Rock Stock Channel

By rockstockchannel

The Age of Electricity is creating enormous opportunities in the critical minerals investment thematic. Howard, Rodney and Matt provide in-depth discussions with major developers and analysts cover

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How many episodes does Rock Stock Channel have?

The podcast currently has 338 episodes available.

Rock Stock Channel episodes:

April 24, 2026 Lithium Balance Forecasts, Rare Earth Deals, Q2 Metals + Anson Resources Update
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 to lock in supply, the impact of underinvestment on future lithium availability, and why capital is returning to the lithium sector. The team also dives into rare earths, US Rare Earth’s Brazil acquisition, heavy rare earth supply, and why Brazil is becoming a key critical minerals jurisdiction.
This episode also features company updates from Q2 Metals, with Alicia Milne and Neil McCallum discussing the company’s major Quebec Cisco lithium resource update, and Anson Resources, with Bruce Richardson sharing insights on the company’s lithium/uranium-vanadium development progress.
Chapters
(00:00:00) Weekly Market Recap
(00:02:41) EV And Defense Demand
(00:06:53) Key Company Updates
(00:08:34) Conflicting Lithium Forecasts
(00:13:15) Inventory And Demand Risks
(00:16:52) China Locks Supply
(00:21:12) Financing Improves
(00:23:55) Q2 Resource Breakthrough
(00:31:27) USA/Brazil Rare Earths
(00:38:39) Rare Earth Valuations
(00:39:54) Winsome/Li-FT Merger Update
(00:43:23) Anson Resources Update
(00:44:09) Green River Porosity
(00:45:23) Resource Growth Drivers
(00:47:38) Aquifer Consistency
(00:48:46) Yellow Cat Drilling
(00:50:44) Assay Timing
(00:51:29) Upcoming Milestones
(00:52:07) Utah Lithium Outlook
(00:52:57) Q2 Metals Update
(00:53:51) Exploration Target
(00:55:52) Regional Exploration Upside
(00:58:02) Deposit Thickness
(00:59:32) Strip Ratio
(01:00:38) PEA Timeline
(01:01:35) Metallurgical Testing
(01:02:07) Permitting Pathway
(01:03:04) Valuation Comparisons
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
_________________________________________________
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
...more
1h 6min
April 21, 2026 Alberta's Li-ion King: E3 Lithium. Clear(water) As Day
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 2026.
Topics covered: lithium stocks, DLE technology, lithium carbonate, Canadian mining, EV battery supply chain, critical minerals, Alberta lithium, project finance, energy transition investing.
Follow E3 Lithium:
X - https://x.com/e3lithium
LinkedIn - https://www.linkedin.com/company/e3lithium/
Chapters
(00:00) Company Overview
(04:55) Clearwater Project Basics
(07:12) Pre-Feasibility Summary
(10:26) Demo Plant Progress
(18:11) DLE Technology Strategy
(30:13) Government Funding Support
(38:54) Offtake And Financing
(47:43) Investor Case And Catalysts
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
_________________________________________________
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
...more
53min
April 17, 2026 CATL’s Mining Push, Lithium Repricing, AI Power Crunch
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 push, small-cap mining risk, commodity investing, EV demand, oil inflation, and critical minerals strategy.
Explore our Patreon offerings: https://www.patreon.com/cw/rockstockchannel/membership
Battery Materials Review (Apr 2026): https://www.patreon.com/posts/battery-review-155835907
Chapters
(00:00:00) Bullish Market Setup
(00:09:35) Portfolio Discipline
(00:14:45) Exploration Risk
(00:21:15) Lithium Value Gaps
(00:25:24) Brazil Investment Case
(00:28:41) AI Power Constraints
(00:36:35) CATL’s Mining Push
(00:40:44) DLE And Supply
(00:45:53) Hard Rock Criteria
(00:49:25) Commodity Opportunities
(00:53:59) Gold And Inflation
(00:57:39) AI Capital Risks
(01:01:27) Closing Thoughts
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
[email protected]
Patreon:
https://www.patreon.com/cw/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
_________________________________________________
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
...more
1h 4min
April 15, 2026 Chile's First New Lithium Project PFS (CleanTech Lithium)
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 also shares insights from his experience at Albemarle and explains why Chile is becoming a major growth hub for lithium again.
Topics covered:
- CleanTech Lithium PFS highlights
- DLE technology and cost advantages
- Chile lithium policy and CEOL contracts
- Strategic partner process
- Timeline to production (2030–2031)
- ASX listing and funding strategy
Follow CleanTech Lithium:
X - https://x.com/ctlithium
LinkedIn - https://www.linkedin.com/company/cleantechlithium/
Chapters
(00:00) Company Overview ($CTL.L)
(03:36) Ignacio’s Background
(05:15) Chile Contract Timing
(06:16) PFS Economics
