Rock Stock Channel

By rockstockchannelBusiness

Rock Stock Channel episodes

May 20 TMC’s Allseas Deal Moves Nodules Toward Commercialization (Craig Shesky)
Craig Shesky, CFO of The Metals Company, joins Howard Klein to discuss TMC’s NOAA permitting path, Allseas production agreement, capital-light strategy, offshore nodule collection, U.S. critical minerals supply chains, and the growing links between nickel, cobalt, manganese, copper, AI infrastructure, defense, batteries, and national security.
The conversation also covers TMC’s valuation disconnect, commercial readiness, processing optionality in the U.S., and why polymetallic nodules could become a major strategic resource for American industrial growth.
TMC Webcast: https://edge.media-server.com/mmc/p/kau3m5b7/
Chapters
(00:00) Strategic TMC Overview
(07:46) NOAA Permit Path
(10:59) Allseas Production Agreement
(14:55) Royalty Financing Flexibility
(17:47) Commercial De-Risking
(21:08) National Security Narrative
(24:00) Commodity Price Upside
(27:16) Processing Strategy
(29:38) Stockpiling And Refining
(31:44) Valuation Disconnect
(37:30) Next Year’s 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
_________________________________________________
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
May 19 Sigma Lithium’s Best Quarter Yet (Ana Cabral)
Sigma Lithium CEO Ana Cabral joins Howard Klein and Matt Fernley following the company’s Q1 2026 earnings release to discuss Sigma’s record profitability, balance sheet deleveraging, production growth plans, and path to doubling output in 2027.
Ana explains how Sigma is using strong cash generation to improve financial flexibility, prepare for longer-term growth financing, and scale production through its Phase 2 expansion. The discussion also covers owner-operated mining, low-cost execution, lithium market dynamics, sustainability monetization through dry stack tailings and lithium fines, and why Sigma believes it remains undervalued versus peers.
Sigma Lithium Q1 2026 Earnings:
1. Press release:
https://s3.amazonaws.com/b2icontent.irpass.cc/2870/rl166032.pdf
2. Presentation:
https://ir.sigmalithiumcorp.com/wp-content/uploads/2026/05/Sigma-2605-1Q26-Earnings-Presentation.pdf
3. Call:
https://web.quartr.com/link/companies/15178/events/626673
Chapters
(00:00) Earnings Overview
(02:12) Balance Sheet Strategy
(04:44) Expansion Plans
(06:34) Mining Operations
(09:33) Market Valuation Gap
(11:51) Sustainability Monetization
(13:42) Cost Advantage
(15:13) Investor Re-Rating
(16:21) 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
18 min
May 15 Lithium Producers Pivot To Growth, Gauging the Cycle, Trump Meets Xi, Anson Resources Update
In this Rock Stock Recap, Howard Klein, Matt Fernley, and Rodney Hooper discuss the latest moves across lithium, rare earths, copper, silver, gold, and critical minerals.
Topics include the Elevra capital raise, Atlantic Lithium deal activity, Lithium Argentina’s strong ramp-up, Quebec’s potential as a major lithium province, Greenbushes production concerns, EV demand, China inventories, heavy rare earths, copper supply risks, and macro themes driving commodity markets.
Stay tuned for insights from Bruce Richardson of Anson Resources on their definitive agreement with POSCO and what it could mean for Utah brines and the U.S. lithium supply chain.
Explore our Patreon Offerings: https://www.patreon.com/cw/rockstockchannel/membership
Chapters
(00:00) Intro
(04:14) Lithium Market Momentum
(04:49) Elevra Capital Raise
(07:18) Greenbushes Production Concerns
(11:07) EV Demand Outlook
(13:12) DSO And Inventory
(15:42) Energy Market Risks
(19:04) Producer Expansion Signals
(20:50) Atlantic Lithium Deal
(23:50) Quebec Lithium Opportunity
(27:39) Lithium Argentina Results
(29:08) ASX Listing Rationale
(32:21) Copper Market Debate
(35:39) Heavy Rare Earths
(40:10) Silver And Gold
(42:24) Inflation And Fertilizer
(44:56) Easy Money Narrative
(46:24) Anson Resources Update
(46:40) Resource Upgrade
(49:21) POSCO Partnership
(52:43) Project Advantages
(54:37) Upcoming Catalysts
(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
_________________________________________________
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
58 min
May 12 A Re-rating Underway? | NOA Lithium's Gabriel Rubacha
Gabriel Rubacha (CEO of NOA Lithium Brines) breaks down the Rio Grande lithium project in Argentina. Covering hybrid DLE vs conventional evaporation, lithium chloride vs carbonate, project optionality, RIGI incentives, valuation upside for Argentine lithium brines, and what’s next for NOA's pre-feasibility study, Arizaro, and Salinas Grandes.
