Rock Stock Channel

By rockstockchannelBusiness

Rock Stock Channel episodes

October 30 Are Strong Lithium Earnings Exposing a GFEX Disconnect?
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 GFEX futures prices, and the impact of speculative trading, rising capital costs, and investor outflows.
They also explore China's influence on critical minerals markets, geopolitical risks, and whether the recent sell-off is creating new buying opportunities in lithium, rare earths, and other strategic metals.
Plus, a special update with First Phosphate (NASDAQ/CSE: PHOS) CEO John Passalacqua on the company's expanded mineral resources, G7 backing, project financing progress, and key milestones toward production.
Join our Patreon Membership:
https://www.patreon.com/cw/rockstockchannel/membership
Mineral War By Tomasz Nadrowski:
https://www.amazon.com/dp/B0GHDYRLZK
Follow Guests:
- Amvest Capital
LinkedIn (Tomasz Nadrowski): https://www.linkedin.com/in/nadrowski/
LinkedIn (Company): https://www.linkedin.com/company/amvestcapital/
X (Company): https://x.com/AmvestCap
- First Phosphate:
LinkedIn (John Passalacqua): https://www.linkedin.com/in/john-passalacqua-964092257/
LinkedIn (Company): https://www.linkedin.com/company/first-phosphate/
X (Company): https://x.com/FirstPhosphate
Our Socials:
X (Howard) - https://x.com/LithiumIonBull
X (Matt) - https://x.com/matt_fernley
___
Chapters
(00:00:00) Earnings, Elections and the Critical Minerals Selloff
(00:03:50) Lithium Earnings Strong, GFEX Disconnected
(00:07:32) LME Week Takeaways From a Veteran Trader
(00:10:49) Two-Tier US Economy, Oversold Materials
(00:14:17) Brazil and Israel Elections Rattle Markets
(00:19:48) Why Critical Minerals Equities Sold Off
(00:27:09) Why Equities Diverge From Metal Prices
(00:31:37) Where Investors Can Trade the Volatility
(00:37:50) Winners, Policy and the Valley of Death
(00:40:43) Brazil's New Mining Law and Election Fallout
(00:45:18) Israel, Canada and the US Midterms
(00:51:17) Rare Earth Truce and China's Leverage
(00:58:29) Why Lithium Pricing Is Hard to Trust
(01:06:28) First Phosphate Update
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
[email protected]
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
Ben: https://x.com/benjihammond
_________________________________________________
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
1 hr 13 min
October 23 Is Critical Minerals Carnage Creating a Lithium Buying Opportunity?
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 for energy storage (ESS), rising financing costs, and whether tightening lithium supply could trigger the next price rally.
Join our Patreon Membership:
https://www.patreon.com/cw/rockstockchannel/membership
Our Socials:
X (Howard) - https://x.com/LithiumIonBull
X (Matt) - https://x.com/matt_fernley
___
Chapters
(00:00) Critical Minerals Carnage, Lithium Bright Spots
(02:45) Lithium Sentiment from LME Week and SMM
(07:30) Why Lithium Demand Forecasts Keep Missing
(11:46) Why Critical Minerals Stocks Are Getting Hammered
(16:29) Fund Flows, Rates and Midterm Risks
(21:35) Higher Capital Costs Test Speculative Miners
(26:16) Rare Earths Look Oversold
(30:40) Project Vault Won't Fix Price Volatility
(36:59) Rare Earth Processing: The Missing Middle
(39:02) Energy Transition Versus National Security
(42:06) Tesla and Asian Battery Makers Signal Strong Demand
(48:23) Why Chinese Speculators Are Selling Lithium
(54:40) Lithium Africa and Upcoming Earnings
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
[email protected]
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
Ben: https://x.com/benjihammond
_________________________________________________
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
59 min
October 16 Are Lithium Prices Being Manipulated - or Misread?
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 Sachs' bearish lithium forecast, and why major producers like PLS and Liontown are investing billions in expansion despite the recent sell-off.
They also explore critical minerals market volatility, lithium project valuations, financing opportunities, and what could drive the next lithium market recovery.
