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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
Jun 23, 2026
Jun 23, 2026
25 min
Rare Earths Americas (NYSE: REA) CEO Don Swartz joins Rock Stock Channel (Howard and Matt) for a post-IPO update on the company’s U.S. and Brazil rare earth portfolio. The discussion covers recent Shiloh project results, including select surface samples up to 44.5% TREO, the potential for a laterally extensive monazite-bearing sands system in Georgia, and the company’s Alpha ionic clay rare earth project in Brazil.
Don also discusses analyst coverage, REA’s balance sheet, drilling plans, upcoming catalysts, heavy rare earth demand, and the strategic importance of rare earth supply chains across the Americas.
REA Presentation Deck:
https://d1io3yog0oux5.cloudfront.net/_f62d9682f949685388ebc9ebf68da5b1/rareearthsamericas/db/3576/34481/pdf/REA_June+2026+Marketing+Deck+vFINAL.pdf
Follow Rare Earths Americas:
Website - https://rareearthsamericas.com/
LinkedIn (Donald Swartz) - https://www.linkedin.com/in/donald-swartz/
___
Chapters
(00:00) Intro
(03:09) Analyst Coverage Themes
(05:02) IPO Investor Feedback
(07:53) Shiloh Drill Ramp-Up
(09:28) Drill Results Explained
(12:19) Monazite Sands Strategy
(16:22) Alpha Project Assessment
(17:40) Brazil Growth Pipeline
(20:13) Upcoming Catalysts
(21:12) Investor Materials
(22:19) Critical Minerals Policy
(24:35) Closing 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
Jun 19, 2026
Jun 19, 2026
18 min
First Phosphate (CSE: PHOS) CEO John Passalacqua joins Rock Stock Channel (Howard and Matt) to discuss major G7 critical minerals news, including export credit agency support, a potential C$275 million project guarantee, phosphoric acid plant backing, and new offtake agreements.
The conversation covers why battery-grade phosphate is becoming critical to the Western LFP battery supply chain, how First Phosphate is advancing its mine-to-market strategy in Quebec, and why governments are now paying closer attention to phosphate alongside lithium, graphite and rare earths.
Topics include LFP batteries, phosphate supply, critical minerals, project financing, offtake agreements, G7 supply chain security, and North American battery materials.
___
Chapters
(00:00) Intro
(02:21) G7 Minerals Announcement
(03:58) Project Financing Support
(04:43) Acid Plant Backing
(05:50) Offtake Agreements
(06:35) G7 Supply Chain Focus
(07:35) Phosphate’s Battery Role
(08:35) Western Phosphate Shortage
(09:24) Next Project Catalysts
(10:11) Government Partnerships
(12:36) Financing And Investors
(16:43) Closing Market Context
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 17, 2026
Jun 17, 2026
39 min
Bruce Richardson, CEO of Anson Resources (ASX: ASN), joins Rock Stock Channel (Howard & Matt) to discuss the latest Green River lithium engineering study, the definitive POSCO demonstration plant agreement, low-cost US lithium production potential, project financing, government support, and Anson’s role in the emerging Korea-US battery materials supply chain.
Topics include Green River’s C1 operating cost, infrastructure advantages, DFS timeline, POSCO due diligence, LG Energy Solution offtake, federal grant applications, and the path toward building a strategic US lithium supply chain.
___
Chapters
(00:00) Green River Update
(03:35) Low-Cost Drivers
(07:16) Capital Cost Advantage
(10:58) Path To DFS
(14:43) Anson's Own Demo Plant
(17:24) POSCO Due Diligence
(20:34) Korea-US Supply Chain
(22:13) Government Support
(26:53) Shareholder Requisition
(29:37) Cathode Supply Challenge
(37:46) Site Visit Interest
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 12, 2026
Jun 12, 2026
58 min
In this Rock Stock Recap episode, Howard, Matt and Rodney chat about the latest lithium, battery materials and critical minerals trends following Benchmark’s Giga USA conference in Washington, D.C.
Topics include the lithium price rebound, ESS and EV demand, China’s role in battery markets, rare earths, copper and aluminium, US government critical minerals policy, the missing cathode link, and America’s opportunity to become a major lithium producer.
Featuring discussion on Lithium Americas (Jonathan Evans), Standard Lithium (David Park), Thacker Pass, DLE, PCAM/CAM, battery energy storage, data centers, rare earth magnets and the future of the North American battery supply chain (Iola Hughes).
