Rock Stock Channel
By rockstockchannel
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Subscribers: 17
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Episodes: 100
Description
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 covering lithium battery metals, rare earths, and many other specialty commodities.
| Episode | Date |
|---|---|
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Benchmark Giga US 26 Takeaways, Lithium Rebound, Missing Middle + LAC, SLI & Iola Hughes
|
Jun 12, 2026 |
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Fastmarkets 2026: AI, Defense And The Lithium Recovery
|
Jun 08, 2026 |
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What Lithium Bears Miss About Project Restarts (@zempheth)
|
Jun 05, 2026 |
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Critical Minerals Chokepoints: Lithium, Rare Earths & Supply Chain Risks | The KE Report
|
Jun 04, 2026 |
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Neil McCallum on Cisco’s Next Big Step
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Jun 04, 2026 |
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Benchmark on How China, Africa & Washington Shape Lithium
|
Jun 03, 2026 |
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Li-FT’s Catalyst-Rich Roadmap After The Winsome Merger (Francis MacDonald)
|
Jun 02, 2026 |
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Galan Lithium Nears First Production (JP Vargas + Ross Dinsdale)
|
May 31, 2026 |
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Rock Stock Recap with Amvest Terraden’s Tomasz Nadrowski & Stuart Macliver
|
May 29, 2026 |
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China Didn’t Just Build Supply. It Built Demand (Henry Sanderson)
|
May 25, 2026 |
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Carney’s Canada Rocks! w/ Keith Phillips
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May 22, 2026 |
|
The Golden Age for LFP Materials (First Phosphate + Surge Battery Metals)
|
May 21, 2026 |
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TMC’s Allseas Deal Moves Nodules Toward Commercialization (Craig Shesky)
|
May 20, 2026 |
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Sigma Lithium’s Best Quarter Yet (Ana Cabral)
|
May 19, 2026 |
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Lithium Producers Pivot To Growth, Gauging the Cycle, Trump Meets Xi, Anson Resources Update
|
May 15, 2026 |
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A Re-rating Underway? | NOA Lithium's Gabriel Rubacha
|
May 12, 2026 |
|
Mac’ Whale’s Top TSX Lithium Picks
|
May 08, 2026 |
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Rare Earths Americas IPO: Don Swartz On The Big Rare Earth Opportunity
|
May 07, 2026 |
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Going Long Lithium Where Memories Are Short | First Phosphate + CATL
|
May 02, 2026 |
|
Quarterly Webinar: Critical Minerals Supercycle - Volatility, Dislocations, Opportunity
|
Apr 29, 2026 |
|
Lithium Ionic: Brazil’s Iconic Lithium Play Secures Offtake
|
Apr 28, 2026 |
|
Lithium Balance Forecasts, Rare Earth Deals, Q2 Metals + Anson Resources Update
|
Apr 24, 2026 |
|
Alberta's Li-ion King: E3 Lithium. Clear(water) As Day
|
Apr 21, 2026 |
|
CATL’s Mining Push, Lithium Repricing, AI Power Crunch
|
Apr 17, 2026 |
|
Chile's First New Lithium Project PFS (CleanTech Lithium)
|
Apr 15, 2026 |
|
China Looks Short Lithium Again. Go Long? (Paul Lusty)
|
Apr 10, 2026 |
|
Sigma Lithium’s Low-Cost Advantage Is Hard to Ignore (Ana Cabral)
|
Apr 07, 2026 |
|
First Phosphate: $17M Grant, Drill Results, Feasibility Next
|
Apr 06, 2026 |
|
Spodumene Shortage, Rare Earth Reshoring, Capital Costs, Europe Energy Security
|
Apr 03, 2026 |
|
Anson Resources: DLE Validation, PFS Near, And Utah Lithium Catalysts (Bruce Richardson)
|
Mar 30, 2026 |
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Lithium Deals & Supply Crunch, Commodity Shock, Q2 Metals Update
|
Mar 27, 2026 |
|
America’s Lithium. Lithium Americas' Jon Evans
|
Mar 24, 2026 |
|
Recharge Mar26 (Sodium-Ion, Graphite AAM, China EVs, Nickel Supply, Battery Costs, VRFBs)
|
Mar 23, 2026 |
|
AI Drives Lithium Demand; EVs Take a Back Seat | Benchmark’s Iola Hughes
|
Mar 20, 2026 |
|
Sulfur Supply Risk, Aluminum/Bauxite Outlook, China Five-Year Plan
|
Mar 13, 2026 |
|
Talking Smack: Big Lithium’s Alex Grant Making Magnesium Great Again
|
Mar 10, 2026 |
|
PDAC 2026 Recap + Company Interviews
|
Mar 06, 2026 |
|
High Purity Alumina: Why You Should Care | Rock Stock University
|
Mar 05, 2026 |
|
Commodity ETFs - A Critical Portfolio Tool (Kevin Baum)
|
Mar 03, 2026 |
|
Zimbabwe Supply Shock, US Energy Storage, Rare Earth Developers Lag, Q2 Metals Drill Results
|
Feb 27, 2026 |
|
Pilbara Restarts, Albemarle Retreats, Manono Looms, Lithium Ionic (Keith Phillips & Mike Westendorf)
|
Feb 20, 2026 |
|
Lithium - The Most Critical Mineral?
