Rock Stock Channel

By rockstockchannelBusiness

Rock Stock Channel episodes

July 01 Ganfeng-Backed Lithium Africa: First Inning Of A Discovery Story
Tom Benson, CEO of Lithium Africa (TSXV: LAF), joins Rock Stock Channel (Howard and Matt) for a deep dive into the company’s African lithium exploration strategy, Ganfeng Lithium partnership, and key drill-ready projects in South Africa and Côte d’Ivoire.
Topics include Lithium Africa’s discovery-focused model, the Springbok and Adzope projects, low-cost African spodumene potential, upcoming drill catalysts, and why Africa could be one of the most overlooked frontiers in global lithium exploration.
LAF Presentation:
https://li-africa.com/wp-content/uploads/2026/07/2026_06-LAF_Corporate_Deck_Q2_July2026.pdf
Follow Lithium Africa:
LinkedIn (Tom Benson) - https://www.linkedin.com/in/thomasrbenson/
X/Twitter (Company) - https://x.com/Lithium_afri
___
Chapters
(00:00) CEO Transition
(05:18) Tom’s Background
(09:17) Lithium Africa Overview
(11:18) Africa Exploration Thesis
(14:05) Project Selection Method
(16:52) Ganfeng Partnership
(19:02) Low-Cost African Spodumene
(22:07) Springbok Project
(25:09) Springbok Drilling Plan
(27:36) Springbok Mineralogy
(31:39) Adzope Project
(34:28) Early-Stage Portfolio
(35:37) Discovery Upside
(36:55) Upcoming Catalysts
(38:00) Why Lithium Africa
(41:06) Project Generator Model
(42:35) 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
44 min
June 30 Fastmarkets Lithium DLE Panel 2026: From Promise To Production
Direct Lithium Extraction (DLE) is moving from promise to production. In this Fastmarkets panel, Howard Klein moderates a discussion with Fabien Burdet, Francis Wedin, Teague Egan, Samuel Moore, Joseph Mills, and Jeremy Humphers on DLE commercialization, lithium project finance, brine resources, geothermal and oilfield opportunities, and future lithium supply growth.
The panel explores what it will take for DLE projects to scale, compete on cost, and support the global battery metals supply chain.
Follow panelists on LinkedIn:
Howard Klein - https://www.linkedin.com/in/howardklein/
Fabien Burdet - https://www.linkedin.com/in/fabien-burdet-83851a27/
Francis Wedin - https://www.linkedin.com/in/franciswedin/
Teague Egan - https://www.linkedin.com/in/teagueegan/
Samuel Moore - https://www.linkedin.com/in/samuel-moore-454901b6/
Joseph Mills - https://www.linkedin.com/in/joseph-mills-2036a719/
Jeremy Humphers - https://www.linkedin.com/in/jeremy-humphers/
___
Chapters
(00:00) Panel Introductions
(07:58) Financing DLE Projects
(10:36) Brine Project Differences
(13:42) EnergyX Project Pipeline
(15:23) IBAT Commercial Path
(17:35) Galvanic’s Texas Strategy
(19:21) Project Finance Challenges
(22:52) DLE Value Creation
(27:16) Eramet Expansion Plans
(31:42) Long Development Timelines
(34:04) Modular Growth Strategies
(36:41) Future DLE Supply
(42:22) 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
44 min
June 28 Galan Lithium: Low-Cost Brines in a Changing Argentina
Galan Lithium (ASX: GLN) joins Rock Stock Channel (Howard and Matt) at the Fastmarkets Lithium Conference to discuss Argentina brines, the Hombre Muerto West lithium project, first lithium chloride sales, Phase 2 financing, and why Argentine lithium assets may be misunderstood by public markets.
Featuring JP Vargas, Daniel Jimenez, Ross Dinsdale, Ofer Amir, Howard Klein, and Matt Fernley, this conversation covers Galan’s development progress, Argentina’s improving investment climate, RIGI approval, strategic interest in lithium brines, and the long-term investment case for low-cost lithium production.
Follow Galan Lithium:
LinkedIn (JP Vargas) - https://www.linkedin.com/in/juan-pablo-vargas-de-la-vega-2770b723/
LinkedIn (Ross Dinsdale) - https://www.linkedin.com/in/ross-dinsdale-cfa-19b1885b/
LinkedIn (Daniel Jimenez) - https://www.linkedin.com/in/daniel-jimenez-schuster-71b3b5117/
X/Twitter (Daniel Jimenez) - https://x.com/D_Jimenez_Sch
___
Chapters
(00:00) Argentina Brine Undervaluations
(02:30) Galan’s Development Progress
(04:54) Argentina Investment Climate
(07:45) Argentina Versus Chile
(09:52) Strategic Interest Grows
(12:00) Financing Phase Two
(14:52) Brine Investment Case
(16:29) Resource Quality
(17:24) 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
_________________________________________________
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
