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The Age of Electricity is creating enormous opportunities in the critical minerals investment thematic. Howard, Rodney and Matt provide in-depth discussions with major developers and analysts covering lithium battery metals, rare earths, and many other specialty commodities.
Episodes
7 hours ago
7 hours ago
1 hr 2 min
Is the lithium market approaching a bottom before its next major rally?
In this Rock Stock Recap, Commodity consultant Chris Robb joins Howard Klein and Matt Fernley to discuss the lithium price outlook, falling lithium stocks, supply-demand fundamentals, and whether investors should be preparing for a potential rebound.
Chris explains why he's turning more bullish on lithium, what could trigger the next rally in lithium equities, and why 2027 could bring significant supply challenges. The discussion also covers GFEX futures, lithium project economics, DLE, copper valuations, and the broader critical minerals bull cycle.
Register for Conferences:
Fastmarkets (Texas)
https://www.fastmarkets.com/events/fastmarkets-texas-lithium-market-briefing/
Fastmarkets (DC)
https://www.fastmarkets.com/events/fastmarkets-critical-minerals-and-materials-briefing-2026/
CRU (DC)
https://energysecurity.events.crugroup.com/
Follow Chris Robb:
LinkedIn - https://www.linkedin.com/in/chris-robb-b88102169/
Our Socials:
X (Howard) - https://x.com/LithiumIonBull
X (Matt) - https://x.com/matt_fernley
___
Chapters
(00:00) Albemarle earnings and the lithium backdrop
(05:30) Is Chris bullish or bearish on lithium?
(06:48) The four-part lithium price wheel
(08:58) Incentive prices, project by project
(12:56) Does the market 'need' new supply?
(16:33) Cash costs and the price floor
(20:15) Oversupplied or just lagging?
(27:20) Why spodumene fell from $1,900 to $1,250
(32:11) Geopolitics and differentiated pricing
(38:52) LME Week takeaways: copper, nickel, aluminium
(41:20) A commodity bull cycle and project financing
(44:25) Is DLE finally having its moment?
(47:23) Midterms: what the blue wave means for miners
(50:31) The AI trade, liquidity and the end of meme stocks
(56:04) Critical minerals legislation debate
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
Ben: 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
2 days ago
2 days ago
52 min
Is US Antimony (NYSE: UAMY) the next MP Materials?
Gary Evans, Chairman and CEO of US Antimony, joins Howard Klein and Matt Fernley to discuss America's critical minerals supply chain, China's dominance of the antimony market, and the company's $245 million US Department of Defense supply contract.
With UAMY shares down roughly 65% from their highs, Gary outlines the company's plans to expand antimony mining and processing, grow its tungsten business, improve margins, and potentially secure billions in future US government contracts.
Could US Antimony become America's next critical minerals champion?
US Antimony Corporate Presentation:
https://usantimony.com/wp-content/uploads/gravity_forms/5-bb2404d2e0871868d6eaff6d8ea5afba/2026/10/USAC_InvestorPresentation_October_2026.pdf
Follow US Antimony:
LinkedIn (Gary Evans) - https://www.linkedin.com/in/gary-c-evans-5a98811a4/
LinkedIn (Company) - https://www.linkedin.com/company/united-states-antimony-corporation/
X/Twitter (Company) - https://x.com/NYSE_UAMY
___
Chapters
(00:00) Why Antimony Matters for Critical Minerals
(04:30) Gary Evans' Path From $1,000 to US Antimony
(09:19) Antimony Producers, Uses and China's Role
(13:20) How China Dominates and US Antimony Integrates
(17:58) Inside the $245M Defense Logistics Contract
(20:25) Commercial Customers and the 2027 US Sourcing Order
(22:01) Antimony Price Swings and Contract Margins
(24:07) Defense Multiple vs. Commodity Price Risk
(28:38) Why Ex-China Antimony Prices Collapsed
(31:29) Hydromet Joint Venture Targets 1,000 Tons Monthly
(34:16) Tungsten and Nolan Creek Expansion
(37:33) Why the Stock Fell Despite Growth
(42:03) Thin Margins and the Case for Government Backing
(49:50) Skills Shortage and Bringing Young Talent In
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
Ben: 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
3 days ago
3 days ago
51 min
Are sodium-ion batteries really cheaper than lithium-ion, or are hidden manufacturing and system costs undermining their biggest selling point?
