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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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- 3 days ago46 min
Seafloor Nodules: As Big as Offshore Oil & Gas?
Amanda Van Dyke of the Critical Minerals Hub joins Howard Klein to discuss the growing critical minerals supply gap, why mine development is taking longer and becoming more expensive, and how seafloor mining could emerge as a major new source of nickel, cobalt, copper, and manganese. We also examine The Metals Company (NASDAQ: TMC), U.S. critical minerals policy, deep-sea mining economics, permitting, technical risks, and what investors should watch as the sector moves toward commercialisation. Follow Amanda van Dyke: Substack: https://substack.com/@amandavandyke LinkedIn: https://www.linkedin.com/in/amanda-van-dyke-528b1b35/ X/Twitter: https://x.com/AmandaVandyke13 Chapters Seafloor Mining Becomes Investible Mineral Demand Is Outrunning Supply America Races China For Minerals Mining Supply Cannot Scale Fast Enough Mineral Footprints Are Underestimated Why Seafloor Mining May Be Cleaner Polymetallic Nodules Change Mining Economics Seafloor Supply Could Disrupt Nickel And Cobalt Seafloor Mining Becomes An Investment Category TMC’s Permitting Path Opens Continuous Production Is The Key Test Japan And EEZs Could De-Risk Mining TMC Could Trigger A Seafloor Stampede New Mining Technologies Move Mainstream Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com 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 Ben: https://x.com/benjihammond _________________________________________________ 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
- 5 days ago39 min
Is Lithium-from-Oilfields America’s Next Shale Revolution?
Standard Lithium (NYSE: SLI) CEO David Park joins Howard Klein to discuss the Franklin Project PEA, Southwest Arkansas, and the growing potential of the Smackover Basin as a major U.S. lithium hub. We cover Franklin’s $5 billion after-tax NPV, project financing and the path to FID, plus the importance of Equinor, LG Energy Solution and Trafigura in de-risking Standard Lithium’s growth strategy. We also discuss direct lithium extraction, U.S. critical minerals policy and what investors may be missing in Standard Lithium’s valuation. Standard Lithium Deck: https://www.standardlithium.com/_resources/presentations/202609.pdf Follow Standard Lithium: LinkedIn (David Park) - https://www.linkedin.com/in/david-park-76484b1b/ LinkedIn (Andy Robinson) - https://www.linkedin.com/in/andy-robinson-3922a118/ X/Twitter (Company) - https://x.com/StandardLithium ___ Chapters Standard Lithium’s Smackover Ambition Washington Backs Domestic Lithium Franklin PEA Shows World-Class Scale Franklin Rewrites The Valuation Case Market May Be Missing The Disruptor Why The Equinor Partnership Matters LG Offtake Validates US Supply Trafigura Broadens The Offtake Strategy Cheap Debt Protects Equity Upside Lithium’s Role In Energy Dominance Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com 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 Ben: https://x.com/benjihammond _________________________________________________ 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
- 6 days ago18 min
Is Power Metallic’s Maiden Resource Just the Beginning?
Power Metallic (TSXV: PNPN) CEO Terry Lynch discusses the maiden Lion Zone mineral resource, market reaction, mine economics, exploration upside and the next phase of drilling at the Nisk Project. The conversation covers Lion’s copper and nickel potential, deeper drilling below the current resource, metallurgy, regional exploration targets, the path toward a PEA, and upcoming catalysts including further exploration results and a potential NASDAQ ADR. Investor Webinar: https://6ix.com/event/power-metallic-mineral-resource-estimate-presentation Corporate Presentation: https://www.powermetallic.com/corporate_presentation.pdf Follow: X/Twitter (Terry Lynch) - https://x.com/terrybali X/Twitter (Company) - https://x.com/PowerMetallic LinkedIn (Terry Lynch) - https://www.linkedin.com/in/terry-lynch-lion18/ LinkedIn (Company) - https://www.linkedin.com/company/power-metallic/ ___ Chapters Maiden Resource Overview MRE Market Reaction Explained Lion Mine Potential Copper And Nickel Upside Metallurgy And Resource Growth NISC Resource Strategy Could Lion Be A Mine? Regional Exploration Targets New Drilling Technology Upcoming Project Catalysts NASDAQ Listing Plans Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com 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 Ben: https://x.com/benjihammond _________________________________________________ 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 weeks ago37 min
How Does the Court Ruling Affect Sigma Lithium?
Sigma Lithium (NASDAQ: SGML | ASX: SAU) CEO Ana Cabral joins Howard Klein to discuss the company’s new ASX listing, the latest Brazilian court ruling, and what it could mean for operations and Phase Two expansion. They also cover production ramp-up, lithium prices, refinancing, and Sigma’s outlook as the company targets higher output. Follow Sigma Lithium: X (Company) - https://x.com/SigmaLithium LinkedIn (Company) - https://www.linkedin.com/company/sigma-lithium-resources/ Chapters Sigma Lithium Update Why List In Australia Production And Ramp-Up Court Ruling Explained Brazil Election Dynamics Mining And Political Pressure Community Impact Dispute State Agreement Explained Expansion And Legal Risk Costs And Lithium Prices Debt Refinancing Outlook Mining Efficiency Gains Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com 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 Ben: https://x.com/benjihammond _________________________________________________ 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 weeks ago1h 7m
Is the Lithium Inventory Scare Just Noise?