June 26 Fastmarkets Lithium Conference 2026 Takeaways w/ Chris Robb
Live from the Fastmarkets lithium conference 2026, Howard Klein and Matt Fernley, along with Chris Robb, discuss their key takeaways for the lithium market, DLE technology, LFP batteries, phosphate supply chains, and upcoming catalysts across leading battery metals companies including Lithium Ionic, Anson Resources, First Phosphate, Q2 Metals, NOA Lithium Brines, and Surge Battery Metals.
___
Chapters
(00:00) Fastmarkets Takeaways
(11:18) Company Catchup: Lithium Ionic
(17:13) Anson Resources
(21:45) First Phosphate
(27:18) Q2 Metals
(32:30) NOA Lithium Brines
(37:04) Surge Battery Metals
(42:14) Chris Robb
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
50 min
June 24 NOA Lithium Brines Webinar: Portfolio, Progress, Catalysts (Gabriel Rubacha)
NOA Lithium Brines (TSXV: NOAL) joins Amvest Capital and RK Equity for a discussion on the lithium market, Argentina’s Lithium Triangle, and the company’s Rio Grande, Arizaro, and Salinas Grandes lithium brine projects in Salta. CEO Gabriel Rubacha outlines NOA’s project portfolio, low-cost brine strategy, Rio Grande PFS timeline, permitting plans, and key catalysts, while RK Equity provides insight into lithium supply-demand trends, brine valuations, and future market opportunities.
Topics include lithium brine extraction, battery-grade lithium carbonate, Argentina mining investment, project economics, strategic partners, offtake potential, and the outlook for lithium prices.
Follow NOA Lithium Brines:
LinkedIn (Gabriel Rubacha) - https://www.linkedin.com/in/gabriel-rubacha-1a56a642/
LinkedIn (NOAL) - https://www.linkedin.com/company/noa-lithium-brines/
X/Twitter (NOAL) - https://x.com/NOAlithium
___
Chapters
(00:00) Introduction
(02:44) Lithium Market Context
(04:10) Why Lithium Brines
(07:54) Brine Asset Valuations
(11:23) NOA Company Overview
(13:04) Project Portfolio Strategy
(20:42) Rio Grande Project
(24:39) Permitting And Incentives
(26:38) Arizaro And Salinas
(29:58) Q&A Begins
(34:09) Brine Extraction Benefits
(38:08) Permitting And Communities
(40:30) Offtake And Partners
(43:27) Lithium Price Outlook
(48:08) Key Catalysts
(50:26) 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
52 min
June 23 Rare Earths Americas: Shiloh Drilling And Brazil Project Update (Don Swartz)
Rare Earths Americas (NYSE: REA) CEO Don Swartz joins Rock Stock Channel (Howard and Matt) for a post-IPO update on the company’s U.S. and Brazil rare earth portfolio. The discussion covers recent Shiloh project results, including select surface samples up to 44.5% TREO, the potential for a laterally extensive monazite-bearing sands system in Georgia, and the company’s Alpha ionic clay rare earth project in Brazil.
Don also discusses analyst coverage, REA’s balance sheet, drilling plans, upcoming catalysts, heavy rare earth demand, and the strategic importance of rare earth supply chains across the Americas.
REA Presentation Deck:
https://d1io3yog0oux5.cloudfront.net/_f62d9682f949685388ebc9ebf68da5b1/rareearthsamericas/db/3576/34481/pdf/REA_June+2026+Marketing+Deck+vFINAL.pdf
Follow Rare Earths Americas:
Website - https://rareearthsamericas.com/
LinkedIn (Donald Swartz) - https://www.linkedin.com/in/donald-swartz/
___
Chapters
(00:00) Intro
(03:09) Analyst Coverage Themes
(05:02) IPO Investor Feedback
(07:53) Shiloh Drill Ramp-Up
(09:28) Drill Results Explained
(12:19) Monazite Sands Strategy
(16:22) Alpha Project Assessment
(17:40) Brazil Growth Pipeline
(20:13) Upcoming Catalysts
(21:12) Investor Materials
(22:19) Critical Minerals Policy
(24:35) Closing Outlook
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
26 min
June 19 G7 Found The P In LFP (First Phosphate)
First Phosphate (CSE: PHOS) CEO John Passalacqua joins Rock Stock Channel (Howard and Matt) to discuss major G7 critical minerals news, including export credit agency support, a potential C$275 million project guarantee, phosphoric acid plant backing, and new offtake agreements.
The conversation covers why battery-grade phosphate is becoming critical to the Western LFP battery supply chain, how First Phosphate is advancing its mine-to-market strategy in Quebec, and why governments are now paying closer attention to phosphate alongside lithium, graphite and rare earths.
Topics include LFP batteries, phosphate supply, critical minerals, project financing, offtake agreements, G7 supply chain security, and North American battery materials.