|
Feb 18, 2026 |
|
Lithium from Oilfields - LibertyStream: Commercial Production Timeline, US Listing | Alex Wylie
|
Feb 17, 2026 |
|
Critical Minerals Don’t Fail on Permits - They Fail on Price (Arnab Datta & Alex Turnbull)
|
Feb 14, 2026 |
|
Recharge Feb26 (China, EV Sales, Sodium-Ion, Europe, Lithium)
|
Feb 12, 2026 |
|
Securing 80ktpa of Spodumene, Extracting Silver from Solar Panels | Lithium Universe's Iggy Tan
|
Feb 11, 2026 |
|
Trumpeting the Critical Minerals Supercycle
|
Feb 07, 2026 |
|
Sigma Lithium Restarts Production: Timeline, Costs, Cash Flow, Expansion Ahead | Ana Cabral
|
Feb 05, 2026 |
|
TMC Files First Consolidated NOAA Application & Expands CRP Area | Craig Shesky
|
Feb 03, 2026 |
|
Processing Davos Geopolitics, Lithium Earnings, Silver Demand, Gold vs Bitcoin
|
Jan 30, 2026 |
|
Processing Trump’s Minerals Policy
|
Jan 24, 2026 |
|
Putting The ‘P’ In LFP | First Phosphate
|
Jan 20, 2026 |
|
2026 Lithium & Rare Earths LIVE DISCUSSION | X Spaces
|
Jan 19, 2026 |
|
“This Time Is Different” In Lithium? (+ $QTWO $NILI $NOAL)
|
Jan 16, 2026 |
|
Battery prices, China EV shift, US vs Europe, Energy storage | Cormac O'Laoire
|
Jan 13, 2026 |
|
Is High Purity Alumina the Next Lithium? (Advanced Energy Minerals)
|
Jan 12, 2026 |
|
Is Lithium’s Mr. Right Still Hyper Bullish? (YJ Lee)
|
Jan 09, 2026 |
|
Fastmarkets Lithium Panel: Nevada Supply Chain, Thacker Pass, Rhyolite Ridge & Recycling
|
Dec 30, 2025 |
|
China Strategy vs U.S. Supply Chain Reality | Henry Sanderson
|
Dec 27, 2025 |
|
Winsome–Li-FT Merger Explained: Adina, Financing, Next Steps | Chris Evans & Francis MacDonald
|
Dec 22, 2025 |
|
Lithium Recap 2025, 2026 Watchlist, Ford EV Write-Down, Argentine Brines, Supply Outlook
|
Dec 19, 2025 |
|
Overstated Lithium Forecasts, CATL, Semi-Solid Batteries, Battery Costs, BESS | Cormac O'Laoire
|
Dec 18, 2025 |
|
This HPA Company Could Be the Lowest-Cost Producer Outside China | Advanced Energy Minerals
|
Dec 15, 2025 |
|
CATL Delay, Battery Costs Near Limits, Solid-State Reality, Demand Forecast Risks, $NILI Update
|
Dec 13, 2025 |
|
The Most Important Lithium Policy Idea of 2026
|
Dec 09, 2025 |
|
Rio Tinto Lithium Strategy, Silver & REE Outlook, Europe Funding + 121 Panel
|
Dec 06, 2025 |
|
Why LFP Batteries Need High-Purity Phosphate | First Phosphate's John Passalacqua
|
Dec 05, 2025 |
|
EMH's €360M Grant Explained, DFS Timing, Next Steps for Cinovec | Keith Coughlan
|
Dec 03, 2025 |
|
Lithium Supply Uncertainty, Analyst Misses, Inventory Trends | Ben Steinberg on DC Strategy
|
Nov 28, 2025 |
|
TMC on U.S. Permitting, Funding Outlook & 2027 Production Path | Craig Shesky
|
Nov 26, 2025 |
|
