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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
3 hours ago
3 hours ago
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
2 days ago
2 days ago
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
3 days ago
3 days ago
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
4 days ago
4 days ago
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
___
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
_________________________________________________
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
5 days ago
5 days ago
54 min
Is Liontown (ASX: LTR) positioning itself for the next lithium upcycle?
Howard Klein and Matt Fernley sit down with Liontown CEO Tony Ottaviano to discuss the outlook for lithium prices, Chinese buyer demand, and the future of Kathleen Valley.
Tony shares insights into Liontown's A$389 million Kathleen Valley expansion, the advantages of underground lithium mining, its partnerships with Tesla, Ford and LG Energy Solution, and its move into Argentine lithium brines.
The conversation also explores Albemarle's failed A$3-per-share takeover, Hancock Prospecting's investment, potential lithium industry consolidation, and whether the market is underestimating future lithium supply constraints.
Can Liontown deliver its growth ambitions while navigating another volatile lithium cycle?
Follow Liontown:
LinkedIn (Tony Ottaviano) - https://www.linkedin.com/in/antonino-tony-ottaviano-3b11396/
LinkedIn (Company) - https://www.linkedin.com/company/liontown/
X (Company) - https://x.com/LiontownRes
Our Socials:
X (Howard) - https://x.com/LithiumIonBull
X (Matt) - https://x.com/matt_fernley
___
Chapters
(00:00) Liontown's Takeover And Expansion Backstory
(04:07) Building Liontown Beyond Kathleen Valley
(08:21) Underground Lithium Mining's Hidden Advantages
(14:08) How Kathleen Valley Targets 78% Recovery
(18:54) Lithium Supply Signals Don't Add Up
(22:39) Battery Chemistry Drives Customer Diversification
(26:13) Chinese Buyers Remain Active
(27:38) Why Liontown Is Entering Argentine Brines
(31:32) Argentina's DLE And Valuation Risks
(35:56) Funding Kathleen Valley's Expansion Through Volatility
(37:57) Mining Majors Reassess Lithium's Potential
(44:42) Lithium Demand Expands Beyond Electric Vehicles
(48:01) Financing Bottlenecks Delay New Lithium Supply
(51:55) Is Lithium's $20,000 Price Ceiling Real?
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
6 days ago
6 days ago
50 min
Nouveau Monde Graphite (NYSE: NMG, TSX: NOU) CEO Eric Desaulniers joins Howard Klein and Matt Fernley to discuss the company’s path to graphite production in Quebec, construction at the Matawinie Mine, financing for the Bécancour anode material plant, and partnerships with Panasonic and Eni.
We also explore graphite prices, China’s dominance of the supply chain, U.S. tariffs and export controls, growing demand for natural graphite, and a potential sulfur byproduct opportunity that could add significant value to the project.
Follow Nouveau Monde Graphite:
LinkedIn (Eric Desaulniers) - https://www.linkedin.com/in/edesaulniers/
LinkedIn (Company) - https://www.linkedin.com/company/nouveaumondegraphite/
X (Company) - https://x.com/NYSE_NMG
Our Socials:
X (Howard) - https://x.com/LithiumIonBull
X (Matt) - https://x.com/matt_fernley
___
Chapters
(00:00) NMG’s Path To Full Production
(05:14) NMG’s Mine-To-Anode Strategy
(08:23) Matawinie Construction Stays On Track
(10:36) Diversified Offtakes Reduce Market Risk
(12:58) Battery Demand Improves Mine Economics
(19:08) Bécancour Funding Moves Toward FID
(21:32) Eni Opens Door To Europe
(25:03) Natural Graphite Gains On Synthetic Costs
(29:46) Canadian Graphite Finds Global Demand
(31:30) Sulfur Byproduct Could Lift Cash Flow
(35:46) U.S. Steel Strengthens Refractory Demand
(38:10) Graphite Tariffs Face A Trade-Off
(43:45) China Export Controls Raise Supply Risk
(45:56) Canada-U.S. Tensions Look Temporary
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
7 days ago
7 days ago
1 hr 26 min
Is the lithium market heading for another surplus - or is a major supply shortage coming?
YJ Lee, aka the Lithium Whisperer, joins Howard Klein and Matt Fernley on Rock Stock Recap to challenge Goldman Sachs’ bearish lithium price forecasts and explain why he believes the next lithium bull market could be approaching.
We explore China's surging electric truck demand, the global battery energy storage (BESS) boom, falling lithium inventories, delayed mine supply, and whether sodium-ion batteries pose a real threat to lithium demand.
With lithium stocks under pressure, is the recent sell-off a buying opportunity? And what are investors missing about the lithium supply-demand outlook for 2027–2030?
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
Follow YJ Lee:
X - https://x.com/usuallyYJLee
LinkedIn - https://www.linkedin.com/in/realyjlee/
Website (Arcane Green Metal Fund) - https://greenmetalfund.com/
Our Socials:
X (Howard) - https://x.com/LithiumIonBull
X (Matt) - https://x.com/matt_fernley
___
Chapters
(00:00:00) Goldman’s Lithium Surplus Faces Bullish Challenge
(00:07:16) Research And Membership Details
(00:12:18) Are Storage Batteries Really Inventory?
