{"podcast":{"title":"Rock Stock Channel","slug":"rock-stock-channel-633474","podcast_index_feed_id":633474,"rss_url":"https://feed.podbean.com/rockstockchannel/feed.xml","website_url":"https://rockstockchannel.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/4622510/rock_stock_channel_logo_black_2048x2048.jpg","author":"rockstockchannel","episode_count":100,"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.","last_synced_at":"2026-07-18T08:17:57.120693+00:00","page_url":"https://stenobird.com/podcast/rock-stock-channel-633474"},"episode":{"title":"PDAC 2026 Recap + Company Interviews","slug":"pdac-2026-recap-company-interviews","published_at":"2026-03-06T22:00:00+00:00","page_url":"https://stenobird.com/podcast/rock-stock-channel-633474/pdac-2026-recap-company-interviews","show_page_url":"https://stenobird.com/podcast/rock-stock-channel-633474","url":"https://rockstockchannel.podbean.com/e/pdac-2026-recap-company-interviews/","audio_url":"https://mcdn.podbean.com/mf/web/8apdm86jhucvk5hu/3-rsr-1-audio.mp3","summary":"In this Rock Stock Recap, Howard Klein and Matt Fernley share their key takeaways from PDAC 2026 in Toronto, the world’s largest mining conference and one of the most important annual gatherings for the global mining, lithium, and critical minerals industry. After several days meeting with mining companies, investors, policymakers, and analysts, we discuss the major themes emerging from the conference - including the growing geopolitical importance of critical minerals, government policy support for new projects, and the evolving outlook for the lithium market and battery supply chain. We examine recent announcements from the Canadian government aimed at accelerating investment in critical minerals development, as well as the role Canada could play in strengthening Western supply chains for lithium, phosphate, graphite, and other battery metals. We also discuss the disconnect between strong long-term demand expectations and recent volatility in lithium equities, including market reactions to EV demand data and broader geopolitical developments. From a market perspective, we cover several key issues currently shaping the sector: - The outlook for lithium demand and supply over the coming decades- Funding challenges and talent shortages in mining project development- Differences emerging between lithium carbonate and spodumene markets- The need for midstream processing and conversion capacity outside China- The often overlooked role of phosphate in the LFP battery supply chain- New lithium product pathways such as lithium chloride and lithium sulfate- Valuation opportunities in Argentine lithium brine assets We also discuss how governments - particularly in North America - are increasingly viewing battery supply chains as strategic infrastructure, with implications for d…","meta_description":"In this Rock Stock Recap, Howard Klein and Matt Fernley share their key takeaways from PDAC 2026 in Toronto, the world’s largest mining conference and one…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4155,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/pdac-2026-recap-company-interviews/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/rock-stock-channel-633474/pdac-2026-recap-company-interviews.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}