Register for the NACM Summit (USE CODE 'ROCKSTOCK' for 20% off):
https://www.nacmsummit.com/
Explore our Patreon Membership:
https://www.patreon.com/cw/rockstockchannel/membership
Our Socials:
X (Howard) - https://x.com/LithiumIonBull
X (Matt) - https://x.com/matt_fernley
___
Chapters
(00:00) Lithium Bulls Challenge Bearish Forecasts
(05:57) Rio Tinto Flags Lithium Supply Risks
(07:59) Why Critical Minerals Are Selling Off
(14:26) Lithium Producers Sell Off Indiscriminately
(17:07) Lithium Prices Defy Falling Inventories
(26:15) Lithium Demand Is Being Underestimated
(30:02) PLS Expansion Drives Costs Lower
(35:09) PLS Infrastructure Raises True Capex
(39:59) Battery Inventories Hide Structural Changes
(43:07) Strong Projects Still Attract Capital
(45:11) Why Select Lithium Developers Stand Out
(50:34) DLE Projects Attract Strategic Backing
(54:00) Cash-Rich Developers Offer Opportunities
(58:02) Why Batteries Deserve Strategic Support
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
[email protected]
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
Ben: https://x.com/benjihammond
_________________________________________________
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
1 hr 2 min
October 15 Can Lithium Africa Reach Production by 2027?
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 district-scale exploration potential, the latest developments from Lithium Africa's joint venture with Ganfeng Lithium in Côte d’Ivoire, and upcoming catalysts, including further drill results, a maiden resource estimate and a preliminary economic assessment (PEA).
LAF Presentation:
https://wp-lithiumafrica-2026.s3.ca-central-1.amazonaws.com/wp-content/uploads/2026/10/13080130/2026_10-LAF_Corporate_Deck_Q3_Oct7-1.pdf
Follow Lithium Africa:
LinkedIn (Tom Benson) - https://www.linkedin.com/in/thomasrbenson/
LinkedIn (Company) - https://www.linkedin.com/company/lithium-africa/
X/Twitter (Company) - https://x.com/Lithium_afri
___
Chapters
(00:00) Lithium Africa Project Overview
(01:50) Springbok Drilling Confirms High-Grade Lithium
(04:14) Springbok's 50km Exploration Potential
(05:52) Springbok Targets Lithium Production In 2027
(08:12) Modular DMS Plant Could Accelerate Production
(08:54) Project Financing Could Limit Shareholder Dilution
(10:57) Existing Stockpile Could Kickstart Production
(12:42) Ganfeng JV Advances Côte d’Ivoire Exploration
(15:16) Upcoming Drill Results And Resource Catalysts
(15:59) Springbok Financing And Development Timeline
(17:28) Strengthening The Team For Production
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
[email protected]
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
Ben: https://x.com/benjihammond
_________________________________________________
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
19 min
October 14 Lithium Argentina: Why Canaccord Sees Nearly 3X upside | Sam Pigott
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 more than double production to 85,000 tonnes annually, the 150,000-tonne PPG project, Ganfeng's financing partnership, and whether an ASX listing could help unlock shareholder value.
Is the market overlooking one of the lithium sector's most compelling growth stories?
LAR Corporate Presentation:
https://investors.lithium-argentina.com/static-files/f0e5959e-9081-463f-a0f8-ba7b014c3238
Follow Lithium Argentina:
LinkedIn (Sam Pigott) - https://www.linkedin.com/in/sam-pigott-9a3a1525/
LinkedIn (Company) - https://www.linkedin.com/company/lithium-argentina/
X (Company) - https://x.com/Lithium_ARG
Our Socials:
X (Howard) - https://x.com/LithiumIonBull
X (Matt) - https://x.com/matt_fernley
___
Chapters
(00:00) Is Lithium Argentina Deeply Undervalued?
(08:30) Ganfeng Experience Drives LAR's Growth Strategy
(13:31) Ganfeng Refinancing Protects Shareholders From Dilution
(16:12) Why Cauchari Ranks Among Lowest-Cost Producers
(21:00) Technical-Grade Carbonate Delivers Strong Margins
(23:25) How Argentina's Cash Reaches Shareholders
(26:19) Cauchari Expansion More Than Doubles Capacity
(29:04) Argentina's Lithium Export Infrastructure Risks
(30:56) DLE Could Accelerate Production Into 2028
(33:54) Funding PPG's 150kt
(36:47) Why PPG's Valuation Could Surprise Investors
(42:07) Swiss Headquarters And Ganfeng Takeover Protections
(49:12) Could An ASX Listing Unlock Value?
