Carney’s Canada Rocks! w/ Keith Phillips

Carney’s Canada Rocks! w/ Keith Phillips

Author: rockstockchannel May 23, 2026 Duration: 1:10:23
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 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
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