(00:14:58) Why Goldman Underestimates Storage Demand
(00:20:18) AI Power Race Drives Battery Demand
(00:25:51) Electric Trucks Reshape Lithium Demand
(00:33:24) Electric Trucks Undercut Diesel Costs
(00:36:08) Lithium Mine Delays Tighten Supply
(00:40:00) Sodium-Ion Faces Cost And Scale Barriers
(00:44:39) Why Lithium Inventory Counts Mislead
(00:48:53) Lithium Correction Leaves Equities Cheap
(00:54:42) Strongest Signals Of Lithium Tightness
(00:59:51) China's Battery Advantage Complicates US Strategy
(01:04:47) Standard Lithium Update
(01:11:29) Power Metallic Update
(01:20:09) NOA Lithium Brines 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 7, 2026
Oct 7, 2026
31 min
Surge Battery Metals (TSXV: NILI) Chairman Graham Harris and lithium expert Iain Scarr join Howard Klein and Matt Fernley to break down the Nevada North pre-feasibility study.
They discuss Nevada North’s grade, recovery, operating costs, second-mover advantage behind Thacker Pass, technical risks, project financing and what still needs to be proven before construction.
Could Nevada North become the next major US lithium project?
Follow Surge Battery Metals:
LinkedIn (Graham Harris) - https://www.linkedin.com/in/graham-harris-bb904057/
LinkedIn (Iain Scarr) - https://www.linkedin.com/in/iain-scarr-3aa3721/
LinkedIn (Company) - https://www.linkedin.com/company/surge-battery-metals-inc/
X (Company) - https://x.com/SurgeBattery
___
Chapters
(00:00) Nevada North PFS Sets The Stakes
(04:11) Why Phase One CapEx Fell
(05:18) US Lithium Demand Supports Scale
(06:59) Recovery Gains Face Scale-Up Test
(12:39) Sulphur Costs Show Limited Sensitivity
(15:08) Solid-Liquid Separation Is Key Risk
(16:16) High-Grade Clay Narrows Cost Gap
(21:50) Thacker Pass Creates Second-Mover Advantage
(23:19) Strategic Capital Opens Funding Path
(24:56) Experienced Team Supports Execution
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 5, 2026
Oct 5, 2026
40 min
Epsilon Advanced Materials founder Vikram Handa discusses the economics of building a competitive battery materials supply chain outside China.
We cover why LFP cathode manufacturing may be more of a CapEx game than an Opex game, the case for integrating US lithium refining with LFP production, and why hard carbon could become a key bottleneck for sodium-ion batteries.
Follow Epsilon:
LinkedIn (Vikram Handa) - https://www.linkedin.com/in/vikram-handa/
LinkedIn (Company) - https://www.linkedin.com/company/epsilonadvancedmaterials/
X/Twitter (Company) - https://x.com/EpsilonGraphite
___
Chapters
(00:00) Epsilon’s Battery Materials Expansion
(02:28) Why Epsilon Chose LFP
(04:19) Scaling LFP Production In India
(08:39) Matching Chinese LFP Performance
(10:18) Gen Four LFP Without China
(14:42) Customer Qualification And Demand
(18:44) De-Risking The LFP Supply Chain
(21:57) India’s Cost Advantage Explained
(24:45) Integrating Lithium And Cathode Production
(29:03) Where LFP Technology Hits Its Ceiling
(32:02) Sodium-Ion Demand Drives Hard Carbon
(35:50) Hard Carbon Scalability Is Critical
(38:13) Can Battery Midstream Scale Outside China?
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 2, 2026
Oct 2, 2026
53 min
Lithium inventories are heading into a October-November restocking period. In this week's Rock Stock Recap, Howard Klein and Matt Fernley discuss what China's post-Golden Week demand could mean for lithium prices, inventories and a potential market tightening.
Plus: copper market risks, AI-driven metals demand, rare earth M&A, and the latest developments across critical minerals and mining equities.
Robert Friedland Denver Conference Presentation:
https://americas.miningforum.com/keynote-webcast/248/
Robert Friedland Talk with Secretary Doug Burgum:
https://x.com/robert_ivanhoe/status/2105343903591211499
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) Copper Caution, Lithium Catalysts And Rare Earth M&A
(05:52) Copper Deficit Story Faces Scrutiny
(10:04) High-Grade Copper Developers Stand Out
(12:20) Copper Demand Forecasts Face Skepticism
(19:39) Power Metallic Resource Growth Potential
(21:48) AI CapEx Could Reshape Mineral Demand
(27:58) Power Bottlenecks Strengthen Battery Case
(32:31) Higher Rates Test Mining Tailwinds
(34:01) US-China Stability Meets Policy Volatility
(37:53) Rare Earth M&A Targets Advanced Projects
(43:31) Lithium Equities Trail Copper
(45:00) October Lithium Demand Faces Inventory Test
(49:20) Galan Lithium Funding Holds Firm
(51:33) Argentina Brines Show Strong Economics
Links
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Podcast
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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