(53:03) Lithium Argentina's Long-Term Growth Ambitions
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
[email protected]
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
Ben: https://x.com/benjihammond
_________________________________________________
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
55 min
October 13 Why Is Brian Paes-Braga Backing Surge's Nevada North?
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 returning to lithium eight years after Lithium X, what could close the gap between Surge’s market valuation and its project NPV, and why he believes the market is underestimating future lithium demand.
The conversation also covers The Metals Company (NASDAQ: TMC), deep-sea mining, U.S. critical mineral independence, and the investment case for mining royalties.
Surge's PFS Announcement:
https://surgebatterymetals.com/news/surge-announces-positive-pre-feasibility-study-at-nevada-north-after-tax-npv8-of-us-9.81-billion-after-tax-irr-of-23.6-and-operating-cost-of-us-4-719-tonne-lithium-carbonate
Follow Brian Paes-Braga:
LinkedIn - https://www.linkedin.com/in/brianpaesbraga/
X - https://x.com/bpaesbraga
Follow Surge Battery Metals:
LinkedIn (Company) - https://www.linkedin.com/company/surge-battery-metals-inc/
X (Company) - https://x.com/SurgeBattery
Follow The Metals Royalty Company:
LinkedIn (Company) - https://www.linkedin.com/company/the-metals-royalty-co/
X (Company) - https://x.com/metalsroyaltyco
Follow The Metals Company:
LinkedIn (Company) - https://www.linkedin.com/company/the-metals-company/
X (Company) - https://x.com/themetalsco
___
Chapters
(00:00) Brian's Big Bets On Critical Minerals
(03:58) Why Brian Returned To Lithium
(07:46) Why North American Mining Assets Win
(10:22) Lithium X2 Targets US Investors
(14:06) What Could Close Surge's Valuation Gap
(19:51) Tesla Semis Could Boost Battery Demand
(22:43) Why Seafloor Nodules Attracted Brian
(24:53) US Mining Permits And Steel Investment
(26:59) TMC vs. TMCR: Different Investment Opportunities
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
[email protected]
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
Ben: https://x.com/benjihammond
_________________________________________________
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
30 min
October 12 The Liontown King: Tony Ottaviano on Doubling Lithium Production
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, Ford and LG Energy Solution, and its move into Argentine lithium brines.
The conversation also explores Albemarle's failed A$3-per-share takeover, Hancock Prospecting's investment, potential lithium industry consolidation, and whether the market is underestimating future lithium supply constraints.
Can Liontown deliver its growth ambitions while navigating another volatile lithium cycle?
Follow Liontown:
LinkedIn (Tony Ottaviano) - https://www.linkedin.com/in/antonino-tony-ottaviano-3b11396/
LinkedIn (Company) - https://www.linkedin.com/company/liontown/
X (Company) - https://x.com/LiontownRes
Our Socials:
X (Howard) - https://x.com/LithiumIonBull
X (Matt) - https://x.com/matt_fernley
___
Chapters
(00:00) Liontown's Takeover And Expansion Backstory
(04:07) Building Liontown Beyond Kathleen Valley
(08:21) Underground Lithium Mining's Hidden Advantages
(14:08) How Kathleen Valley Targets 78% Recovery
(18:54) Lithium Supply Signals Don't Add Up
(22:39) Battery Chemistry Drives Customer Diversification
(26:13) Chinese Buyers Remain Active
(27:38) Why Liontown Is Entering Argentine Brines
(31:32) Argentina's DLE And Valuation Risks
(35:56) Funding Kathleen Valley's Expansion Through Volatility
(37:57) Mining Majors Reassess Lithium's Potential
(44:42) Lithium Demand Expands Beyond Electric Vehicles
(48:01) Financing Bottlenecks Delay New Lithium Supply
(51:55) Is Lithium's $20,000 Price Ceiling Real?
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
[email protected]
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
Ben: https://x.com/benjihammond
_________________________________________________
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
55 min
October 11 What Still Needs to Happen Before NMG Reaches Production?
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, growing demand for natural graphite, and a potential sulfur byproduct opportunity that could add significant value to the project.
