# Carney’s Canada Rocks! w/ Keith Phillips

Page: https://stenobird.com/podcast/rock-stock-channel-633474/carney-s-canada-rocks-w-keith-phillips
Text version: https://stenobird.com/podcast/rock-stock-channel-633474/carney-s-canada-rocks-w-keith-phillips.md
Podcast: [Rock Stock Channel](https://stenobird.com/podcast/rock-stock-channel-633474)
Published: 2026-05-22T21:00:00+00:00
Episode link: https://rockstockchannel.podbean.com/e/carney-s-canada-rocks-w-keith-phillips/
Audio file: https://mcdn.podbean.com/mf/web/eruyg2j6vvbrx2d6/5-rsr-3.mp3
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JSON: https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/carney-s-canada-rocks-w-keith-phillips
Duration seconds: 4223

## Resource

In this Rock Stock Recap, Howard Klein, Matt Fernley, Rodney Hooper, and Keith Phillips discuss the latest shifts in lithium, critical minerals, Quebec spodumene, DLE, government funding, China processing, and the growing link between AI infrastructure, power, batteries, and strategic minerals. Topics include Canada’s support for Nouveau Monde Graphite, Quebec lithium project momentum, U.S. critical minerals policy, Ganfeng and Chinese processing expertise, Australian spodumene restarts, raw material shortages, ESS demand, and the Alivra–Atlantic Lithium deal.Join our Patreon: https://www.patreon.com/cw/rockstockchannel/membership Chapters (00:00:00) Macro Market Setup(00:10:37) Keith's SME Conference Takeaways(00:13:58) Quebec Permitting And Logistics(00:19:26) Canada Project Support(00:23:33) Quebec Lithium Supply Choices(00:32:09) Financing Lithium Projects(00:34:29) China Processing Partnerships(00:42:02) Australian Supply Restarts(00:44:29) Spod Regional Pricing And Inventories(00:50:02) Atlantic Deal Context(00:57:31) Elevra Refocus Rationale(01:03:36) Closing Remarks (01:03:58) Highlights: TMC(01:05:00) Highlights: SGML(01:07:01) Highlights: PHOS(01:08:11) Highlights: NILI 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/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: https://x.com/RodneyHooper13 _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH. Howard, Matt, and Rodney are not f…

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## Transcript

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