Podcast

Rock Stock Channel

Author: rockstockchannel
Feed episode count: 100
Official site: https://rockstockchannel.podbean.com
RSS: https://feed.podbean.com/rockstockchannel/feed.xml
JSON: /v1/public/podcasts/rock-stock-channel-633474
Markdown: /podcast/rock-stock-channel-633474.md

Summary

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.

Episodes

Jul 17, 2026 · not_requested

Lithium Prices Stabilize: Dip-Buying Ahead?

Duration seconds: 2311
Source: https://rockstockchannel.podbean.com/e/lithium-prices-stabilize-dip-buying-ahead/

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Jul 11, 2026 · not_requested

Made in America 2035: Lithium, Cathodes and Battery Dominance

Duration seconds: 3556
Source: https://rockstockchannel.podbean.com/e/made-in-america-2035-lithium-cathodes-and-battery-dominance/

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Jul 6, 2026 · not_requested

First Phosphate Keynote Presentation at Fastmarkets 2026

Duration seconds: 1191
Source: https://rockstockchannel.podbean.com/e/first-phosphate-keynote-presentation-at-fastmarkets-2026/

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Jul 3, 2026 · not_requested

Recent Metals Sell-Off: Opportunity Or Caution?

Duration seconds: 3399
Source: https://rockstockchannel.podbean.com/e/recent-metals-sell-off-opportunity-or-caution/

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Jul 2, 2026 · not_requested

Fastmarkets (P)CAM Panel 2026: Accelerating North America's Midstream

Duration seconds: 2414
Source: https://rockstockchannel.podbean.com/e/fastmarkets-pcam-panel-2026-accelerating-north-americas-midstream/

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Jul 1, 2026 · not_requested

Ganfeng-Backed Lithium Africa: First Inning Of A Discovery Story

Duration seconds: 2608
Source: https://rockstockchannel.podbean.com/e/ganfeng-backed-lithium-africa-first-inning-of-a-discovery-story/

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Jun 30, 2026 · not_requested

Fastmarkets Lithium DLE Panel 2026: From Promise To Production

Duration seconds: 2593
Source: https://rockstockchannel.podbean.com/e/fastmarkets-lithium-dle-panel-2026-from-promise-to-production/

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Jun 28, 2026 · not_requested

Galan Lithium: Low-Cost Brines in a Changing Argentina

Duration seconds: 1083
Source: https://rockstockchannel.podbean.com/e/galan-lithium-low-cost-brines-in-a-changing-argentina/

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Jun 26, 2026 · not_requested

Fastmarkets Lithium Conference 2026 Takeaways w/ Chris Robb

Duration seconds: 2954
Source: https://rockstockchannel.podbean.com/e/fastmarkets-lithium-conference-2026-takeaways-w-chris-robb/

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Jun 24, 2026 · not_requested

NOA Lithium Brines Webinar: Portfolio, Progress, Catalysts (Gabriel Rubacha)

Duration seconds: 3075
Source: https://rockstockchannel.podbean.com/e/noa-lithium-brines-webinar-portfolio-progress-catalysts-gabriel-rubacha/

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Jun 23, 2026 · not_requested

Rare Earths Americas: Shiloh Drilling And Brazil Project Update (Don Swartz)

Duration seconds: 1532
Source: https://rockstockchannel.podbean.com/e/rare-earths-americas-shiloh-drilling-and-brazil-project-update-don-swartz/

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Jun 19, 2026 · not_requested

G7 Found The P In LFP (First Phosphate)

Duration seconds: 1106
Source: https://rockstockchannel.podbean.com/e/g7-found-the-p-in-lfp-first-phosphate/

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Jun 18, 2026 · not_requested

The Lowest-Cost US Lithium Story? (Anson Resources)

Duration seconds: 2365
Source: https://rockstockchannel.podbean.com/e/the-lowest-cost-us-lithium-story-anson-resources/

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Jun 12, 2026 · not_requested

Benchmark Giga US 26 Takeaways, Lithium Rebound, Missing Middle + LAC, SLI & Iola Hughes

Duration seconds: 3539
Source: https://rockstockchannel.podbean.com/e/benchmark-giga-us-26-takeaways-lithium-rebound-missing-middle-lac-sli-iola-hughes/

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Jun 8, 2026 · not_requested

Fastmarkets 2026: AI, Defense And The Lithium Recovery

Duration seconds: 2779
Source: https://rockstockchannel.podbean.com/e/fastmarkets-2026-ai-defense-and-the-lithium-recovery/

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Jun 5, 2026 · not_requested

What Lithium Bears Miss About Project Restarts (@zempheth)

Duration seconds: 3966
Source: https://rockstockchannel.podbean.com/e/what-lithium-bears-miss-about-project-restarts-zempheth/

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Jun 4, 2026 · not_requested

Critical Minerals Chokepoints: Lithium, Rare Earths & Supply Chain Risks | The KE Report