Follow Nouveau Monde Graphite:
LinkedIn (Eric Desaulniers) - https://www.linkedin.com/in/edesaulniers/
LinkedIn (Company) - https://www.linkedin.com/company/nouveaumondegraphite/
X (Company) - https://x.com/NYSE_NMG
Our Socials:
X (Howard) - https://x.com/LithiumIonBull
X (Matt) - https://x.com/matt_fernley
___
Chapters
(00:00) NMG’s Path To Full Production
(05:14) NMG’s Mine-To-Anode Strategy
(08:23) Matawinie Construction Stays On Track
(10:36) Diversified Offtakes Reduce Market Risk
(12:58) Battery Demand Improves Mine Economics
(19:08) Bécancour Funding Moves Toward FID
(21:32) Eni Opens Door To Europe
(25:03) Natural Graphite Gains On Synthetic Costs
(29:46) Canadian Graphite Finds Global Demand
(31:30) Sulfur Byproduct Could Lift Cash Flow
(35:46) U.S. Steel Strengthens Refractory Demand
(38:10) Graphite Tariffs Face A Trade-Off
(43:45) China Export Controls Raise Supply Risk
(45:56) Canada-U.S. Tensions Look Temporary
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
[email protected]
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
Ben: https://x.com/benjihammond
_________________________________________________
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
51 min
October 09 Why is the Lithium Whisperer screaming Buy? (YJ Lee)
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 storage (BESS) boom, falling lithium inventories, delayed mine supply, and whether sodium-ion batteries pose a real threat to lithium demand.
With lithium stocks under pressure, is the recent sell-off a buying opportunity? And what are investors missing about the lithium supply-demand outlook for 2027–2030?
Register for the NACM Summit (USE CODE 'ROCKSTOCK' for 20% off):
https://www.nacmsummit.com/
Explore our Patreon Membership:
https://www.patreon.com/cw/rockstockchannel/membership
Follow YJ Lee:
X - https://x.com/usuallyYJLee
LinkedIn - https://www.linkedin.com/in/realyjlee/
Website (Arcane Green Metal Fund) - https://greenmetalfund.com/
Our Socials:
X (Howard) - https://x.com/LithiumIonBull
X (Matt) - https://x.com/matt_fernley
___
Chapters
(00:00:00) Goldman’s Lithium Surplus Faces Bullish Challenge
(00:07:16) Research And Membership Details
(00:12:18) Are Storage Batteries Really Inventory?
(00:14:58) Why Goldman Underestimates Storage Demand
(00:20:18) AI Power Race Drives Battery Demand
(00:25:51) Electric Trucks Reshape Lithium Demand
(00:33:24) Electric Trucks Undercut Diesel Costs
(00:36:08) Lithium Mine Delays Tighten Supply
(00:40:00) Sodium-Ion Faces Cost And Scale Barriers
(00:44:39) Why Lithium Inventory Counts Mislead
(00:48:53) Lithium Correction Leaves Equities Cheap
(00:54:42) Strongest Signals Of Lithium Tightness
(00:59:51) China's Battery Advantage Complicates US Strategy
(01:04:47) Standard Lithium Update
(01:11:29) Power Metallic Update
(01:20:09) NOA Lithium Brines Update
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
[email protected]
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
Ben: https://x.com/benjihammond
_________________________________________________
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
1 hr 27 min
October 08 What Still Needs to Happen Before NMG Reaches Production?
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, growing demand for natural graphite, and a potential sulfur byproduct opportunity that could add significant value to the project.
Follow Nouveau Monde Graphite:
LinkedIn (Eric Desaulniers) - https://www.linkedin.com/in/edesaulniers/
LinkedIn (Company) - https://www.linkedin.com/company/nouveaumondegraphite/
X (Company) - https://x.com/NYSE_NMG
Our Socials:
X (Howard) - https://x.com/LithiumIonBull
X (Matt) - https://x.com/matt_fernley
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Chapters
(00:00) NMG’s Path To Full Production
(05:18) NMG’s Mine-To-Anode Strategy
(08:27) Matawinie Construction Stays On Track
(10:44) Diversified Offtakes Reduce Market Risk
(13:05) Battery Demand Improves Mine Economics
(19:14) Bécancour Funding Moves Toward FID
(21:39) Eni Opens Door To Europe
(25:11) Natural Graphite Gains On Synthetic Costs
(29:54) Canadian Graphite Finds Global Demand
(31:38) Sulfur Byproduct Could Lift Cash Flow
(35:52) U.S. Steel Strengthens Refractory Demand
(38:18) Graphite Tariffs Face A Trade-Off
(43:53) China Export Controls Raise Supply Risk
(46:03) Canada-U.S. Tensions Look Temporary
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
[email protected]
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
Ben: https://x.com/benjihammond
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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
51 min

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