Battery Materials Review Issue (Complimentary):
https://www.patreon.com/posts/battery-review-155835907
Investor Webinar Recording (Complimentary):
https://www.patreon.com/posts/quarterly-156904420
Explore our Patreon Offerings:
https://www.patreon.com/cw/rockstockchannel/membership
Chapters
(00:00) NOA Overview
(03:31) Hybrid DLE Option
(09:05) Lower Altitude Plant
(12:14) Chloride Vs Carbonate
(16:30) Resource Growth Potential
(18:23) Management Experience
(19:34) Argentina RIGI Benefits
(24:10) Brine Valuation Gap
(26:45) Arizaro And Salinas
(31:20) 2026 Project Milestones
(32:55) 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
37 min
May 08 Mac’ Whale’s Top TSX Lithium Picks
In this Rock Stock Recap with Mac Whale, Howard Klein and Matt Fernley they discuss Lithium stocks, Atlantic Lithium, Quebec developers, Sigma Lithium, Lithium Africa, Lithium Ionic, and Thacker Pass. The discussion covers the Atlantic Lithium takeover bid, the Quebec valuation gap, Q2 vs PMET, Brazil and Africa lithium opportunities, and how BESS, EV demand, and lithium processing could shape the next phase of the market.
Explore our Patreon Offerings: https://www.patreon.com/cw/rockstockchannel/membership
Chapters
(00:00:00) Lithium Market Setup
(00:06:36) Atlantic Lithium Bid
(00:14:29) Counterbid Scenarios
(00:24:34) Quebec Valuation Gap
(00:39:58) Brazil Producer Outlook
(00:45:59) Lithium Africa Potential
(00:51:40) Lithium Argentina Growth
(00:58:47) Sedimentary Lithium Outlook
(01:05:32) DLE Progress Debate
(01:10:17) Li-FT/Winsome Merger
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 13 min
May 07 Rare Earths Americas IPO: Don Swartz On The Big Rare Earth Opportunity
Rare Earths Americas CEO Don Swartz joins Rock Stock Channel to discuss the company’s oversubscribed IPO, its US and Brazil rare earth projects, and the strategy behind building a Western supply chain for heavy rare earths. The conversation covers the Shiloh project in Georgia, ionic clay assets in Brazil, monazite sands, project economics, and why Rare Earths Americas chose a US listing.
Follow Rare Earths Americas (NYSE: REA)
LinkedIn - https://www.linkedin.com/company/rare-earths-americas/
Chapters
(00:00) IPO And Company Overview
(05:31) Asset Portfolio Overview
(08:38) Shiloh Project Potential
(10:23) Sands Economics Explained
(14:39) Constellation Project Overview
(15:50) Alpha Project Plans
(17:11) Homer Project Potential
(18:48) Team And Board
(21:34) Brazil Valuation Context
(24:13) Why Go Public Now
(26:05) Why List In The US
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
30 min
May 02 Going Long Lithium Where Memories Are Short | First Phosphate + CATL
This week’s Rock Stock Recap breaks down the latest moves in lithium, rare earths, antimony, scandium, and other critical minerals, with a close look at lithium price forecasts, brine valuations, rare earths momentum, and emerging opportunities across the sector. Howard Klein, Matt Fernley, and Rodney Hooper discuss key market trends, mining stocks to watch, and why developers and smaller stories may still offer upside.
Explore our Patreon Offerings: https://www.patreon.com/cw/rockstockchannel/membership
The episode also includes a brief update with John Passalacqua of First Phosphate, one of the few pure-play phosphate stories tied to the growing LFP battery theme, plus Matt Fernley’s conversation with Amy Rotman of Mining.com.au, where they discuss CATL, sodium-ion batteries, and the latest battery market developments.
Chapters
(00:00:00) Intro
(00:03:25) Lithium Scoreboard Highlights
(00:04:38) Producer Spod Pricing Differences
(00:07:18) Operational Leverage Winners
(00:11:02) Q2 Metals Financing Update
(00:12:23) Brine Valuation Gap
(00:20:54) Minor Metals Momentum
(00:23:01) Antimony Market Shift
(00:29:59) Overlooked Niche Metals
(00:33:47) Rare Earths Rally
(00:38:02) Lithium Bull Market Outlook
(00:45:46) First Phosphate Update
(00:49:26) Drill Results Overview
(00:51:52) Why Igneous Matters
(00:54:28) Purity And Impurities
(00:55:52) Strategic Quebec Advantage
(00:57:35) % Phosphate In LFP
(00:59:14) Closing Remarks
(00:59:59) CATL Battery Overview
(01:01:34) LFP Vs. High Nickel
(01:03:37) Sodium-Ion Limits
(01:05:20) Battery Swapping Potential
(01:07:36) Lithium Price Outlook
(01:10:13) U.S. Rare Earth Push
(01:12:35) Critical Minerals 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
1 hr 15 min
April 29 Quarterly Webinar: Critical Minerals Supercycle - Volatility, Dislocations, Opportunity