Is the lithium sell-off overdone - and are China’s lithium inventories being misread? In this week’s Rock Stock Recap, Howard Klein and Matt Fernley break down lithium market sentiment, SMM inventory data, demand trends, Standard Lithium’s East Texas project, Core Lithium’s restart, Talon Metals’ latest discovery, and the political risks impacting Sigma Lithium and critical minerals investors. Including company updates: Surge Battery Metals (TSXV:NILI) on land access, water rights and upcoming PFS catalysts; and Anson Resources (ASX:ASN) on US$406M in Utah incentives, battery-grade testwork and DFS progress. Explore our Patreon Membership: https://www.patreon.com/cw/rockstockchannel/membership Our Socials: X (Howard) - https://x.com/LithiumIonBull X (Matt) - https://x.com/matt_fernley ___ Chapters Weekly Recap Oil And Politics Turn Markets Risk-Off Talon Metals Delivers World-Class Hit Standard Lithium’s East Texas Scale Standard Lithium Looks Mispriced Core Lithium Restart May Surprise Lithium Inventory Scare Looks Overdone Why Chinese Lithium Data Still Matters Lithium Has Become A Commodity Election Risk Hits Sigma Lithium AI Bubble Adds Market Tail Risk Surge Battery Metals Clears Key Water-Permitting Hurdle Anson Resources Receives $406M In Tax Incentives Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com 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 Ben: https://x.com/benjihammond _________________________________________________ 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 weeks ago31 min
SMM on China BESS: Can Growth Hold Up as Costs Rise?
SMM analyst Lana Li joins Matt Fernley on Rock Stock Channel to discuss the outlook for China’s BESS and energy storage market, including battery pricing, lithium cost pass-through, project IRRs, policy changes and the shift from mandatory storage to market-based returns. We also cover China’s BESS slowdown, global demand growth, export pressures, inventory, sodium-ion batteries and SMM’s outlook for roughly 30% global BESS demand CAGR through 2030. Read Interview Transcript: https://link.rkequity.com/smm-transcript Follow Participants: X (SMM) - https://x.com/CnMetals X (Matt) - https://x.com/matt_fernley ___ Chapters Introductions China Resets BESS Pricing Discipline China Shifts To Economics-Driven Storage Lithium Surge Barely Reaches BESS Prices Why China BESS Installations Slowed Residential Inventories Mask Tight Cell Supply SMM's BESS Forecasting Methodology Global BESS Growth Diversifies Beyond China Higher Costs Threaten BESS Growth Forecasts Sodium-Ion Remains Too Expensive Sustainable Returns Become The Real Constraint Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com 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 Ben: https://x.com/benjihammond _________________________________________________ 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
- 2 weeks ago43 min
Why Has Benchmark Flipped 2027 Lithium From Surplus to Deficit?
Benchmark Mineral Intelligence’s Iola Hughes and Cameron Perks join Matt Fernley to discuss why the 2027 lithium market outlook has shifted from surplus to deficit. They break down Benchmark’s latest views on EV battery demand, rising pack sizes, BESS cell production, lithium supply risks and pricing - including why battery demand is growing far faster than EV unit sales, where excess cell inventory may be sitting, and what could change the 2027 balance. Follow Guests: X (Iola) - https://x.com/RhoMoIola X (Cameron) - https://x.com/DrCamPerksBMI X (Benchmark) - https://x.com/benchmarkmin LinkedIn (Iola) - https://www.linkedin.com/in/iolahughes/ LinkedIn (Cameron) - https://www.linkedin.com/in/cameronperks/ LinkedIn (Benchmark) - https://www.linkedin.com/company/benchmark-mineral-intelligence/ Website (Benchmark) - https://www.benchmarkminerals.com/ ___ Chapters Lithium Outlook Flips To Deficit Battery Storage Demand Surges China Storage Growth Stalls Battery Inventory Risk Builds EV Growth Shifts Beyond China Bigger Batteries Lift Demand 2027 Lithium Deficit Emerges Supply Risks Could Deepen Deficit Raw Materials Remain Tight China Supply Growth Looks Limited Australia Leads New Supply Lithium Prices Set To Rise Cell Supply Growth Rate Higher Prices Invite Substitution Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com 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 Ben: https://x.com/benjihammond _________________________________________________ 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
- 2 weeks ago59 min
Can a Copper Bull Still Be a Lithium Bear?
Lithium equities continue to lag rising lithium prices, while copper trades near all-time highs and investors reassess where the real opportunities lie across critical minerals. In this week’s Rock Stock Recap, Howard Klein and Matt Fernley discuss undervalued Argentine lithium brines, Liontown’s move into Argentina, Standard Lithium’s LG Energy Solution offtake, Albemarle’s leadership shift, El Niño risks, high-grade copper projects, Codelco, copper supply forecasts, and why the market may still be underestimating lithium. Explore our Patreon Membership: https://www.patreon.com/cw/rockstockchannel/membership Our Socials: X (Howard) - https://x.com/LithiumIonBull X (Matt) - https://x.com/matt_fernley ___ Chapters Lithium Equities Lag Commodity Prices Argentine Brines Look Mispriced Liontown Validates Argentine Brine Value High-Grade Copper Juniors Stand Out Copper Supply Risks May Be Overhyped Codelco Raises Chile Lithium Risk El Niño Could Tighten Brine Supply Albemarle Shifts Toward Mining Discipline Standard Lithium Offtake Unlocks Financing Lithium Fundamentals Keep Tightening Copper And Lithium Pricing Compared Copper Supply Keeps Beating Forecasts SLI on Bloomberg Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: rockstockchannel@rkequity.com 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 Ben: https://x.com/benjihammond _________________________________________________ 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
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About 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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