# Rock Stock Channel

Page: https://stenobird.com/podcast/rock-stock-channel-633474
Text version: https://stenobird.com/podcast/rock-stock-channel-633474.md
RSS feed: https://feed.podbean.com/rockstockchannel/feed.xml
Official site: https://rockstockchannel.podbean.com
Author: rockstockchannel
Episodes: 100

## Resource

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.

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474
Markdown: https://stenobird.com/podcast/rock-stock-channel-633474.md

## Episodes
- [Lithium Prices Stabilize: Dip-Buying Ahead?](https://stenobird.com/podcast/rock-stock-channel-633474/lithium-prices-stabilize-dip-buying-ahead) — 2026-07-17T21:00:04+00:00
- [Made in America 2035: Lithium, Cathodes and Battery Dominance](https://stenobird.com/podcast/rock-stock-channel-633474/made-in-america-2035-lithium-cathodes-and-battery-dominance) — 2026-07-11T21:28:40+00:00
- [First Phosphate Keynote Presentation at Fastmarkets 2026](https://stenobird.com/podcast/rock-stock-channel-633474/first-phosphate-keynote-presentation-at-fastmarkets-2026) — 2026-07-06T21:00:00+00:00
- [Recent Metals Sell-Off: Opportunity Or Caution?](https://stenobird.com/podcast/rock-stock-channel-633474/recent-metals-sell-off-opportunity-or-caution) — 2026-07-03T21:00:00+00:00
- [Fastmarkets (P)CAM Panel 2026: Accelerating North America's Midstream](https://stenobird.com/podcast/rock-stock-channel-633474/fastmarkets-p-cam-panel-2026-accelerating-north-america-s-midstream) — 2026-07-02T21:00:00+00:00
- [Ganfeng-Backed Lithium Africa: First Inning Of A Discovery Story](https://stenobird.com/podcast/rock-stock-channel-633474/ganfeng-backed-lithium-africa-first-inning-of-a-discovery-story) — 2026-07-01T21:00:00+00:00
- [Fastmarkets Lithium DLE Panel 2026: From Promise To Production](https://stenobird.com/podcast/rock-stock-channel-633474/fastmarkets-lithium-dle-panel-2026-from-promise-to-production) — 2026-06-30T21:00:00+00:00
- [Galan Lithium: Low-Cost Brines in a Changing Argentina](https://stenobird.com/podcast/rock-stock-channel-633474/galan-lithium-low-cost-brines-in-a-changing-argentina) — 2026-06-28T23:00:00+00:00
- [Fastmarkets Lithium Conference 2026 Takeaways w/ Chris Robb](https://stenobird.com/podcast/rock-stock-channel-633474/fastmarkets-lithium-conference-2026-takeaways-w-chris-robb) — 2026-06-26T21:00:00+00:00
- [NOA Lithium Brines Webinar: Portfolio, Progress, Catalysts (Gabriel Rubacha)](https://stenobird.com/podcast/rock-stock-channel-633474/noa-lithium-brines-webinar-portfolio-progress-catalysts-gabriel-rubacha) — 2026-06-24T18:00:00+00:00
- [Rare Earths Americas: Shiloh Drilling And Brazil Project Update (Don Swartz)](https://stenobird.com/podcast/rock-stock-channel-633474/rare-earths-americas-shiloh-drilling-and-brazil-project-update-don-swartz) — 2026-06-23T12:30:00+00:00
- [G7 Found The P In LFP (First Phosphate)](https://stenobird.com/podcast/rock-stock-channel-633474/g7-found-the-p-in-lfp-first-phosphate) — 2026-06-19T21:00:00+00:00
- [The Lowest-Cost US Lithium Story? (Anson Resources)](https://stenobird.com/podcast/rock-stock-channel-633474/the-lowest-cost-us-lithium-story-anson-resources) — 2026-06-18T00:00:13+00:00
- [Benchmark Giga US 26 Takeaways, Lithium Rebound, Missing Middle + LAC, SLI & Iola Hughes](https://stenobird.com/podcast/rock-stock-channel-633474/benchmark-giga-us-26-takeaways-lithium-rebound-missing-middle-lac-sli-iola-hughes) — 2026-06-12T21:00:00+00:00
- [Fastmarkets 2026: AI, Defense And The Lithium Recovery](https://stenobird.com/podcast/rock-stock-channel-633474/fastmarkets-2026-ai-defense-and-the-lithium-recovery) — 2026-06-08T21:00:00+00:00
- [What Lithium Bears Miss About Project Restarts (@zempheth)](https://stenobird.com/podcast/rock-stock-channel-633474/what-lithium-bears-miss-about-project-restarts-zempheth) — 2026-06-05T21:00:00+00:00
