Rock Stock Channel
Episodes
Critical Minerals Chokepoints: Lithium, Rare Earths & Supply Chain Risks | The KE Report
04 Jun 2026
Contributed by Lukas
Hosted by the Cory Fleck of the Korelin Economics Report, Howard Klein and Matt Fernley discuss the recent structural changes in the critical minerals...
Neil McCallum on Cisco’s Next Big Step
04 Jun 2026
Contributed by Lukas
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 ...
Benchmark on How China, Africa & Washington Shape Lithium
03 Jun 2026
Contributed by Lukas
Benchmark Mineral Intelligence’s Bryan Bille and Cameron Perks join Rock Stock Channel (Howard and Matt) to discuss the outlook for lithium, critica...
Li-FT’s Catalyst-Rich Roadmap After The Winsome Merger (Francis MacDonald)
02 Jun 2026
Contributed by Lukas
Li-FT Power's CEO Francis MacDonald joins Rock Stock Channel (Howard Klein & Matt Fernley) to discuss the newly merged Li-FT/Winsome Resources com...
Galan Lithium Nears First Production (JP Vargas + Ross Dinsdale)
31 May 2026
Contributed by Lukas
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 comp...
Rock Stock Recap with Amvest Terraden’s Tomasz Nadrowski & Stuart Macliver
29 May 2026
Contributed by Lukas
Tomasz Nadrowski and Stuart Macliver of Amvest Capital (Terraden Fund) join Howard Klein to talk about critical minerals, rare earths, tungsten, scand...
China Didn’t Just Build Supply. It Built Demand (Henry Sanderson)
25 May 2026
Contributed by Lukas
Henry Sanderson, author of Volt Rush and writer of Volt Insight, speaks about the future of US-China industrial rivalry, critical minerals, EVs, batte...
Carney’s Canada Rocks! w/ Keith Phillips
22 May 2026
Contributed by Lukas
In this Rock Stock Recap, Howard Klein, Matt Fernley, Rodney Hooper, and Keith Phillips discuss the latest shifts in lithium, critical minerals, Quebe...
The Golden Age for LFP Materials (First Phosphate + Surge Battery Metals)
21 May 2026
Contributed by Lukas
In this Rock Stock Channel double feature, Howard Klein and Matt Fernley speak with First Phosphate CEO John Passalacqua and Surge Battery Metals CEO ...
TMC’s Allseas Deal Moves Nodules Toward Commercialization (Craig Shesky)
20 May 2026
Contributed by Lukas
Craig Shesky, CFO of The Metals Company, joins Howard Klein to discuss TMC’s NOAA permitting path, Allseas production agreement, capital-light strat...
Sigma Lithium’s Best Quarter Yet (Ana Cabral)
19 May 2026
Contributed by Lukas
Sigma Lithium CEO Ana Cabral joins Howard Klein and Matt Fernley following the company’s Q1 2026 earnings release to discuss Sigma’s record profit...
Lithium Producers Pivot To Growth, Gauging the Cycle, Trump Meets Xi, Anson Resources Update
15 May 2026
Contributed by Lukas
In this Rock Stock Recap, Howard Klein, Matt Fernley, and Rodney Hooper discuss the latest moves across lithium, rare earths, copper, silver, gold, an...
A Re-rating Underway? | NOA Lithium's Gabriel Rubacha
12 May 2026
Contributed by Lukas
Gabriel Rubacha (CEO of NOA Lithium Brines) breaks down the Rio Grande lithium project in Argentina. Covering hybrid DLE vs conventional evaporation, ...
Mac’ Whale’s Top TSX Lithium Picks
08 May 2026
Contributed by Lukas
In this Rock Stock Recap with Mac Whale, Howard Klein and Matt Fernley they discuss Lithium stocks, Atlantic Lithium, Quebec developers, Sigma Lithium...
Rare Earths Americas IPO: Don Swartz On The Big Rare Earth Opportunity
07 May 2026
Contributed by Lukas
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...
