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Chris Doornbos, CEO of E3 Lithium, discusses the Clearwater Project in Alberta, direct lithium extraction (DLE), government funding, project financing, offtake discussions, and the path to commercial lithium production in North America.
Learn how E3 Lithium plans to produce battery-grade lithium carbonate, why Alberta could become a major lithium hub, and what catalysts investors should watch in 2026.
Topics covered: lithium stocks, DLE technology, lithium carbonate, Canadian mining, EV battery supply chain, critical minerals, Alberta lithium, project finance, energy transition investing.
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Chapters
(00:00) Company Overview
Links
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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 Rodney Hooper break down the biggest opportunities in lithium, gold, rare earths, and battery metals. They discuss why lithium equities may still be mispriced, how AI data center power demand could drive battery storage, why Brazil looks undervalued for mining, and whether gold could reach $6,000.
Topics include DLE, CATL’s mining push, small-cap mining risk, commodity investing, EV demand, oil inflation, and critical minerals strategy.
Explore our Patreon offerings: https://www.patreon.com/cw/rockstockchannel/membership
Chapters
(00:00:00) Bullish Market Setup
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
Questions:
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_________________________________________________
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.
Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equity’s website: https://www.rkequity.com
Intro and outro audio credit: Jamie Klein
Ignacio Mehech, CEO of CleanTech Lithium (AIM: CTL), joins Howard Klein and Rodney Hooper to discuss the company’s Laguna Verde project, recent pre-feasibility study (PFS), and Chile’s evolving lithium landscape.
We cover key topics including Direct Lithium Extraction (DLE), project economics, long-term lithium prices, strategic partnerships, and CleanTech Lithium’s plans for ASX listing. Ignacio also shares insights from his experience at Albemarle and explains why Chile is becoming a major growth hub for lithium again.
Topics covered:
Follow CleanTech Lithium:
Chapters
(00:00) Company Overview ($CTL.L)
Sponsors
USCF Investments
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
Questions:
Patreon:
Podcast
Follow us on X (Twitter):
_________________________________________________
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
Paul Lusty, Head of Battery Raw Materials Research at Fastmarkets, breaks down what he heard at the Shanghai Battery Raw Materials Conference and what it means for lithium, battery storage, and the broader battery materials market. The discussion covers tightening lithium supply, Zimbabwe export risks, rising spot prices, China demand signals, and why battery materials beyond lithium may also be turning higher.
A timely conversation on market sentiment, supply chain risk, and what investors may still be missing.
Register for Fastmarkets Conference: https://globalevents.fastmarkets.com/lithium-supply-and-battery-raw-materials-conference
Follow Fastmarkets:
Chapters
(00:00) Intro
Sponsors
Lithium Royalty Corp (TSX: LIRC)
USCF Investments
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
Questions:
Patreon:
Podcast
Follow us on X (Twitter):
_________________________________________________
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
Ana Cabral, CEO of Sigma Lithium (Nasdaq: SGML), breaks down Sigma Lithium’s latest results, cash flow strength, owner-operated mining strategy, production growth, cost advantages, and lithium market outlook. This interview covers Sigma’s expansion plans, reprocessing upside, recovery rates, and why the company sees strong long-term potential in the lithium sector.
Follow Sigma Lithium:
Chapters
(00:00) Introduction
Sponsors
Lithium Royalty Corp (TSX: LIRC)
USCF Investments
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
Questions:
Patreon:
Podcast
Follow us on X (Twitter):
_________________________________________________
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, discusses the latest drilling results, project progress, and the growing importance of phosphate in the lithium iron phosphate (LFP) battery supply chain.
With LFP batteries rapidly becoming the dominant chemistry for energy storage and EVs, phosphate is emerging as a critical battery material. The conversation covers the company’s 40,000m drill program, government backing, feasibility plans, and why North America and Europe are racing to secure domestic supply.
Key topics include LFP battery demand, critical minerals strategy, phosphate market trends, and the shift from exploration to development.
