The discussion also covers Springbok’s hub-and-spoke exploration potential, near-term revenue optionality, Côte d’Ivoire assay timing, new board and CFO appointments, and Lithium Africa’s strategy to build a leading lithium platform across Africa. LAF Presentation:https://li-africa.com/wp-content/uploads/2026/07/2026_06-LAF_Corporate_Deck_Q2_July2026.pdf Follow Lithium Africa:LinkedIn (Tom Benson) - https://www.linkedin.com/in/thomasrbenson/LinkedIn (Company) - https://www.linkedin.com/company/lithium-africa/X/Twitter (Company) - https://x.com/Lithium_afri___ Chapters (00:00) Lithium Africa Update(02:29) Springbok Stockpile Sale(03:52) Springbok Drilling Program(06:29) Near-Term Production Options(07:43) Springbok Ownership Strategy(09:21) Côte d’Ivoire Drilling(11:20) Leadership Team Expansion(14:07) Upcoming Growth Catalysts(16:01) Closing Outlook Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] 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/RodneyHooper13Ben: 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 | 17m 00s | ||||||
| 8/18/26 | Will Sigma Lithium Hit Its 240,000 Tonne Target? | Sigma Lithium (NASDAQ: SGML) CEO Ana Cabral joins Howard Klein and Matt Fernley to discuss SGML’s Q2 results, record 47% EBITDA margin, lower operating costs, improving lithium market conditions, offtake funding potential, and the path toward major production growth. The conversation also covers Sigma’s temporary production pause, regulatory negotiations in Brazil, balance sheet strategy, Phase 2 timing, and whether the market is overlooking Sigma Lithium’s cash generation and long-term growth profile. Follow Sigma Lithium:X (Company) - https://x.com/SigmaLithiumLinkedIn (Company) - https://www.linkedin.com/company/sigma-lithium-resources/ Chapters (00:00) Q2 Results Overview(02:35) Production And Costs(04:01) Sigma's Lithium Market Outlook(05:37) Production Pause(08:06) Regulatory Resolution(12:08) Production Growth Plans(14:08) Phase Two Timing(17:26) Debt And Offtake(19:38) Operating Cash Machine(21:33) Expansion Funding Strategy(23:26) Investor Takeaways(26:41) US-Brazil Critical Minerals Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] 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/RodneyHooper13Ben: 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 | 30m 23s | ||||||
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| 8/14/26 | Are Lithium Stocks Today Cheap Or Too Expensive? (Chris Robb) | Chris Robb, Howard Klein and Matt Fernley debate whether lithium bears are missing the real story: demand growth, project financing, DLE delays, Chinese processing capacity, and whether lithium equities are actually cheap. In this Rock Stock Recap, the discussion covers Rick Rule’s lithium skepticism, why “abundant resources” don’t automatically become supply, whether hard-rock lithium is threatened by Exxon, Chevron, Occidental and Berkshire-backed DLE, and why Matt sees lithium prices rising 30–50%. Chris pushes back on lithium stock valuations, Howard argues the market is undervaluing growth and margins, and the group also discusses Core Lithium, Standard Lithium, Lithium Argentina, Pilbara, Galan, Lithium Ionic, First Phosphate, sodium-ion batteries and energy storage. Follow Chris Robb:LinkedIn - https://www.linkedin.com/in/chris-robb-b88102169/ ___ Chapters (00:00) Lithium Bears Face Fresh Pushback(03:07) Lithium Demand Growth Changes Supply Math(03:47) Government Battery Support Targets Bottlenecks(06:37) US Spodumene Conversion Case Questioned(15:06) Lithium Abundance Does Not Mean Supply(18:55) Chinese Processing Was Not The Bottleneck(21:31) DLE Supply Threat Looks Delayed(29:04) Lithium Equities May Not Be Cheap(32:22) DCF Versus EBITDA Valuation Debate(38:19) Funded Developers Offer Better Upside(41:37) Lithium Prices Could Rise 30–50%(43:56) Company Catalysts Draw New Capital(47:09) Sodium-Ion Threat Looks Limited(47:38) Storage Could Be Lithium’s Killer App Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] 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/RodneyHooper13Ben: 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 | 50m 06s | ||||||
