Rock Stock Channel
By rockstockchannel
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Subscribers: 16
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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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The Most Important Lithium Policy Idea of 2026
|
Dec 09, 2025 |
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Rio Tinto Lithium Strategy, Silver & REE Outlook, Europe Funding + 121 Panel
|
Dec 06, 2025 |
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Why LFP Batteries Need High-Purity Phosphate | First Phosphate's John Passalacqua
|
Dec 05, 2025 |
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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 |
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TMC on U.S. Permitting, Funding Outlook & 2027 Production Path | Craig Shesky
|
Nov 26, 2025 |
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Lithium 2026: Producer Outlook & Supply, Policy & China
|
Nov 22, 2025 |
|
Critical Minerals at Warp Speed: Where Cesium Fits In | Grid Metals
|
Nov 17, 2025 |
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POSCO-MinRes JV, ESS Boom, Lithium Forecast, US Policy | Surge Battery Metals Update
|
Nov 15, 2025 |
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Building America’s Geothermal Lithium Supply | Controlled Thermal Resources’ Rod Colwell
|
Nov 13, 2025 |
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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 |
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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 |
|
Understanding Winsome Resources’ Current Valuation Disconnect | Chris Evans
|
Jul 19, 2025 |
|
Trump’s Big Beautiful Rare Earth Monopoly | Steve LeVine & Matt Fernley
|
Jul 16, 2025 |
|
Fastmarkets' Lithium Outlook | Raju Daswani & Grace Asenov
|
Jul 08, 2025 |
|
From Crash to Cash? Why Lithium Stocks Could Triple | Howard Klein
|
Jul 06, 2025 |
|
Lithium Live Lounge - Equity Updates @Fastmarkets Las Vegas
|
Jul 02, 2025 |
|
America’s $9.2B Lithium Answer: From Surface Discovery to Economic Powerhouse | Surge Battery Metals
|
Jun 27, 2025 |
|
Investing in the Future: Funding the Energy Transition and Balancing Supply and Demand
|
Jun 26, 2025 |
|
Battery Metals at Benchmark Giga USA 2025 | Patriot Battery Metals, Jindalee & Century Lithium
|
Jun 25, 2025 |
|
Financing Lithium in a Downcycle w/ Howard Klein | Water Tower Research
|
Jun 24, 2025 |
|
Top Lithium Stocks to Consider in a Bear Market Before The Rebound | Matt Fernley
|
Jun 21, 2025 |
|
$85 Million Boost for TMC: What Retail Investors Should Know | Craig Shesky
|
Jun 20, 2025 |
|
Lithium Rebound Coming? Ken Hoffman from McKinsey Breaks Down What’s Next
|
Jun 05, 2025 |
|
TMC is the Solution to Critical Raw Material Supply for the US | Craig Shesky
|
May 21, 2025 |
|
Has Lithium Pricing Transparency Finally Arrived? Fastmarkets' William Adams and Przemek Koralewski
|
May 16, 2025 |
|
Sigma Lithium: Q1 Preview, Offtake Strategy, Cost Cuts, Grota do Cirilo Resource | Ana Cabral
|
May 12, 2025 |
|
Noa Lithium Brines: 60% YTD, Development Timeline, Path to 40,000 tpa | Gabriel Marcelo Rubacha
|
May 09, 2025 |
|
Hotter Commodities 2: Energy Security & the Critical Minerals Race w/ Fastmarkets' Andrea Hotter
|
May 05, 2025 |
|
Rock Stock Recap: Tariff Strategy, US Dollar Devaluation, Canada-Chile Political Risk
|
May 02, 2025 |
|
European Metals Holdings Secures $36M EU Grant for Czech Lithium Project | Keith Coughlan
|
Apr 29, 2025 |
|
Jindalee Lithium: On the US Government Fast Track w/ Ian Rodger
|
Apr 28, 2025 |
|
Breaking News! Benchmark Minerals & ICE Launch Lithium Futures | Caspar Rawles
|
Apr 24, 2025 |
|
