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 377 episodes available.

Rock Stock Channel episodes:

August 09, 2026 Could Utah’s $360M Support Transform Green River? (Anson Resources)
Anson Resources (ASX: ASN) Executive Chairman & CEO Bruce Richardson joins Rock Stock Channel (Howard and Matt) to discuss the latest progress at the Green River lithium project in Utah, including state-level financing incentives, potential CapEx benefits, DFS timing, mineral rights expansion, DLE test work, and the broader lithium market outlook.
The discussion covers Anson’s path toward FID, Utah government support, potential federal grant opportunities, and why rising lithium demand could support future project development.
Follow Anson Resources:
LinkedIn (Company) - https://www.linkedin.com/company/anson-resources/
X/Twitter (Company) - https://x.com/anson_ir
___
Chapters
(00:00) Anson Resources Update
(03:11) Green River Overview
(05:38) Utah Funding Incentives
(09:30) Government Support
(11:25) Expanding Lithium Resources
(14:00) Processing Test Results
(16:13) Market Valuation Disconnect
(18:42) Lithium Demand Outlook
(20:13) Lithium Market Tailwinds
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
...more
22min
August 07, 2026 Is Albemarle Signaling $30,000 Lithium?
Critical minerals are back in focus as Washington weighs new policy moves, battery storage demand accelerates, and lithium market fundamentals tighten.
In this week’s Rock Stock Recap, Howard Klein and Matt Fernley are joined by Steve LeVine to discuss the US-China battery supply chain race, why grid storage and AI power demand could reshape lithium markets, and what investors may be missing in lithium equities. The episode also covers Albemarle’s bullish lithium commentary, BESS demand, Lithium Argentina vs Lithium Americas, Mariana Minerals, The Metals Company, and the role of Silicon Valley capital in mining.
Stay tuned for a follow-up interview with First Phosphate CEO John Passalacqua on new Canadian government funding, Quebec fast-track status, and the race to build a Western LFP battery supply chain.
Council on Foreign Relations Article:
https://www.cfr.org/articles/the-shareholder-state-washingtons-improvised-bet-on-critical-minerals
Follow Steve LeVine:
The Electric - https://www.theinformation.com/features/the-electric
LinkedIn - https://www.linkedin.com/in/steve-levine-1901926/
X/Twitter - https://x.com/stevelevine
___
Chapters
(00:00:00) Critical Minerals Return To Washington
(00:03:50) Washington Turns Hawkish On China
(00:05:49) Batteries Gain Strategic Importance
(00:08:19) Value Creation Beats Supply Control
(00:14:14) Can Chinese Battery Makers Build In America
(00:19:48) Copy Proven Batteries, Then Innovate
(00:29:38) Grid Rebuild Is The Bullish Catalyst
(00:36:27) BESS Demand Outruns Lithium Equities
(00:39:24) Albemarle Confirms A Tight Lithium Market
(00:43:39) New Lithium Supply Needs Higher Prices
(00:47:35) Lithium Argentina Avoids The Dilution Trap
(00:50:11) Cash-Rich Lithium Names Stand Out
(00:52:43) Mariana Attracts Silicon Valley Capital
(00:56:26) Can Software Lower Mining Costs
(01:02:44) PHOS: Federal Funding Announcement
(01:04:27) Critical Project Infrastructure
(01:07:11) Quebec Fast-Track Status
(01:09:03) Funding And Development Timeline
(01:09:49) Closing Remarks
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
...more
1h 12min
July 31, 2026 Lithium Inventories Tighten, Equities Lag
Lithium inventories are tightening, but lithium equities remain under pressure. In this week’s Rock Stock Recap, Howard Klein, Matt Fernley and Tomasz Nadrowski of Amvest Capital discuss the critical minerals sell-off, lithium market fundamentals, rare earths, nickel, tungsten, AI infrastructure, energy bottlenecks, mining inflation, government support and where value may be emerging across mining equities.
Topics include CATL demand signals, Australian spodumene producer earnings, falling lithium inventories, defense-related critical minerals demand, oil and inflation risks, uranium flows, and whether the recent mining stock sell-off is a buying opportunity or a warning sign.
SAFE Paper:
https://safe2020.wpenginepowered.com/wp-content/uploads/2026/07/SAFE-Minerals-Center-Critical-Moves-Report.pdf
IEA Paper:
https://iea.blob.core.windows.net/assets/6f00e190-3f3b-4e40-8ef3-342d30ac6e0d/GlobalCriticalMineralsOutlook2026.pdf
Follow Tomasz Nadrowski:
LinkedIn - https://www.linkedin.com/in/nadrowski/
LinkedIn (Amvest Capital) - https://www.linkedin.com/company/amvestcapital/
X/Twitter (Amvest Capital) - https://x.com/AmvestCap
Explore our Patreon Offerings:
https://www.patreon.com/cw/rockstockchannel/membership
___
Chapters
(00:00) Weekly Recap And Disclosures
(06:21) Lithium Earnings Meet Macro Headwinds
(16:14) Lithium Sell-Off May Be Overdone
(18:49) AI Deleveraging Spills Into Mining