(08:45) Strategic Partner Search
(10:13) Chile’s Lithium Shift
(11:51) Development Timeline
(13:42) DLE And Project Economics
(18:31) Chile Policy Context
(22:54) Funding And ASX Plans
(27:53) Infrastructure Advantage
Sponsors
USCF Investments
Commodity-focused ETFs, including CPER (copper), ZSB (battery metals), USG (gold), and SDCI (diversified commodities)
Website: https://www.uscfinvestments.com/
X: https://x.com/USCFInvestments
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
_________________________________________________
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
...more
31min
April 10, 2026 China Looks Short Lithium Again. Go Long? (Paul Lusty)
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 turning higher.
A timely conversation on market sentiment, supply chain risk, and what investors may still be missing.
Register for Fastmarkets Conference: https://globalevents.fastmarkets.com/lithium-supply-and-battery-raw-materials-conference
Follow Fastmarkets:
X - https://x.com/FastmarketsMM
LinkedIn - https://www.linkedin.com/company/fastmarketsmm/
Chapters
(00:00) Intro
(04:50) Guest Introduction
(08:50) Lithium Price Impact
(11:31) Battery Utilization Trends
(12:58) Energy Storage Growth
(16:17) Zimbabwe Supply Risks
(21:14) Global Supply Response
(23:57) China Supply Concerns
(26:53) Restarting Idle Capacity
(29:53) Lithium Sulfate Potential
(33:37) Graphite Market Outlook
(35:52) Manganese Demand Drivers
(39:24) Cobalt Supply Tightness
(44:59) Nickel Cost Pressures
(49:25) Broad Commodity Strength
(51:30) Equity Market Disconnect
(52:55) Converter Margin
(55:18) China Global Strategy
(58:41) Closing Thoughts
Sponsors
Lithium Royalty Corp (TSX: LIRC)
Diversified lithium royalty portfolio
Website: https://www.lithiumroyaltycorp.com/
X: https://x.com/Lithium_Royalty
USCF Investments
Commodity-focused ETFs, including CPER (copper), ZSB (battery metals), USG (gold), and SDCI (diversified commodities)
Website: https://www.uscfinvestments.com/
X: https://x.com/USCFInvestments
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
_________________________________________________
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
...more
1h
April 07, 2026 Sigma Lithium’s Low-Cost Advantage Is Hard to Ignore (Ana Cabral)
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://x.com/SigmaLithium
LinkedIn - https://www.linkedin.com/company/sigma-lithium-resources/
Chapters
(00:00) Introduction
(04:19) Q4 Cash Flow Drivers
(05:06) Mine Restart And Ramp
(06:10) Owner Mining Strategy
(07:48) Debt And Interest Savings
(09:32) Expansion And Growth
(11:40) Reprocessing Opportunity
(16:00) Cost Curve Position
(18:06) Recovery And Processing
(20:45) Market Outlook And Valuation
Sponsors
Lithium Royalty Corp (TSX: LIRC)
Diversified lithium royalty portfolio
Website: https://www.lithiumroyaltycorp.com/
X: https://x.com/Lithium_Royalty
USCF Investments
Commodity-focused ETFs, including CPER (copper), ZSB (battery metals), USG (gold), and SDCI (diversified commodities)
Website: https://www.uscfinvestments.com/
X: https://x.com/USCFInvestments
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
_________________________________________________
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
...more
24min
April 06, 2026 First Phosphate: $17M Grant, Drill Results, Feasibility Next
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, government backing, feasibility plans, and why North America and Europe are racing to secure domestic supply.
Key topics include LFP battery demand, critical minerals strategy, phosphate market trends, and the shift from exploration to development.
Follow First Phosphate:
X - https://x.com/FirstPhosphate
LinkedIn - https://www.linkedin.com/company/first-phosphate/
Chapters
(00:00) Introduction
(03:29) Resource Expansion Insights
(05:47) Next Steps And Feasibility
(07:32) New Zones Potential
(09:12) Government Grant Context
(10:53) Phosphate Strategic Importance
(12:26) Grant Significance Explained
(15:03) ADR Listing Benefits
(15:51) Investor Perspective Shift
(17:18) LFP Market Demand
(18:43) Sulfur Supply Strategy
(19:51) Closing Remarks
Sponsors
Lithium Royalty Corp (TSX: LIRC)
Diversified lithium royalty portfolio
Website: https://www.lithiumroyaltycorp.com/
X: https://x.com/Lithium_Royalty
USCF Investments
Commodity-focused ETFs, including CPER (copper), ZSB (battery metals), USG (gold), and SDCI (diversified commodities)
Website: https://www.uscfinvestments.com/
X: https://x.com/USCFInvestments
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
_________________________________________________
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
...more
22min
April 03, 2026 Spodumene Shortage, Rare Earth Reshoring, Capital Costs, Europe Energy Security
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 critical minerals equities are lagging underlying commodity prices.