The Metals Company: Next Steps in Deep-Sea Mining w/ Craig Shesky
|
Apr 22, 2025 |
|
Urgent Action on Critical Minerals w/ Former DOE Director, Ashley Zumwalt-Forbes
|
Apr 21, 2025 |
|
Understanding Lithium’s Price Drop and What It Means for Commodities w/ Ash Bennington | Real Vision
|
Apr 16, 2025 |
|
Century Lithium: Project Update, U.S. Policy, Permitting, Feasibility | Bill Willoughby
|
Apr 15, 2025 |
|
Volt Lithium: Lithium Extraction from Oilfield Brines w/ Alex Wylie
|
Apr 10, 2025 |
|
Nouveau Monde Graphite Update w/ Eric Desaulniers
|
Apr 08, 2025 |
|
The Macro Picture: Is Gold the New Green? w/ Tavi Costa of Crescat Capital
|
Apr 04, 2025 |
|
European Metals Holdings: EU Strategic Designation Update
|
Mar 30, 2025 |
|
Lithium’s Imminent Demand Surprise(s) w/ YJ Lee of Arcane Capital Advisors
|
Mar 24, 2025 |
|
Lithium Universe: Advancing Lithium Refinery Plans in Quebec w/ Iggy Tan
|
Mar 20, 2025 |
|
Noa Lithium Brines, The Metals Company and Solis Minerals at PDAC 2025
|
Mar 12, 2025 |
|
Atlantic Lithium: Sayona-Piedmont Merger, Political Shifts and Operational Updates
|
Mar 11, 2025 |
|
Will 50%+ Growth rESScue Lithium w/ Rho Motion's Iola Hughes
|
Mar 11, 2025 |
|
Power Metals and Winsome Resources at PDAC 2025
|
Mar 10, 2025 |
|
Brunswick Exploration: Greenland to Mirage Discoveries w/ Killian Charles
|
Feb 19, 2025 |
|
Power Metals: Fast-Tracking the Next High-Grade Cesium Mine w/ Haydn Daxter and Dr. Nigel Brand
|
Feb 17, 2025 |
|
Optimistic Thought. Trump 2.0 Lithium
|
Feb 13, 2025 |
|
NOA Lithium Brines: Argentina's Lithium Potential w/ Gabriel Rubacha
|
Feb 10, 2025 |
|
Sayona Mining Update: Piedmont Merger, Cost Reductions and Expansion Plans w/ Lucas Dow
|
Feb 04, 2025 |
|
Vancouver Resource Investment Conference 2025 Critical Mineral Snippets
|
Jan 30, 2025 |
|
My Lithium 2025 Outlook
|
Jan 17, 2025 |
|
Chamath-Backed Vivas Kumar on Mitra Chem, Lithium Wars and Trump’s EV Vision
|
Dec 23, 2024 |
|
Winsome Resources' C$1 Billion Lithium Play: High Returns, Low Risk - Chris Evans
|
Dec 20, 2024 |
|
How Trump’s Policies Could Transform EVs. w/ Steve LeVine - The Electric
|
Dec 17, 2024 |
|
Inside Q2 Metals’ Breakthrough Year: CEO Alicia Milne Shares What’s Next
|
Dec 16, 2024 |
|
Can the West Catch Up to China’s EV Surge? w/ Michael Dunne of Dunne Insights
|
Dec 13, 2024 |
|
Nouveau Monde Graphite: Securing North America's Battery Materials w/ Eric Desaulniers
|
Dec 13, 2024 |
|
Lithium Bull v Bear Debate at Benchmark Week Los Angeles
|
Dec 10, 2024 |
|
Power Metals: Leading the Charge in Cesium Exploration w/ Haydn Daxter
|
Dec 05, 2024 |
|
Lithium Market Analysis and Forecast: Solar, China, ESS, EVs
|
Dec 03, 2024 |
|
Jindalee Lithium: PFS Announcement w/ Ian Rodger
|
Dec 02, 2024 |
|
RK Equity Presents at 121 New York - Lithium & Critical Materials Panel
|
Nov 21, 2024 |
|
Is Australia Spodumene the Marginal Lithium Supply? With Matt Fernley
|
Nov 20, 2024 |
|
US Election Thoughts with Simon Moores, Benchmark Minerals Intelligence
|
Nov 15, 2024 |
|
Quebec Carbonate: Lithium Universe Iggy Tan
|
Nov 11, 2024 |
|
Cesium Secrets: Power Metals Update w/ Haydn Daxter
|
Nov 04, 2024 |
|
Rock Stock Recap E15: Lithium’s Raging Bull - YJ Lee of Arcane Capital Advisors'
|
Oct 31, 2024 |
|
The Futures In Lithium Is Spodumene w/ Fastmarkets' Przemek Koralewski
|
Oct 19, 2024 |
|
Lithium Livestream: Are cheap valuations about to drive further M&A?
|
Oct 16, 2024 |
|
Deep Sea Treasure: The Metals Company - w/ Craig Shesky
|
Oct 14, 2024 |
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Strategic Spodumene: Sayona’s North American Lithium w/ Lucas Dow
|
Oct 10, 2024 |
|
Samba with Spodumene: Lithium Ionic w/ Blake Hylands
|
Oct 07, 2024 |
|
Rock Stock Recap E14: Better Bid Lithium - Rio/Arcadium
|
Oct 06, 2024 |