Matt Fernley speaks with Max Reid, Head of Battery Technology and Cost Research at CRU, to challenge some of the biggest assumptions in battery technology and economics.
They explore why solid-state batteries may struggle to compete in EVs, whether sodium-ion can challenge LFP, and why AI data centres and humanoid robotics could create unexpected demand for emerging battery chemistries.
Max also shares CRU's latest modelling on rising battery cell costs, LMR vs LFP economics, China's manufacturing advantage, and where capital may be misallocated across the battery supply chain.
Register for the CRU Seminar:
https://energysecurity.events.crugroup.com/
Follow CRU:
LinkedIn (Max Reid) - https://www.linkedin.com/in/max-reid-05aaa0110/
LinkedIn (Company) - https://www.linkedin.com/company/cru/
X/Twitter (Company) - https://x.com/crugroup
___
Chapters
(00:00) Introductions
(03:16) Can LMR Compete With LFP on Cost in the US?
(07:02) Manganese Purity Needed for LMR Cathodes
(10:26) Are Non-Chinese Makers Wrong to Pivot to LFP?
(12:29) Do US Tariffs Just Boost Southeast Asian Cells?
(15:22) EU Recycled Content Rules and Cell Costs
(18:07) Do Localised Supply Chains Raise Battery Costs?
(21:20) Data Centers as Sodium-Ion's First Western Market
(27:47) Why Sodium-Ion Still Costs More Than LFP
(31:22) Hard Carbon and Anode Options for Sodium-Ion
(35:43) Will Solid State Ever Close the Cost Gap?
(39:01) Can Lithium-Ion Costs Keep Falling?
(42:04) Emerging Chemistries: Niobium, Sulfur and LMO
(46:18) Where Battery Capital Is Being Misallocated
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
Ben: 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
4 days ago
4 days ago
1 hr 8 min
Can Ken Brinsden repeat his success at Pilbara Minerals with PMET Resources (TSX: PMET | ASX: PMT)?
In this discussion, Howard Klein and Matt Fernley sit down with PMET CEO Ken Brinsden to explore why he believes the company's Shaakichiuwaanaan project in Quebec could be an even bigger opportunity than Pilbara.
Following Matt's recent site visit, they discuss PMET's low-cost lithium production potential, the massive cesium and tantalum discoveries at CV5 and CV13, upcoming feasibility study improvements, permitting, project financing, and plans to produce battery-grade lithium carbonate in North America.
Is the market overlooking the full value of PMET's world-class critical minerals project?
PMET Corporate Presentation:
https://www.pmet.ca/wp-content/uploads/2026/04/PMET_Site_Visit_September_2026_Final_to_lodge.pdf
Follow PMET Resources:
LinkedIn (Ken Brinsden) - https://www.linkedin.com/in/ken-brinsden-699536105/
LinkedIn (Company) - https://www.linkedin.com/company/pmetresources/
X/Twitter (Company) - https://x.com/PMET_Resources
___
Chapters
(00:00:00) Ken Brinsden and PMET: Who and Why
(00:06:51) Why Ken Left Retirement for PMET
(00:12:11) Why Ken Is Still a Lithium Bull
(00:16:41) Shaakichiuwaanaan's Scale and Giant Crystals
(00:20:51) Is Haul Distance Really a Problem?
(00:26:01) Cheap Hydro-Québec Power Advantage
(00:29:14) Going Underground First at Nova Zone
(00:35:17) Tantalum Co-Product Edge Over Australia
(00:42:00) The World's Largest Cesium Discovery
(00:45:33) Where Quebec Permitting Stands
(00:48:39) Why the Market Undervalues PMET
(00:52:19) Financing Shaakichiuwaanaan: Strategics and Governments
(00:56:45) Recutting the Lithium Supply Chain
(01:01:14) Can Quebec Make Carbonate Competitively?