| 8/13/26 | Is Galan Lithium Set For A 2026 Production Breakout? | Galan Lithium (ASX: GLN) CEO JP Vargas and CFO Ross Dinsdale join Rock Stock Channel (Howard and Matt) to discuss Galan’s ramp-up toward first lithium chloride concentrate sales, insider buying, low-cost Argentine brine production, and the company’s long-term growth potential at Hombre Muerto West. Matt Fernley and Howard Klein dig into Galan’s valuation discount versus hard rock lithium peers, the economics of lithium chloride concentrate, falling lithium inventories, strategic interest from Asia, and why Galan could become a significant new lithium producer in Argentina. 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_SchX/Twitter (Company) - https://x.com/GalanLithium ___ Chapters (00:00) Galan’s Valuation Opportunity(03:32) Company And Market Update(07:36) Share Price And Insider Buying(11:39) Production Ramp-Up Progress(15:43) Lithium Chloride Explained(20:18) Project Economics And Margins(24:19) Valuation And Growth Potential(28:23) Long-Term Expansion Strategy(32:05) Near-Term Milestones(33:22) Lithium Market Sentiment(35:44) Strategic Investor Interest(39:54) Supply, Demand And Inventories(41:41) Galan’s Investment Case Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] 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/RodneyHooper13Ben: 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 | 44m 22s | ||||||
| 8/13/26 | Lithium Ionic Sells Salinas to PLS | Lithium Ionic (TSXV: LTH) COO Mike Westendorf joins Rock Stock Channel (Howard and Matt) to discuss the company’s breaking Salinas transaction with PLS, one of the world’s largest hard rock lithium producers. The deal includes US$37.5 million in cash and a 2% royalty on future spodumene sales, while allowing Lithium Ionic to focus on advancing its flagship Bandeira project toward production. Howard Klein and Matt Fernley also discuss what the transaction implies for Lithium Ionic’s valuation, Brazil’s growing role in hard rock lithium, strategic interest in the sector, and the broader outlook for spodumene and lithium M&A. Follow Lithium Ionic (TSXV:LTH)X (Company) - https://x.com/LithiumIonicLinkedIn (Company) - https://www.linkedin.com/company/lithiumionic Chapters (00:00) Salinas Deal Valuation(02:47) Breaking News Overview(05:10) Why Sell Salinas(06:42) Deal Price And Royalty(08:34) Bandeira Legal Update(09:44) Construction Readiness(11:02) Board Strengthening(12:02) Funding Bandeira Development(13:22) Lithium Market Outlook(16:31) Brazil’s Cost Advantage Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] 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/RodneyHooper13Ben: 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 | 18m 21s | ||||||
| 8/12/26 | 5 Reasons the Lithium Bears Are Wrong | Lithium bears keep repeating the same arguments - but are they actually right? In this Rock Stock University episode, Matt Fernley breaks down five major misconceptions about the lithium market, including sodium-ion batteries, ESS demand, battery economics, long-term lithium demand growth, and the difference between geological resources and fundable supply. We look at why the lithium sell-off may be overdone, why energy storage could become a major driver of battery demand, and why future lithium supply may be harder to develop than headline resource numbers suggest. Follow Matt Fernley:X/Twitter - https://x.com/matt_fernleyLinkedIn - https://www.linkedin.com/in/matt-fernley-8a755a3/ Follow RK Equity:X/Twitter - https://x.com/RKEquityRocksLinkedIn - https://www.linkedin.com/company/rkequity/ ___ Chapters (00:00) Five Lithium Bear Arguments Are Wrong:(01:06) 1) Sodium-Ion Won’t Replace Lithium-Ion(03:59) 2) ESS Demand Goes Beyond Hyperscalers(05:53) 3) Batteries No Longer Need Subsidies(07:20) 4) Compounding Demand Requires Massive New Supply(09:19) 5) Lithium Resources Don’t Equal Fundable Supply Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] 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/RodneyHooper13Ben: 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 | 11m 57s | ||||||