Going Long Lithium Where Memories Are Short | First Phosphate + CATL
02 May 2026
Contributed by Lukas
This week’s Rock Stock Recap breaks down the latest moves in lithium, rare earths, antimony, scandium, and other critical minerals, with a close loo...
Quarterly Webinar: Critical Minerals Supercycle - Volatility, Dislocations, Opportunity
29 Apr 2026
Contributed by Lukas
RK Equity’s April 2026 Quarterly Webinar Update covers lithium, battery materials, rare earths, nickel, copper, aluminium, EV demand, BESS growth, m...
Lithium Ionic: Brazil’s Iconic Lithium Play Secures Offtake
28 Apr 2026
Contributed by Lukas
Lithium Ionic CEO Blake Hylands and Mike Westendorf discuss the company’s latest binding offtake agreements with Yahua and Grand Chen, the rebound i...
Lithium Balance Forecasts, Rare Earth Deals, Q2 Metals + Anson Resources Update
24 Apr 2026
Contributed by Lukas
In this weekly Rock Stock Recap, Howard Klein, Matt Fernley, and Rodney Hooper discuss the latest lithium market outlook, tightening supply, EV demand...
Alberta's Li-ion King: E3 Lithium. Clear(water) As Day
21 Apr 2026
Contributed by Lukas
Chris Doornbos, CEO of E3 Lithium, discusses the Clearwater Project in Alberta, direct lithium extraction (DLE), government funding, project financing...
CATL’s Mining Push, Lithium Repricing, AI Power Crunch
17 Apr 2026
Contributed by Lukas
In this Rock Stock Recap episode, Howard Klein, Matt Fernley, and Rodney Hooper break down the biggest opportunities in lithium, gold, rare earths, an...
Chile's First New Lithium Project PFS (CleanTech Lithium)
15 Apr 2026
Contributed by Lukas
Ignacio Mehech, CEO of CleanTech Lithium (AIM: CTL), joins Howard Klein and Rodney Hooper to discuss the company’s Laguna Verde project, recent pre-...
China Looks Short Lithium Again. Go Long? (Paul Lusty)
10 Apr 2026
Contributed by Lukas
Paul Lusty, Head of Battery Raw Materials Research at Fastmarkets, breaks down what he heard at the Shanghai Battery Raw Materials Conference and what...
Sigma Lithium’s Low-Cost Advantage Is Hard to Ignore (Ana Cabral)
07 Apr 2026
Contributed by Lukas
Ana Cabral, CEO of Sigma Lithium (Nasdaq: SGML), breaks down Sigma Lithium’s latest results, cash flow strength, owner-operated mining strategy, pro...
First Phosphate: $17M Grant, Drill Results, Feasibility Next
06 Apr 2026
Contributed by Lukas
John Passalacqua, CEO of First Phosphate, discusses the latest drilling results, project progress, and the growing importance of phosphate in the lith...
Spodumene Shortage, Rare Earth Reshoring, Capital Costs, Europe Energy Security
03 Apr 2026
Contributed by Lukas
Dmitry Silversteyn, Senior Research Analyst of Water Tower Research joins in discussion with Howard Klein and Matt Fernley to break down the latest li...
Anson Resources: DLE Validation, PFS Near, And Utah Lithium Catalysts (Bruce Richardson)
30 Mar 2026
Contributed by Lukas
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 Deals & Supply Crunch, Commodity Shock, Q2 Metals Update
27 Mar 2026
Contributed by Lukas
Iran War shocks commodities—lithium deals surge while supply risks grow. Is stagflation coming? Oil, sulfur, and EV supply chains explained. In thi...
America’s Lithium. Lithium Americas' Jon Evans
24 Mar 2026
Contributed by Lukas
Jonathan Evans, CEO of Lithium Americas, discusses the development of Thacker Pass — one of the most significant lithium projects under construction...
Recharge Mar26 (Sodium-Ion, Graphite AAM, China EVs, Nickel Supply, Battery Costs, VRFBs)
23 Mar 2026
Contributed by Lukas
In March 2026's Recharge podcast, co-presenters Matt Fernley (RK Equity/Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss key d...