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
Ben: 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
Oct 30, 2026
Oct 30, 2026
1 hr 12 min
Is the critical minerals sell-off overdone? Why are lithium and rare earth stocks falling even as metal prices remain resilient and lithium producers report stronger-than-expected earnings?
In this Rock Stock Recap, Howard Klein and Matt Fernley are joined by Tomasz Nadrowski of the Amvest Terraden Fund to unpack the critical minerals equity rout, the disconnect between lithium fundamentals and GFEX futures prices, and the impact of speculative trading, rising capital costs, and investor outflows.
They also explore China's influence on critical minerals markets, geopolitical risks, and whether the recent sell-off is creating new buying opportunities in lithium, rare earths, and other strategic metals.
Plus, a special update with First Phosphate (NASDAQ/CSE: PHOS) CEO John Passalacqua on the company's expanded mineral resources, G7 backing, project financing progress, and key milestones toward production.
Join our Patreon Membership:
https://www.patreon.com/cw/rockstockchannel/membership
Mineral War By Tomasz Nadrowski:
https://www.amazon.com/dp/B0GHDYRLZK
Follow Guests:
- Amvest Capital
LinkedIn (Tomasz Nadrowski): https://www.linkedin.com/in/nadrowski/
LinkedIn (Company): https://www.linkedin.com/company/amvestcapital/
X (Company): https://x.com/AmvestCap
- First Phosphate:
LinkedIn (John Passalacqua): https://www.linkedin.com/in/john-passalacqua-964092257/
LinkedIn (Company): https://www.linkedin.com/company/first-phosphate/
X (Company): https://x.com/FirstPhosphate
Our Socials:
X (Howard) - https://x.com/LithiumIonBull
X (Matt) - https://x.com/matt_fernley
___
Chapters
(00:00:00) Earnings, Elections and the Critical Minerals Selloff
(00:03:50) Lithium Earnings Strong, GFEX Disconnected
(00:07:32) LME Week Takeaways From a Veteran Trader
(00:10:49) Two-Tier US Economy, Oversold Materials
(00:14:17) Brazil and Israel Elections Rattle Markets
(00:19:48) Why Critical Minerals Equities Sold Off
(00:27:09) Why Equities Diverge From Metal Prices
(00:31:37) Where Investors Can Trade the Volatility
(00:37:50) Winners, Policy and the Valley of Death
(00:40:43) Brazil's New Mining Law and Election Fallout
(00:45:18) Israel, Canada and the US Midterms
(00:51:17) Rare Earth Truce and China's Leverage
(00:58:29) Why Lithium Pricing Is Hard to Trust
(01:06:28) First Phosphate Update
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
Ben: 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
Oct 23, 2026
Oct 23, 2026
58 min
Why are lithium prices falling even as inventories shrink and global battery demand accelerates?
In this week's Rock Stock Recap, Howard Klein and Matt Fernley unpack the critical minerals selloff, China's influence on lithium prices through the GFEX, and whether lithium and rare earth stocks are becoming oversold.
They also discuss bullish battery demand signals from Tesla and CATL, the outlook for energy storage (ESS), rising financing costs, and whether tightening lithium supply could trigger the next price rally.
Join our Patreon Membership:
https://www.patreon.com/cw/rockstockchannel/membership
Our Socials:
X (Howard) - https://x.com/LithiumIonBull
X (Matt) - https://x.com/matt_fernley
___
Chapters
(00:00) Critical Minerals Carnage, Lithium Bright Spots
(02:45) Lithium Sentiment from LME Week and SMM
(07:30) Why Lithium Demand Forecasts Keep Missing
(11:46) Why Critical Minerals Stocks Are Getting Hammered
(16:29) Fund Flows, Rates and Midterm Risks
(21:35) Higher Capital Costs Test Speculative Miners
(26:16) Rare Earths Look Oversold
(30:40) Project Vault Won't Fix Price Volatility
(36:59) Rare Earth Processing: The Missing Middle
(39:02) Energy Transition Versus National Security
(42:06) Tesla and Asian Battery Makers Signal Strong Demand
(48:23) Why Chinese Speculators Are Selling Lithium
(54:40) Lithium Africa and Upcoming Earnings
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
Ben: 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
Oct 16, 2026
Oct 16, 2026
1 hr 1 min
Why are lithium prices falling while inventories continue to shrink? Is the lithium market being manipulated, or are investors misreading the fundamentals?
