A Re-rating Underway? | NOA Lithium's Gabriel Rubacha

A Re-rating Underway? | NOA Lithium's Gabriel Rubacha

Author: rockstockchannel May 13, 2026 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, valuation upside for Argentine lithium brines, and what’s next for NOA's pre-feasibility study, Arizaro, and Salinas Grandes. Battery Materials Review Issue (Complimentary):https://www.patreon.com/posts/battery-review-155835907 Investor Webinar Recording (Complimentary):https://www.patreon.com/posts/quarterly-156904420 Explore our Patreon Offerings:https://www.patreon.com/cw/rockstockchannel/membership Chapters (00:00) NOA Overview(03:31) Hybrid DLE Option(09:05) Lower Altitude Plant(12:14) Chloride Vs Carbonate(16:30) Resource Growth Potential(18:23) Management Experience(19:34) Argentina RIGI Benefits(24:10) Brine Valuation Gap(26:45) Arizaro And Salinas(31:20) 2026 Project Milestones(32:55) Closing Thoughts 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 financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equity’s website: https://www.rkequity.com Intro and outro audio credit: Jamie Klein

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.
Author: Language: English Episodes: 100

Rock Stock Channel
Podcast Episodes
China Looks Short Lithium Again. Go Long? (Paul Lusty) [not-audio_url] [/not-audio_url]

Duration: 59:44
Paul Lusty, Head of Battery Raw Materials Research at Fastmarkets, breaks down what he heard at the Shanghai Battery Raw Materials Conference and what it means for lithium, battery storage, and the broader battery materi…
Sigma Lithium’s Low-Cost Advantage Is Hard to Ignore (Ana Cabral) [not-audio_url] [/not-audio_url]

Duration: 23:14
Ana Cabral, CEO of Sigma Lithium (Nasdaq: SGML), breaks down Sigma Lithium’s latest results, cash flow strength, owner-operated mining strategy, production growth, cost advantages, and lithium market outlook. This interv…
First Phosphate: $17M Grant, Drill Results, Feasibility Next [not-audio_url] [/not-audio_url]

Duration: 21:41
John Passalacqua, CEO of First Phosphate, discusses the latest drilling results, project progress, and the growing importance of phosphate in the lithium iron phosphate (LFP) battery supply chain. With LFP batteries rapi…
Lithium Deals & Supply Crunch, Commodity Shock, Q2 Metals Update [not-audio_url] [/not-audio_url]

Duration: 56:14
Iran War shocks commodities—lithium deals surge while supply risks grow.Is stagflation coming? Oil, sulfur, and EV supply chains explained. In this Rock Stock Recap, Howard Klein, Matt Fernley and Rodney Hooper break dow…
America’s Lithium. Lithium Americas' Jon Evans [not-audio_url] [/not-audio_url]

Duration: 1:07:58
Jonathan Evans, CEO of Lithium Americas, discusses the development of Thacker Pass — one of the most significant lithium projects under construction in North America. Howard Klein and Jonathan walk through the economics,…
Sulfur Supply Risk, Aluminum/Bauxite Outlook, China Five-Year Plan [not-audio_url] [/not-audio_url]

Duration: 46:20
Rock Stock Recap breaks down the biggest market-moving trends in critical minerals, battery materials, and global supply chains. In this episode, Howard Klein, Matt Fernley, and Rodney Hooper discuss how the Iran war and…