AI Drives Lithium Demand; EVs Take a Back Seat | Benchmark’s Iola Hughes
20 Mar 2026
Contributed by Lukas
Iola Hughes, Head of Research at Benchmark Minerals Intelligence, discusses the 2026 EV and battery energy storage system (BESS) outlook. Register for...
Sulfur Supply Risk, Aluminum/Bauxite Outlook, China Five-Year Plan
13 Mar 2026
Contributed by Lukas
Rock Stock Recap breaks down the biggest market-moving trends in critical minerals, battery materials, and global supply chains. In this episode, Howa...
Talking Smack: Big Lithium’s Alex Grant Making Magnesium Great Again
10 Mar 2026
Contributed by Lukas
Alex Grant (Big Lithium) discusses direct lithium extraction (DLE), US lithium project financing, and the growing strategic importance of magnesium in...
PDAC 2026 Recap + Company Interviews
06 Mar 2026
Contributed by Lukas
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 a...
High Purity Alumina: Why You Should Care | Rock Stock University
05 Mar 2026
Contributed by Lukas
High Purity Alumina (HPA) Explained: Uses, Market Growth, Supply, and Investment Opportunities High Purity Alumina (HPA) is one of the most critical m...
Commodity ETFs - A Critical Portfolio Tool (Kevin Baum)
03 Mar 2026
Contributed by Lukas
Commodities are entering a new era — and most investors aren’t prepared. In this episode, Kevin Baum of USCF Investments explains why smart invest...
Zimbabwe Supply Shock, US Energy Storage, Rare Earth Developers Lag, Q2 Metals Drill Results
27 Feb 2026
Contributed by Lukas
Zimbabwe Halts Lithium Exports | 6–7% Global Supply Shock? | Q2 Metals High-Grade Hits & Maiden MRE Coming In this episode of Rock Stock Recap, ...
Pilbara Restarts, Albemarle Retreats, Manono Looms, Lithium Ionic (Keith Phillips & Mike Westendorf)
20 Feb 2026
Contributed by Lukas
In this Rock Stock Recap, we (Howard Klein and Matt Fernley) are joined by Keith Phillips—former CEO of Piedmont Lithium and now Executive Chairman ...
Lithium - The Most Critical Mineral?
18 Feb 2026
Contributed by Lukas
Howard Klein of RK Equity discusses the Trump administration's Project Vault initiative and explains how a strategic lithium reserve could help boost ...
Lithium from Oilfields - LibertyStream: Commercial Production Timeline, US Listing | Alex Wylie
17 Feb 2026
Contributed by Lukas
Alex Wylie, CEO of LibertyStream Infrastructure Partners (TSXV: LIB | OTCQB: VLTLF), discusses the company’s evolving strategy to produce lithium ca...
Critical Minerals Don’t Fail on Permits - They Fail on Price (Arnab Datta & Alex Turnbull)
14 Feb 2026
Contributed by Lukas
Arnab Datta (Employ America) and Alex Turnbull (investor and long-time critical minerals practitioner) sit down with Howard Klein to unpack the policy...
Recharge Feb26 (China, EV Sales, Sodium-Ion, Europe, Lithium)
12 Feb 2026
Contributed by Lukas
In February 2026’s Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O’Laoire (Electrios Energy) discuss key deve...
Securing 80ktpa of Spodumene, Extracting Silver from Solar Panels | Lithium Universe's Iggy Tan
11 Feb 2026
Contributed by Lukas
Lithium Universe CEO Iggy Tan provides a timely update on the company’s lithium refinery strategy, project financing path, and new technology initia...
Trumpeting the Critical Minerals Supercycle
07 Feb 2026
Contributed by Lukas
In this week’s Rock Stock recap, we (Howard, Matt, and Rodney) review one of the most consequential weeks for global critical minerals, lithium, EV ...
