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.

Rock Stock Channel is a business podcast hosted by rockstockchannel, with 100 episodes on record and a Required Pod Score of 80.

rockstockchannel hosts Rock Stock Channel, a business show with 100 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #405

  Could China's Next Restocking Cycle Move Lithium?

  Oct 2, 202654 min

  Lithium inventories are heading into a October-November restocking period. In this week's Rock Stock Recap, Howard Klein and Matt Fernley discuss what China's post-Golden Week demand could mean for lithium prices, inventories and a potential market tightening. Plus: copper market risks, AI-driven metals demand, rare earth M&A, and the latest developments across critical minerals and mining equities. Robert Friedland Denver Conference Presentation: https://americas.miningforum.com/keynote-webcast/248/ Robert Friedland Talk with Secretary Doug Burgum: https://x.com/robert_ivanhoe/status/2105343903591211499 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 (00:00) Copper Caution, Lithium Catalysts And Rare Earth M&A (05:52) Copper Deficit Story Faces Scrutiny (10:04) High-Grade Copper Developers Stand Out (12:20) Copper Demand Forecasts Face Skepticism (19:39) Power Metallic Resource Growth Potential (21:48) AI CapEx Could Reshape Mineral Demand (27:58) Power Bottlenecks Strengthen Battery Case (32:31) Higher Rates Test Mining Tailwinds (34:01) US-China Stability Meets Policy Volatility (37:53) Rare Earth M&A Targets Advanced Projects (43:31) Lithium Equities Trail Copper (45:00) October Lithium Demand Faces Inventory Test (49:20) Galan Lithium Funding Holds Firm (51:33) Argentina Brines Show Strong Economics 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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  Episode #404

  Can Galan Lithium Still Deliver in 2026?

  Sep 29, 202630 min

  Galan Lithium (ASX: GLN) Managing Director JP Vargas and CFO Ross Dinsdale join Rock Stock Channel (Howard and Matt) to respond to the recent share price sell-off and outlines what has - and hasn’t - changed at Hombre Muerto West. Management discuss first lithium chloride sales, production ramp-up, winter weather impacts, low-cost economics, Phase 2 financing, funding flexibility, and the path toward cash flow. Follow Galan Lithium: LinkedIn (JP Vargas) - https://www.linkedin.com/in/juan-pablo-vargas-de-la-vega-2770b723/ LinkedIn (Ross Dinsdale) - https://www.linkedin.com/in/ross-dinsdale-cfa-19b1885b/ LinkedIn (Daniel Jimenez) - https://www.linkedin.com/in/daniel-jimenez-schuster-71b3b5117/ X/Twitter (Daniel Jimenez) - https://x.com/D_Jimenez_Sch X/Twitter (Company) - https://x.com/GalanLithium ___ Chapters (00:00) Galan Lithium Sell-Off (05:47) What Has Changed? (07:10) Production Timeline (08:35) Plant Performance (10:22) Winter Weather Impact (14:06) Lithium Price Economics (16:28) Production Expansion (17:43) Phase Two Financing (22:30) Upcoming Catalysts (23:32) Funding Position (25:04) Flexible Growth Strategy (28:15) Lithium Market Outlook 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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  Episode #403

  Are Falling Lithium Inventories Attracting Strategic Interest?

  Sep 25, 202649 min

  Lithium inventories have now declined for 30 consecutive weeks, EV demand is improving, and strategic interest in lithium assets is picking up. In this week’s Rock Stock Recap, Howard Klein and Matt Fernley discuss lithium market fundamentals, Global Lithium’s takeover bid, renewed financing activity, Q2 Metals and Sigma Lithium, plus why copper deficit forecasts may be overstating the long-term supply gap. The episode also covers SQM’s $3 billion Salar Futuro plan, rising mining costs, U.S. critical-minerals funding and the growing role of government capital in the sector. Plus: stay tuned for a First Phosphate (CSE | NASDAQ: PHOS) update covering the company’s latest financing activity. Explore our Patreon Membership: https://www.patreon.com/cw/rockstockchannel/membership The New York Times on TMC: https://www.nytimes.com/2026/09/23/climate/gerard-barron-metals-company-ocean-floor-mining.html Our Socials: X (Howard) - https://x.com/LithiumIonBull X (Matt) - https://x.com/matt_fernley ___ Chapters (00:00) Lithium Deals And Critical Minerals Capital (04:10) Q2 Metals Site Visit Highlights (07:11) Sigma Lithium’s Owner-Operator Journey (11:54) Global Lithium Takeout Tests Valuation (18:48) Lithium Financing Window Reopens (20:53) Weather And Diesel Raise Cost Risks (23:54) Higher Rates And AI Raise Costs (29:54) Copper Deficit Forecasts Face Scrutiny (32:46) Lithium Inventories Signal Stronger Demand (37:34) SQM Growth Faces Higher-Cost DLE (41:15) Government Capital Targets Critical Minerals (44:12) First Phosphate Update 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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  Episode #402

  I Visited Cisco Before the PEA. Here's What Investors Should Know

  Sep 24, 202624 min

  Join Matt Fernley on site at Q2 Metals’ (TSXV: QTWO) Cisco Lithium Project in James Bay, Quebec, as he explores the deposit, infrastructure, drilling programme and development plans. He speaks with the Q2 Metals team about the upcoming PEA, resource conversion, metallurgy, permitting and what makes Cisco’s large spodumene-bearing pegmatite system stand out. Q2 Metals Corporate Presentation: https://q2metals.com/corporate-presentation-file Follow Q2 Metals: LinkedIn (Alicia Milne): https://www.linkedin.com/in/alicia-milne-145a7369/ LinkedIn (Jean-Francois Tremblay): https://www.linkedin.com/in/jean-francois-tremblay-75b1747/ LinkedIn (Kevin Vigouroux): https://www.linkedin.com/in/kevin-vigouroux/ LinkedIn (Geneviève Morinville): https://www.linkedin.com/in/genevi%C3%A8ve-morinville-ph-d-9933792/ X/Twitter (Company): https://x.com/Q2Metals ___ Chapters (00:00) Why Cisco Stands Out On Site (01:45) Exploration Upside Beyond Cisco (03:17) Why Cisco’s Mineralogy Matters (06:57) Cisco’s Scale And Geometry Stand Out (08:40) From Resource To Feasibility (11:35) The Discovery Outcrop Up Close (14:26) Why Drilling Beats Geophysics (17:13) Building The Permitting Pathway (20:33) Three Things That Stood Out 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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  Episode #401

  Seafloor Nodules: As Big as Offshore Oil & Gas?

  Sep 18, 202647 min

  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 (00:00) Seafloor Mining Becomes Investible (02:35) Mineral Demand Is Outrunning Supply (07:27) America Races China For Minerals (12:54) Mining Supply Cannot Scale Fast Enough (17:39) Mineral Footprints Are Underestimated (22:36) Why Seafloor Mining May Be Cleaner (27:01) Polymetallic Nodules Change Mining Economics (31:28) Seafloor Supply Could Disrupt Nickel And Cobalt (34:28) Seafloor Mining Becomes An Investment Category (36:12) TMC’s Permitting Path Opens (38:49) Continuous Production Is The Key Test (41:07) Japan And EEZs Could De-Risk Mining (43:45) TMC Could Trigger A Seafloor Stampede (45:24) 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

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