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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
2 hours ago
2 hours ago
In this Rock Stock Recap, Howard Klein, Matt Fernley, Rodney Hooper, and Keith Phillips discuss the latest shifts in lithium, critical minerals, Quebec spodumene, DLE, government funding, China processing, and the growing link between AI infrastructure, power, batteries, and strategic minerals.
Topics include Canada’s support for Nouveau Monde Graphite, Quebec lithium project momentum, U.S. critical minerals policy, Ganfeng and Chinese processing expertise, Australian spodumene restarts, raw material shortages, ESS demand, and the Alivra–Atlantic Lithium deal.
Join our Patreon: https://www.patreon.com/cw/rockstockchannel/membership
Chapters
(00:00:00) Macro Market Setup
(00:10:37) Keith's SME Conference Takeaways
(00:13:58) Quebec Permitting And Logistics
(00:19:26) Canada Project Support
(00:23:33) Quebec Lithium Supply Choices
(00:32:09) Financing Lithium Projects
(00:34:29) China Processing Partnerships
(00:42:02) Australian Supply Restarts
(00:44:29) Spod Regional Pricing And Inventories
(00:50:02) Atlantic Deal Context
(00:57:31) Elevra Refocus Rationale
(01:03:36) Closing Remarks
(01:03:58) Highlights: TMC
(01:05:00) Highlights: SGML
(01:07:01) Highlights: PHOS
(01:08:11) Highlights: NILI
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
rockstockchannel@rkequity.com
Patreon:
https://www.patreon.com/rockstockchannel
Podcast
Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/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
2 days ago
2 days ago
In this Rock Stock Channel double feature, Howard Klein and Matt Fernley speak with First Phosphate CEO John Passalacqua and Surge Battery Metals CEO Greg Reimer about the emerging “golden age” for lithium iron phosphate materials, North American LFP supply chains, and the growing role of gold miners in critical minerals.
First Phosphate discusses high-purity igneous phosphate for LFP batteries, Canada’s critical minerals strategy, and recent market momentum. Surge Battery Metals covers its Nevada North lithium project, major resource upgrade, planned Nasdaq listing, Evolution Mining partnership, and the path toward a PFS.
Register for the Lithium-ion Bull Newsletter:
https://rkequity.us17.list-manage.com/subscribe?u=9a8c41f471f338217d776887e&id=74eda00629
Chapters
(00:00) LFP Materials Boom
(04:06) Fox River Ore Body Differences
(07:29) Project History
(09:16) Critical Minerals Status
(10:55) LFP-First Strategy
(13:16) Western Supply Gap
(14:22) Warrant Exercise Update
(16:09) Market Narrative Wrap-Up
(17:54) Surge Battery Metals
(20:03) Nasdaq Listing
(21:08) Resource Upgrade
(23:24) Scale And Optionality
(24:29) Thacker Pass Comparison
(25:50) Upcoming Catalysts
(27:20) Evolution Partnership
(29:49) Processing Pathway
(32:34) Valuation Gap
(37:24) Twelve-Month Outlook
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
rockstockchannel@rkequity.com
Patreon:
https://www.patreon.com/rockstockchannel
Podcast
Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/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
3 days ago
3 days ago
Craig Shesky, CFO of The Metals Company, joins Howard Klein to discuss TMC’s NOAA permitting path, Allseas production agreement, capital-light strategy, offshore nodule collection, U.S. critical minerals supply chains, and the growing links between nickel, cobalt, manganese, copper, AI infrastructure, defense, batteries, and national security.
The conversation also covers TMC’s valuation disconnect, commercial readiness, processing optionality in the U.S., and why polymetallic nodules could become a major strategic resource for American industrial growth.
TMC Webcast: https://edge.media-server.com/mmc/p/kau3m5b7/
Chapters
(00:00) Strategic TMC Overview
(07:46) NOAA Permit Path
(10:59) Allseas Production Agreement
(14:55) Royalty Financing Flexibility
(17:47) Commercial De-Risking
(21:08) National Security Narrative
(24:00) Commodity Price Upside
(27:16) Processing Strategy
(29:38) Stockpiling And Refining
(31:44) Valuation Disconnect
(37:30) Next Year’s Milestones
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
rockstockchannel@rkequity.com
Patreon:
https://www.patreon.com/rockstockchannel
Podcast
Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/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
4 days ago
4 days ago
Sigma Lithium CEO Ana Cabral joins Howard Klein and Matt Fernley following the company’s Q1 2026 earnings release to discuss Sigma’s record profitability, balance sheet deleveraging, production growth plans, and path to doubling output in 2027.
Ana explains how Sigma is using strong cash generation to improve financial flexibility, prepare for longer-term growth financing, and scale production through its Phase 2 expansion. The discussion also covers owner-operated mining, low-cost execution, lithium market dynamics, sustainability monetization through dry stack tailings and lithium fines, and why Sigma believes it remains undervalued versus peers.
