Rock Stock Channel
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.
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Putting The ‘P’ In LFP | First Phosphate
<p>In this interview, we (Howard and Matt) speak with John Passalacqua, CEO of First Phosphate (CSE: PHOS) about the rapidly evolving lithium iron phosphate (LFP) battery supply chain and why phosphate remains one of the least understood — yet most important — inputs in LFP cathodes.</p> <p>Chapters</p> <p>(00:00) Introduction<br> (04:24) LFP Demand Shift<br> (05:59) Offtake Prepayment<br> (06:46) 2026 Feasibility Path<br> (07:45) Why High-Purity Phosphate<br> (10:47) LFP-First Strategy<br> (13:32) China Vs. The West<br> (15:54) Western Buildout Gaps<br> (18:30) Iron Phosphate Bottleneck<br> (22:21) Policy And Supply Chains<br> (24:55) Production Timeline<br> (25:48) Cash And Runway<br> (26:52) Macro And Stockpiling<br> (28:11) Wrap-Up</p> <p>Fi...
2026 Lithium & Rare Earths LIVE DISCUSSION | X Spaces
<p>In this first RK Equity X Spaces of 2026, we (Howard Klein, Matt Fernley, and Rodney Hooper) pull together the key threads shaping the battery materials and critical minerals landscape as the year begins. The discussion focuses on how lithium is moving back toward fundamentals, why energy storage is increasingly driving marginal demand, and what that means for investors across the supply chain.</p> <p>Chapters</p> <p>(00:00:00) Introduction<br> (00:08:19) Macro And Silver<br> (00:10:55) Lithium: Demand And Supply<br> (00:13:26) 5 Lithium Themes For 2026<br> (00:15:24) Sodium-Ion Substitution<br> (00:19:51) Pricing And Inventories<br> (00:27:51) Buy-Side Outlook<br> (00:37:18) EVs And ESS Growth<br> (00:54:02) Silver: Demand...
“This Time Is Different” In Lithium? (+ $QTWO $NILI $NOAL)
<p>In this week’s Rock Stock Recap, we (Howard, Matt, and Rodney) discuss the key cross-currents shaping battery materials and the broader commodities complex—what’s driving recent price action, what’s changing in investor positioning, and where fundamentals are reasserting themselves.</p> <p>Chapters</p> <p>(00:00) Intro<br> (04:54) Macro: Shift To Hard Assets<br> (06:37) Silver And Gold Outlook<br> (08:42) Dollar And Commodity Currencies<br> (14:01) Lithium: Demand And Pricing<br> (16:52) Analyst Upgrades And Market Sentiment<br> (19:35) High-Purity Alumina Spotlight<br> (24:33) Other Materials To Watch<br> (25:13) Outro<br> (26:12) Q2 Metals<br> (29:52) Surge Battery Metals<br> (34:49) NOA Lithium Brines</p> <p> </p> <p>We...
Battery prices, China EV shift, US vs Europe, Energy storage | Cormac O'Laoire
<p>In the January 2026 episode of the Recharge Podcast, we (Matt from RK Equity / Battery Materials Review and Cormac O'Laoire, Managing Director at Electrios Energy) review the key battery and EV market signals coming out of 2025 and what they imply for 2026.</p> <p>Chapters</p> <p>(00:00) Intro<br> (01:34) 2025 EV Demand Shift<br> (06:36) China: BYD And New Rivals<br> (10:02) China: Subsidies And Growth<br> (12:26) US Vs Europe EV Trends<br> (18:32) Europe Targets And Supply Chain<br> (22:13) China Export Rebate Changes<br> (24:26) Energy Storage Boom<br> (27:57) Materials And Cell Prices<br> (33:14) Next-Gen Storage Options<br> (42:41) New Demand Drivers<br> (48:01) Outro</p> <p> </p...
Is High Purity Alumina the Next Lithium? (Advanced Energy Minerals)
<p>In this episode of Rock Stock Channel, we (Howard and Matt) sit down with Advanced Energy Minerals (ASX: AEM) for a detailed follow-up discussion following the company’s recent IPO. We are joined by Executive Chairman Richard Seville and CEO Michael (Mick) Adams to explore how the company is positioning itself in the global high purity alumina (HPA) market.</p> <p>Chapters</p> <p>(00:00) Introduction<br> (06:14) HPA Grades Explained<br> (08:23) Alpha Vs Gamma Products<br> (11:03) Low-Uranium For Semiconductors<br> (13:43) Specs That Matter<br> (14:42) Pipeline, Qualification, Pricing<br> (20:00) Supply Chains And China<br> (24:10) Consistency And Morphology<br> (24:37) How The Process Wo...