Sigma Lithium Restarts Production: Timeline, Costs, Cash Flow, Expansion Ahead | Ana Cabral
05 Feb 2026
Contributed by Lukas
Ana Cabral, CEO of Sigma Lithium (NASDAQ/TSXV: SGML) discusses the company’s restart of mining operations at its flagship hard-rock lithium project ...
TMC Files First Consolidated NOAA Application & Expands CRP Area | Craig Shesky
03 Feb 2026
Contributed by Lukas
In today’s update on The Metals Company (NASDAQ: TMC), Howard and Rodney sit down with CFO Craig Shesky to review the company’s latest regulatory ...
Processing Davos Geopolitics, Lithium Earnings, Silver Demand, Gold vs Bitcoin
30 Jan 2026
Contributed by Lukas
After processing the World Economic Forum (Davos) and the Future Minerals Forum (Riyadh), we sat down to unpack what we’re seeing in markets as comm...
Processing Trump’s Minerals Policy
24 Jan 2026
Contributed by Lukas
In this episode, I (Howard Klein) connect fast-moving signals across critical minerals, power markets, and U.S. industrial policy coming out of Saudi ...
Putting The ‘P’ In LFP | First Phosphate
20 Jan 2026
Contributed by Lukas
In this interview, we (Howard and Matt) speak with John Passalacqua, CEO of First Phosphate (CSE: PHOS) about the rapidly evolving lithium iron phosph...
2026 Lithium & Rare Earths LIVE DISCUSSION | X Spaces
19 Jan 2026
Contributed by Lukas
In this first RK Equity X Spaces of 2026, we (Howard Klein, Matt Fernley, and Rodney Hooper) pull together the key threads shaping the battery materia...
“This Time Is Different” In Lithium? (+ $QTWO $NILI $NOAL)
16 Jan 2026
Contributed by Lukas
In this week’s Rock Stock Recap, we (Howard, Matt, and Rodney) discuss the key cross-currents shaping battery materials and the broader commodities ...
Battery prices, China EV shift, US vs Europe, Energy storage | Cormac O'Laoire
13 Jan 2026
Contributed by Lukas
In the January 2026 episode of the Recharge Podcast, we (Matt from RK Equity / Battery Materials Review and Cormac O'Laoire, Managing Director at Elec...
Is High Purity Alumina the Next Lithium? (Advanced Energy Minerals)
12 Jan 2026
Contributed by Lukas
In this episode of Rock Stock Channel, we (Howard and Matt) sit down with Advanced Energy Minerals (ASX: AEM) for a detailed follow-up discussion foll...
Is Lithium’s Mr. Right Still Hyper Bullish? (YJ Lee)
09 Jan 2026
Contributed by Lukas
In this Rock Stock Recap, we (Howard and Matt) sit down with YJ Lee (Arcane Capital) in Singapore to assess what’s changed in the lithium market—a...
Fastmarkets Lithium Panel: Nevada Supply Chain, Thacker Pass, Rhyolite Ridge & Recycling
30 Dec 2025
Contributed by Lukas
In this panel discussion, I (Howard Klein) moderate a conversation on how Nevada is positioning itself as a leading U.S. hub for domestic lithium supp...
China Strategy vs U.S. Supply Chain Reality | Henry Sanderson
27 Dec 2025
Contributed by Lukas
In this episode, we (Howard and Matt) step outside Washington to examine how China approaches batteries, critical minerals, and supply chain strategy ...
Winsome–Li-FT Merger Explained: Adina, Financing, Next Steps | Chris Evans & Francis MacDonald
22 Dec 2025
Contributed by Lukas
In this episode of Rock Stock Channel, we (Howard and Rodney) sit down with Chris Evans (CEO, Winsome Resources) and Francis MacDonald (CEO, Li-FT Pow...
Lithium Recap 2025, 2026 Watchlist, Ford EV Write-Down, Argentine Brines, Supply Outlook
19 Dec 2025
Contributed by Lukas
In this Rock Stock Recap episode, Howard, Matt, and Rodney sit down with Ernie Ortiz (CEO, Lithium Royalty Corp) and Ofer Amir (Clean Elements family ...