In this week's Rock Stock Recap, Howard Klein and Matt Fernley examine the disconnect between lithium prices, falling inventories, and strong battery demand. They discuss potential manipulation in China's GFEX lithium futures market, Goldman Sachs' bearish lithium forecast, and why major producers like PLS and Liontown are investing billions in expansion despite the recent sell-off.
They also explore critical minerals market volatility, lithium project valuations, financing opportunities, and what could drive the next lithium market recovery.
Register for the NACM Summit (USE CODE 'ROCKSTOCK' for 20% off):
https://www.nacmsummit.com/
Explore our Patreon Membership:
https://www.patreon.com/cw/rockstockchannel/membership
Our Socials:
X (Howard) - https://x.com/LithiumIonBull
X (Matt) - https://x.com/matt_fernley
___
Chapters
(00:00) Lithium Bulls Challenge Bearish Forecasts
(05:57) Rio Tinto Flags Lithium Supply Risks
(07:59) Why Critical Minerals Are Selling Off
(14:26) Lithium Producers Sell Off Indiscriminately
(17:07) Lithium Prices Defy Falling Inventories
(26:15) Lithium Demand Is Being Underestimated
(30:02) PLS Expansion Drives Costs Lower
(35:09) PLS Infrastructure Raises True Capex
(39:59) Battery Inventories Hide Structural Changes
(43:07) Strong Projects Still Attract Capital
(45:11) Why Select Lithium Developers Stand Out
(50:34) DLE Projects Attract Strategic Backing
(54:00) Cash-Rich Developers Offer Opportunities
(58:02) Why Batteries Deserve Strategic Support
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
Ben: 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
Oct 15, 2026
Oct 15, 2026
18 min
Can Lithium Africa (TSXV: LAF) reach lithium production by 2027?
Dr. Tom Benson, CEO of Lithium Africa, joins Rock Stock Channel to discuss high-grade lithium drill results at the Springbok Project in South Africa, the company's plans for a potential low-cost starter operation, and how project-level financing could generate cash flow without diluting shareholders.
We also explore Springbok's district-scale exploration potential, the latest developments from Lithium Africa's joint venture with Ganfeng Lithium in Côte d’Ivoire, and upcoming catalysts, including further drill results, a maiden resource estimate and a preliminary economic assessment (PEA).
LAF Presentation:
https://wp-lithiumafrica-2026.s3.ca-central-1.amazonaws.com/wp-content/uploads/2026/10/13080130/2026_10-LAF_Corporate_Deck_Q3_Oct7-1.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 Project Overview
(01:50) Springbok Drilling Confirms High-Grade Lithium
(04:14) Springbok's 50km Exploration Potential
(05:52) Springbok Targets Lithium Production In 2027
(08:12) Modular DMS Plant Could Accelerate Production
(08:54) Project Financing Could Limit Shareholder Dilution
(10:57) Existing Stockpile Could Kickstart Production
(12:42) Ganfeng JV Advances Côte d’Ivoire Exploration
(15:16) Upcoming Drill Results And Resource Catalysts
(15:59) Springbok Financing And Development Timeline
(17:28) Strengthening The Team For Production
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
Ben: 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
Oct 14, 2026
Oct 14, 2026
54 min
Is Lithium Argentina (NYSE: LAR, TSX: LAR) undervalued? Could investors be getting its massive PPG lithium project for almost nothing?
Sam Pigott, CEO of Lithium Argentina joins Howard Klein and Matt Fernley to explore the valuation disconnect between the company's market cap and its world-class lithium brine assets in Argentina.