Sigma Lithium Q1 2026 Earnings:
1. Press release:
https://s3.amazonaws.com/b2icontent.irpass.cc/2870/rl166032.pdf
2. Presentation:
https://ir.sigmalithiumcorp.com/wp-content/uploads/2026/05/Sigma-2605-1Q26-Earnings-Presentation.pdf
3. Call:
https://web.quartr.com/link/companies/15178/events/626673
Chapters
(00:00) Earnings Overview
(02:12) Balance Sheet Strategy
(04:44) Expansion Plans
(06:34) Mining Operations
(09:33) Market Valuation Gap
(11:51) Sustainability Monetization
(13:42) Cost Advantage
(15:13) Investor Re-Rating
(16:21) Closing Remarks
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
rockstockchannel@rkequity.com
Patreon:
https://www.patreon.com/rockstockchannel
Podcast
Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/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
Friday May 15, 2026
Friday May 15, 2026
In this Rock Stock Recap, Howard Klein, Matt Fernley, and Rodney Hooper discuss the latest moves across lithium, rare earths, copper, silver, gold, and critical minerals.
Topics include the Elevra capital raise, Atlantic Lithium deal activity, Lithium Argentina’s strong ramp-up, Quebec’s potential as a major lithium province, Greenbushes production concerns, EV demand, China inventories, heavy rare earths, copper supply risks, and macro themes driving commodity markets.
Stay tuned for insights from Bruce Richardson of Anson Resources on their definitive agreement with POSCO and what it could mean for Utah brines and the U.S. lithium supply chain.
Explore our Patreon Offerings: https://www.patreon.com/cw/rockstockchannel/membership
Chapters
(00:00) Intro
(04:14) Lithium Market Momentum
(04:49) Elevra Capital Raise
(07:18) Greenbushes Production Concerns
(11:07) EV Demand Outlook
(13:12) DSO And Inventory
(15:42) Energy Market Risks
(19:04) Producer Expansion Signals
(20:50) Atlantic Lithium Deal
(23:50) Quebec Lithium Opportunity
(27:39) Lithium Argentina Results
(29:08) ASX Listing Rationale
(32:21) Copper Market Debate
(35:39) Heavy Rare Earths
(40:10) Silver And Gold
(42:24) Inflation And Fertilizer
(44:56) Easy Money Narrative
(46:24) Anson Resources Update
(46:40) Resource Upgrade
(49:21) POSCO Partnership
(52:43) Project Advantages
(54:37) Upcoming Catalysts
(55:57) Closing Remarks
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
rockstockchannel@rkequity.com
Patreon:
https://www.patreon.com/rockstockchannel
Podcast
Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/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
Tuesday May 12, 2026
Tuesday May 12, 2026
Gabriel Rubacha (CEO of NOA Lithium Brines) breaks down the Rio Grande lithium project in Argentina. Covering hybrid DLE vs conventional evaporation, lithium chloride vs carbonate, project optionality, RIGI incentives, valuation upside for Argentine lithium brines, and what’s next for NOA's pre-feasibility study, Arizaro, and Salinas Grandes.
Battery Materials Review Issue (Complimentary):
https://www.patreon.com/posts/battery-review-155835907
Investor Webinar Recording (Complimentary):
https://www.patreon.com/posts/quarterly-156904420
Explore our Patreon Offerings:
https://www.patreon.com/cw/rockstockchannel/membership
Chapters
(00:00) NOA Overview
(03:31) Hybrid DLE Option
(09:05) Lower Altitude Plant
(12:14) Chloride Vs Carbonate
(16:30) Resource Growth Potential
(18:23) Management Experience
(19:34) Argentina RIGI Benefits
(24:10) Brine Valuation Gap
(26:45) Arizaro And Salinas
(31:20) 2026 Project Milestones
(32:55) Closing Thoughts
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
rockstockchannel@rkequity.com
Patreon:
https://www.patreon.com/rockstockchannel
Podcast
Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/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
Friday May 08, 2026
Friday May 08, 2026
In this Rock Stock Recap with Mac Whale, Howard Klein and Matt Fernley they discuss Lithium stocks, Atlantic Lithium, Quebec developers, Sigma Lithium, Lithium Africa, Lithium Ionic, and Thacker Pass. The discussion covers the Atlantic Lithium takeover bid, the Quebec valuation gap, Q2 vs PMET, Brazil and Africa lithium opportunities, and how BESS, EV demand, and lithium processing could shape the next phase of the market.