Is Lithium’s Mr. Right Still Hyper Bullish? (YJ Lee)
<p>In this Rock Stock Recap, we (Howard and Matt) sit down with YJ Lee (Arcane Capital) in Singapore to assess what’s changed in the lithium market—and why this rally looks different from the false starts investors have seen before.</p> <p>Chapters</p> <p>(00:00:00) Intro<br> (00:05:42) Shorting Lithium? Quick View<br> (00:06:00) Why Lithium Spiked In China<br> (00:06:48) CATL Closure And Seasonality<br> (00:10:28) ESS Demand: Shipments vs Installs<br> (00:12:06) ESS Economics And Price Sensitivity<br> (00:17:30) Storage Needs In The Big Picture<br> (00:20:28) EV Demand Outlook By Region<br> (00:24:57) Why Broker Forecasts Miss<br> (00:28:09) Why ESS Demand Could Stay Stro...
Fastmarkets Lithium Panel: Nevada Supply Chain, Thacker Pass, Rhyolite Ridge & Recycling
<p>In this panel discussion, I (Howard Klein) moderate a conversation on how Nevada is positioning itself as a leading U.S. hub for domestic lithium supply—linking mining, refining, battery production, and recycling into a more integrated “closed-loop” ecosystem.</p> <p>Chapters</p> <p>(00:00) Introduction<br> (01:20) Nevada's Closed-Loop Supply Chain<br> (04:07) Panelist Introductions<br> (06:57) Lithium Market Cycles<br> (13:27) Rhyolite Ridge Advantage<br> (18:29) Recycling And Mining Strategy<br> (23:09) Nevada Support And Permitting<br> (25:58) Federal Policy And Critical Minerals<br> (32:01) China And EV Outlook<br> (36:05) Why Few New EV Makers<br> (38:57) Defense Support And Stockpiles<br> (42:57) Wrap-Up</p> <p><br> Joining me are...
China Strategy vs U.S. Supply Chain Reality | Henry Sanderson
<p>In this episode, we (Howard and Matt) step outside Washington to examine how China approaches batteries, critical minerals, and supply chain strategy from the inside. Our guest is Henry Sanderson—former China-based journalist (including at the Financial Times) and author of Volt Rush—who brings on-the-ground perspective on how Chinese industrial policy, corporate competition, and capital allocation actually work in practice.</p> <p>Chapters</p> <p>(00:00:00) Intro<br> (00:03:35) Henry's China Background<br> (00:04:23) China Strategy Myths<br> (00:07:09) Competition And Price Wars<br> (00:12:38) Can The U.S. Catch Up?<br> (00:20:53) Tech: Copy Or Reinvent?<br> (00:28:59) Price Manipulation Debate<br> (00:32:22) Overcapacity Crackdown<br> ...
Winsome–Li-FT Merger Explained: Adina, Financing, Next Steps | Chris Evans & Francis MacDonald
<p>In this episode of Rock Stock Channel, we (Howard and Rodney) sit down with Chris Evans (CEO, Winsome Resources) and Francis MacDonald (CEO, Li-FT Power) to walk through the recently announced scheme of arrangement to merge Winsome and Li-FT.</p> <p>Chapters</p> <p>(00:00) Introduction<br> (05:41) Why Merge<br> (07:17) Winsome Constraints<br> (09:31) Agnico/Avenir Support<br> (10:57) $40M Financing<br> (13:58) Pro Forma Cash<br> (17:12) Rework Economics<br> (20:20) Renard Optionality<br> (24:34) Leadership Shift<br> (26:50) Permitting Edge<br> (28:42) Near-Term Milestones<br> (30:41) Yellowknife Asset<br> (34:24) Alberta Downstream<br> (39:07) Cycle And Valuation<br> (43:05) Closing Remarks</p> <p> </p> <p>Rather than rehashing the press r...
Lithium Recap 2025, 2026 Watchlist, Ford EV Write-Down, Argentine Brines, Supply Outlook
<p>In this Rock Stock Recap episode, Howard, Matt, and Rodney sit down with Ernie Ortiz (CEO, Lithium Royalty Corp) and Ofer Amir (Clean Elements family office) to discuss why sentiment and pricing changed so sharply in 2025, and why the next leg of the lithium cycle may be driven less by EV headlines and more by battery energy storage systems (BESS).</p> <p>Chapters</p> <p>(00:00) Intro<br> (04:26) Why Argentine Brines<br> (08:18) Galan Brine Case<br> (16:06) DLE vs Traditional Projects<br> (18:01) Winsome & Power Metals Updates<br> (23:26) Quebec Outlook & M&A<br> (28:09) Lithium Pricing Setup<br> (30:24) US Minerals Policy<br> (33:02) Middle...
