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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
18 minutes ago
18 minutes 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
2 days ago
2 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
3 days ago
3 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
5 days ago
5 days ago
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
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
Sep 29, 2026
Sep 29, 2026
30 min
Galan Lithium (ASX: GLN) Managing Director JP Vargas and CFO Ross Dinsdale join Rock Stock Channel (Howard and Matt) to respond to the recent share price sell-off and outlines what has - and hasn’t - changed at Hombre Muerto West.
Management discuss first lithium chloride sales, production ramp-up, winter weather impacts, low-cost economics, Phase 2 financing, funding flexibility, and the path toward cash flow.
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
X/Twitter (Company) - https://x.com/GalanLithium
___
Chapters
(00:00) Galan Lithium Sell-Off
(05:47) What Has Changed?
(07:10) Production Timeline
(08:35) Plant Performance
(10:22) Winter Weather Impact
(14:06) Lithium Price Economics
(16:28) Production Expansion
(17:43) Phase Two Financing
(22:30) Upcoming Catalysts
(23:32) Funding Position
(25:04) Flexible Growth Strategy
(28:15) Lithium Market 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
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
Sep 25, 2026
Sep 25, 2026
48 min
Lithium inventories have now declined for 30 consecutive weeks, EV demand is improving, and strategic interest in lithium assets is picking up. In this week’s Rock Stock Recap, Howard Klein and Matt Fernley discuss lithium market fundamentals, Global Lithium’s takeover bid, renewed financing activity, Q2 Metals and Sigma Lithium, plus why copper deficit forecasts may be overstating the long-term supply gap.
The episode also covers SQM’s $3 billion Salar Futuro plan, rising mining costs, U.S. critical-minerals funding and the growing role of government capital in the sector.
Plus: stay tuned for a First Phosphate (CSE | NASDAQ: PHOS) update covering the company’s latest financing activity.
Explore our Patreon Membership:
https://www.patreon.com/cw/rockstockchannel/membership
The New York Times on TMC:
https://www.nytimes.com/2026/09/23/climate/gerard-barron-metals-company-ocean-floor-mining.html
Our Socials:
X (Howard) - https://x.com/LithiumIonBull
X (Matt) - https://x.com/matt_fernley
___
Chapters
(00:00) Lithium Deals And Critical Minerals Capital
(04:10) Q2 Metals Site Visit Highlights
(07:11) Sigma Lithium’s Owner-Operator Journey
(11:54) Global Lithium Takeout Tests Valuation
(18:48) Lithium Financing Window Reopens
(20:53) Weather And Diesel Raise Cost Risks
(23:54) Higher Rates And AI Raise Costs
(29:54) Copper Deficit Forecasts Face Scrutiny
(32:46) Lithium Inventories Signal Stronger Demand
(37:34) SQM Growth Faces Higher-Cost DLE
(41:15) Government Capital Targets Critical Minerals
(44:12) 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
Sep 24, 2026
Sep 24, 2026
23 min
Join Matt Fernley on site at Q2 Metals’ (TSXV: QTWO) Cisco Lithium Project in James Bay, Quebec, as he explores the deposit, infrastructure, drilling programme and development plans.
He speaks with the Q2 Metals team about the upcoming PEA, resource conversion, metallurgy, permitting and what makes Cisco’s large spodumene-bearing pegmatite system stand out.
Q2 Metals Corporate Presentation:
https://q2metals.com/corporate-presentation-file
Follow Q2 Metals:
LinkedIn (Alicia Milne): https://www.linkedin.com/in/alicia-milne-145a7369/
LinkedIn (Jean-Francois Tremblay): https://www.linkedin.com/in/jean-francois-tremblay-75b1747/
LinkedIn (Kevin Vigouroux): https://www.linkedin.com/in/kevin-vigouroux/
LinkedIn (Geneviève Morinville): https://www.linkedin.com/in/genevi%C3%A8ve-morinville-ph-d-9933792/
X/Twitter (Company): https://x.com/Q2Metals
___
Chapters
(00:00) Why Cisco Stands Out On Site
(01:45) Exploration Upside Beyond Cisco
(03:17) Why Cisco’s Mineralogy Matters
(06:57) Cisco’s Scale And Geometry Stand Out
(08:40) From Resource To Feasibility
(11:35) The Discovery Outcrop Up Close
(14:26) Why Drilling Beats Geophysics
(17:13) Building The Permitting Pathway
(20:33) Three Things That Stood Out
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
Sep 18, 2026
Sep 18, 2026
46 min
Amanda Van Dyke of the Critical Minerals Hub joins Howard Klein to discuss the growing critical minerals supply gap, why mine development is taking longer and becoming more expensive, and how seafloor mining could emerge as a major new source of nickel, cobalt, copper, and manganese.
We also examine The Metals Company (NASDAQ: TMC), U.S. critical minerals policy, deep-sea mining economics, permitting, technical risks, and what investors should watch as the sector moves toward commercialisation.
Follow Amanda van Dyke:
Substack: https://substack.com/@amandavandyke
LinkedIn: https://www.linkedin.com/in/amanda-van-dyke-528b1b35/
X/Twitter: https://x.com/AmandaVandyke13
Chapters
(00:00) Seafloor Mining Becomes Investible
(02:35) Mineral Demand Is Outrunning Supply
(07:27) America Races China For Minerals
(12:54) Mining Supply Cannot Scale Fast Enough
(17:39) Mineral Footprints Are Underestimated
(22:36) Why Seafloor Mining May Be Cleaner
(27:01) Polymetallic Nodules Change Mining Economics
(31:28) Seafloor Supply Could Disrupt Nickel And Cobalt
(34:28) Seafloor Mining Becomes An Investment Category
(36:12) TMC’s Permitting Path Opens
(38:49) Continuous Production Is The Key Test
(41:07) Japan And EEZs Could De-Risk Mining
(43:45) TMC Could Trigger A Seafloor Stampede
(45:24) New Mining Technologies Move Mainstream
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