(28:20) Oil Shock Raises Mining Inflation
(32:04) Lithium Equities Ignore Tightening Fundamentals
(36:42) Nickel Risk, Tin And Tungsten Resilience
(40:08) Structural Bull Case Meets Valuation Reality
(47:39) Cash-Rich Lithium Producers Stand Out
(49:22) Nuclear Realignment Threatens Uranium Flows
(53:13) Electricity Becomes AI’s Critical Bottleneck
(56:57) Bull Market Correction Or Cycle Break?
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
...more
1h 2min
July 29, 2026 Lithium’s Permian? Standard Lithium and the Smackover
Standard Lithium CEO David Park and COO Andy Robinson join Rock Stock Channel (Howard and Matt) to discuss the company’s Smackover lithium brine strategy, low-cost production potential, lithium carbonate for LFP batteries, and the path toward financing and final investment decision.
The conversation covers why Arkansas and East Texas could become a major North American lithium production hub, how Standard Lithium’s brine resources compare to other lithium projects, and why infrastructure, scale, operating costs, and strategic partnerships with Koch and Equinor matter for the future of U.S. battery supply chains.
Corporate Presentation:
https://www.standardlithium.com/_resources/presentations/202606.pdf
Follow Standard Lithium:
LinkedIn (David Park) - https://www.linkedin.com/in/david-park-76484b1b/
LinkedIn (Andy Robinson) - https://www.linkedin.com/in/andy-robinson-3922a118/
X/Twitter (Company) - https://x.com/StandardLithium
___
Chapters
(00:00:00) Investment Overview
(00:09:24) Brine Resource Advantage
(00:12:33) Lithium Carbonate Strategy
(00:14:17) US Battery Supply Chain
(00:16:05) Low-Cost Production
(00:18:42) Smackover Geography
(00:21:43) Production Potential
(00:23:54) Capital Cost Outlook
(00:25:41) Lithium Shale Analogy
(00:28:12) Scaling Future Projects
(00:33:46) David Park’s Background
(00:37:45) Koch Partnership
(00:41:46) Capital Project Experience
(00:49:09) Joining Standard Lithium
(00:51:48) Strategic Company Pivots
(00:55:21) Oklo And Growth Ambitions
(01:00:04) Upcoming Project Milestones
(01:03:40) 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/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
...more
1h 5min
July 20, 2026 Anson Resources Secures Final Major Permit (Bruce Richardson)
Anson Resources (ASX:ASN) Executive Chairman and CEO Bruce Richardson joins Rock Stock Channel (Matt & Ben) to discuss the latest Green River lithium project updates, including the final major permit for the 10,000tpa plant, progress on DLE technology, Baker Hughes engineering work, potential DOE funding support, offtake discussions, resource expansion, and key catalysts for investors over the next six months.
This interview covers Anson Resources’ pathway toward lithium production in Utah, the role of direct lithium extraction, project financing options, and why the company believes it is well positioned in the critical minerals sector.
Follow Anson Resources:
LinkedIn (Company) - https://www.linkedin.com/company/anson-resources/
X/Twitter (Company) - https://x.com/anson_ir
___
Chapters
(00:00) Project News Overview
(02:45) Final Permit Secured
(04:58) Financing Interest Improves
(06:02) DLE Adoption Grows
(07:20) Tailoring DLE Technology
(09:55) Congressional Funding Support
(13:06) Non-Dilutive Financing Options
(14:24) Expanding Project Resources
(16:07) Baker Hughes Engineering
(17:44) Upcoming Project Catalysts
(21:20) Anson’s Market Position
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
...more
23min
July 17, 2026 Lithium Prices Stabilize: Dip-Buying Ahead?
In this Rock Stock Recap, Howard Klein and Matt Fernley discuss lithium prices, critical minerals, rare earths, battery materials, EV demand, BESS trends, and where dip-buying opportunities may be emerging across the sector.
Plus, John Passalacqua of First Phosphate (CSE:PHOS) shares an update on the company’s upsized financing, G7 support, LFP battery supply chain strategy, and path toward feasibility, permitting, and FID.
Explore our Patreon Membership:
https://www.patreon.com/cw/rockstockchannel/membership
___
Chapters
(00:00) Battery Materials Update
(04:10) Lithium Market Outlook
(07:10) Investor Attention Shifts
(11:52) Lithium Supply Risks
(14:20) CATL Restart Impact
(16:24) Project Incentive Prices
(17:41) Government Funding Support
(18:16) Rare Earth Price Strength
(19:31) Summer Market Sell-Off
(22:18) Critical Minerals Performance
(23:49) Dip-Buying Opportunities
(24:31) Cash-Rich Developers
(26:29) Lithium Africa Appointments
(29:09) PHOS: Upsized Financing
(30:31) Growing Demand For LFP
(31:48) G7 Supply Chain Support
(33:19) Funding And Cash Runway
(34:07) Mine Development Timeline
(35:06) Market Sell-Off Opportunity
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
...more
39min
July 11, 2026 Made in America 2035: Lithium, Cathodes and Battery Dominance
