Rock Stock Channel

By rockstockchannelBusiness

Rock Stock Channel episodes

June 05 What Lithium Bears Miss About Project Restarts (@zempheth)
In this Rock Stock Recap, Chris Williams of Adamas Intelligence joins us (Howard, Matt and Rodney) to discuss lithium markets, DLE technology, incentive pricing, project valuations, and the outlook for lithium supply and demand.
We examine whether recent project restarts really threaten the market balance, why energy storage systems (ESS) are outperforming expectations, how capital intensity impacts project economics, and what lithium prices are needed to incentivize new supply. We also discuss Vulcan Energy, Q2 Metals, Quebec hard-rock lithium, Thacker Pass, and the future of Western lithium refining.
Register for Adamas Intelligence REE Conference:
https://www.adamasevent.com/
Register for Benchmark Giga US 2026:
https://www.benchmarkminerals.com/events/giga-usa
Follow Christopher Williams:
LinkedIn: https://www.linkedin.com/in/cdw4870/
X/Twitter: https://x.com/zempheth
___
Chapters
(00:00:00) Opening Updates
(00:03:49) Meet Chris Williams
(00:07:27) DLE Site Lessons
(00:13:41) Vulcan And Exxon
(00:19:53) Q2 Valuation
(00:23:01) Quebec Site Visits
(00:26:04) Valuation Metrics
(00:31:35) Incentive Prices
(00:39:37) Supply Incentives
(00:46:05) Lithium Price Action
(00:48:43) Supply Restarts
(00:54:47) DSO Market Signals
(00:59:26) Lithium Outlook
(01:02:58) Closing Thoughts
(01:04:21) Q2 Metals Highlights
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
1 hr 7 min
June 04 Critical Minerals Chokepoints: Lithium, Rare Earths & Supply Chain Risks | The KE Report
Hosted by the Cory Fleck of the Korelin Economics Report, Howard Klein and Matt Fernley discuss the recent structural changes in the critical minerals sector, highlighting how the ongoing conflict in the Middle East has restricted the global sulfur supply and directly disrupted downstream nickel and cobalt processing. They also analyze the emerging trends in heavy rare earth element demand, evaluated new visual clay processing techniques, and debated the long-term feasibility of domestic lithium production and government-backed price floors.

