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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
36 minutes ago
36 minutes ago
38 min
In this Rock Stock Recap, Howard Klein and Matt Fernley discuss lithium prices, critical minerals, rare earths, battery materials, EV demand, BESS trends, and where dip-buying opportunities may be emerging across the sector.
Plus, John Passalacqua of First Phosphate (CSE:PHOS) shares an update on the company’s upsized financing, G7 support, LFP battery supply chain strategy, and path toward feasibility, permitting, and FID.
Explore our Patreon Membership:
https://www.patreon.com/cw/rockstockchannel/membership
___
Chapters
(00:00) Battery Materials Update
(04:10) Lithium Market Outlook
(07:10) Investor Attention Shifts
(11:52) Lithium Supply Risks
(14:20) CATL Restart Impact
(16:24) Project Incentive Prices
(17:41) Government Funding Support
(18:16) Rare Earth Price Strength
(19:31) Summer Market Sell-Off
(22:18) Critical Minerals Performance
(23:49) Dip-Buying Opportunities
(24:31) Cash-Rich Developers
(26:29) Lithium Africa Appointments
(29:09) PHOS: Upsized Financing
(30:31) Growing Demand For LFP
(31:48) G7 Supply Chain Support
(33:19) Funding And Cash Runway
(34:07) Mine Development Timeline
(35:06) Market Sell-Off Opportunity
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
59 min
Georgia Williams of Investing News Network interviews Howard Klein of RK Equity to discuss lithium, critical minerals, battery storage, AI power demand and US energy security. The episode also features Craig Shesky of The Metals Company on deep-sea mining, seafloor nodules and securing nickel, copper, cobalt and manganese supply chains.
___
Chapters
(00:00) Intro
(04:18) Georgia Williams Interview
(09:38) Batteries And National Security
(13:55) Recycling And Black Mass
(15:14) Domestic Processing Partnerships
(19:00) Competing With China
(21:26) The Missing Midstream
(24:50) America’s Lithium Opportunity
(27:33) Energy Storage Demand
(31:35) Prioritizing Critical Minerals
(35:24) Building Ex-China Supply
(36:14) AI, Robots, And Minerals
(39:10) Batteries Power AI
(40:51) Automation And Seafloor Mining
(43:34) TMC at Benchmark Conference
(46:33) Streamlining US Permits
(48:41) Processing Seafloor Nodules
(50:53) Domestic Supply Chains
(51:34) Scaling Commercial Production
(52:51) International Legal Risks
(55:00) Buyers And Offtakes
(56:07) Critical Mineral Demand
(58:01) Building Industry 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
Jul 6, 2026
Jul 6, 2026
19 min
John Passalacqua, CEO of First Phosphate, explains why igneous phosphate is critical to the future of lithium iron phosphate (LFP) batteries, energy storage, electric vehicles, and North America’s battery supply chain during the Fastmarkets Lithium Conference 2026 in Las Vegas. Learn how purified phosphoric acid, critical minerals, and mine-to-market production could help onshore LFP cathode active material for the growing clean energy industry.
PHOS Presentation:
https://custom-eur.cvent.com/6B4AD26156DA46D280CFA793261D5868/files/8cf1c78005c34f59bf2084c1a8700538.pdf
Follow First Phosphate:
LinkedIn (John Passalacqua) - https://www.linkedin.com/in/john-passalacqua-964092257/
X/Twitter (Company) - https://x.com/FirstPhosphate
___
Chapters
(00:00) Speaker Introduction
(00:22) First Phosphate Overview
(00:54) LFP Market Growth
(01:59) Energy Storage Demand
(02:45) Phosphate Supply Gap
(04:07) Purified Phosphoric Acid
(06:12) Igneous Phosphate Advantage
(07:31) Quebec Mine Resource
(09:30) Mine-To-Market Strategy
(10:07) North American Battery Chain
(12:51) Government And G7 Support
(14:34) Critical Phosphate Supply
(16:34) Gold Miner Interest
(17:33) LFP Battery Recycling
(19:24) 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
Jul 3, 2026
Jul 3, 2026
56 min
In this Rock Stock Recap episode, Howard Klein, Matt Fernley, and Ben Hammond discuss the latest pullback in lithium equities, critical minerals market sentiment, and key takeaways from the Fastmarkets Lithium Supply & Battery Raw Materials conference in Las Vegas.
Topics include lithium price trends, the RK Equity Lithium Scoreboard, CATL’s battery outlook, Rio Tinto’s lithium strategy, DLE progress in Argentina, brine valuations, energy storage demand, and what “investable tons” mean for the future of lithium supply.
Featuring insights on lithium, battery materials, critical minerals, EVs, ESS, Rio Tinto, CATL, Galan Lithium, Lithium Argentina, and the broader energy transition.
