Rock Stock Channel
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Rock Stock Channel

by rockstockchannel

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.

100 episodes
EN language
All Episodes
1
AI Drives Lithium Demand; EVs Take a Back Seat | Benchmark’s Iola Hughes
55:09 Mar 20, 2026
2
Sulfur Supply Risk, Aluminum/Bauxite Outlook, China Five-Year Plan
46:20 Mar 13, 2026
3
Talking Smack: Big Lithium’s Alex Grant Making Magnesium Great Again
1:02:36 Mar 10, 2026
4
PDAC 2026 Recap + Company Interviews
1:09:15 Mar 6, 2026
5
High Purity Alumina: Why You Should Care | Rock Stock University
16:20 Mar 5, 2026
6
Commodity ETFs - A Critical Portfolio Tool (Kevin Baum)
32:41 Mar 3, 2026
7
Zimbabwe Supply Shock, US Energy Storage, Rare Earth Developers Lag, Q2 Metals Drill Results
44:32 Feb 27, 2026
8
Pilbara Restarts, Albemarle Retreats, Manono Looms, Lithium Ionic (Keith Phillips & Mike Westendorf)
1:05:29 Feb 20, 2026
9
Lithium - The Most Critical Mineral?
58:34 Feb 18, 2026
10
Lithium from Oilfields - LibertyStream: Commercial Production Timeline, US Listing | Alex Wylie
33:22 Feb 17, 2026
11
Critical Minerals Don’t Fail on Permits - They Fail on Price (Arnab Datta & Alex Turnbull)
1:01:05 Feb 14, 2026
12
Recharge Feb26 (China, EV Sales, Sodium-Ion, Europe, Lithium)
46:57 Feb 12, 2026
13
Securing 80ktpa of Spodumene, Extracting Silver from Solar Panels | Lithium Universe's Iggy Tan
32:20 Feb 11, 2026
14
Trumpeting the Critical Minerals Supercycle
46:58 Feb 7, 2026
15
Sigma Lithium Restarts Production: Timeline, Costs, Cash Flow, Expansion Ahead | Ana Cabral
38:05 Feb 5, 2026
16
TMC Files First Consolidated NOAA Application & Expands CRP Area | Craig Shesky
14:18 Feb 3, 2026
17
Processing Davos Geopolitics, Lithium Earnings, Silver Demand, Gold vs Bitcoin
47:47 Jan 30, 2026
18
Processing Trump’s Minerals Policy
20:12 Jan 24, 2026
19
Putting The ‘P’ In LFP | First Phosphate
30:03 Jan 20, 2026
20
2026 Lithium & Rare Earths LIVE DISCUSSION | X Spaces
1:29:26 Jan 19, 2026
21
“This Time Is Different” In Lithium? (+ $QTWO $NILI $NOAL)
42:25 Jan 16, 2026
22
Battery prices, China EV shift, US vs Europe, Energy storage | Cormac O'Laoire
49:12 Jan 13, 2026
23
Is High Purity Alumina the Next Lithium? (Advanced Energy Minerals)
39:03 Jan 12, 2026
24
Is Lithium’s Mr. Right Still Hyper Bullish? (YJ Lee)
1:15:10 Jan 9, 2026
25
Fastmarkets Lithium Panel: Nevada Supply Chain, Thacker Pass, Rhyolite Ridge & Recycling
43:27 Dec 30, 2025
26
China Strategy vs U.S. Supply Chain Reality | Henry Sanderson
1:10:09 Dec 27, 2025
27
Winsome–Li-FT Merger Explained: Adina, Financing, Next Steps | Chris Evans & Francis MacDonald
45:21 Dec 22, 2025
28
Lithium Recap 2025, 2026 Watchlist, Ford EV Write-Down, Argentine Brines, Supply Outlook
46:51 Dec 19, 2025
29
Overstated Lithium Forecasts, CATL, Semi-Solid Batteries, Battery Costs, BESS | Cormac O'Laoire
42:54 Dec 18, 2025
30
This HPA Company Could Be the Lowest-Cost Producer Outside China | Advanced Energy Minerals
36:59 Dec 15, 2025
31
CATL Delay, Battery Costs Near Limits, Solid-State Reality, Demand Forecast Risks, $NILI Update
1:09:39 Dec 13, 2025
32
The Most Important Lithium Policy Idea of 2026
6:02 Dec 9, 2025
33
Rio Tinto Lithium Strategy, Silver & REE Outlook, Europe Funding + 121 Panel
1:11:51 Dec 6, 2025
34
Why LFP Batteries Need High-Purity Phosphate | First Phosphate's John Passalacqua
32:36 Dec 5, 2025
35
EMH's €360M Grant Explained, DFS Timing, Next Steps for Cinovec | Keith Coughlan
38:46 Dec 3, 2025
36
Lithium Supply Uncertainty, Analyst Misses, Inventory Trends | Ben Steinberg on DC Strategy
1:13:32 Nov 28, 2025
37
TMC on U.S. Permitting, Funding Outlook & 2027 Production Path | Craig Shesky
21:39 Nov 26, 2025
38
Lithium 2026: Producer Outlook & Supply, Policy & China
50:52 Nov 22, 2025
39
Critical Minerals at Warp Speed: Where Cesium Fits In | Grid Metals
31:14 Nov 17, 2025
40
POSCO-MinRes JV, ESS Boom, Lithium Forecast, US Policy | Surge Battery Metals Update
50:41 Nov 15, 2025
41
Building America’s Geothermal Lithium Supply | Controlled Thermal Resources’ Rod Colwell
44:33 Nov 13, 2025
42
Iola Hughes: ESS, EVs & Policy: Benchmark’s Battery Outlook
49:30 Nov 12, 2025
43
America’s Uninterruptible Battery Storage Boom | Jigar Shah
1:11:24 Nov 10, 2025
44
Lithium Royalty Corp & Libra Energy Materials: Outlook for 2026
52:08 Oct 27, 2025
45
TSXV Cycle Recovery, Lithium Supply vs Demand, Gold & Silver Valuations, BESS Growth | Q2 Metals
58:13 Oct 25, 2025
46
LME Week, lithium debate, China controls, NMC vs LFP, sodium-ion, ESS boom | Cormac O'Laoire
37:52 Oct 24, 2025
47
Wildcat Resources: Tabba Tabba Lithium PFS, Costs, and Funding Outlook | AJ Saverimutto
35:11 Oct 16, 2025
48
Deep-Sea Nickel, China Squeeze, U.S. Funding Signals (Dmitry Silversteyn)
53:39 Oct 13, 2025
49
China Export Curbs, Modeling Q2 Metals MRE, Scott Bessent Argentina Investment
1:04:26 Oct 12, 2025
50
Is a re-rating of Argentina’s lithium brines underway? (Gabriel Rubacha)
39:34 Oct 8, 2025
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