Overstated Lithium Forecasts, CATL, Semi-Solid Batteries, Battery Costs, BESS | Cormac O'Laoire
18 Dec 2025
Contributed by Lukas
In this December 2025 episode of the Recharge Podcast, we (Matt Fernley, editor of Battery Materials Review, and Cormac O’Laoire, MD of Electrios En...
This HPA Company Could Be the Lowest-Cost Producer Outside China | Advanced Energy Minerals
15 Dec 2025
Contributed by Lukas
In this episode, Howard and Matt speak with Richard Seville, Executive Chairman of Advanced Energy Minerals (AEM), ahead of the company’s planned AS...
CATL Delay, Battery Costs Near Limits, Solid-State Reality, Demand Forecast Risks, $NILI Update
13 Dec 2025
Contributed by Lukas
In this episode, we’re joined by Keith Phillips for a wide-ranging, data-driven discussion on lithium markets, battery economics, and critical miner...
The Most Important Lithium Policy Idea of 2026
09 Dec 2025
Contributed by Lukas
We've released a major new RK Equity policy white paper: The USA Strategic Lithium Reserve A Modern SPR for the Lithium Age Read the full white...
Rio Tinto Lithium Strategy, Silver & REE Outlook, Europe Funding + 121 Panel
06 Dec 2025
Contributed by Lukas
The discussion opens with a detailed assessment of Rio Tinto's Lithium Strategy Day—its updated demand outlook, cost assumptions, expansion plans in...
Why LFP Batteries Need High-Purity Phosphate | First Phosphate's John Passalacqua
05 Dec 2025
Contributed by Lukas
In this episode, we sit down with John Passalacqua, CEO of First Phosphate (CSE: PHOS), to discuss one of the most overlooked segments of the energy t...
EMH's €360M Grant Explained, DFS Timing, Next Steps for Cinovec | Keith Coughlan
03 Dec 2025
Contributed by Lukas
In this episode, Howard and Rodney sit down with Keith Coughlan, Managing Director of European Metals Holdings (EMH), for a detailed discussion follow...
Lithium Supply Uncertainty, Analyst Misses, Inventory Trends | Ben Steinberg on DC Strategy
28 Nov 2025
Contributed by Lukas
In this Rock Stock Recap, Howard, Matt and Rodney dig into the state of the lithium market, energy storage demand, and the broader critical minerals l...
TMC on U.S. Permitting, Funding Outlook & 2027 Production Path | Craig Shesky
26 Nov 2025
Contributed by Lukas
In this episode we sit down with Craig Shesky, CFO of The Metals Company (TMC), following his participation at Benchmark Minerals Week in Los Angeles....
Lithium 2026: Producer Outlook & Supply, Policy & China
22 Nov 2025
Contributed by Lukas
A major focus of this week's Rock Stock Recap is the shifting supply-demand outlook for lithium. We examine commentary from Albemarle, SQM, Pilbara Mi...
Critical Minerals at Warp Speed: Where Cesium Fits In | Grid Metals
17 Nov 2025
Contributed by Lukas
In this episode of our "Getting to Know You" series, we sit down with Grid Metals' CEO Robin Dunbar and cesium market veteran Austin Devaney to explor...
POSCO-MinRes JV, ESS Boom, Lithium Forecast, US Policy | Surge Battery Metals Update
15 Nov 2025
Contributed by Lukas
In this Rock Stock Recap, we (Howard, Matt and Rodney) break down POSCO's joint venture with Mineral Resources at Wodgina and Mt Marion, and what that...
Building America’s Geothermal Lithium Supply | Controlled Thermal Resources’ Rod Colwell
13 Nov 2025
Contributed by Lukas
Here's our (Howard, Matt, and Rodney) summary of today's conversation with Rod Colwell, CEO of Controlled Thermal Resources (CTR), about the new subsi...
Iola Hughes: ESS, EVs & Policy: Benchmark’s Battery Outlook
12 Nov 2025
Contributed by Lukas
Battery economics are changing fast - and with them, the balance of power across EVs, storage, and supply chains. In this episode, we (Howard, Matt,...