Follow us on X (Twitter):
Howard: https://x.com/LithiumIonBull
Matt: https://x.com/matt_fernley
___
Chapters
(00:00) US-China Minerals Talks
(04:20) Sulfur Supply Shock
(06:20) Rare Earth Demand
(08:00) Processing Challenges
(11:40) New Rare Earth Tech
(15:40) US Lithium Potential
(18:20) Direct Lithium Extraction
(22:40) Canada’s Minerals Push
(24:40) Critical Minerals Price Floors
(28:00) Government Support Tools
(31:20) Investor Takeaways
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
_________________________________________________
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
33 min
June 04 Neil McCallum on Cisco’s Next Big Step
Neil McCallum, VP Exploration at Q2 Metals (TSXV: QTWO), joins Rock Stock Channel (Howard and Matt) to discuss the latest plans for the Cisco Lithium Project in Quebec’s James Bay region. Topics include Q2’s recent C$70 million financing, 2026 exploration plans, infill drilling to support future studies, regional upside, infrastructure advantages, transportation costs, PEA workstreams, and potential synergies with Rio Tinto’s Galaxy project.
Cisco hosts one of the largest hard rock lithium resources in the Western Hemisphere, and Q2 Metals is now funded for its largest exploration and development program to date.
Follow Q2 Metals:
LinkedIn (Neil McCallum): https://www.linkedin.com/in/neil-mccallum-56b16621/
X/Twitter (Q2 Metals): https://x.com/Q2Metals
___
Chapters
(00:00) Overview
(02:50) Cisco Vs. Corvette
(05:15) 2026 Exploration Plans
(07:28) Infill Drilling Strategy
(09:06) Regional Exploration Potential
(10:40) Camp And Road Access
(11:21) PEA Workstreams
(12:16) Metallurgical Testing
(13:18) Transportation Advantages
(14:55) Cisco Discovery Upside
(16:44) Regional Infrastructure Synergies
(19:00) Rio Tinto Speculation
(21:38) Government Support
(22:35) 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
24 min
June 03 Benchmark on How China, Africa & Washington Shape Lithium
Benchmark Mineral Intelligence’s Bryan Bille and Cameron Perks join Rock Stock Channel (Howard and Matt) to discuss the outlook for lithium, critical minerals, battery supply chains, and Benchmark’s Giga USA conference in Washington, D.C.
Bryan highlights the growing national security focus on critical minerals, the role of policy and geopolitics, and key Giga USA themes including lithium, DLE, copper, graphite, rare earths, energy storage, defense technologies, and supply chain de-risking.
Cameron breaks down Benchmark’s lithium market outlook, including why prices could ease in 2027, the role of new supply from Africa, China and Australia, downstream inventory risks, EV and ESS demand, and the long-term incentive price needed to support future lithium production.
Register for Benchmark Giga US 2026:
https://www.benchmarkminerals.com/events/giga-usa
Follow Benchmark Mineral Intelligence:
LinkedIn (Bryan Bille): https://www.linkedin.com/in/bryanbille/
LinkedIn (Cameron Perks): https://www.linkedin.com/in/cameronperks/
X/Twitter (Benchmark Mineral Intelligence): https://x.com/benchmarkmin
___
Chapters
(00:00) Conference Context
(03:35) Giga USA Overview
(04:51) Agenda And Speakers
(12:01) Sponsors And Networking
(14:12) Cameron Perks: Price Outlook
(17:40) Supply Black Holes
(20:45) African DSO Supply
(23:24) Ewoyaa Acquisition
(25:23) Manono Ramp-Up
(27:42) Zimbabwe Export Rules
(30:55) China Lepidolite
(34:42) China Spodumene
(36:17) Restarting Supply
(39:06) EV Demand Outlook
(44:05) Inventory Risks
(47:37) Price Downside
(50:56) Incentive Pricing
(52:49) Final Takeaways
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
54 min
June 02 Li-FT’s Catalyst-Rich Roadmap After The Winsome Merger (Francis MacDonald)
Li-FT Power's CEO Francis MacDonald joins Rock Stock Channel (Howard Klein & Matt Fernley) to discuss the newly merged Li-FT/Winsome Resources company, the Adina-Galinée lithium project in Quebec, Renard processing optionality, Yellowknife’s lithium carbonate strategy, Alberta infrastructure advantages, and upcoming catalysts for investors.
The discussion covers project scale, resource upside, ASX and TSXV valuation gaps, potential Canadian critical minerals support, and why the combined company could become a major North American spodumene and lithium carbonate story.
Follow Li-FT Power:
LinkedIn (Francis MacDonald): https://www.linkedin.com/in/francis-macdonald-0898b816/
X/Twitter (Li-FT Power): https://x.com/LI_FTPower
___
Chapters
(00:00) Merger And Market Setup
(08:02) Adina-Galinée Consolidation
(09:11) Resource And Pit Upside
(10:52) Market Underappreciation
(12:06) Renard Processing Options
(15:02) Scale And Plant Choices
(18:26) Infrastructure And Sulfate
(19:44) Yellowknife Overview
(21:16) Alberta Carbonate Strategy
(22:46) China Technology Partnerships
(25:36) Project Priorities
(27:00) ASX Listing Opportunity
(28:28) Catalysts And Timeline
(29:34) Australia Roadshow
(30:15) Closing Takeaways
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
33 min
May 31 Galan Lithium Nears First Production (JP Vargas + Ross Dinsdale)
Galan Lithium CEO JP Vargas and CFO Ross Dinsdale join Rock Stock Channel for a deep dive into the latest Hombre Muerto West milestone, including completed commissioning, lithium chloride concentrate production, nanofiltration, Authium's role, funding to first production, RIGI benefits, and the company’s path toward becoming a low-cost lithium producer in Argentina.
We discuss Galan’s high-grade brine resource, near-term cash flow potential, expansion plans, offtake strategy, and why Argentine lithium brines may be undervalued as the lithium market recovers.
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/
X/Twitter (Galan Lithium): https://x.com/GalanLithium
___
Chapters
(00:00:00) Galan Overview
(00:06:49) Commissioning Milestone
(00:13:23) Lithium Chloride Product
(00:15:23) Authium Offtake
(00:20:41) Revenue Potential
(00:28:55) Chloride Strategy
(00:34:02) Funding Pathway
(00:39:06) RIGI Benefits
(00:43:26) Offtake Counterparties
(00:50:02) Government Financing Potential
(00:56:49) Scaling Ambitions
(01:01:42) Valuation 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
1 hr 4 min
May 29 Rock Stock Recap with Amvest Terraden’s Tomasz Nadrowski & Stuart Macliver
Tomasz Nadrowski and Stuart Macliver of Amvest Capital (Terraden Fund) join Howard Klein to talk about critical minerals, rare earths, tungsten, scandium, and the growing importance of ex-China supply chains.
The discussion explores why investors are looking beyond lithium, how geopolitics is reshaping mining and industrial policy, and why US capital markets may become increasingly important for critical minerals companies.
Buy "Mineral War" (Tomasz Nadrowski's Book):
https://www.amazon.com/Mineral-War-Chinas-Weapons-Destruction/dp/B0GHDYRLZK
Tyranny Today (Tomasz Nadrowski's Podcast):
https://open.spotify.com/show/71qdYWyb23vWYzsuwnnysr
Follow:
LinkedIn (Tomasz Nadrowski): https://www.linkedin.com/in/nadrowski/
LinkedIn (Stuart Macliver): https://www.linkedin.com/in/stuart-macliver/
X/Twitter (Amvest Capital): https://x.com/AmvestCap
___
More Podcasts w/ Tomasz Nadrowski:
Henry Sanderson:
https://podcasts.apple.com/us/podcast/chinas-rare-earth-weapon-inside-the-mineral-war/id1800778159?i=1000756055156
The Power Current (Chris Berry):
https://podcasts.apple.com/us/podcast/the-new-cold-war-will-be-fought-with-minerals/id1666070442?i=1000769858119
Mining Stock Education:
https://youtu.be/v5OAivQoEqg?si=iDjqoPB54ygCh0n9
Mining Stock Daily:
https://youtu.be/c5ub_X5-CeU?si=dqiF98N6J2jN2EWV
Amvest Capital Webinar:
https://youtu.be/SCQ1LOKKlrg?si=nqOHjA6kPtNYbg4p
___
Chapters
(00:00) The Commodity Complexity Problem
(06:39) Amvest Background
(11:35) Fund Strategy
(14:27) Ex-China Approach
(16:09) Value Chain Focus
(22:10) Fund Structure
(24:11) Portfolio Construction
(27:25) US Market Access
(35:55) Mining Resurgence
(43:55) Tungsten And Scandium
(48:32) Lynas And Brazil
(51:30) Heavy Rare Earths
(54:11) 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
56 min
May 25 China Didn’t Just Build Supply. It Built Demand (Henry Sanderson)
Henry Sanderson, author of Volt Rush and writer of Volt Insight, speaks about the future of US-China industrial rivalry, critical minerals, EVs, batteries, AI power demand, and China’s manufacturing advantage.
The discussion covers the Trump-Xi summit, rare earth leverage, why the West may be using the wrong critical minerals chart, China’s premium EV push, the limits of LFP batteries, the comeback potential of NMC and solid-state batteries, and whether Chinese companies like CATL could help unlock US EV demand.
Chapters
(00:00) Intro
(04:23) AI Power Race
(08:25) China's Built Demand
(12:13) Beijing Auto Show
(14:26) China’s Economic Model
(18:37) Global Power Strategy
(23:45) LFP Battery Limits
(28:39) NMC And Solid-State
(30:36) Chinese FDI Prospects
(37:44) US EV Demand
(41:17) 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
43 min
May 22 Carney’s Canada Rocks! w/ Keith Phillips
In this Rock Stock Recap, Howard Klein, Matt Fernley, Rodney Hooper, and Keith Phillips discuss the latest shifts in lithium, critical minerals, Quebec spodumene, DLE, government funding, China processing, and the growing link between AI infrastructure, power, batteries, and strategic minerals.
Topics include Canada’s support for Nouveau Monde Graphite, Quebec lithium project momentum, U.S. critical minerals policy, Ganfeng and Chinese processing expertise, Australian spodumene restarts, raw material shortages, ESS demand, and the Alivra–Atlantic Lithium deal.