- [Critical Minerals Chokepoints: Lithium, Rare Earths & Supply Chain Risks | The KE Report](https://stenobird.com/podcast/rock-stock-channel-633474/critical-minerals-chokepoints-lithium-rare-earths-supply-chain-risks-the-ke-report) — 2026-06-04T21:00:00+00:00
- [Neil McCallum on Cisco’s Next Big Step](https://stenobird.com/podcast/rock-stock-channel-633474/neil-mccallum-on-cisco-s-next-big-step) — 2026-06-04T13:00:00+00:00
- [Benchmark on How China, Africa & Washington Shape Lithium](https://stenobird.com/podcast/rock-stock-channel-633474/benchmark-on-how-china-africa-washington-shape-lithium) — 2026-06-03T21:00:00+00:00
- [Li-FT’s Catalyst-Rich Roadmap After The Winsome Merger (Francis MacDonald)](https://stenobird.com/podcast/rock-stock-channel-633474/li-ft-s-catalyst-rich-roadmap-after-the-winsome-merger-francis-macdonald) — 2026-06-02T13:00:00+00:00
- [Galan Lithium Nears First Production (JP Vargas + Ross Dinsdale)](https://stenobird.com/podcast/rock-stock-channel-633474/galan-lithium-nears-first-production-jp-vargas-ross-dinsdale) — 2026-05-31T23:47:31+00:00
- [Rock Stock Recap with Amvest Terraden’s Tomasz Nadrowski & Stuart Macliver](https://stenobird.com/podcast/rock-stock-channel-633474/rock-stock-recap-with-amvest-terraden-s-tomasz-nadrowski-stuart-macliver) — 2026-05-29T21:00:00+00:00
- [China Didn’t Just Build Supply. It Built Demand (Henry Sanderson)](https://stenobird.com/podcast/rock-stock-channel-633474/china-didn-t-just-build-supply-it-built-demand-henry-sanderson) — 2026-05-25T21:00:00+00:00
- [Carney’s Canada Rocks! w/ Keith Phillips](https://stenobird.com/podcast/rock-stock-channel-633474/carney-s-canada-rocks-w-keith-phillips) — 2026-05-22T21:00:00+00:00
- [The Golden Age for LFP Materials (First Phosphate + Surge Battery Metals)](https://stenobird.com/podcast/rock-stock-channel-633474/the-golden-age-for-lfp-materials-first-phosphate-surge-battery-metals) — 2026-05-21T21:00:00+00:00
- [TMC’s Allseas Deal Moves Nodules Toward Commercialization (Craig Shesky)](https://stenobird.com/podcast/rock-stock-channel-633474/tmc-s-allseas-deal-moves-nodules-toward-commercialization-craig-shesky) — 2026-05-20T21:00:00+00:00
- [Sigma Lithium’s Best Quarter Yet (Ana Cabral)](https://stenobird.com/podcast/rock-stock-channel-633474/sigma-lithium-s-best-quarter-yet-ana-cabral) — 2026-05-19T12:30:00+00:00
- [Lithium Producers Pivot To Growth, Gauging the Cycle, Trump Meets Xi, Anson Resources Update](https://stenobird.com/podcast/rock-stock-channel-633474/lithium-producers-pivot-to-growth-gauging-the-cycle-trump-meets-xi-anson-resources-update) — 2026-05-15T21:00:00+00:00
- [A Re-rating Underway? | NOA Lithium's Gabriel Rubacha](https://stenobird.com/podcast/rock-stock-channel-633474/a-re-rating-underway-noa-lithium-s-gabriel-rubacha) — 2026-05-12T21:00:00+00:00
- [Mac’ Whale’s Top TSX Lithium Picks](https://stenobird.com/podcast/rock-stock-channel-633474/mac-whale-s-top-tsx-lithium-picks) — 2026-05-08T21:00:00+00:00
- [Rare Earths Americas IPO: Don Swartz On The Big Rare Earth Opportunity](https://stenobird.com/podcast/rock-stock-channel-633474/rare-earths-americas-ipo-don-swartz-on-the-big-rare-earth-opportunity) — 2026-05-07T21:00:00+00:00
- [Going Long Lithium Where Memories Are Short | First Phosphate + CATL](https://stenobird.com/podcast/rock-stock-channel-633474/going-long-lithium-where-memories-are-short-first-phosphate-catl) — 2026-05-02T13:00:00+00:00
- [Quarterly Webinar: Critical Minerals Supercycle - Volatility, Dislocations, Opportunity](https://stenobird.com/podcast/rock-stock-channel-633474/quarterly-webinar-critical-minerals-supercycle-volatility-dislocations-opportunity) — 2026-04-29T21:00:00+00:00
- [Lithium Ionic: Brazil’s Iconic Lithium Play Secures Offtake](https://stenobird.com/podcast/rock-stock-channel-633474/lithium-ionic-brazil-s-iconic-lithium-play-secures-offtake) — 2026-04-28T21:00:00+00:00
