Rock Stock Channel

By rockstockchannelBusiness

Rock Stock Channel episodes

September 15 Is Power Metallic’s Maiden Resource Just the Beginning?
Power Metallic (TSXV: PNPN) CEO Terry Lynch discusses the maiden Lion Zone mineral resource, market reaction, mine economics, exploration upside and the next phase of drilling at the Nisk Project.
The conversation covers Lion’s copper and nickel potential, deeper drilling below the current resource, metallurgy, regional exploration targets, the path toward a PEA, and upcoming catalysts including further exploration results and a potential NASDAQ ADR.
Investor Webinar:
https://6ix.com/event/power-metallic-mineral-resource-estimate-presentation
Corporate Presentation:
https://www.powermetallic.com/corporate_presentation.pdf
Follow:
X/Twitter (Terry Lynch) - https://x.com/terrybali
X/Twitter (Company) - https://x.com/PowerMetallic
LinkedIn (Terry Lynch) - https://www.linkedin.com/in/terry-lynch-lion18/
LinkedIn (Company) - https://www.linkedin.com/company/power-metallic/
___
Chapters
(00:00) Maiden Resource Overview
(01:54) MRE Market Reaction Explained
(03:42) Lion Mine Potential
(07:39) Copper And Nickel Upside
(09:14) Metallurgy And Resource Growth
(10:42) NISC Resource Strategy
(11:23) Could Lion Be A Mine?
(12:13) Regional Exploration Targets
(13:37) New Drilling Technology
(15:18) Upcoming Project Catalysts
(17:48) NASDAQ Listing Plans
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
September 14 How Does the Court Ruling Affect Sigma Lithium?
Sigma Lithium (NASDAQ: SGML | ASX: SAU) CEO Ana Cabral joins Howard Klein to discuss the company’s new ASX listing, the latest Brazilian court ruling, and what it could mean for operations and Phase Two expansion.
They also cover production ramp-up, lithium prices, refinancing, and Sigma’s outlook as the company targets higher output.
Follow Sigma Lithium:
X (Company) - https://x.com/SigmaLithium
LinkedIn (Company) - https://www.linkedin.com/company/sigma-lithium-resources/
Chapters
(00:00) Sigma Lithium Update
(01:05) Why List In Australia
(07:01) Production And Ramp-Up
(09:47) Court Ruling Explained
(13:56) Brazil Election Dynamics
(18:46) Mining And Political Pressure
(23:58) Community Impact Dispute
(27:19) State Agreement Explained
(30:20) Expansion And Legal Risk
(31:44) Costs And Lithium Prices
(34:29) Debt Refinancing Outlook
(35:27) Mining Efficiency Gains
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
38 min
September 11 Is the Lithium Inventory Scare Just Noise?
Is the lithium sell-off overdone - and are China’s lithium inventories being misread?
In this week’s Rock Stock Recap, Howard Klein and Matt Fernley break down lithium market sentiment, SMM inventory data, demand trends, Standard Lithium’s East Texas project, Core Lithium’s restart, Talon Metals’ latest discovery, and the political risks impacting Sigma Lithium and critical minerals investors.
Including company updates: Surge Battery Metals (TSXV:NILI) on land access, water rights and upcoming PFS catalysts; and Anson Resources (ASX:ASN) on US$406M in Utah incentives, battery-grade testwork and DFS progress.
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
(00:00:00) Weekly Recap
(00:05:47) Oil And Politics Turn Markets Risk-Off
(00:09:00) Talon Metals Delivers World-Class Hit
(00:11:51) Standard Lithium’s East Texas Scale
(00:17:59) Standard Lithium Looks Mispriced
(00:21:19) Core Lithium Restart May Surprise
(00:23:09) Lithium Inventory Scare Looks Overdone
(00:25:41) Why Chinese Lithium Data Still Matters
(00:34:27) Lithium Has Become A Commodity
(00:49:01) Election Risk Hits Sigma Lithium
(00:51:07) AI Bubble Adds Market Tail Risk
(00:53:20) Surge Battery Metals Clears Key Water-Permitting Hurdle
(00:59:16) Anson Resources Receives $406M In Tax Incentives
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 8 min
September 10 SMM on China BESS: Can Growth Hold Up as Costs Rise?
SMM analyst Lana Li joins Matt Fernley on Rock Stock Channel to discuss the outlook for China’s BESS and energy storage market, including battery pricing, lithium cost pass-through, project IRRs, policy changes and the shift from mandatory storage to market-based returns.
We also cover China’s BESS slowdown, global demand growth, export pressures, inventory, sodium-ion batteries and SMM’s outlook for roughly 30% global BESS demand CAGR through 2030.
Read Interview Transcript:
https://link.rkequity.com/smm-transcript
Follow Participants:
