Rock Stock Channel

Rock Stock Channel

Author: rockstockchannel Language: English Episodes: 100
Tune into Rock Stock Channel for a clear-eyed look at the investment landscape being reshaped by our electrified future. Hosts Howard, Rodney, and Matt steer conversations away from surface-level hype, focusing instead on the foundational materials that make this transition possible. Each episode connects you directly with the people on the ground-major project developers and seasoned analysts-who break down the realities and complexities of sourcing critical minerals. Their in-depth discussions delve into the markets for lithium, battery metals, and rare earths, while also exploring a wider range of specialty commodities essential to modern technology. This isn't about fleeting stock tips; it's about understanding the entire supply chain, from geological challenges to geopolitical factors, that defines the critical minerals thematic. For anyone interested in the tangible business of building a sustainable economy, this podcast offers essential context and expert insight you won't find in mainstream financial commentary. Listen to Rock Stock Channel to ground your perspective in the expertise of those defining the new resource economy.
Episodes
Sigma Lithium’s Best Quarter Yet (Ana Cabral) [not-audio_url] [/not-audio_url]

Duration: 17:18
Sigma Lithium CEO Ana Cabral joins Howard Klein and Matt Fernley following the company’s Q1 2026 earnings release to discuss Sigma’s record profitability, balance sheet deleveraging, production growth plans, and path to…
A Re-rating Underway? | NOA Lithium's Gabriel Rubacha [not-audio_url] [/not-audio_url]

Duration: 36:41
Gabriel Rubacha (CEO of NOA Lithium Brines) breaks down the Rio Grande lithium project in Argentina. Covering hybrid DLE vs conventional evaporation, lithium chloride vs carbonate, project optionality, RIGI incentives, v…
Mac’ Whale’s Top TSX Lithium Picks [not-audio_url] [/not-audio_url]

Duration: 1:12:54
In this Rock Stock Recap with Mac Whale, Howard Klein and Matt Fernley they discuss Lithium stocks, Atlantic Lithium, Quebec developers, Sigma Lithium, Lithium Africa, Lithium Ionic, and Thacker Pass. The discussion cove…
Going Long Lithium Where Memories Are Short | First Phosphate + CATL [not-audio_url] [/not-audio_url]

Duration: 1:14:50
This week’s Rock Stock Recap breaks down the latest moves in lithium, rare earths, antimony, scandium, and other critical minerals, with a close look at lithium price forecasts, brine valuations, rare earths momentum, an…
Lithium Ionic: Brazil’s Iconic Lithium Play Secures Offtake [not-audio_url] [/not-audio_url]

Duration: 36:15
Lithium Ionic CEO Blake Hylands and Mike Westendorf discuss the company’s latest binding offtake agreements with Yahua and Grand Chen, the rebound in spodumene prices, and the tightening lithium market. The conversation…