Duration seconds: 1958
Source: https://rockstockchannel.podbean.com/e/critical-minerals-chokepoints-lithium-rare-earths-supply-chain-risks-the-ke-report/

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Jun 4, 2026 · not_requested

Neil McCallum on Cisco’s Next Big Step

Duration seconds: 1385
Source: https://rockstockchannel.podbean.com/e/neil-mccallum-on-cisco-s-next-big-step/

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Jun 3, 2026 · not_requested

Benchmark on How China, Africa & Washington Shape Lithium

Duration seconds: 3202
Source: https://rockstockchannel.podbean.com/e/benchmark-on-how-china-africa-washington-shape-lithium/

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Jun 2, 2026 · not_requested

Li-FT’s Catalyst-Rich Roadmap After The Winsome Merger (Francis MacDonald)

Duration seconds: 1932
Source: https://rockstockchannel.podbean.com/e/li-ft-s-catalyst-rich-roadmap-after-the-winsome-merger-francis-macdonald/

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May 31, 2026 · not_requested

Galan Lithium Nears First Production (JP Vargas + Ross Dinsdale)

Duration seconds: 3835
Source: https://rockstockchannel.podbean.com/e/galan-lithium-nears-first-production-jp-vargas-ross-dinsdale/

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May 29, 2026 · not_requested

Rock Stock Recap with Amvest Terraden’s Tomasz Nadrowski & Stuart Macliver

Duration seconds: 3317
Source: https://rockstockchannel.podbean.com/e/rock-stock-recap-with-amvest-terraden-s-tomasz-nadrowski-stuart-macliver/

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May 25, 2026 · not_requested

China Didn’t Just Build Supply. It Built Demand (Henry Sanderson)

Duration seconds: 2522
Source: https://rockstockchannel.podbean.com/e/china-didn-t-just-build-supply-it-built-demand-henry-sanderson/

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May 22, 2026 · not_requested

Carney’s Canada Rocks! w/ Keith Phillips

Duration seconds: 4223
Source: https://rockstockchannel.podbean.com/e/carney-s-canada-rocks-w-keith-phillips/

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May 21, 2026 · not_requested

The Golden Age for LFP Materials (First Phosphate + Surge Battery Metals)

Duration seconds: 2328
Source: https://rockstockchannel.podbean.com/e/the-golden-age-for-lfp-materials-first-phosphate-surge-battery-metals/

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May 20, 2026 · not_requested

TMC’s Allseas Deal Moves Nodules Toward Commercialization (Craig Shesky)

Duration seconds: 2365
Source: https://rockstockchannel.podbean.com/e/tmc-s-allseas-deal-moves-nodules-toward-commercialization-craig-shesky/

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May 19, 2026 · not_requested

Sigma Lithium’s Best Quarter Yet (Ana Cabral)

Duration seconds: 1038
Source: https://rockstockchannel.podbean.com/e/sigma-lithium-s-best-quarter-yet-ana-cabral/

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May 15, 2026 · not_requested

Lithium Producers Pivot To Growth, Gauging the Cycle, Trump Meets Xi, Anson Resources Update

Duration seconds: 3439
Source: https://rockstockchannel.podbean.com/e/lithium-producers-pivot-to-growth-gauging-the-cycle-trump-meets-xi-anson-resources-update/

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May 12, 2026 · not_requested

A Re-rating Underway? | NOA Lithium's Gabriel Rubacha

Duration seconds: 2201
Source: https://rockstockchannel.podbean.com/e/a-brine-new-world-of-argentina-upside-noa-lithiums-gabriel-rubacha/

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May 8, 2026 · not_requested

Mac’ Whale’s Top TSX Lithium Picks

Duration seconds: 4374
Source: https://rockstockchannel.podbean.com/e/mac-whale-s-top-tsx-lithium-picks/

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May 7, 2026 · not_requested

Rare Earths Americas IPO: Don Swartz On The Big Rare Earth Opportunity

Duration seconds: 1785
Source: https://rockstockchannel.podbean.com/e/rare-earths-americas-ipo-don-swartz-on-the-big-rare-earth-opportunity/

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May 2, 2026 · not_requested

Going Long Lithium Where Memories Are Short | First Phosphate + CATL

Duration seconds: 4490
Source: https://rockstockchannel.podbean.com/e/going-long-lithium-where-memories-are-short-first-phosphate-catl/

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Apr 29, 2026 · not_requested

Quarterly Webinar: Critical Minerals Supercycle - Volatility, Dislocations, Opportunity

Duration seconds: 3351
Source: https://rockstockchannel.podbean.com/e/quarterly-webinar-critical-minerals-supercycle-volatility-dislocations-opportunity/

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Apr 28, 2026 · not_requested

Lithium Ionic: Brazil’s Iconic Lithium Play Secures Offtake

Duration seconds: 2175
Source: https://rockstockchannel.podbean.com/e/lithium-ionic-brazil-s-iconic-lithium-play-secures-offtake/

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Apr 24, 2026 · not_requested