| 8/9/26 | Could Utah’s $360M Support Transform Green River? (Anson Resources) | Anson Resources (ASX: ASN) Executive Chairman & CEO Bruce Richardson joins Rock Stock Channel (Howard and Matt) to discuss the latest progress at the Green River lithium project in Utah, including state-level financing incentives, potential CapEx benefits, DFS timing, mineral rights expansion, DLE test work, and the broader lithium market outlook. The discussion covers Anson’s path toward FID, Utah government support, potential federal grant opportunities, and why rising lithium demand could support future project development. Follow Anson Resources:LinkedIn (Company) - https://www.linkedin.com/company/anson-resources/X/Twitter (Company) - https://x.com/anson_ir___ Chapters (00:00) Anson Resources Update(03:11) Green River Overview(05:38) Utah Funding Incentives(09:30) Government Support(11:25) Expanding Lithium Resources(14:00) Processing Test Results(16:13) Market Valuation Disconnect(18:42) Lithium Demand Outlook(20:13) Lithium Market Tailwinds Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] 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/RodneyHooper13Ben: 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 | 21m 48s | ||||||
| 8/7/26 | Is Albemarle Signaling $30,000 Lithium? | Critical minerals are back in focus as Washington weighs new policy moves, battery storage demand accelerates, and lithium market fundamentals tighten. In this week’s Rock Stock Recap, Howard Klein and Matt Fernley are joined by Steve LeVine to discuss the US-China battery supply chain race, why grid storage and AI power demand could reshape lithium markets, and what investors may be missing in lithium equities. The episode also covers Albemarle’s bullish lithium commentary, BESS demand, Lithium Argentina vs Lithium Americas, Mariana Minerals, The Metals Company, and the role of Silicon Valley capital in mining. Stay tuned for a follow-up interview with First Phosphate CEO John Passalacqua on new Canadian government funding, Quebec fast-track status, and the race to build a Western LFP battery supply chain. Council on Foreign Relations Article:https://www.cfr.org/articles/the-shareholder-state-washingtons-improvised-bet-on-critical-minerals Follow Steve LeVine:The Electric - https://www.theinformation.com/features/the-electricLinkedIn - https://www.linkedin.com/in/steve-levine-1901926/X/Twitter - https://x.com/stevelevine ___ Chapters (00:00:00) Critical Minerals Return To Washington(00:03:50) Washington Turns Hawkish On China(00:05:49) Batteries Gain Strategic Importance(00:08:19) Value Creation Beats Supply Control(00:14:14) Can Chinese Battery Makers Build In America(00:19:48) Copy Proven Batteries, Then Innovate(00:29:38) Grid Rebuild Is The Bullish Catalyst(00:36:27) BESS Demand Outruns Lithium Equities(00:39:24) Albemarle Confirms A Tight Lithium Market(00:43:39) New Lithium Supply Needs Higher Prices(00:47:35) Lithium Argentina Avoids The Dilution Trap(00:50:11) Cash-Rich Lithium Names Stand Out(00:52:43) Mariana Attracts Silicon Valley Capital(00:56:26) Can Software Lower Mining Costs (01:02:44) PHOS: Federal Funding Announcement(01:04:27) Critical Project Infrastructure(01:07:11) Quebec Fast-Track Status(01:09:03) Funding And Development Timeline(01:09:49) Closing Remarks Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] 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/RodneyHooper13Ben: 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 | 1h 11m 32s | ||||||
| 7/31/26 | Lithium Inventories Tighten, Equities Lag | Lithium inventories are tightening, but lithium equities remain under pressure. In this week’s Rock Stock Recap, Howard Klein, Matt Fernley and Tomasz Nadrowski of Amvest Capital discuss the critical minerals sell-off, lithium market fundamentals, rare earths, nickel, tungsten, AI infrastructure, energy bottlenecks, mining inflation, government support and where value may be emerging across mining equities. Topics include CATL demand signals, Australian spodumene producer earnings, falling lithium inventories, defense-related critical minerals demand, oil and inflation risks, uranium flows, and whether the recent mining stock sell-off is a buying opportunity or a warning sign. SAFE Paper:https://safe2020.wpenginepowered.com/wp-content/uploads/2026/07/SAFE-Minerals-Center-Critical-Moves-Report.pdf IEA