Lithium 2026: Producer Outlook & Supply, Policy & China
|
Nov 22, 2025 |
|
Critical Minerals at Warp Speed: Where Cesium Fits In | Grid Metals
|
Nov 17, 2025 |
|
POSCO-MinRes JV, ESS Boom, Lithium Forecast, US Policy | Surge Battery Metals Update
|
Nov 15, 2025 |
|
Building America’s Geothermal Lithium Supply | Controlled Thermal Resources’ Rod Colwell
|
Nov 13, 2025 |
|
Iola Hughes: ESS, EVs & Policy: Benchmark’s Battery Outlook
|
Nov 12, 2025 |
|
America’s Uninterruptible Battery Storage Boom | Jigar Shah
|
Nov 10, 2025 |
|
Lithium Royalty Corp & Libra Energy Materials: Outlook for 2026
|
Oct 27, 2025 |
|
TSXV Cycle Recovery, Lithium Supply vs Demand, Gold & Silver Valuations, BESS Growth | Q2 Metals
|
Oct 25, 2025 |
|
LME Week, lithium debate, China controls, NMC vs LFP, sodium-ion, ESS boom | Cormac O'Laoire
|
Oct 24, 2025 |
|
Wildcat Resources: Tabba Tabba Lithium PFS, Costs, and Funding Outlook | AJ Saverimutto
|
Oct 16, 2025 |
|
Deep-Sea Nickel, China Squeeze, U.S. Funding Signals (Dmitry Silversteyn)
|
Oct 13, 2025 |
|
China Export Curbs, Modeling Q2 Metals MRE, Scott Bessent Argentina Investment
|
Oct 12, 2025 |
|
Is a re-rating of Argentina’s lithium brines underway? (Gabriel Rubacha)
|
Oct 08, 2025 |
|
Surge Battery Metals: JV with Evolution Mining & PFS Update | Graham Harris
|
Sep 30, 2025 |
|
Lithium Rally, Goldman Sachs Outlook, Grasberg Copper Shock, China Supply Curbs, ESS Boom
|
Sep 27, 2025 |
|
Has Lithium America's MP Moment Arrived?
|
Sep 24, 2025 |
|
Direct Commodity Exposure vs. Mining Stocks | USCF’s John Love
|
Sep 17, 2025 |
|
SoLId Growth? REEinvesTIng in miNIng w/ The Metals Company & LIRC
|
Sep 15, 2025 |
|
Lithium & Rare Earths LIVE DISCUSSION | X Spaces
|
Sep 07, 2025 |
|
Rock Stock Recap: What Really Matters Next for Lithium Prices
|
Sep 05, 2025 |
|
Lithium Refining Meets Silver Recycling | Lithium Universe Iggy Tan
|
Sep 04, 2025 |
|
Lithium Prices, Graphite Tariffs & China’s Strategy | Matt Fernley & Cormac O'Laoire
|
Aug 26, 2025 |
|
Inside Look Into The Metals Company Strategy Day
|
Aug 20, 2025 |
|
Building a Lithium Explorer with KoBold Metals | Libra Energy Materials
|
Aug 18, 2025 |
|
$TMC $23.6B NPV! World’s First Nodule Reserves | Craig Shesky
|
Aug 11, 2025 |
|
Lithium Bull vs. Equity Long Debate | YJ Lee vs. Chris Robb
|
Aug 02, 2025 |
|
Big Beautiful Trump Trades: Rare Earths & Lithium w/ TD Cowens' John Miller & David Deckelbaum
|
Jul 30, 2025 |
|
Q2 Metals' New Financing & Exploration Target | Alicia Milne & Neil McCallum
|
Jul 28, 2025 |
|
Critical Minerals Super Cycle is Here. Where Best to Invest?
|
Jul 26, 2025 |
|
Why POSCO Is Looking to Anson Resources for U.S. Lithium | Bruce Richardson
|
Jul 21, 2025 |