Podcast
Rock Stock Channel
Hosted by rockstockchannel · EN
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.
51episodes
Episodes
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Li-FT’s Catalyst-Rich Roadmap After The Winsome Merger (Francis MacDonald)
2d ago00:32:12Tap to summarizeLi-FT Power's CEO Francis MacDonald joins Rock Stock Channel (Howard Klein & Matt Fernley) to discuss the newly merged Li-FT/Winsome Resources company, the Adina-Galinée lithium project in Quebec, Renard processing optionality, Yellowknife’s lithium carbonate strategy, Alberta infrastructure advantages, and upcoming catalysts for investors. The discussion covers project scale, resource upside, ASX and TSXV valuation gaps, potential Canadian critical minerals support, and why the combined company could become a major North American spodumene and lithium carbonate story. Follow Li-FT Power: LinkedIn (Francis MacDonald): https://www.linkedin.com/in/francis-macdonald-0898b816/ X/Twitter (Li-FT Power): https://x.com/LI_FTPower ___ Chapters (00:00) Merger And Market Setup (08:02) Adina-Galinée Consolidation (09:11) Resource And Pit Upside (10:52) Market Underappreciation (12:06) Renard Processing Options (15:02) Scale And Plant Choices (18:26) Infrastructure And Sulfate (19:44) Yellowknife Overview (21:16) Alberta Carbonate Strategy (22:46) China Technology Partnerships (25:36) Project Priorities (27:00) ASX Listing Opportunity (28:28) Catalysts And Timeline (29:34) Australia Roadshow (30:15) Closing Takeaways Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com Patreon: https://www.patreon.com/rockstockchannel Podcast Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH. Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equity’s website: https://www.rkequity.com Intro and outro audio credit: Jamie Klein
Transcribe →Galan Lithium Nears First Production (JP Vargas + Ross Dinsdale)
4d ago01:03:55Tap to summarizeGalan Lithium CEO JP Vargas and CFO Ross Dinsdale join Rock Stock Channel for a deep dive into the latest Hombre Muerto West milestone, including completed commissioning, lithium chloride concentrate production, nanofiltration, Authium's role, funding to first production, RIGI benefits, and the company’s path toward becoming a low-cost lithium producer in Argentina. We discuss Galan’s high-grade brine resource, near-term cash flow potential, expansion plans, offtake strategy, and why Argentine lithium brines may be undervalued as the lithium market recovers. 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/ X/Twitter (Galan Lithium): https://x.com/GalanLithium ___ Chapters (00:00:00) Galan Overview (00:06:49) Commissioning Milestone (00:13:23) Lithium Chloride Product (00:15:23) Authium Offtake (00:20:41) Revenue Potential (00:28:55) Chloride Strategy (00:34:02) Funding Pathway (00:39:06) RIGI Benefits (00:43:26) Offtake Counterparties (00:50:02) Government Financing Potential (00:56:49) Scaling Ambitions (01:01:42) Valuation 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/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
Transcribe →Rock Stock Recap with Amvest Terraden’s Tomasz Nadrowski & Stuart Macliver
6d ago00:55:17Tap to summarizeTomasz Nadrowski and Stuart Macliver of Amvest Capital (Terraden Fund) join Howard Klein to talk about critical minerals, rare earths, tungsten, scandium, and the growing importance of ex-China supply chains. The discussion explores why investors are looking beyond lithium, how geopolitics is reshaping mining and industrial policy, and why US capital markets may become increasingly important for critical minerals companies. Buy "Mineral War" (Tomasz Nadrowski's Book): https://www.amazon.com/Mineral-War-Chinas-Weapons-Destruction/dp/B0GHDYRLZK Tyranny Today (Tomasz Nadrowski's Podcast): https://open.spotify.com/show/71qdYWyb23vWYzsuwnnysr Follow: LinkedIn (Tomasz Nadrowski): https://www.linkedin.com/in/nadrowski/ LinkedIn (Stuart Macliver): https://www.linkedin.com/in/stuart-macliver/ X/Twitter (Amvest Capital): https://x.com/AmvestCap ___ More Podcasts w/ Tomasz Nadrowski: Henry Sanderson: https://podcasts.apple.com/us/podcast/chinas-rare-earth-weapon-inside-the-mineral-war/id1800778159?i=1000756055156 The Power Current (Chris Berry): https://podcasts.apple.com/us/podcast/the-new-cold-war-will-be-fought-with-minerals/id1666070442?i=1000769858119 Mining Stock Education: https://youtu.be/v5OAivQoEqg?si=iDjqoPB54ygCh0n9 Mining Stock Daily: https://youtu.be/c5ub_X5-CeU?si=dqiF98N6J2jN2EWV Amvest Capital Webinar: https://youtu.be/SCQ1LOKKlrg?si=nqOHjA6kPtNYbg4p ___ Chapters (00:00) The Commodity Complexity Problem (06:39) Amvest Background (11:35) Fund Strategy (14:27) Ex-China Approach (16:09) Value Chain Focus (22:10) Fund Structure (24:11) Portfolio Construction (27:25) US Market Access (35:55) Mining Resurgence (43:55) Tungsten And Scandium (48:32) Lynas And Brazil (51:30) Heavy Rare Earths (54:11) 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/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
Transcribe →China Didn’t Just Build Supply. It Built Demand (Henry Sanderson)
1w ago00:42:02Tap to summarizeHenry Sanderson, author of Volt Rush and writer of Volt Insight, speaks about the future of US-China industrial rivalry, critical minerals, EVs, batteries, AI power demand, and China’s manufacturing advantage. The discussion covers the Trump-Xi summit, rare earth leverage, why the West may be using the wrong critical minerals chart, China’s premium EV push, the limits of LFP batteries, the comeback potential of NMC and solid-state batteries, and whether Chinese companies like CATL could help unlock US EV demand. Chapters (00:00) Intro (04:23) AI Power Race (08:25) China's Built Demand (12:13) Beijing Auto Show (14:26) China’s Economic Model (18:37) Global Power Strategy (23:45) LFP Battery Limits (28:39) NMC And Solid-State (30:36) Chinese FDI Prospects (37:44) US EV Demand (41:17) 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/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
Transcribe →Carney’s Canada Rocks! w/ Keith Phillips
2w ago01:10:23Tap to summarizeIn 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/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
Transcribe →The Golden Age for LFP Materials (First Phosphate + Surge Battery Metals)
2w ago00:38:48Tap to summarizeIn 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/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
Transcribe →TMC’s Allseas Deal Moves Nodules Toward Commercialization (Craig Shesky)
2w ago00:39:25Tap to summarizeCraig 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/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
Transcribe →Sigma Lithium’s Best Quarter Yet (Ana Cabral)
2w ago00:17:18Tap to summarizeSigma 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/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
Transcribe →Lithium Producers Pivot To Growth, Gauging the Cycle, Trump Meets Xi, Anson Resources Update
3w ago00:57:19Tap to summarizeIn 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/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
Transcribe →A Re-rating Underway? | NOA Lithium's Gabriel Rubacha
3w ago00:36:41Tap to summarizeGabriel 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/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
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