- [Lithium Balance Forecasts, Rare Earth Deals, Q2 Metals + Anson Resources Update](https://stenobird.com/podcast/rock-stock-channel-633474/lithium-balance-forecasts-rare-earth-deals-q2-metals-anson-resources-update) — 2026-04-24T21:15:00+00:00
- [Alberta's Li-ion King: E3 Lithium. Clear(water) As Day](https://stenobird.com/podcast/rock-stock-channel-633474/alberta-s-li-ion-king-e3-lithium-clear-water-as-day) — 2026-04-21T21:00:00+00:00
- [CATL’s Mining Push, Lithium Repricing, AI Power Crunch](https://stenobird.com/podcast/rock-stock-channel-633474/catl-s-mining-push-lithium-repricing-ai-power-crunch) — 2026-04-17T21:00:00+00:00
- [Chile's First New Lithium Project PFS (CleanTech Lithium)](https://stenobird.com/podcast/rock-stock-channel-633474/chile-s-first-new-lithium-project-pfs-cleantech-lithium) — 2026-04-15T21:00:00+00:00
- [China Looks Short Lithium Again. Go Long? (Paul Lusty)](https://stenobird.com/podcast/rock-stock-channel-633474/china-looks-short-lithium-again-go-long-paul-lusty) — 2026-04-10T21:00:00+00:00
- [Sigma Lithium’s Low-Cost Advantage Is Hard to Ignore (Ana Cabral)](https://stenobird.com/podcast/rock-stock-channel-633474/sigma-lithium-s-low-cost-advantage-is-hard-to-ignore-ana-cabral) — 2026-04-07T21:00:00+00:00
- [First Phosphate: $17M Grant, Drill Results, Feasibility Next](https://stenobird.com/podcast/rock-stock-channel-633474/first-phosphate-17m-grant-drill-results-feasibility-next) — 2026-04-06T21:00:00+00:00
- [Spodumene Shortage, Rare Earth Reshoring, Capital Costs, Europe Energy Security](https://stenobird.com/podcast/rock-stock-channel-633474/spodumene-shortage-rare-earth-reshoring-capital-costs-europe-energy-security) — 2026-04-03T21:00:00+00:00
- [Anson Resources: DLE Validation, PFS Near, And Utah Lithium Catalysts (Bruce Richardson)](https://stenobird.com/podcast/rock-stock-channel-633474/anson-resources-dle-validation-pfs-near-and-utah-lithium-catalysts-bruce-richardson) — 2026-03-30T21:00:00+00:00
- [Lithium Deals & Supply Crunch, Commodity Shock, Q2 Metals Update](https://stenobird.com/podcast/rock-stock-channel-633474/lithium-deals-supply-crunch-commodity-shock-q2-metals-update) — 2026-03-27T21:08:13+00:00
- [America’s Lithium. Lithium Americas' Jon Evans](https://stenobird.com/podcast/rock-stock-channel-633474/america-s-lithium-lithium-americas-jon-evans) — 2026-03-24T21:00:00+00:00
- [Recharge Mar26 (Sodium-Ion, Graphite AAM, China EVs, Nickel Supply, Battery Costs, VRFBs)](https://stenobird.com/podcast/rock-stock-channel-633474/recharge-mar26-sodium-ion-graphite-aam-china-evs-nickel-supply-battery-costs-vrfbs) — 2026-03-23T21:00:00+00:00
- [AI Drives Lithium Demand; EVs Take a Back Seat | Benchmark’s Iola Hughes](https://stenobird.com/podcast/rock-stock-channel-633474/ai-drives-lithium-demand-evs-take-a-back-seat-benchmark-s-iola-hughes) — 2026-03-20T21:00:00+00:00
- [Sulfur Supply Risk, Aluminum/Bauxite Outlook, China Five-Year Plan](https://stenobird.com/podcast/rock-stock-channel-633474/sulfur-supply-risk-aluminum-bauxite-outlook-china-five-year-plan) — 2026-03-13T21:00:00+00:00
- [Talking Smack: Big Lithium’s Alex Grant Making Magnesium Great Again](https://stenobird.com/podcast/rock-stock-channel-633474/talking-smack-big-lithium-s-alex-grant-making-magnesium-great-again) — 2026-03-10T21:00:00+00:00
- [PDAC 2026 Recap + Company Interviews](https://stenobird.com/podcast/rock-stock-channel-633474/pdac-2026-recap-company-interviews) — 2026-03-06T22:00:00+00:00
- [High Purity Alumina: Why You Should Care | Rock Stock University](https://stenobird.com/podcast/rock-stock-channel-633474/high-purity-alumina-why-you-should-care-rock-stock-university) — 2026-03-05T22:00:00+00:00
- [Commodity ETFs - A Critical Portfolio Tool (Kevin Baum)](https://stenobird.com/podcast/rock-stock-channel-633474/commodity-etfs-a-critical-portfolio-tool-kevin-baum) — 2026-03-03T22:00:00+00:00

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