They discuss Cauchari–Olaroz's 70% cash operating margins, plans to more than double production to 85,000 tonnes annually, the 150,000-tonne PPG project, Ganfeng's financing partnership, and whether an ASX listing could help unlock shareholder value.
Is the market overlooking one of the lithium sector's most compelling growth stories?
LAR Corporate Presentation:
https://investors.lithium-argentina.com/static-files/f0e5959e-9081-463f-a0f8-ba7b014c3238
Follow Lithium Argentina:
LinkedIn (Sam Pigott) - https://www.linkedin.com/in/sam-pigott-9a3a1525/
LinkedIn (Company) - https://www.linkedin.com/company/lithium-argentina/
X (Company) - https://x.com/Lithium_ARG
Our Socials:
X (Howard) - https://x.com/LithiumIonBull
X (Matt) - https://x.com/matt_fernley
___
Chapters
(00:00) Is Lithium Argentina Deeply Undervalued?
(08:30) Ganfeng Experience Drives LAR's Growth Strategy
(13:31) Ganfeng Refinancing Protects Shareholders From Dilution
(16:12) Why Cauchari Ranks Among Lowest-Cost Producers
(21:00) Technical-Grade Carbonate Delivers Strong Margins
(23:25) How Argentina's Cash Reaches Shareholders
(26:19) Cauchari Expansion More Than Doubles Capacity
(29:04) Argentina's Lithium Export Infrastructure Risks
(30:56) DLE Could Accelerate Production Into 2028
(33:54) Funding PPG's 150kt
(36:47) Why PPG's Valuation Could Surprise Investors
(42:07) Swiss Headquarters And Ganfeng Takeover Protections
(49:12) Could An ASX Listing Unlock Value?
(53:03) Lithium Argentina's Long-Term Growth Ambitions
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
Ben: 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
Oct 13, 2026
Oct 13, 2026
29 min
Why is Brian Paes-Braga backing Surge Battery Metals’ Nevada North lithium project?
Howard Klein sits down with Brian, strategic investor in Surge Battery Metals (TSXV: NILI) and CEO of The Metals Royalty Company (NASDAQ: TMCR), to discuss Nevada North’s recently released Pre-Feasibility Study (PFS), outlining a 42-year mine life and nearly $10 billion in after-tax NPV.
Brian explains why he’s returning to lithium eight years after Lithium X, what could close the gap between Surge’s market valuation and its project NPV, and why he believes the market is underestimating future lithium demand.
The conversation also covers The Metals Company (NASDAQ: TMC), deep-sea mining, U.S. critical mineral independence, and the investment case for mining royalties.
Surge's PFS Announcement:
https://surgebatterymetals.com/news/surge-announces-positive-pre-feasibility-study-at-nevada-north-after-tax-npv8-of-us-9.81-billion-after-tax-irr-of-23.6-and-operating-cost-of-us-4-719-tonne-lithium-carbonate
Follow Brian Paes-Braga:
LinkedIn - https://www.linkedin.com/in/brianpaesbraga/
X - https://x.com/bpaesbraga
Follow Surge Battery Metals:
LinkedIn (Company) - https://www.linkedin.com/company/surge-battery-metals-inc/
X (Company) - https://x.com/SurgeBattery
Follow The Metals Royalty Company:
LinkedIn (Company) - https://www.linkedin.com/company/the-metals-royalty-co/
X (Company) - https://x.com/metalsroyaltyco
Follow The Metals Company:
LinkedIn (Company) - https://www.linkedin.com/company/the-metals-company/
X (Company) - https://x.com/themetalsco
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Chapters
(00:00) Brian's Big Bets On Critical Minerals
(03:58) Why Brian Returned To Lithium
(07:46) Why North American Mining Assets Win
(10:22) Lithium X2 Targets US Investors
(14:06) What Could Close Surge's Valuation Gap
(19:51) Tesla Semis Could Boost Battery Demand
(22:43) Why Seafloor Nodules Attracted Brian
(24:53) US Mining Permits And Steel Investment
(26:59) TMC vs. TMCR: Different Investment Opportunities
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
Ben: https://x.com/benjihammond
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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