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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
May 31, 2026
May 31, 2026
1hr 3 min
Galan Lithium CEO JP Vargas and CFO Ross Dinsdale join Rock Stock Channel for a deep dive into the latest Hombre Muerto West milestone, including completed commissioning, lithium chloride concentrate production, nanofiltration, Authium's role, funding to first production, RIGI benefits, and the company’s path toward becoming a low-cost lithium producer in Argentina.
We discuss Galan’s high-grade brine resource, near-term cash flow potential, expansion plans, offtake strategy, and why Argentine lithium brines may be undervalued as the lithium market recovers.
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/
X/Twitter (Galan Lithium): https://x.com/GalanLithium
___
Chapters
(00:00:00) Galan Overview
(00:06:49) Commissioning Milestone
(00:13:23) Lithium Chloride Product
(00:15:23) Authium Offtake
(00:20:41) Revenue Potential
(00:28:55) Chloride Strategy
(00:34:02) Funding Pathway
(00:39:06) RIGI Benefits
(00:43:26) Offtake Counterparties
(00:50:02) Government Financing Potential
(00:56:49) Scaling Ambitions
(01:01:42) Valuation 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
May 29, 2026
May 29, 2026
55 min
Tomasz Nadrowski and Stuart Macliver of Amvest Capital (Terraden Fund) join Howard Klein to talk about critical minerals, rare earths, tungsten, scandium, and the growing importance of ex-China supply chains.
The discussion explores why investors are looking beyond lithium, how geopolitics is reshaping mining and industrial policy, and why US capital markets may become increasingly important for critical minerals companies.
Buy "Mineral War" (Tomasz Nadrowski's Book):
https://www.amazon.com/Mineral-War-Chinas-Weapons-Destruction/dp/B0GHDYRLZK
Tyranny Today (Tomasz Nadrowski's Podcast):
https://open.spotify.com/show/71qdYWyb23vWYzsuwnnysr
Follow:
LinkedIn (Tomasz Nadrowski): https://www.linkedin.com/in/nadrowski/
LinkedIn (Stuart Macliver): https://www.linkedin.com/in/stuart-macliver/
X/Twitter (Amvest Capital): https://x.com/AmvestCap
___
More Podcasts w/ Tomasz Nadrowski:
Henry Sanderson:
https://podcasts.apple.com/us/podcast/chinas-rare-earth-weapon-inside-the-mineral-war/id1800778159?i=1000756055156
The Power Current (Chris Berry):
https://podcasts.apple.com/us/podcast/the-new-cold-war-will-be-fought-with-minerals/id1666070442?i=1000769858119
Mining Stock Education:
https://youtu.be/v5OAivQoEqg?si=iDjqoPB54ygCh0n9
Mining Stock Daily:
https://youtu.be/c5ub_X5-CeU?si=dqiF98N6J2jN2EWV
Amvest Capital Webinar:
https://youtu.be/SCQ1LOKKlrg?si=nqOHjA6kPtNYbg4p
___
Chapters
(00:00) The Commodity Complexity Problem
(06:39) Amvest Background
(11:35) Fund Strategy
(14:27) Ex-China Approach
(16:09) Value Chain Focus
(22:10) Fund Structure
(24:11) Portfolio Construction
(27:25) US Market Access
(35:55) Mining Resurgence
(43:55) Tungsten And Scandium
(48:32) Lynas And Brazil
(51:30) Heavy Rare Earths
(54:11) 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
May 25, 2026
May 25, 2026
42 min
Henry Sanderson, author of Volt Rush and writer of Volt Insight, speaks about the future of US-China industrial rivalry, critical minerals, EVs, batteries, AI power demand, and China’s manufacturing advantage.
The discussion covers the Trump-Xi summit, rare earth leverage, why the West may be using the wrong critical minerals chart, China’s premium EV push, the limits of LFP batteries, the comeback potential of NMC and solid-state batteries, and whether Chinese companies like CATL could help unlock US EV demand.
Chapters
(00:00) Intro
(04:23) AI Power Race
(08:25) China's Built Demand
(12:13) Beijing Auto Show
(14:26) China’s Economic Model
(18:37) Global Power Strategy
(23:45) LFP Battery Limits
(28:39) NMC And Solid-State
(30:36) Chinese FDI Prospects
(37:44) US EV Demand
(41:17) 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
May 22, 2026
May 22, 2026
1hr 10 min
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
May 21, 2026
May 21, 2026
38 min
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
May 20, 2026
May 20, 2026
39 min
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
May 19, 2026
May 19, 2026
17 min
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
May 15, 2026
May 15, 2026
57 min
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
May 12, 2026
May 12, 2026
36 min
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
May 8, 2026
May 8, 2026
1hr 12 min
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