Rock Stock Channel

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 activ...

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 p...

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 Ph...

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...

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 wil...

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 con...

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. ___ Chap...

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 insig...

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...

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 Fi...

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 op...

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 Ame...

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, an...

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 impac...

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, evalua...

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 potenti...

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, co...

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,...

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 b...

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 c...

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 comebac...

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. critic...

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, C...

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 disconnec...

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 thr...