Rock Stock Channel

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 rar...

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:/...

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...

Rare Earths Americas CEO Don Swartz joins Rock Stock Channel to discuss the company’s oversubscribed IPO, its US and Brazil rare earth projects, and the strategy behind building a Western supply chain for heavy rare earths. The conversation covers the Shiloh project in Georgia, ionic clay assets in Brazil, monazite sands, project economics, and why Rare Earths Americas chose a US listing. Follow R...

This week’s Rock Stock Recap breaks down the latest moves in lithium, rare earths, antimony, scandium, and other critical minerals, with a close look at lithium price forecasts, brine valuations, rare earths momentum, and emerging opportunities across the sector. Howard Klein, Matt Fernley, and Rodney Hooper discuss key market trends, mining stocks to watch, and why developers and smaller stories...

RK Equity’s April 2026 Quarterly Webinar Update covers lithium, battery materials, rare earths, nickel, copper, aluminium, EV demand, BESS growth, macro risks, and critical minerals equities. Matt Fernley breaks down the latest trends across the battery value chain, supply shortages, valuation gaps, and key opportunities in the energy transition and AI-driven commodities supercycle. Explore our Pa...

Lithium Ionic CEO Blake Hylands and Mike Westendorf discuss the company’s latest binding offtake agreements with Yahua and Grand Chen, the rebound in spodumene prices, and the tightening lithium market. The conversation covers Lithium Ionic’s Bandeira project in Brazil’s Lithium Valley, project financing, permitting, China’s accelerating battery supply chain, lithium conversion capacity, and the p...

In this weekly Rock Stock Recap, Howard Klein, Matt Fernley, and Rodney Hooper discuss the latest lithium market outlook, tightening supply, EV demand, ESS growth, and the growing role of critical minerals in energy security, AI, defense, and industrial policy. Register for Webinar: https://live.zoho.com/mbto-khq-mfp The discussion covers Benchmark and Canaccord’s lithium forecasts, China’s push t...

Chris Doornbos, CEO of E3 Lithium, discusses the Clearwater Project in Alberta, direct lithium extraction (DLE), government funding, project financing, offtake discussions, and the path to commercial lithium production in North America. Learn how E3 Lithium plans to produce battery-grade lithium carbonate, why Alberta could become a major lithium hub, and what catalysts investors should watch in 2...

In this Rock Stock Recap episode, Howard Klein, Matt Fernley, and Rodney Hooper break down the biggest opportunities in lithium, gold, rare earths, and battery metals. They discuss why lithium equities may still be mispriced, how AI data center power demand could drive battery storage, why Brazil looks undervalued for mining, and whether gold could reach $6,000. Topics include DLE, CATL’s mining p...

Ignacio Mehech, CEO of CleanTech Lithium (AIM: CTL), joins Howard Klein and Rodney Hooper to discuss the company’s Laguna Verde project, recent pre-feasibility study (PFS), and Chile’s evolving lithium landscape. We cover key topics including Direct Lithium Extraction (DLE), project economics, long-term lithium prices, strategic partnerships, and CleanTech Lithium’s plans for ASX listing. Ignacio...

Paul Lusty, Head of Battery Raw Materials Research at Fastmarkets, breaks down what he heard at the Shanghai Battery Raw Materials Conference and what it means for lithium, battery storage, and the broader battery materials market. The discussion covers tightening lithium supply, Zimbabwe export risks, rising spot prices, China demand signals, and why battery materials beyond lithium may also be t...

Ana Cabral, CEO of Sigma Lithium (Nasdaq: SGML), breaks down Sigma Lithium’s latest results, cash flow strength, owner-operated mining strategy, production growth, cost advantages, and lithium market outlook. This interview covers Sigma’s expansion plans, reprocessing upside, recovery rates, and why the company sees strong long-term potential in the lithium sector. Follow Sigma Lithium: X - https:...

John Passalacqua, CEO of First Phosphate, discusses the latest drilling results, project progress, and the growing importance of phosphate in the lithium iron phosphate (LFP) battery supply chain. With LFP batteries rapidly becoming the dominant chemistry for energy storage and EVs, phosphate is emerging as a critical battery material. The conversation covers the company’s 40,000m drill program, g...