___
Chapters
(00:00) Intro
(02:21) G7 Minerals Announcement
(03:58) Project Financing Support
(04:43) Acid Plant Backing
(05:50) Offtake Agreements
(06:35) G7 Supply Chain Focus
(07:35) Phosphate’s Battery Role
(08:35) Western Phosphate Shortage
(09:24) Next Project Catalysts
(10:11) Government Partnerships
(12:36) Financing And Investors
(16:43) Closing Market Context
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
19 min
June 18 The Lowest-Cost US Lithium Story? (Anson Resources)
Bruce Richardson, CEO of Anson Resources (ASX: ASN), joins Rock Stock Channel (Howard & Matt) to discuss the latest Green River lithium engineering study, the definitive POSCO demonstration plant agreement, low-cost US lithium production potential, project financing, government support, and Anson’s role in the emerging Korea-US battery materials supply chain.
Topics include Green River’s C1 operating cost, infrastructure advantages, DFS timeline, POSCO due diligence, LG Energy Solution offtake, federal grant applications, and the path toward building a strategic US lithium supply chain.
___
Chapters
(00:00) Green River Update
(03:35) Low-Cost Drivers
(07:16) Capital Cost Advantage
(10:58) Path To DFS
(14:43) Anson's Own Demo Plant
(17:24) POSCO Due Diligence
(20:34) Korea-US Supply Chain
(22:13) Government Support
(26:53) Shareholder Requisition
(29:37) Cathode Supply Challenge
(37:46) Site Visit Interest
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
40 min
June 12 Benchmark Giga US 26 Takeaways, Lithium Rebound, Missing Middle + LAC, SLI & Iola Hughes
In this Rock Stock Recap episode, Howard, Matt and Rodney chat about the latest lithium, battery materials and critical minerals trends following Benchmark’s Giga USA conference in Washington, D.C.
Topics include the lithium price rebound, ESS and EV demand, China’s role in battery markets, rare earths, copper and aluminium, US government critical minerals policy, the missing cathode link, and America’s opportunity to become a major lithium producer.
Featuring discussion on Lithium Americas (Jonathan Evans), Standard Lithium (David Park), Thacker Pass, DLE, PCAM/CAM, battery energy storage, data centers, rare earth magnets and the future of the North American battery supply chain (Iola Hughes).
___
Chapters
(00:00) Intro
(05:28) Lithium Price Rebound
(07:30) Lithium Market Outlook
(10:48) Equity Market Pressure
(12:36) Lithium Versus Commodities
(13:43) China EV Demand
(16:51) Rare Earths Update
(19:26) Copper And Aluminum
(23:32) El Niño Risks
(26:17) Benchmark Conference Takeaways
(29:21) Government Battery Policy
(32:15) US Lithium Opportunity
(33:46) Missing Cathode Link
(36:18) Lithium Americas (Jon Evans)
(41:29) Standard Lithium (David Park)
(49:15) Iola Hughes (Benchmark)
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
59 min
June 08 Fastmarkets 2026: AI, Defense And The Lithium Recovery
Fastmarkets CEO Raju Daswani and Fastmarkets Fast Forward host Andrea Hotter join Howard Klein and Matt Fernley ahead of the Fastmarkets' 2026 Global Lithium, Battery and Critical Minerals Conference in Las Vegas.
Topics discussed include the lithium market reset, rising ESS demand, BYD’s global growth, Rio Tinto’s lithium strategy, critical minerals financing, Pentagon supply chain priorities, and why strategic materials are no longer a niche topic.
Register for Fastmarkets Conference (Use code 'SPEAKER25' for 25% off):
https://globalevents.fastmarkets.com/lithium-supply-and-battery-raw-materials-conference
Listen to Fastmarkets' Fast Forward Podcast:
https://www.fastmarkets.com/insights/fast-forward-podcast/
Follow Fastmarkets:
LinkedIn (Raju Daswani): https://www.linkedin.com/in/rajudaswani/
LinkedIN (Andrea Hotter): https://www.linkedin.com/in/andrea-hotter-ah1/
X/Twitter: https://x.com/FastmarketsMM
___
Chapters
(00:00) Conference Preview
(03:10) Market Mood
(05:52) Strategic Materials Shift
(08:28) Speaker Highlights
(10:47) Networking And Investors
(13:43) Fast Forward Podcast
(17:21) BYD’s Global Growth
(20:41) Mining Finance Gap
(27:34) Pentagon Supply Chains
(35:23) Europe’s Minerals Response
(37:08) Rio’s Lithium Strategy
(42:58) ESS Growth
(45:42) Final Details
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
47 min

About Rock Stock Channel

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