America’s Uninterruptible Battery Storage Boom | Jigar Shah
10 Nov 2025
Contributed by Lukas
What does America's new "warp speed" push on critical minerals and batteries actually mean for investors trying to pick winners? In this episode, we (...
Lithium Royalty Corp & Libra Energy Materials: Outlook for 2026
27 Oct 2025
Contributed by Lukas
We (Howard, Matt & Rodney) sit down with Lithium Royalty Corp (TSX: LIRC) CEO Ernie Ortiz and Libra Energy Materials (CSE: LIBR) CEO Koby Kushner ...
TSXV Cycle Recovery, Lithium Supply vs Demand, Gold & Silver Valuations, BESS Growth | Q2 Metals
25 Oct 2025
Contributed by Lukas
In this episode, we (Howard, Matt & Rodney) sit down with former Canaccord metals & mining analyst turned operator Eric Zaunscherb - now Chair...
LME Week, lithium debate, China controls, NMC vs LFP, sodium-ion, ESS boom | Cormac O'Laoire
24 Oct 2025
Contributed by Lukas
In this episode, I (Matt Fernley, Battery Materials Review) sit down with Cormac O’Laoire (Electrios Energy) to dissect what LME Week signals for ba...
Wildcat Resources: Tabba Tabba Lithium PFS, Costs, and Funding Outlook | AJ Saverimutto
16 Oct 2025
Contributed by Lukas
In this episode, we sit down with Ajanth (Aj) Saverimutto, Managing Director of Wildcat Resources (ASX: WC8), to discuss the company’s Tabba Tabba l...
Deep-Sea Nickel, China Squeeze, U.S. Funding Signals (Dmitry Silversteyn)
13 Oct 2025
Contributed by Lukas
In this episode, we (Howard & Rodney) sit down with Water Tower Research (WTR) equity analyst Dmitry Silversteyn to unpack the critical minerals l...
China Export Curbs, Modeling Q2 Metals MRE, Scott Bessent Argentina Investment
12 Oct 2025
Contributed by Lukas
In this Rock Stock Recap episode, we discuss key trends in the commodities and critical minerals markets, focusing on lithium, copper, silver, and eme...
Is a re-rating of Argentina’s lithium brines underway? (Gabriel Rubacha)
08 Oct 2025
Contributed by Lukas
In this episode, we sit down with Gabriel Rubacha, CEO of NOA Lithium Brines (TSXV: NOAL), to discuss the Preliminary Economic Assessment (PEA) for NO...
Surge Battery Metals: JV with Evolution Mining & PFS Update | Graham Harris
30 Sep 2025
Contributed by Lukas
In this episode, we (Howard & Rodney) sit down again with Graham Harris, Chairman of Surge Battery Metals (TSXV: NILI | OTC: NILIF), for a focused...
Lithium Rally, Goldman Sachs Outlook, Grasberg Copper Shock, China Supply Curbs, ESS Boom
27 Sep 2025
Contributed by Lukas
In this Rock Stock Recap, we break down what retail investors need to know across lithium, copper, and broader commodities as of September 26. We disc...
Has Lithium America's MP Moment Arrived?
24 Sep 2025
Contributed by Lukas
Lithium Americas: Could This Be Their "MP Materials Moment"? Howard and Matt break down the latest news on Lithium Americas (LAC), which is up over ...
Direct Commodity Exposure vs. Mining Stocks | USCF’s John Love
17 Sep 2025
Contributed by Lukas
In this episode, we sit down with John Love, CEO of USCF Investments, the newest sponsor of Rock Stock Channel, to explore how investors can use commo...
SoLId Growth? REEinvesTIng in miNIng w/ The Metals Company & LIRC
15 Sep 2025
Contributed by Lukas
In this episode, we broadcast from Rockefeller Center and dig into three areas retail investors are asking about: rare earths valuation, titanium &...
Lithium & Rare Earths LIVE DISCUSSION | X Spaces
07 Sep 2025
Contributed by Lukas
We are redistributing over latest discussion on X Spaces as a Rock Stock Channel episode, sharing where we think we are in the lithium & rare eart...