Lithium Balance Forecasts, Rare Earth Deals, Q2 Metals + Anson Resources Update

Duration seconds: 3952
Source: https://rockstockchannel.podbean.com/e/lithium-balance-forecasts-rare-earth-deals-q2-metals-anson-resources-update/

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Apr 21, 2026 · not_requested

Alberta's Li-ion King: E3 Lithium. Clear(water) As Day

Duration seconds: 3162
Source: https://rockstockchannel.podbean.com/e/albertas-li-ion-king-e3-lithium-clearwater-as-day/

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Apr 17, 2026 · not_requested

CATL’s Mining Push, Lithium Repricing, AI Power Crunch

Duration seconds: 3801
Source: https://rockstockchannel.podbean.com/e/catl-s-mining-push-lithium-repricing-ai-power-crunch/

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Apr 15, 2026 · not_requested

Chile's First New Lithium Project PFS (CleanTech Lithium)

Duration seconds: 1855
Source: https://rockstockchannel.podbean.com/e/chiles-first-new-lithium-project-pfs-cleantech-lithium/

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Apr 10, 2026 · not_requested

China Looks Short Lithium Again. Go Long? (Paul Lusty)

Duration seconds: 3584
Source: https://rockstockchannel.podbean.com/e/china-looks-short-lithium-again-go-long-paul-lusty/

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Apr 7, 2026 · not_requested

Sigma Lithium’s Low-Cost Advantage Is Hard to Ignore (Ana Cabral)

Duration seconds: 1394
Source: https://rockstockchannel.podbean.com/e/sigma-lithium-s-low-cost-advantage-is-hard-to-ignore-ana-cabral/

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Apr 6, 2026 · not_requested

First Phosphate: $17M Grant, Drill Results, Feasibility Next

Duration seconds: 1301
Source: https://rockstockchannel.podbean.com/e/first-phosphate-17m-grant-drill-results-feasibility-next/

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Apr 3, 2026 · not_requested

Spodumene Shortage, Rare Earth Reshoring, Capital Costs, Europe Energy Security

Duration seconds: 3148
Source: https://rockstockchannel.podbean.com/e/spodumene-shortage-rare-earth-reshoring-capital-costs-europe-energy-security/

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Mar 30, 2026 · not_requested

Anson Resources: DLE Validation, PFS Near, And Utah Lithium Catalysts (Bruce Richardson)

Duration seconds: 1646
Source: https://rockstockchannel.podbean.com/e/anson-resources-dle-validation-pfs-near-and-utah-lithium-catalysts-bruce-richardson/

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Mar 27, 2026 · not_requested

Lithium Deals & Supply Crunch, Commodity Shock, Q2 Metals Update

Duration seconds: 3374
Source: https://rockstockchannel.podbean.com/e/lithium-deals-supply-crunch-commodity-shock-q2-metals-update/

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Mar 24, 2026 · not_requested

America’s Lithium. Lithium Americas' Jon Evans

Duration seconds: 4078
Source: https://rockstockchannel.podbean.com/e/america-s-lithium-lithium-americas-jon-evans/

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Mar 23, 2026 · not_requested

Recharge Mar26 (Sodium-Ion, Graphite AAM, China EVs, Nickel Supply, Battery Costs, VRFBs)

Duration seconds: 2836
Source: https://rockstockchannel.podbean.com/e/recharge-mar26-sodium-ion-graphite-aam-china-evs-nickel-supply-battery-costs-vrfbs/

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Mar 20, 2026 · not_requested

AI Drives Lithium Demand; EVs Take a Back Seat | Benchmark’s Iola Hughes

Duration seconds: 3309
Source: https://rockstockchannel.podbean.com/e/benchmarks-2026-battery-demand-forecast-iola-hughes/

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Mar 13, 2026 · not_requested

Sulfur Supply Risk, Aluminum/Bauxite Outlook, China Five-Year Plan

Duration seconds: 2780
Source: https://rockstockchannel.podbean.com/e/sulfur-supply-risk-aluminumbauxite-outlook-china-five-year-plan/

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Mar 10, 2026 · not_requested

Talking Smack: Big Lithium’s Alex Grant Making Magnesium Great Again

Duration seconds: 3756
Source: https://rockstockchannel.podbean.com/e/talking-smack-big-lithium-s-alex-grant-making-magnesium-great-again/

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Mar 6, 2026 · not_requested

PDAC 2026 Recap + Company Interviews

Duration seconds: 4155
Source: https://rockstockchannel.podbean.com/e/pdac-2026-recap-company-interviews/

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Mar 5, 2026 · not_requested

High Purity Alumina: Why You Should Care | Rock Stock University

Duration seconds: 980
Source: https://rockstockchannel.podbean.com/e/high-purity-alumina-why-you-should-care-rock-stock-university/

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Mar 3, 2026 · not_requested

Commodity ETFs - A Critical Portfolio Tool (Kevin Baum)

Duration seconds: 1961
Source: https://rockstockchannel.podbean.com/e/commodity-etfs-a-critical-portfolio-tool-kevin-baum/

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