X (SMM) - https://x.com/CnMetals
X (Matt) - https://x.com/matt_fernley
___
Chapters
(00:00) Introductions
(02:27) China Resets BESS Pricing Discipline
(07:01) China Shifts To Economics-Driven Storage
(12:19) Lithium Surge Barely Reaches BESS Prices
(15:23) Why China BESS Installations Slowed
(20:22) Residential Inventories Mask Tight Cell Supply
(23:03) SMM's BESS Forecasting Methodology
(24:11) Global BESS Growth Diversifies Beyond China
(26:01) Higher Costs Threaten BESS Growth Forecasts
(27:51) Sodium-Ion Remains Too Expensive
(30:18) Sustainable Returns Become The Real Constraint
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
32 min
September 07 Why Has Benchmark Flipped 2027 Lithium From Surplus to Deficit?
Benchmark Mineral Intelligence’s Iola Hughes and Cameron Perks join Matt Fernley to discuss why the 2027 lithium market outlook has shifted from surplus to deficit.
They break down Benchmark’s latest views on EV battery demand, rising pack sizes, BESS cell production, lithium supply risks and pricing - including why battery demand is growing far faster than EV unit sales, where excess cell inventory may be sitting, and what could change the 2027 balance.
Follow Guests:
X (Iola) - https://x.com/RhoMoIola
X (Cameron) - https://x.com/DrCamPerksBMI
X (Benchmark) - https://x.com/benchmarkmin
LinkedIn (Iola) - https://www.linkedin.com/in/iolahughes/
LinkedIn (Cameron) - https://www.linkedin.com/in/cameronperks/
LinkedIn (Benchmark) - https://www.linkedin.com/company/benchmark-mineral-intelligence/
Website (Benchmark) - https://www.benchmarkminerals.com/
___
Chapters
(00:00) Lithium Outlook Flips To Deficit
(02:10) Battery Storage Demand Surges
(05:17) China Storage Growth Stalls
(09:34) Battery Inventory Risk Builds
(15:17) EV Growth Shifts Beyond China
(19:47) Bigger Batteries Lift Demand
(23:47) 2027 Lithium Deficit Emerges
(26:08) Supply Risks Could Deepen Deficit
(31:03) Raw Materials Remain Tight
(33:11) China Supply Growth Looks Limited
(35:06) Australia Leads New Supply
(37:04) Lithium Prices Set To Rise
(38:33) Cell Supply Growth Rate
(39:20) Higher Prices Invite Substitution
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
44 min
September 04 Can a Copper Bull Still Be a Lithium Bear?
Lithium equities continue to lag rising lithium prices, while copper trades near all-time highs and investors reassess where the real opportunities lie across critical minerals.
In this week’s Rock Stock Recap, Howard Klein and Matt Fernley discuss undervalued Argentine lithium brines, Liontown’s move into Argentina, Standard Lithium’s LG Energy Solution offtake, Albemarle’s leadership shift, El Niño risks, high-grade copper projects, Codelco, copper supply forecasts, and why the market may still be underestimating lithium.
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 Equities Lag Commodity Prices
(05:02) Argentine Brines Look Mispriced
(06:32) Liontown Validates Argentine Brine Value
(13:47) High-Grade Copper Juniors Stand Out
(20:56) Copper Supply Risks May Be Overhyped
(24:01) Codelco Raises Chile Lithium Risk
(29:13) El Niño Could Tighten Brine Supply
(34:34) Albemarle Shifts Toward Mining Discipline
(40:00) Standard Lithium Offtake Unlocks Financing
(44:43) Lithium Fundamentals Keep Tightening
(46:06) Copper And Lithium Pricing Compared
(51:06) Copper Supply Keeps Beating Forecasts
(57:01) SLI on Bloomberg
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
August 28 Are Grid Queues Distorting Battery Demand Signals?
Project Blue analysts Rob Burrell and Jordan Roberts join Rock Stock Channel (Matt and Ben) for a deep dive into the lithium and battery markets. The discussion covers lithium prices, China EV demand, energy storage growth, spodumene supply, sodium-ion batteries, commercial EVs, drones, robotics, Zimbabwe exports and India’s emerging battery industry.
Follow:
LinkedIn (Rob Burrell) - https://www.linkedin.com/in/robert-burrell-phd-196878196/
LinkedIn (Jordan Roberts) - https://www.linkedin.com/in/jordan-roberts-68b746114/
LinkedIn (Project Blue) - https://www.linkedin.com/company/theprojectblue/
Website (Project Blue) - https://projectblue.com/
___
Chapters
(00:00) Intro
(04:07) Lithium Market Drivers
(05:45) Supply Risks Ahead
(07:29) China VAT Changes
(11:55) China EV Demand
(13:43) Energy Storage Growth
(15:09) Sodium-Ion Outlook
(16:55) Grid Connection Bottlenecks
(19:15) Lithium Price Outlook
(20:10) Lithium Market Balance
(22:07) Concentrate Supply Risks