___
Chapters
(00:00) Intro
(05:28) Lithium Price Rebound
(07:30) Lithium Market Outlook
(10:48) Equity Market Pressure
(12:36) Lithium Versus Commodities
(13:43) China EV Demand
(16:51) Rare Earths Update
(19:26) Copper And Aluminum
(23:32) El Niño Risks
(26:17) Benchmark Conference Takeaways
(29:21) Government Battery Policy
(32:15) US Lithium Opportunity
(33:46) Missing Cathode Link
(36:18) Lithium Americas (Jon Evans)
(41:29) Standard Lithium (David Park)
(49:15) Iola Hughes (Benchmark)
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 8, 2026
Jun 8, 2026
46 min
Fastmarkets CEO Raju Daswani and Fastmarkets Fast Forward host Andrea Hotter join Howard Klein and Matt Fernley ahead of the Fastmarkets' 2026 Global Lithium, Battery and Critical Minerals Conference in Las Vegas.
Topics discussed include the lithium market reset, rising ESS demand, BYD’s global growth, Rio Tinto’s lithium strategy, critical minerals financing, Pentagon supply chain priorities, and why strategic materials are no longer a niche topic.
Register for Fastmarkets Conference (Use code 'SPEAKER25' for 25% off):
https://globalevents.fastmarkets.com/lithium-supply-and-battery-raw-materials-conference
Listen to Fastmarkets' Fast Forward Podcast:
https://www.fastmarkets.com/insights/fast-forward-podcast/
Follow Fastmarkets:
LinkedIn (Raju Daswani): https://www.linkedin.com/in/rajudaswani/
LinkedIN (Andrea Hotter): https://www.linkedin.com/in/andrea-hotter-ah1/
X/Twitter: https://x.com/FastmarketsMM
___
Chapters
(00:00) Conference Preview
(03:10) Market Mood
(05:52) Strategic Materials Shift
(08:28) Speaker Highlights
(10:47) Networking And Investors
(13:43) Fast Forward Podcast
(17:21) BYD’s Global Growth
(20:41) Mining Finance Gap
(27:34) Pentagon Supply Chains
(35:23) Europe’s Minerals Response
(37:08) Rio’s Lithium Strategy
(42:58) ESS Growth
(45:42) Final Details
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 5, 2026
Jun 5, 2026
1hr 6 min
In this Rock Stock Recap, Chris Williams of Adamas Intelligence joins us (Howard, Matt and Rodney) to discuss lithium markets, DLE technology, incentive pricing, project valuations, and the outlook for lithium supply and demand.
We examine whether recent project restarts really threaten the market balance, why energy storage systems (ESS) are outperforming expectations, how capital intensity impacts project economics, and what lithium prices are needed to incentivize new supply. We also discuss Vulcan Energy, Q2 Metals, Quebec hard-rock lithium, Thacker Pass, and the future of Western lithium refining.
Register for Adamas Intelligence REE Conference:
https://www.adamasevent.com/
Register for Benchmark Giga US 2026:
https://www.benchmarkminerals.com/events/giga-usa
Follow Christopher Williams:
LinkedIn: https://www.linkedin.com/in/cdw4870/
X/Twitter: https://x.com/zempheth
___
Chapters
(00:00:00) Opening Updates
(00:03:49) Meet Chris Williams
(00:07:27) DLE Site Lessons
(00:13:41) Vulcan And Exxon
(00:19:53) Q2 Valuation
(00:23:01) Quebec Site Visits
(00:26:04) Valuation Metrics
(00:31:35) Incentive Prices
(00:39:37) Supply Incentives
(00:46:05) Lithium Price Action
(00:48:43) Supply Restarts
(00:54:47) DSO Market Signals
(00:59:26) Lithium Outlook
(01:02:58) Closing Thoughts
(01:04:21) Q2 Metals Highlights
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 4, 2026
Jun 4, 2026
32 min
Hosted by the Cory Fleck of the Korelin Economics Report, Howard Klein and Matt Fernley discuss the recent structural changes in the critical minerals sector, highlighting how the ongoing conflict in the Middle East has restricted the global sulfur supply and directly disrupted downstream nickel and cobalt processing. They also analyze the emerging trends in heavy rare earth element demand, evaluated new visual clay processing techniques, and debated the long-term feasibility of domestic lithium production and government-backed price floors.
Follow us on X (Twitter):
Howard: https://x.com/LithiumIonBull
Matt: https://x.com/matt_fernley
___
Chapters
(00:00) US-China Minerals Talks
(04:20) Sulfur Supply Shock
(06:20) Rare Earth Demand
(08:00) Processing Challenges
(11:40) New Rare Earth Tech
(15:40) US Lithium Potential
(18:20) Direct Lithium Extraction
(22:40) Canada’s Minerals Push
(24:40) Critical Minerals Price Floors
(28:00) Government Support Tools
(31:20) Investor Takeaways
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
_________________________________________________
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
Jun 4, 2026
Jun 4, 2026
23 min
Neil McCallum, VP Exploration at Q2 Metals (TSXV: QTWO), joins Rock Stock Channel (Howard and Matt) to discuss the latest plans for the Cisco Lithium Project in Quebec’s James Bay region. Topics include Q2’s recent C$70 million financing, 2026 exploration plans, infill drilling to support future studies, regional upside, infrastructure advantages, transportation costs, PEA workstreams, and potential synergies with Rio Tinto’s Galaxy project.
