Rock Stock Channel

Is lithium finally big enough for the mining giants? Howard Klein and Matt Fernley discuss potential lithium M&A, PMET and Q2 project economics, Rio Tinto’s strategy, and opportunities in Quebec and Argentina. Plus: lithium prices and GFEX, battery energy storage demand, Lithium Argentina’s results, Standard Lithium’s Smackover outlook, and rare earth valuations. The Midterm Miracle (Ken Fishe...

Alurion Resources (ASX: ALU) CEO Mauricio Noronha joins Howard Klein and Matt Fernley to discuss the Amargosa bauxite project in Bahia, Brazil. Explore its 568-million-tonne resource, proposed 5 Mtpa direct-shipping operation, approximately US$120 million development CAPEX and existing road-to-port infrastructure. We also discuss China’s growing bauxite import dependence, permitting milestones and...

PMET Resources (ASX: PMT | TSX: PMET) CEO Ken Brinsden joins Matt Fernley to discuss the updated Shaakichiuwaanaan lithium feasibility study (FS) in Quebec, an underground-first mine plan, and how tantalum credits could lower spodumene production costs. They explore higher-grade Nova Zone ore, upfront CAPEX, cesium upside, upcoming project catalysts, and Ken’s planned transition to executive chair...

Could the US midterm elections spark a bipartisan battery bull market? Howard Klein is joined by Ken Hoffman, Jesse Edmondson and Gary Stanley to discuss why the election results could be bullish for US lithium, critical minerals and the domestic battery supply chain. The panel explores the outlook for lithium prices, bipartisan support for permitting reform, battery tax credits, strategic mineral...

Is the lithium market approaching a bottom before its next major rally? In this Rock Stock Recap, Commodity consultant Chris Robb joins Howard Klein and Matt Fernley to discuss the lithium price outlook, falling lithium stocks, supply-demand fundamentals, and whether investors should be preparing for a potential rebound. Chris explains why he's turning more bullish on lithium, what could trigger t...

Is US Antimony (NYSE: UAMY) the next MP Materials? Gary Evans, Chairman and CEO of US Antimony, joins Howard Klein and Matt Fernley to discuss America's critical minerals supply chain, China's dominance of the antimony market, and the company's $245 million US Department of Defense supply contract. With UAMY shares down roughly 65% from their highs, Gary outlines the company's plans to expand anti...

Are sodium-ion batteries really cheaper than lithium-ion, or are hidden manufacturing and system costs undermining their biggest selling point? Matt Fernley speaks with Max Reid, Head of Battery Technology and Cost Research at CRU, to challenge some of the biggest assumptions in battery technology and economics. They explore why solid-state batteries may struggle to compete in EVs, whether sodium-...

Can Ken Brinsden repeat his success at Pilbara Minerals with PMET Resources (TSX: PMET | ASX: PMT)? In this discussion, Howard Klein and Matt Fernley sit down with PMET CEO Ken Brinsden to explore why he believes the company's Shaakichiuwaanaan project in Quebec could be an even bigger opportunity than Pilbara. Following Matt's recent site visit, they discuss PMET's low-cost lithium production pot...

Is the critical minerals sell-off overdone? Why are lithium and rare earth stocks falling even as metal prices remain resilient and lithium producers report stronger-than-expected earnings? In this Rock Stock Recap, Howard Klein and Matt Fernley are joined by Tomasz Nadrowski of the Amvest Terraden Fund to unpack the critical minerals equity rout, the disconnect between lithium fundamentals and GF...

Why are lithium prices falling even as inventories shrink and global battery demand accelerates? In this week's Rock Stock Recap, Howard Klein and Matt Fernley unpack the critical minerals selloff, China's influence on lithium prices through the GFEX, and whether lithium and rare earth stocks are becoming oversold. They also discuss bullish battery demand signals from Tesla and CATL, the outlook f...

Why are lithium prices falling while inventories continue to shrink? Is the lithium market being manipulated, or are investors misreading the fundamentals? In this week's Rock Stock Recap, Howard Klein and Matt Fernley examine the disconnect between lithium prices, falling inventories, and strong battery demand. They discuss potential manipulation in China's GFEX lithium futures market, Goldman Sa...

Can Lithium Africa (TSXV: LAF) reach lithium production by 2027? Dr. Tom Benson, CEO of Lithium Africa, joins Rock Stock Channel to discuss high-grade lithium drill results at the Springbok Project in South Africa, the company's plans for a potential low-cost starter operation, and how project-level financing could generate cash flow without diluting shareholders. We also explore Springbok's distr...

Is Lithium Argentina (NYSE: LAR, TSX: LAR) undervalued? Could investors be getting its massive PPG lithium project for almost nothing? Sam Pigott, CEO of Lithium Argentina joins Howard Klein and Matt Fernley to explore the valuation disconnect between the company's market cap and its world-class lithium brine assets in Argentina. They discuss Cauchari–Olaroz's 70% cash operating margins, plans to...

Why is Brian Paes-Braga backing Surge Battery Metals’ Nevada North lithium project? Howard Klein sits down with Brian, strategic investor in Surge Battery Metals (TSXV: NILI) and CEO of The Metals Royalty Company (NASDAQ: TMCR), to discuss Nevada North’s recently released Pre-Feasibility Study (PFS), outlining a 42-year mine life and nearly $10 billion in after-tax NPV. Brian explains why he’s ret...

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, For...

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, g...

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 stor...

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, g...

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 th...

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 (Vi...

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 equ...

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 tow...

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 s...

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:...

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, permitt...