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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.
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(00:00) Anson Resources Update
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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
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.
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(00:00:00) Critical Minerals Return To Washington
(01:02:44) PHOS: Federal Funding Announcement
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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
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.
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(00:00) Weekly Recap And Disclosures
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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
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.
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(00:00:00) Investment Overview
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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
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.
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(00:00) Project News Overview
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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
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.
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(00:00) Battery Materials Update
(29:09) PHOS: Upsized Financing
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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
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.
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(00:00) Intro
(43:34) TMC at Benchmark Conference
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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
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.
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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
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.
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(00:00) Intro
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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
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).
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(00:00) Panel Introduction
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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
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