Rock Stock Recap: What Really Matters Next for Lithium Prices
05 Sep 2025
Contributed by Lukas
Lithium Market Reset? August Scoreboard, Price Drivers & Developers To Watch (with Howard, Rodney & Matt) After a bullish summer for mining eq...
Lithium Refining Meets Silver Recycling | Lithium Universe Iggy Tan
04 Sep 2025
Contributed by Lukas
Howard and Rodney return with another Rock Stock Channel update, speaking with Lithium Universe (ASX: LU7) Chairman Iggy Tan. In this interview, we co...
Lithium Prices, Graphite Tariffs & China’s Strategy | Matt Fernley & Cormac O'Laoire
26 Aug 2025
Contributed by Lukas
In August 2025's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the re...
Inside Look Into The Metals Company Strategy Day
20 Aug 2025
Contributed by Lukas
In this episode, I attended The Metals Company Strategy Day to gain a first-hand look at the company’s progress, leadership, and investor perspectiv...
Building a Lithium Explorer with KoBold Metals | Libra Energy Materials
18 Aug 2025
Contributed by Lukas
In this episode, we interview Koby Kushner, CEO of Libra Energy Materials (CSE: LIBR), a new lithium exploration company focused on hard rock projects...
$TMC $23.6B NPV! World’s First Nodule Reserves | Craig Shesky
11 Aug 2025
Contributed by Lukas
In this episode, Rodney and I sit down with Craig Shesky, CFO of The Metals Company (TMC), to unpack the key takeaways from TMC’s recent Nasdaq Stra...
Lithium Bull vs. Equity Long Debate | YJ Lee vs. Chris Robb
02 Aug 2025
Contributed by Lukas
In this episode, Howard and Matt are joined by Former Bear, Chris Robb from Chris Robb Consulting and Uber Bull, YJ Lee of Arcane Capital for an in-de...
Big Beautiful Trump Trades: Rare Earths & Lithium w/ TD Cowens' John Miller & David Deckelbaum
30 Jul 2025
Contributed by Lukas
In this episode, I'm joined by two top analysts from TD Cowen, John Miller and David Deckelbaum, to discuss the evolving landscape for critical minera...
Q2 Metals' New Financing & Exploration Target | Alicia Milne & Neil McCallum
28 Jul 2025
Contributed by Lukas
In this episode, Howard and Matt sit down with Alicia Milne, CEO of Q2 Metals, and Neil McCallum, VP of Exploration, for an in-depth discussion on rec...
Critical Minerals Super Cycle is Here. Where Best to Invest?
26 Jul 2025
Contributed by Lukas
In this episode, we are delighted to welcome our friend and industry expert, Matt Fernley, as a new partner at RK Equity. Howard and Rodney discuss wi...
Why POSCO Is Looking to Anson Resources for U.S. Lithium | Bruce Richardson
21 Jul 2025
Contributed by Lukas
In this episode of Rock Stock Channel's "Getting To Know You" series, I speak with Bruce Richardson, Executive Chairman and CEO of Anson Resources (AS...
Understanding Winsome Resources’ Current Valuation Disconnect | Chris Evans
19 Jul 2025
Contributed by Lukas
In this episode myself and Rodney sit down again with Chris Evans, CEO of Winsome Resources (ASX: WR1), for an in-depth discussion on the latest devel...
Trump’s Big Beautiful Rare Earth Monopoly | Steve LeVine & Matt Fernley
16 Jul 2025
Contributed by Lukas
In this episode, I speak with veteran battery journalist Steve LeVine (The Electric) and critical materials expert Matt Fernley (Battery Materials Rev...
Fastmarkets' Lithium Outlook | Raju Daswani & Grace Asenov
08 Jul 2025
Contributed by Lukas
In this episode, Rodney and I sit down with Raju Daswani (CEO) and Grace Asenov (Base Metals & Energy Editor for North America) of Fastmarkets to ...