Dmitry Silversteyn, Senior Research Analyst of Water Tower Research joins in discussion with Howard Klein and Matt Fernley to break down the latest lithium market trends, rare earths outlook, critical minerals investing, and the geopolitical forces shaping commodity stocks. They cover spodumene prices, rare earth supply chains, China dependency, US and Western reshoring, energy security, and why c...

Howard Klein and Matt Fernley interview Bruce Richardson, Executive Chairman and CEO of Anson Resources, for an update on the company’s Green River Lithium Project in Utah. The conversation covers direct lithium extraction (DLE), PFS timing, funding options, and Anson’s position within the developing US critical minerals supply chain. Bruce also discusses recent DLE test work, the significance of...

Iran War shocks commodities—lithium deals surge while supply risks grow. Is stagflation coming? Oil, sulfur, and EV supply chains explained. In this Rock Stock Recap, Howard Klein, Matt Fernley and Rodney Hooper break down how Middle East tensions are impacting global commodities, from sulfur bottlenecks to delayed oil supply recovery. We also dive into major lithium deals, China vs West supply dy...

Jonathan Evans, CEO of Lithium Americas, discusses the development of Thacker Pass — one of the most significant lithium projects under construction in North America. Howard Klein and Jonathan walk through the economics, financing, and execution strategy behind Thacker Pass, including the role of strategic partners such as General Motors and the U.S. Department of Energy loan facility supporting t...

In March 2026's Recharge podcast, co-presenters Matt Fernley (RK Equity/Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss key developments along the battery supply chain, including: • Sodium-ion scaling and hybrid pack strategies emerging from Battery Show Asia • Graphite AAM dynamics, including synthetic cost pressure and natural graphite upside • China EV demand weakness d...

Iola Hughes, Head of Research at Benchmark Minerals Intelligence, discusses the 2026 EV and battery energy storage system (BESS) outlook. Register for Benchmark GigaUSA 2026: https://www.benchmarkminerals.com/events/giga-usa From our perspective, this was a timely conversation. Iola recently published Benchmark’s latest outlook, forecasting overall battery demand growth of roughly 16.5% in 2026 to...

Rock Stock Recap breaks down the biggest market-moving trends in critical minerals, battery materials, and global supply chains. In this episode, Howard Klein, Matt Fernley, and Rodney Hooper discuss how the Iran war and Strait of Hormuz disruptions could impact sulfur, sulfuric acid, aluminum, bauxite, graphite, rare earths, EVs, and lithium markets. The conversation covers why sulfur may be the...

Alex Grant (Big Lithium) discusses direct lithium extraction (DLE), US lithium project financing, and the growing strategic importance of magnesium in Western supply chains. Alex Interview on HyperChange: https://www.youtube.com/watch?v=_2Aa1BD7a9s Alex was an early advocate of DLE through his work with Lilac Solutions, Vulcan Energy and other advanced lithium projects. Howard Klein and Matt Fernl...

In this Rock Stock Recap, Howard Klein and Matt Fernley share their key takeaways from PDAC 2026 in Toronto, the world’s largest mining conference and one of the most important annual gatherings for the global mining, lithium, and critical minerals industry. After several days meeting with mining companies, investors, policymakers, and analysts, we discuss the major themes emerging from the confer...

High Purity Alumina (HPA) Explained: Uses, Market Growth, Supply, and Investment Opportunities High Purity Alumina (HPA) is one of the most critical materials powering modern technology—from LEDs and semiconductors to lithium-ion batteries and AI infrastructure. Yet, it remains widely misunderstood by investors. In this episode of Rock Stock University, commodity strategist Matt Fernley and invest...

Commodities are entering a new era — and most investors aren’t prepared. In this episode, Kevin Baum of USCF Investments explains why smart investors are increasingly allocating to commodities as electrification, geopolitics, and resource security reshape global markets. USCF website: https://linkly.link/2bXNd Chapters (00:00) Intro (01:36) What Drives Commodities in 2026 (04:07) Why Commodities D...