Critical Minerals Chokepoints: Lithium, Rare Earths & Supply Chain Risks | The KE Report

Critical Minerals Chokepoints: Lithium, Rare Earths & Supply Chain Risks | The KE Report

Author: rockstockchannel June 5, 2026 Duration: 32:38
Hosted by the Cory Fleck of the Korelin Economics Report, Howard Klein and Matt Fernley discuss the recent structural changes in the critical minerals sector, highlighting how the ongoing conflict in the Middle East has restricted the global sulfur supply and directly disrupted downstream nickel and cobalt processing. They also analyze the emerging trends in heavy rare earth element demand, evaluated new visual clay processing techniques, and debated the long-term feasibility of domestic lithium production and government-backed price floors.Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernley___ Chapters (00:00) US-China Minerals Talks(04:20) Sulfur Supply Shock(06:20) Rare Earth Demand(08:00) Processing Challenges(11:40) New Rare Earth Tech(15:40) US Lithium Potential(18:20) Direct Lithium Extraction(22:40) Canada’s Minerals Push(24:40) Critical Minerals Price Floors(28:00) Government Support Tools(31:20) Investor Takeaways 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 _________________________________________________ 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

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: 50

Rock Stock Channel
Podcast Episodes
Fastmarkets (P)CAM Panel 2026: Accelerating North America's Midstream [not-audio_url] [/not-audio_url]

Duration: 40:14
North America’s battery supply chain has a missing link: the midstream. In this Fastmarkets panel, industry leaders discuss why PCAM, CAM, lithium, phosphate, government funding, and local content requirements are critic…
Ganfeng-Backed Lithium Africa: First Inning Of A Discovery Story [not-audio_url] [/not-audio_url]

Duration: 43:28
Tom Benson, CEO of Lithium Africa (TSXV: LAF), joins Rock Stock Channel (Howard and Matt) for a deep dive into the company’s African lithium exploration strategy, Ganfeng Lithium partnership, and key drill-ready projects…
Fastmarkets Lithium DLE Panel 2026: From Promise To Production [not-audio_url] [/not-audio_url]

Duration: 43:13
Direct Lithium Extraction (DLE) is moving from promise to production. In this Fastmarkets panel, Howard Klein moderates a discussion with Fabien Burdet, Francis Wedin, Teague Egan, Samuel Moore, Joseph Mills, and Jeremy…
Galan Lithium: Low-Cost Brines in a Changing Argentina [not-audio_url] [/not-audio_url]

Duration: 18:03
Galan Lithium (ASX: GLN) joins Rock Stock Channel (Howard and Matt) at the Fastmarkets Lithium Conference to discuss Argentina brines, the Hombre Muerto West lithium project, first lithium chloride sales, Phase 2 financi…
Fastmarkets Lithium Conference 2026 Takeaways w/ Chris Robb [not-audio_url] [/not-audio_url]

Duration: 49:14
Live from the Fastmarkets lithium conference 2026, Howard Klein and Matt Fernley, along with Chris Robb, discuss their key takeaways for the lithium market, DLE technology, LFP batteries, phosphate supply chains, and upc…
G7 Found The P In LFP (First Phosphate) [not-audio_url] [/not-audio_url]

Duration: 18:26
First Phosphate (CSE: PHOS) CEO John Passalacqua joins Rock Stock Channel (Howard and Matt) to discuss major G7 critical minerals news, including export credit agency support, a potential C$275 million project guarantee,…
The Lowest-Cost US Lithium Story? (Anson Resources) [not-audio_url] [/not-audio_url]

Duration: 39:25
Bruce Richardson, CEO of Anson Resources (ASX: ASN), joins Rock Stock Channel (Howard & Matt) to discuss the latest Green River lithium engineering study, the definitive POSCO demonstration plant agreement, low-cost US l…