(24:29) EVs vs. Storage
(28:24) Commercial Vehicle Demand
(31:31) Drones And Defence
(34:54) Humanoid Robot Demand
(37:56) Lithium Phosphate Growth
(41:39) Zimbabwe Export Outlook
(43:53) India Battery Market
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
August 27 10 Rigs, 50,000m: Can Rare Earths Americas Turn Drilling Into Resources?
Rare Earths Americas (NYSE: REA) CEO Don Swartz discusses the company’s exploration progress in Georgia and Brazil, including drilling at the Foothills Rare Earth District, Homer and Alpha. He also explains why management is focused on execution, resource development and project de-risking despite broader volatility across rare earth and critical minerals stocks.
The discussion covers REA’s drilling program, Homer’s 6.5 km anomaly, its expanding Georgia land position, capital allocation, upcoming resource milestones and the outlook for Western rare earth supply chains.
REA Presentation Deck:
https://d1io3yog0oux5.cloudfront.net/_648fc9d8b957f3772c30184785969b7c/rareearthsamericas/db/3576/34488/pdf/REA_August+2026+Marketing+Deck+vFINAL+FINAL+.pdf
Follow Rare Earths Americas:
Website - https://rareearthsamericas.com/
LinkedIn (Donald Swartz) - https://www.linkedin.com/in/donald-swartz/
LinkedIn (Company) - https://www.linkedin.com/company/rare-earths-americas/
___
Chapters
(00:00) Company Update And Context
(04:14) Post-IPO Progress
(08:24) Homer Exploration Program
(10:29) Niobium Potential
(11:43) Foothills District Expansion
(14:15) MRE Timing
(14:31) Processing And Supply Chains
(16:36) Capital Allocation And Alpha
(18:42) Market Valuation Disconnect
(23:53) Mining Talent And Policy
(26:02) Six-Month Milestones
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
29 min
August 26 Why are Four Billionaires Backing this Junior Copper Story?
Power Metallic (TSXV: PNPN) CEO Terry Lynch joins Rock Stock Channel (Howard and Matt) to discuss the company’s high-grade copper, nickel and PGE discovery in Quebec, its upcoming mineral resource estimate, exploration upside and potential pathway to production.
The discussion covers Power Metallic’s unusually high copper-equivalent grades, strong metallurgical recoveries, infrastructure advantages, strategic investor interest and the potential impact of a Nasdaq ADR listing.
Corporate Presentation:
https://www.powermetallic.com/corporate_presentation.pdf
Follow:
LinkedIn (Terry Lynch) - https://www.linkedin.com/in/terry-lynch-lion18/
X/Twitter (Terry Lynch) - https://x.com/terrybali
LinkedIn (Company) - https://www.linkedin.com/company/power-metallic/
X/Twitter (Company) - https://x.com/PowerMetallic
___
Chapters
(00:00) Investment Case
(03:06) Power Metallic Introduction
(05:49) Company Origin Story
(08:08) Exceptional Copper Grades
(11:08) Resource Economics
(12:39) Metallurgical Recoveries
(14:16) Exploration Upside
(17:25) Mine Development Plan
(19:57) Infrastructure Advantage
(20:36) Expansion Strategy
(24:54) Strategic Shareholders
(28:47) Market Valuation Gap
(31:02) Development Comparables
(35:44) Strategic Investor Interest
(38:23) Rerating Catalysts
(41:29) Nasdaq Listing Catalyst
(45:41) Critical Minerals Opportunity
(48:07) 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
50 min
August 25 Why Is The Market Undervaluing Argentine Brine Stocks?
Are Argentinian lithium brine stocks significantly undervalued? In this episode of Rock Stock University, Matt Fernley explores the valuation gap between conventional lithium brine companies and recent industry takeovers, highlighting scarcity, scalability, low operating costs and Argentina’s improving investment environment.
Discover why conventional lithium brine projects could be one of the most mispriced areas of the lithium market.
Follow Matt Fernley:
X/Twitter - https://x.com/matt_fernley
LinkedIn - https://www.linkedin.com/in/matt-fernley-8a755a3/
Follow RK Equity:
X/Twitter - https://x.com/RKEquityRocks
LinkedIn - https://www.linkedin.com/company/rkequity/
___
Chapters
(00:00) Why Argentina’s Conventional Brine Stocks Look Mispriced
(02:24) 1) Good Conventional Brine Projects Are Scarce
(03:36) 2) Conventional Brines Can Scale to Meet Lithium Demand
(04:47) 3) Conventional Brines Sit Low on the Cost Curve
(05:50) 4) Argentina’s Investment Environment Is Improving
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
9 min

About Rock Stock Channel

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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…