RK Equity’s April 2026 Quarterly Webinar Update covers lithium, battery materials, rare earths, nickel, copper, aluminium, EV demand, BESS growth, macro risks, and critical minerals equities. Matt Fernley breaks down the latest trends across the battery value chain, supply shortages, valuation gaps, and key opportunities in the energy transition and AI-driven commodities supercycle.
Explore our Patreon Offerings: https://www.patreon.com/cw/rockstockchannel/membership
Chapters
(00:00) Intro
(03:13) Agenda
(04:57) Renewables Growth Outlook
(07:11) BESS Growth & Storage Economics
(09:02) EV Demand: China vs Global
(11:24) Lithium Prices Rebound
(12:08) Spodumene Supply Tightness
(13:49) Lithium Chemicals Lag Raw Materials
(16:09) EV Battery Pack Size Trends
(19:27) Lithium Value Chain Inventories
(23:06) Aluminium Supply Squeeze
(26:49) Bauxite Supply Gap
(28:31) Copper: Bullish Long Term, Risky Near Term
(30:45) Nickel Supply Constraints
(32:25) High Purity Manganese Outlook
(34:36) Graphite & Anodes Setup
(36:14) Rare Earths Price Reset
(38:34) Silver’s 2026 Surge
(40:18) Antimony Supply Shortage
(42:33) Macro Overview
(45:35) Equities Overview
(50:06) Key Takeaways & Market Positioning
(52:38) 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/cw/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
April 28 Lithium Ionic: Brazil’s Iconic Lithium Play Secures Offtake
Lithium Ionic CEO Blake Hylands and Mike Westendorf discuss the company’s latest binding offtake agreements with Yahua and Grand Chen, the rebound in spodumene prices, and the tightening lithium market.
The conversation covers Lithium Ionic’s Bandeira project in Brazil’s Lithium Valley, project financing, permitting, China’s accelerating battery supply chain, lithium conversion capacity, and the potential path to production in H2 2027. The discussion also explores exploration upside, fines monetization, and why the market may be underpricing high-quality spodumene developers.
Follow Lithium Ionic (TSXV:LTH)
X - https://x.com/LithiumIonic
LinkedIn - https://www.linkedin.com/company/lithiumionic
Chapters
(00:00) Introduction
(04:22) Offtake Deal Overview
(07:46) Market Urgency Rising
(09:14) Meet The Offtakers
(10:58) China Demand Outlook
(14:13) China’s Processing Edge
(15:51) Fines Sales Potential
(17:00) Exploration Upside
(24:05) Financing And Permits
(28:42) Path To Production
(30:29) Project Economics
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
37 min
April 24 Lithium Balance Forecasts, Rare Earth Deals, Q2 Metals + Anson Resources Update
In this weekly Rock Stock Recap, Howard Klein, Matt Fernley, and Rodney Hooper discuss the latest lithium market outlook, tightening supply, EV demand, ESS growth, and the growing role of critical minerals in energy security, AI, defense, and industrial policy.
Register for Webinar: https://live.zoho.com/mbto-khq-mfp
The discussion covers Benchmark and Canaccord’s lithium forecasts, China’s push to lock in supply, the impact of underinvestment on future lithium availability, and why capital is returning to the lithium sector. The team also dives into rare earths, US Rare Earth’s Brazil acquisition, heavy rare earth supply, and why Brazil is becoming a key critical minerals jurisdiction.
This episode also features company updates from Q2 Metals, with Alicia Milne and Neil McCallum discussing the company’s major Quebec Cisco lithium resource update, and Anson Resources, with Bruce Richardson sharing insights on the company’s lithium/uranium-vanadium development progress.
Chapters
(00:00:00) Weekly Market Recap
(00:02:41) EV And Defense Demand
(00:06:53) Key Company Updates
(00:08:34) Conflicting Lithium Forecasts
(00:13:15) Inventory And Demand Risks
(00:16:52) China Locks Supply
(00:21:12) Financing Improves
(00:23:55) Q2 Resource Breakthrough
(00:31:27) USA/Brazil Rare Earths
(00:38:39) Rare Earth Valuations
(00:39:54) Winsome/Li-FT Merger Update
(00:43:23) Anson Resources Update
(00:44:09) Green River Porosity
(00:45:23) Resource Growth Drivers
(00:47:38) Aquifer Consistency
(00:48:46) Yellow Cat Drilling
(00:50:44) Assay Timing
(00:51:29) Upcoming Milestones
(00:52:07) Utah Lithium Outlook
(00:52:57) Q2 Metals Update
(00:53:51) Exploration Target
(00:55:52) Regional Exploration Upside
(00:58:02) Deposit Thickness
(00:59:32) Strip Ratio
(01:00:38) PEA Timeline
(01:01:35) Metallurgical Testing
(01:02:07) Permitting Pathway
(01:03:04) Valuation Comparisons
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 6 min

About Rock Stock Channel

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