Explore our Patreon Offerings: https://www.patreon.com/cw/rockstockchannel/membership
Chapters
(00:00:00) Lithium Market Setup
(00:06:36) Atlantic Lithium Bid
(00:14:29) Counterbid Scenarios
(00:24:34) Quebec Valuation Gap
(00:39:58) Brazil Producer Outlook
(00:45:59) Lithium Africa Potential
(00:51:40) Lithium Argentina Growth
(00:58:47) Sedimentary Lithium Outlook
(01:05:32) DLE Progress Debate
(01:10:17) Li-FT/Winsome Merger
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
Thursday May 07, 2026
Thursday May 07, 2026
Rare Earths Americas CEO Don Swartz joins Rock Stock Channel to discuss the company’s oversubscribed IPO, its US and Brazil rare earth projects, and the strategy behind building a Western supply chain for heavy rare earths. The conversation covers the Shiloh project in Georgia, ionic clay assets in Brazil, monazite sands, project economics, and why Rare Earths Americas chose a US listing.
Follow Rare Earths Americas (NYSE: REA)
LinkedIn - https://www.linkedin.com/company/rare-earths-americas/
Chapters
(00:00) IPO And Company Overview
(05:31) Asset Portfolio Overview
(08:38) Shiloh Project Potential
(10:23) Sands Economics Explained
(14:39) Constellation Project Overview
(15:50) Alpha Project Plans
(17:11) Homer Project Potential
(18:48) Team And Board
(21:34) Brazil Valuation Context
(24:13) Why Go Public Now
(26:05) Why List In The US
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
Saturday May 02, 2026
Saturday May 02, 2026
This week’s Rock Stock Recap breaks down the latest moves in lithium, rare earths, antimony, scandium, and other critical minerals, with a close look at lithium price forecasts, brine valuations, rare earths momentum, and emerging opportunities across the sector. Howard Klein, Matt Fernley, and Rodney Hooper discuss key market trends, mining stocks to watch, and why developers and smaller stories may still offer upside.
Explore our Patreon Offerings: https://www.patreon.com/cw/rockstockchannel/membership
The episode also includes a brief update with John Passalacqua of First Phosphate, one of the few pure-play phosphate stories tied to the growing LFP battery theme, plus Matt Fernley’s conversation with Amy Rotman of Mining.com.au, where they discuss CATL, sodium-ion batteries, and the latest battery market developments.
Chapters
(00:00:00) Intro
(00:03:25) Lithium Scoreboard Highlights
(00:04:38) Producer Spod Pricing Differences
(00:07:18) Operational Leverage Winners
(00:11:02) Q2 Metals Financing Update
(00:12:23) Brine Valuation Gap
(00:20:54) Minor Metals Momentum
(00:23:01) Antimony Market Shift
(00:29:59) Overlooked Niche Metals
(00:33:47) Rare Earths Rally
(00:38:02) Lithium Bull Market Outlook
(00:45:46) First Phosphate Update
(00:49:26) Drill Results Overview
(00:51:52) Why Igneous Matters
(00:54:28) Purity And Impurities
(00:55:52) Strategic Quebec Advantage
(00:57:35) % Phosphate In LFP
(00:59:14) Closing Remarks
(00:59:59) CATL Battery Overview
(01:01:34) LFP Vs. High Nickel
(01:03:37) Sodium-Ion Limits
(01:05:20) Battery Swapping Potential
(01:07:36) Lithium Price Outlook
(01:10:13) U.S. Rare Earth Push
(01:12:35) Critical Minerals 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
Wednesday Apr 29, 2026
Wednesday Apr 29, 2026
RK Equity’s April 2026 Quarterly Webinar Update covers lithium, battery materials, rare earths, nickel, copper, aluminium, EV demand, BESS growth, macro risks, and critical minerals equities. Matt Fernley breaks down the latest trends across the battery value chain, supply shortages, valuation gaps, and key opportunities in the energy transition and AI-driven commodities supercycle.
Explore our Patreon Offerings: https://www.patreon.com/cw/rockstockchannel/membership
Chapters
(00:00) Intro
(03:13) Agenda
(04:57) Renewables Growth Outlook
(07:11) BESS Growth & Storage Economics
(09:02) EV Demand: China vs Global
(11:24) Lithium Prices Rebound
(12:08) Spodumene Supply Tightness
(13:49) Lithium Chemicals Lag Raw Materials
(16:09) EV Battery Pack Size Trends
(19:27) Lithium Value Chain Inventories
(23:06) Aluminium Supply Squeeze
(26:49) Bauxite Supply Gap
(28:31) Copper: Bullish Long Term, Risky Near Term
(30:45) Nickel Supply Constraints
(32:25) High Purity Manganese Outlook
(34:36) Graphite & Anodes Setup
(36:14) Rare Earths Price Reset
(38:34) Silver’s 2026 Surge
(40:18) Antimony Supply Shortage
(42:33) Macro Overview
(45:35) Equities Overview
(50:06) Key Takeaways & Market Positioning
(52:38) 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/cw/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