PLS Presentation:
https://www.linkedin.com/posts/plslinkedin_lithium-energytransition-investabletonne-activity-7475393248933388288-PmVj
Join our Patreon Membership:
https://www.patreon.com/cw/rockstockchannel/membership
___
Chapters
(00:00) Intro
(03:28) Metals Selloff
(05:40) Summer Risk-Off
(12:53) Lithium Performance Summary
(17:26) CATL Mine Rumors
(21:11) Bubble Concerns
(24:22) Recession Risks & Oil
(28:16) Rio Lithium Strategy
(33:07) DLE Progress
(34:21) Hard Rock + Brine M&A Outlook
(39:57) Debt And Dilution
(41:55) Lithium Argentina
(45:16) CATL Battery Outlook
(48:48) PLS: Investable Lithium Tons
(52:50) Upcoming Content
(53:55) Patreon Membership
(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
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
Jul 2, 2026
Jul 2, 2026
40 min
North America’s battery supply chain has a missing link: the midstream. In this Fastmarkets panel, industry leaders discuss why PCAM, CAM, lithium, phosphate, government funding, and local content requirements are critical to building a competitive battery materials supply chain outside China.
Featuring insights from Electra Battery Materials (Trent Mell), Lithium Americas (Rene LeBlanc), First Phosphate (John Passalacqua), Positive Materials (Marco Romero), Global Lithium (Joe Lowry), and RK Equity (Matt Fernley).
Follow panelists on LinkedIn:
Matt Fernley - https://www.linkedin.com/in/matt-fernley-8a755a3/
Trent Mell - https://www.linkedin.com/in/tmell1/
Marco Romero - https://www.linkedin.com/in/marco-romero-93606a1a3/
John Passalacqua - https://www.linkedin.com/in/john-passalacqua-964092257/
Joe Lowry - https://www.linkedin.com/in/jplowry/
Rene LeBlanc - https://www.linkedin.com/in/rene-leblanc-19173311/
___
Chapters
(00:00) Panel Introduction
(01:31) Midstream Bottlenecks
(02:22) PCAM and CAM Barriers
(03:37) Global Supply Chain Gaps
(05:26) Lithium and Cathode Investment
(09:00) Competing Beyond China
(14:01) Financing Project Scale-Up
(15:28) Government Support Tools
(18:58) Funding Signals Matter
(22:42) DOE Loan Lessons
(26:36) LFP and Phosphate
(29:40) Project Development Lessons
(31:09) Cathode Manufacturing Know-How
(32:31) Ten-Year Success Vision
(37:08) Standalone CAM Models
(38:17) Policy and Lobbying
(39:12) Robots and Battery Demand
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
Jul 1, 2026
Jul 1, 2026
43 min
Tom Benson, CEO of Lithium Africa (TSXV: LAF), joins Rock Stock Channel (Howard and Matt) for a deep dive into the company’s African lithium exploration strategy, Ganfeng Lithium partnership, and key drill-ready projects in South Africa and Côte d’Ivoire.
Topics include Lithium Africa’s discovery-focused model, the Springbok and Adzope projects, low-cost African spodumene potential, upcoming drill catalysts, and why Africa could be one of the most overlooked frontiers in global lithium exploration.
LAF Presentation:
https://li-africa.com/wp-content/uploads/2026/07/2026_06-LAF_Corporate_Deck_Q2_July2026.pdf
Follow Lithium Africa:
LinkedIn (Tom Benson) - https://www.linkedin.com/in/thomasrbenson/
X/Twitter (Company) - https://x.com/Lithium_afri
___
Chapters
(00:00) CEO Transition
(05:18) Tom’s Background
(09:17) Lithium Africa Overview
(11:18) Africa Exploration Thesis
(14:05) Project Selection Method
(16:52) Ganfeng Partnership
(19:02) Low-Cost African Spodumene
(22:07) Springbok Project
(25:09) Springbok Drilling Plan
(27:36) Springbok Mineralogy
(31:39) Adzope Project
(34:28) Early-Stage Portfolio
(35:37) Discovery Upside
(36:55) Upcoming Catalysts
(38:00) Why Lithium Africa
(41:06) Project Generator Model
(42:35) 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
Jun 30, 2026
Jun 30, 2026
43 min
Direct Lithium Extraction (DLE) is moving from promise to production. In this Fastmarkets panel, Howard Klein moderates a discussion with Fabien Burdet, Francis Wedin, Teague Egan, Samuel Moore, Joseph Mills, and Jeremy Humphers on DLE commercialization, lithium project finance, brine resources, geothermal and oilfield opportunities, and future lithium supply growth.
The panel explores what it will take for DLE projects to scale, compete on cost, and support the global battery metals supply chain.