Follow First Phosphate:
Chapters
(00:00) Introduction
Sponsors
Lithium Royalty Corp (TSX: LIRC)
USCF Investments
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
Questions:
Patreon:
Podcast
Follow us on X (Twitter):
_________________________________________________
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
Dmitry Silversteyn, Senior Research Analyst of Water Tower Research joins in discussion with Howard Klein and Matt Fernley to break down the latest lithium market trends, rare earths outlook, critical minerals investing, and the geopolitical forces shaping commodity stocks. They cover spodumene prices, rare earth supply chains, China dependency, US and Western reshoring, energy security, and why critical minerals equities are lagging underlying commodity prices.
Follow Water Tower Research:
This episode is essential viewing for anyone following lithium stocks, rare earth stocks, battery metals, energy transition investing, and global macro trends affecting mining and resource markets.
Chapters
(00:00) Intro
Sponsors
Lithium Royalty Corp (TSX: LIRC)
USCF Investments
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
Questions:
Patreon:
Podcast
Follow us on X (Twitter):
_________________________________________________
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
Howard Klein and Matt Fernley interview Bruce Richardson, Executive Chairman and CEO of Anson Resources, for an update on the company’s Green River Lithium Project in Utah.
The conversation covers direct lithium extraction (DLE), PFS timing, funding options, and Anson’s position within the developing US critical minerals supply chain. Bruce also discusses recent DLE test work, the significance of low-impurity brine, potential cost advantages at Green River, Utah permitting progress, DOE funding opportunities, and relationships with POSCO and Aquatech. The interview also includes updates on the Paradox Lithium Project and Yellow Cat.
Chapters
(00:00) Introduction
Sponsors
Lithium Royalty Corp (TSX: LIRC)
USCF Investments
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
Questions:
Patreon:
Podcast
Follow us on X (Twitter):
_________________________________________________
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
Iran War shocks commodities—lithium deals surge while supply risks grow.
In this Rock Stock Recap, Howard Klein, Matt Fernley and Rodney Hooper break down how Middle East tensions are impacting global commodities, from sulfur bottlenecks to delayed oil supply recovery. We also dive into major lithium deals, China vs West supply dynamics, and what it all means for EVs, inflation, and future markets.
At the end of our discussion, we've attached an update chat with Q2 Metals following their most recent press release including new spodumene hits and an extended MRE delivery date.
Chapters
(00:00) Intro
Sponsors
- Lithium Royalty Corp (TSX: LIRC) - diversified lithium royalty portfolio.
- USCF Investments - commodity-focused ETFs (e.g., CPER copper, ZSB battery metals, USG gold, SDCI diversified commodities).
Links
- Strategic Lithium Reserve (SLR) White Paper: https://blog.rkequity.com/2025/12/08/strategic-lithium-reserve/
Have a question? Drop us an email: [email protected]
_________________________________________________
DISCLAIMER
Howard, Matt and Rodney are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do 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
Jonathan Evans, CEO of Lithium Americas, discusses the development of Thacker Pass — one of the most significant lithium projects under construction in North America.
Howard Klein and Jonathan walk through the economics, financing, and execution strategy behind Thacker Pass, including the role of strategic partners such as General Motors and the U.S. Department of Energy loan facility supporting the project.
Jonathan explains how Lithium Americas plans to scale production of battery-grade lithium carbonate, why the company chose carbonate rather than hydroxide as its initial product, and how the project’s process technology has been validated over multiple engineering and pilot stages.
We also discuss the broader context shaping the lithium market today — including EV demand, grid-scale batteries, supply chain security, and the growing role of batteries in supporting power demand from data centers and AI infrastructure.
Topics covered include:
- The construction timeline and ramp-up plan for Thacker Pass
For investors and industry observers, Thacker Pass represents a case study in building large-scale critical mineral supply in the United States — from permitting and engineering to financing and construction.
Chapters
(00:00:00) Thacker Pass Overview
Sponsors
- Lithium Royalty Corp (TSX: LIRC) - diversified lithium royalty portfolio.
- USCF Investments - commodity-focused ETFs (e.g., CPER copper, ZSB battery metals, USG gold, SDCI diversified commodities).
Links
- Strategic Lithium Reserve (SLR) White Paper: https://blog.rkequity.com/2025/12/08/strategic-lithium-reserve/
Have a question? Drop us an email: [email protected]
_________________________________________________
DISCLAIMER
Howard, Matt and Rodney are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do 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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