Follow Water Tower Research:
X - https://x.com/WTR_Research
LinkedIn - https://www.linkedin.com/company/water-tower-research/
This episode is essential viewing for anyone following lithium stocks, rare earth stocks, battery metals, energy transition investing, and global macro trends affecting mining and resource markets.
Chapters
(00:00) Intro
(06:29) PHOS & TMC Update
(11:03) Market Volatility Drivers
(14:57) Rising Capital Costs
(16:56) Producers Vs Developers
(21:18) Lithium Buying Opportunity?
(22:49) Commodity Price Psychology
(24:33) Regional Investment Shifts
(26:45) Rare Earth Demand Debate
(37:12) US-China REE Geopolitics
(40:31) US-Europe Relations Debate
(44:13) Brexit And Economic Impact
(46:34) Energy Transition Paradox
(51:41) Closing Remarks
Sponsors
Lithium Royalty Corp (TSX: LIRC)
Diversified lithium royalty portfolio
Website: https://www.lithiumroyaltycorp.com/
X: https://x.com/Lithium_Royalty
USCF Investments
Commodity-focused ETFs, including CPER (copper), ZSB (battery metals), USG (gold), and SDCI (diversified commodities)
Website: https://www.uscfinvestments.com/
X: https://x.com/USCFInvestments
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
_________________________________________________
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
...more
53min
March 30, 2026 Anson Resources: DLE Validation, PFS Near, And Utah Lithium Catalysts (Bruce Richardson)
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 low-impurity brine, potential cost advantages at Green River, Utah permitting progress, DOE funding opportunities, and relationships with POSCO and Aquatech. The interview also includes updates on the Paradox Lithium Project and Yellow Cat.
Chapters
(00:00) Introduction
(03:55) Company Overview
(05:28) Utah Advantages
(07:41) Paradox Lithium Project Overview
(10:07) Green River Progress
(12:23) Importance Of Low Impurities
(16:16) DLE Test Work Results
(17:38) Scaling And Pilot Plans
(18:19) Financial Position
(18:47) Yellow Cat Project
(21:26) Australian Projects
(22:09) Funding Strategy
(24:40) Upcoming Catalysts
(26:15) Closing Remarks
Sponsors
Lithium Royalty Corp (TSX: LIRC)
Diversified lithium royalty portfolio
Website: https://www.lithiumroyaltycorp.com/
X: https://x.com/Lithium_Royalty
USCF Investments
Commodity-focused ETFs, including CPER (copper), ZSB (battery metals), USG (gold), and SDCI (diversified commodities)
Website: https://www.uscfinvestments.com/
X: https://x.com/USCFInvestments
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
_________________________________________________
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
...more
28min
March 27, 2026 Lithium Deals & Supply Crunch, Commodity Shock, Q2 Metals Update
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 dynamics, and what it all means for EVs, inflation, and future markets.
At the end of our discussion, we've attached an update chat with Q2 Metals following their most recent press release including new spodumene hits and an extended MRE delivery date.
Chapters
(00:00) Intro
(06:12) Sulfur Supply Importance
(08:19) Supply Restart Delays
(10:24) Inflation And Fertilizers
(12:04) Stagflation And Gold
(14:17) Market Outlook Debate
(17:55) Oil Products Inflation
(19:46) Energy Transition Challenges
(24:10) Lithium Offtake Strategies
(25:27) China Supply Dominance
(28:54) Lithium Cost Curve Evolution
(31:53) Conversion Capacity Issues
(33:44) Global EV Supply Chain
(35:42) Market Maturity And Financing
(39:27) Cost Of Capital
(42:51) Exploration And New Projects
(46:03) Future Lithium Supply Gap
(47:34) Q2 Metals Update
Sponsors
- Lithium Royalty Corp (TSX: LIRC) - diversified lithium royalty portfolio.
(Website: https://www.lithiumroyaltycorp.com/ | X: https://x.com/Lithium_Royalty)
- USCF Investments - commodity-focused ETFs (e.g., CPER copper, ZSB battery metals, USG gold, SDCI diversified commodities).
(Website: https://www.uscfinvestments.com/ | X: https://x.com/USCFInvestments)
Links
- Strategic Lithium Reserve (SLR) White Paper: https://blog.rkequity.com/2025/12/08/strategic-lithium-reserve/
- Read Matt's research blog: https://blog.rkequity.com/
- Sign up for the Lithium-Ion Bull newsletter/Matt's Blogs: https://rkequity.com/
Have a question? Drop us an email: [email protected]
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq
X (Twitter):
Howard: https://x.com/LithiumIonBull
Matt: https://x.com/matt_fernley
Rodney: https://x.com/RodneyHooper13
_________________________________________________
DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Howard, Matt and Rodney are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do 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
...more
57min

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How many episodes does Rock Stock Channel have?

The podcast currently has 338 episodes available.

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