Follow panelists on LinkedIn:
Howard Klein - https://www.linkedin.com/in/howardklein/
Fabien Burdet - https://www.linkedin.com/in/fabien-burdet-83851a27/
Francis Wedin - https://www.linkedin.com/in/franciswedin/
Teague Egan - https://www.linkedin.com/in/teagueegan/
Samuel Moore - https://www.linkedin.com/in/samuel-moore-454901b6/
Joseph Mills - https://www.linkedin.com/in/joseph-mills-2036a719/
Jeremy Humphers - https://www.linkedin.com/in/jeremy-humphers/
___
Chapters
(00:00) Panel Introductions
(07:58) Financing DLE Projects
(10:36) Brine Project Differences
(13:42) EnergyX Project Pipeline
(15:23) IBAT Commercial Path
(17:35) Galvanic’s Texas Strategy
(19:21) Project Finance Challenges
(22:52) DLE Value Creation
(27:16) Eramet Expansion Plans
(31:42) Long Development Timelines
(34:04) Modular Growth Strategies
(36:41) Future DLE Supply
(42:22) 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
Jun 28, 2026
Jun 28, 2026
18 min
Galan Lithium (ASX: GLN) joins Rock Stock Channel (Howard and Matt) at the Fastmarkets Lithium Conference to discuss Argentina brines, the Hombre Muerto West lithium project, first lithium chloride sales, Phase 2 financing, and why Argentine lithium assets may be misunderstood by public markets.
Featuring JP Vargas, Daniel Jimenez, Ross Dinsdale, Ofer Amir, Howard Klein, and Matt Fernley, this conversation covers Galan’s development progress, Argentina’s improving investment climate, RIGI approval, strategic interest in lithium brines, and the long-term investment case for low-cost lithium production.
Follow Galan Lithium:
LinkedIn (JP Vargas) - https://www.linkedin.com/in/juan-pablo-vargas-de-la-vega-2770b723/
LinkedIn (Ross Dinsdale) - https://www.linkedin.com/in/ross-dinsdale-cfa-19b1885b/
LinkedIn (Daniel Jimenez) - https://www.linkedin.com/in/daniel-jimenez-schuster-71b3b5117/
X/Twitter (Daniel Jimenez) - https://x.com/D_Jimenez_Sch
___
Chapters
(00:00) Argentina Brine Undervaluations
(02:30) Galan’s Development Progress
(04:54) Argentina Investment Climate
(07:45) Argentina Versus Chile
(09:52) Strategic Interest Grows
(12:00) Financing Phase Two
(14:52) Brine Investment Case
(16:29) Resource Quality
(17:24) 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
Jun 26, 2026
Jun 26, 2026
49 min
Live from the Fastmarkets lithium conference 2026, Howard Klein and Matt Fernley, along with Chris Robb, discuss their key takeaways for the lithium market, DLE technology, LFP batteries, phosphate supply chains, and upcoming catalysts across leading battery metals companies including Lithium Ionic, Anson Resources, First Phosphate, Q2 Metals, NOA Lithium Brines, and Surge Battery Metals.
___
Chapters
(00:00) Fastmarkets Takeaways
(11:18) Company Catchup: Lithium Ionic
(17:13) Anson Resources
(21:45) First Phosphate
(27:18) Q2 Metals
(32:30) NOA Lithium Brines
(37:04) Surge Battery Metals
(42:14) Chris Robb
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
Jun 24, 2026
Jun 24, 2026
51 min
NOA Lithium Brines (TSXV: NOAL) joins Amvest Capital and RK Equity for a discussion on the lithium market, Argentina’s Lithium Triangle, and the company’s Rio Grande, Arizaro, and Salinas Grandes lithium brine projects in Salta. CEO Gabriel Rubacha outlines NOA’s project portfolio, low-cost brine strategy, Rio Grande PFS timeline, permitting plans, and key catalysts, while RK Equity provides insight into lithium supply-demand trends, brine valuations, and future market opportunities.
Topics include lithium brine extraction, battery-grade lithium carbonate, Argentina mining investment, project economics, strategic partners, offtake potential, and the outlook for lithium prices.
Follow NOA Lithium Brines:
LinkedIn (Gabriel Rubacha) - https://www.linkedin.com/in/gabriel-rubacha-1a56a642/
LinkedIn (NOAL) - https://www.linkedin.com/company/noa-lithium-brines/
X/Twitter (NOAL) - https://x.com/NOAlithium
___
Chapters
(00:00) Introduction
(02:44) Lithium Market Context
(04:10) Why Lithium Brines
(07:54) Brine Asset Valuations
(11:23) NOA Company Overview
(13:04) Project Portfolio Strategy
(20:42) Rio Grande Project
(24:39) Permitting And Incentives
(26:38) Arizaro And Salinas
(29:58) Q&A Begins
(34:09) Brine Extraction Benefits
(38:08) Permitting And Communities
(40:30) Offtake And Partners
(43:27) Lithium Price Outlook
(48:08) Key Catalysts
(50:26) 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