{"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":"Rare Earths Americas: Shiloh Drilling And Brazil Project Update (Don Swartz)","slug":"rare-earths-americas-shiloh-drilling-and-brazil-project-update-don-swartz","published_at":"2026-06-23T12:30:00+00:00","page_url":"https://stenobird.com/podcast/rock-stock-channel-633474/rare-earths-americas-shiloh-drilling-and-brazil-project-update-don-swartz","show_page_url":"https://stenobird.com/podcast/rock-stock-channel-633474","url":"https://rockstockchannel.podbean.com/e/rare-earths-americas-shiloh-drilling-and-brazil-project-update-don-swartz/","audio_url":"https://mcdn.podbean.com/mf/web/u8burxm2ur9c3k6q/6-rea.mp3","summary":"Rare Earths Americas (NYSE: REA) CEO Don Swartz joins Rock Stock Channel (Howard and Matt) for a post-IPO update on the company’s U.S. and Brazil rare earth portfolio. The discussion covers recent Shiloh project results, including select surface samples up to 44.5% TREO, the potential for a laterally extensive monazite-bearing sands system in Georgia, and the company’s Alpha ionic clay rare earth project in Brazil. Don also discusses analyst coverage, REA’s balance sheet, drilling plans, upcoming catalysts, heavy rare earth demand, and the strategic importance of rare earth supply chains across the Americas. REA Presentation Deck:https://d1io3yog0oux5.cloudfront.net/_f62d9682f949685388ebc9ebf68da5b1/rareearthsamericas/db/3576/34481/pdf/REA_June+2026+Marketing+Deck+vFINAL.pdf Follow Rare Earths Americas:Website - https://rareearthsamericas.com/LinkedIn (Donald Swartz) - https://www.linkedin.com/in/donald-swartz/ ___ Chapters (00:00) Intro(03:09) Analyst Coverage Themes(05:02) IPO Investor Feedback(07:53) Shiloh Drill Ramp-Up(09:28) Drill Results Explained(12:19) Monazite Sands Strategy(16:22) Alpha Project Assessment(17:40) Brazil Growth Pipeline(20:13) Upcoming Catalysts(21:12) Investor Materials(22:19) Critical Minerals Policy(24:35) Closing Outlook 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 INV…","meta_description":"Rare Earths Americas (NYSE: REA) CEO Don Swartz joins Rock Stock Channel (Howard and Matt) for a post-IPO update on the company’s U.S. and Brazil rare ear…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1532,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/rare-earths-americas-shiloh-drilling-and-brazil-project-update-don-swartz/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/rare-earths-americas-shiloh-drilling-and-brazil-project-update-don-swartz.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}