Paper:https://iea.blob.core.windows.net/assets/6f00e190-3f3b-4e40-8ef3-342d30ac6e0d/GlobalCriticalMineralsOutlook2026.pdf Follow Tomasz Nadrowski:LinkedIn - https://www.linkedin.com/in/nadrowski/LinkedIn (Amvest Capital) - https://www.linkedin.com/company/amvestcapital/X/Twitter (Amvest Capital) - https://x.com/AmvestCap Explore our Patreon Offerings:https://www.patreon.com/cw/rockstockchannel/membership ___ Chapters (00:00) Weekly Recap And Disclosures(06:21) Lithium Earnings Meet Macro Headwinds(16:14) Lithium Sell-Off May Be Overdone(18:49) AI Deleveraging Spills Into Mining(28:20) Oil Shock Raises Mining Inflation(32:04) Lithium Equities Ignore Tightening Fundamentals(36:42) Nickel Risk, Tin And Tungsten Resilience(40:08) Structural Bull Case Meets Valuation Reality(47:39) Cash-Rich Lithium Producers Stand Out(49:22) Nuclear Realignment Threatens Uranium Flows(53:13) Electricity Becomes AI’s Critical Bottleneck(56:57) Bull Market Correction Or Cycle Break? Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] 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/RodneyHooper13Ben: 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 | 1h 01m 49s | ||||||
| 7/29/26 | Lithium’s Permian? Standard Lithium and the Smackover | Standard Lithium CEO David Park and COO Andy Robinson join Rock Stock Channel (Howard and Matt) to discuss the company’s Smackover lithium brine strategy, low-cost production potential, lithium carbonate for LFP batteries, and the path toward financing and final investment decision. The conversation covers why Arkansas and East Texas could become a major North American lithium production hub, how Standard Lithium’s brine resources compare to other lithium projects, and why infrastructure, scale, operating costs, and strategic partnerships with Koch and Equinor matter for the future of U.S. battery supply chains. Corporate Presentation:https://www.standardlithium.com/_resources/presentations/202606.pdf Follow Standard Lithium:LinkedIn (David Park) - https://www.linkedin.com/in/david-park-76484b1b/LinkedIn (Andy Robinson) - https://www.linkedin.com/in/andy-robinson-3922a118/X/Twitter (Company) - https://x.com/StandardLithium ___ Chapters (00:00:00) Investment Overview(00:09:24) Brine Resource Advantage(00:12:33) Lithium Carbonate Strategy(00:14:17) US Battery Supply Chain(00:16:05) Low-Cost Production(00:18:42) Smackover Geography(00:21:43) Production Potential(00:23:54) Capital Cost Outlook(00:25:41) Lithium Shale Analogy(00:28:12) Scaling Future Projects(00:33:46) David Park’s Background(00:37:45) Koch Partnership(00:41:46) Capital Project Experience(00:49:09) Joining Standard Lithium(00:51:48) Strategic Company Pivots(00:55:21) Oklo And Growth Ambitions(01:00:04) Upcoming Project Milestones(01:03:40) Closing Thoughts Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] 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/RodneyHooper13Ben: 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 | 1h 04m 59s | ||||||
| 7/20/26 | lithium productiondirect lithium extraction+4 | Bruce Richardson | Anson ResourcesBaker Hughes+1 | UtahGreen River | Anson Resourceslithium+6 | — | 22m 56s | ||
| 7/17/26 | lithium pricesbattery materials+5 | John Passalacqua | First PhosphateG7+3 | — | lithium pricesbattery materials+5 | — | 38m 31s | ||
| 7/11/26 | lithiumbattery storage+4 | Howard KleinCraig Shesky | Investing News NetworkRK Equity+1 | — | lithiumbatteries+8 | — | 59m 16s | ||
| 7/6/26 | phosphate supply chainlithium iron phosphate batteries+4 | John Passalacqua | lithium iron phosphate (LFP) batteriespurified phosphoric acid+3 | Las VegasNorth America+1 | igneous phosphateLFP batteries+5 | — | 19m 51s | ||
| 7/3/26 | lithium marketbattery materials+3 | Matt FernleyBen Hammond | CATLRio Tinto+4 | Las Vegas | lithiumbattery materials+7 | — | 56m 39s | ||
| 7/2/26 | battery supply chainmidstream+4 | Trent MellRene LeBlanc+4 | Electra Battery MaterialsLithium Americas+5 | — | battery supply chainmidstream+8 | — | 40m 14s | ||
| 7/1/26 | lithium explorationAfrican mining+4 | Tom Benson | Lithium AfricaGanfeng Lithium+3 | South AfricaCôte d’Ivoire | Lithium AfricaGanfeng Lithium+7 | — | 43m 28s | ||
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