Join our Patreon: https://www.patreon.com/cw/rockstockchannel/membership

Chapters
(00:00:00) Macro Market Setup
(00:10:37) Keith's SME Conference Takeaways
(00:13:58) Quebec Permitting And Logistics
(00:19:26) Canada Project Support
(00:23:33) Quebec Lithium Supply Choices
(00:32:09) Financing Lithium Projects
(00:34:29) China Processing Partnerships
(00:42:02) Australian Supply Restarts
(00:44:29) Spod Regional Pricing And Inventories
(00:50:02) Atlantic Deal Context
(00:57:31) Elevra Refocus Rationale
(01:03:36) Closing Remarks
(01:03:58) Highlights: TMC
(01:05:00) Highlights: SGML
(01:07:01) Highlights: PHOS
(01:08:11) Highlights: NILI
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
1 hr 11 min
May 21 The Golden Age for LFP Materials (First Phosphate + Surge Battery Metals)
In this Rock Stock Channel double feature, Howard Klein and Matt Fernley speak with First Phosphate CEO John Passalacqua and Surge Battery Metals CEO Greg Reimer about the emerging “golden age” for lithium iron phosphate materials, North American LFP supply chains, and the growing role of gold miners in critical minerals.
First Phosphate discusses high-purity igneous phosphate for LFP batteries, Canada’s critical minerals strategy, and recent market momentum. Surge Battery Metals covers its Nevada North lithium project, major resource upgrade, planned Nasdaq listing, Evolution Mining partnership, and the path toward a PFS.
Register for the Lithium-ion Bull Newsletter:
https://rkequity.us17.list-manage.com/subscribe?u=9a8c41f471f338217d776887e&id=74eda00629
Chapters
(00:00) LFP Materials Boom
(04:06) Fox River Ore Body Differences
(07:29) Project History
(09:16) Critical Minerals Status
(10:55) LFP-First Strategy
(13:16) Western Supply Gap
(14:22) Warrant Exercise Update
(16:09) Market Narrative Wrap-Up
(17:54) Surge Battery Metals
(20:03) Nasdaq Listing
(21:08) Resource Upgrade
(23:24) Scale And Optionality
(24:29) Thacker Pass Comparison
(25:50) Upcoming Catalysts
(27:20) Evolution Partnership
(29:49) Processing Pathway
(32:34) Valuation Gap
(37:24) Twelve-Month 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
39 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…