Georgia Williams of Investing News Network interviews Howard Klein of RK Equity to discuss lithium, critical minerals, battery storage, AI power demand and US energy security. The episode also features Craig Shesky of The Metals Company on deep-sea mining, seafloor nodules and securing nickel, copper, cobalt and manganese supply chains.
___
Chapters
(00:00) Intro
(04:18) Georgia Williams Interview
(09:38) Batteries And National Security
(13:55) Recycling And Black Mass
(15:14) Domestic Processing Partnerships
(19:00) Competing With China
(21:26) The Missing Midstream
(24:50) America’s Lithium Opportunity
(27:33) Energy Storage Demand
(31:35) Prioritizing Critical Minerals
(35:24) Building Ex-China Supply
(36:14) AI, Robots, And Minerals
(39:10) Batteries Power AI
(40:51) Automation And Seafloor Mining
(43:34) TMC at Benchmark Conference
(46:33) Streamlining US Permits
(48:41) Processing Seafloor Nodules
(50:53) Domestic Supply Chains
(51:34) Scaling Commercial Production
(52:51) International Legal Risks
(55:00) Buyers And Offtakes
(56:07) Critical Mineral Demand
(58:01) Building Industry 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
...more
1h
July 06, 2026 First Phosphate Keynote Presentation at Fastmarkets 2026
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 active material for the growing clean energy industry.
PHOS Presentation:
https://custom-eur.cvent.com/6B4AD26156DA46D280CFA793261D5868/files/8cf1c78005c34f59bf2084c1a8700538.pdf
Follow First Phosphate:
LinkedIn (John Passalacqua) - https://www.linkedin.com/in/john-passalacqua-964092257/
X/Twitter (Company) - https://x.com/FirstPhosphate
___
Chapters
(00:00) Speaker Introduction
(00:22) First Phosphate Overview
(00:54) LFP Market Growth
(01:59) Energy Storage Demand
(02:45) Phosphate Supply Gap
(04:07) Purified Phosphoric Acid
(06:12) Igneous Phosphate Advantage
(07:31) Quebec Mine Resource
(09:30) Mine-To-Market Strategy
(10:07) North American Battery Chain
(12:51) Government And G7 Support
(14:34) Critical Phosphate Supply
(16:34) Gold Miner Interest
(17:33) LFP Battery Recycling
(19:24) Closing Remarks
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
20min
July 03, 2026 Recent Metals Sell-Off: Opportunity Or Caution?
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 progress in Argentina, brine valuations, energy storage demand, and what “investable tons” mean for the future of lithium supply.
Featuring insights on lithium, battery materials, critical minerals, EVs, ESS, Rio Tinto, CATL, Galan Lithium, Lithium Argentina, and the broader energy transition.
PLS Presentation:
https://www.linkedin.com/posts/plslinkedin_lithium-energytransition-investabletonne-activity-7475393248933388288-PmVj
Join our Patreon Membership:
https://www.patreon.com/cw/rockstockchannel/membership
___
Chapters
(00:00) Intro
(03:28) Metals Selloff
(05:40) Summer Risk-Off
(12:53) Lithium Performance Summary
(17:26) CATL Mine Rumors
(21:11) Bubble Concerns
(24:22) Recession Risks & Oil
(28:16) Rio Lithium Strategy
(33:07) DLE Progress
(34:21) Hard Rock + Brine M&A Outlook
(39:57) Debt And Dilution
(41:55) Lithium Argentina
(45:16) CATL Battery Outlook
(48:48) PLS: Investable Lithium Tons
(52:50) Upcoming Content
(53:55) Patreon Membership
(55:57) Closing Remarks
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
...more
57min
July 02, 2026 Fastmarkets (P)CAM Panel 2026: Accelerating North America's Midstream
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 Phosphate (John Passalacqua), Positive Materials (Marco Romero), Global Lithium (Joe Lowry), and RK Equity (Matt Fernley).
Follow panelists on LinkedIn:
Matt Fernley - https://www.linkedin.com/in/matt-fernley-8a755a3/
Trent Mell - https://www.linkedin.com/in/tmell1/
Marco Romero - https://www.linkedin.com/in/marco-romero-93606a1a3/
John Passalacqua - https://www.linkedin.com/in/john-passalacqua-964092257/
Joe Lowry - https://www.linkedin.com/in/jplowry/
Rene LeBlanc - https://www.linkedin.com/in/rene-leblanc-19173311/
___
Chapters
(00:00) Panel Introduction
(01:31) Midstream Bottlenecks
(02:22) PCAM and CAM Barriers
(03:37) Global Supply Chain Gaps
(05:26) Lithium and Cathode Investment
(09:00) Competing Beyond China
(14:01) Financing Project Scale-Up
(15:28) Government Support Tools
(18:58) Funding Signals Matter
(22:42) DOE Loan Lessons
(26:36) LFP and Phosphate
(29:40) Project Development Lessons
(31:09) Cathode Manufacturing Know-How
(32:31) Ten-Year Success Vision
(37:08) Standalone CAM Models
(38:17) Policy and Lobbying
(39:12) Robots and Battery Demand
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
41min

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How many episodes does Rock Stock Channel have?

The podcast currently has 377 episodes available.

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