Cisco hosts one of the largest hard rock lithium resources in the Western Hemisphere, and Q2 Metals is now funded for its largest exploration and development program to date.
Follow Q2 Metals:
LinkedIn (Neil McCallum): https://www.linkedin.com/in/neil-mccallum-56b16621/
X/Twitter (Q2 Metals): https://x.com/Q2Metals
___
Chapters
(00:00) Overview
(02:50) Cisco Vs. Corvette
(05:15) 2026 Exploration Plans
(07:28) Infill Drilling Strategy
(09:06) Regional Exploration Potential
(10:40) Camp And Road Access
(11:21) PEA Workstreams
(12:16) Metallurgical Testing
(13:18) Transportation Advantages
(14:55) Cisco Discovery Upside
(16:44) Regional Infrastructure Synergies
(19:00) Rio Tinto Speculation
(21:38) Government Support
(22:35) 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 3, 2026
Jun 3, 2026
53 min
Benchmark Mineral Intelligence’s Bryan Bille and Cameron Perks join Rock Stock Channel (Howard and Matt) to discuss the outlook for lithium, critical minerals, battery supply chains, and Benchmark’s Giga USA conference in Washington, D.C.
Bryan highlights the growing national security focus on critical minerals, the role of policy and geopolitics, and key Giga USA themes including lithium, DLE, copper, graphite, rare earths, energy storage, defense technologies, and supply chain de-risking.
Cameron breaks down Benchmark’s lithium market outlook, including why prices could ease in 2027, the role of new supply from Africa, China and Australia, downstream inventory risks, EV and ESS demand, and the long-term incentive price needed to support future lithium production.
Register for Benchmark Giga US 2026:
https://www.benchmarkminerals.com/events/giga-usa
Follow Benchmark Mineral Intelligence:
LinkedIn (Bryan Bille): https://www.linkedin.com/in/bryanbille/
LinkedIn (Cameron Perks): https://www.linkedin.com/in/cameronperks/
X/Twitter (Benchmark Mineral Intelligence): https://x.com/benchmarkmin
___
Chapters
(00:00) Conference Context
(03:35) Giga USA Overview
(04:51) Agenda And Speakers
(12:01) Sponsors And Networking
(14:12) Cameron Perks: Price Outlook
(17:40) Supply Black Holes
(20:45) African DSO Supply
(23:24) Ewoyaa Acquisition
(25:23) Manono Ramp-Up
(27:42) Zimbabwe Export Rules
(30:55) China Lepidolite
(34:42) China Spodumene
(36:17) Restarting Supply
(39:06) EV Demand Outlook
(44:05) Inventory Risks
(47:37) Price Downside
(50:56) Incentive Pricing
(52:49) Final Takeaways
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 2, 2026
Jun 2, 2026
32 min
Li-FT Power's CEO Francis MacDonald joins Rock Stock Channel (Howard Klein & Matt Fernley) to discuss the newly merged Li-FT/Winsome Resources company, the Adina-Galinée lithium project in Quebec, Renard processing optionality, Yellowknife’s lithium carbonate strategy, Alberta infrastructure advantages, and upcoming catalysts for investors.
The discussion covers project scale, resource upside, ASX and TSXV valuation gaps, potential Canadian critical minerals support, and why the combined company could become a major North American spodumene and lithium carbonate story.
Follow Li-FT Power:
LinkedIn (Francis MacDonald): https://www.linkedin.com/in/francis-macdonald-0898b816/
X/Twitter (Li-FT Power): https://x.com/LI_FTPower
___
Chapters
(00:00) Merger And Market Setup
(08:02) Adina-Galinée Consolidation
(09:11) Resource And Pit Upside
(10:52) Market Underappreciation
(12:06) Renard Processing Options
(15:02) Scale And Plant Choices
(18:26) Infrastructure And Sulfate
(19:44) Yellowknife Overview
(21:16) Alberta Carbonate Strategy
(22:46) China Technology Partnerships
(25:36) Project Priorities
(27:00) ASX Listing Opportunity
(28:28) Catalysts And Timeline
(29:34) Australia Roadshow
(30:15) Closing Takeaways
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