Made in America 2035: Lithium, Cathodes and Battery Dominance

Made in America 2035: Lithium, Cathodes and Battery Dominance

Author: rockstockchannel July 12, 2026 Duration: 59:16
Georgia Williams of Investing News Network interviews Howard Klein of RK Equity to discuss lithium, critical minerals, battery storage, AI power demand and US energy security. The episode also features Craig Shesky of The Metals Company on deep-sea mining, seafloor nodules and securing nickel, copper, cobalt and manganese supply chains. ___ Chapters (00:00) Intro(04:18) Georgia Williams Interview(09:38) Batteries And National Security(13:55) Recycling And Black Mass(15:14) Domestic Processing Partnerships(19:00) Competing With China(21:26) The Missing Midstream(24:50) America’s Lithium Opportunity(27:33) Energy Storage Demand(31:35) Prioritizing Critical Minerals(35:24) Building Ex-China Supply(36:14) AI, Robots, And Minerals(39:10) Batteries Power AI(40:51) Automation And Seafloor Mining (43:34) TMC at Benchmark Conference(46:33) Streamlining US Permits(48:41) Processing Seafloor Nodules(50:53) Domestic Supply Chains(51:34) Scaling Commercial Production(52:51) International Legal Risks(55:00) Buyers And Offtakes(56:07) Critical Mineral Demand(58:01) Building Industry Support 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/RodneyHooper13Ben: https://x.com/benjihammond _________________________________________________ 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: 50

Rock Stock Channel
Podcast Episodes
Is Lithium-from-Oilfields America’s Next Shale Revolution? [not-audio_url] [/not-audio_url]

Duration: 39:31
Standard Lithium (NYSE: SLI) CEO David Park joins Howard Klein to discuss the Franklin Project PEA, Southwest Arkansas, and the growing potential of the Smackover Basin as a major U.S. lithium hub. We cover Franklin’s $5…
Is Power Metallic’s Maiden Resource Just the Beginning? [not-audio_url] [/not-audio_url]

Duration: 18:43
Power Metallic (TSXV: PNPN) CEO Terry Lynch discusses the maiden Lion Zone mineral resource, market reaction, mine economics, exploration upside and the next phase of drilling at the Nisk Project. The conversation covers…
How Does the Court Ruling Affect Sigma Lithium? [not-audio_url] [/not-audio_url]

Duration: 37:33
Sigma Lithium (NASDAQ: SGML | ASX: SAU) CEO Ana Cabral joins Howard Klein to discuss the company’s new ASX listing, the latest Brazilian court ruling, and what it could mean for operations and Phase Two expansion. They a…
Is the Lithium Inventory Scare Just Noise? [not-audio_url] [/not-audio_url]

Duration: 1:07:02
Is the lithium sell-off overdone - and are China’s lithium inventories being misread? In this week’s Rock Stock Recap, Howard Klein and Matt Fernley break down lithium market sentiment, SMM inventory data, demand trends,…
SMM on China BESS: Can Growth Hold Up as Costs Rise? [not-audio_url] [/not-audio_url]

Duration: 31:29
SMM analyst Lana Li joins Matt Fernley on Rock Stock Channel to discuss the outlook for China’s BESS and energy storage market, including battery pricing, lithium cost pass-through, project IRRs, policy changes and the s…
Why Has Benchmark Flipped 2027 Lithium From Surplus to Deficit? [not-audio_url] [/not-audio_url]

Duration: 43:33
Benchmark Mineral Intelligence’s Iola Hughes and Cameron Perks join Matt Fernley to discuss why the 2027 lithium market outlook has shifted from surplus to deficit. They break down Benchmark’s latest views on EV battery…
Can a Copper Bull Still Be a Lithium Bear? [not-audio_url] [/not-audio_url]

Duration: 59:33
Lithium equities continue to lag rising lithium prices, while copper trades near all-time highs and investors reassess where the real opportunities lie across critical minerals. In this week’s Rock Stock Recap, Howard Kl…
Are Grid Queues Distorting Battery Demand Signals? [not-audio_url] [/not-audio_url]

Duration: 50:35
Project Blue analysts Rob Burrell and Jordan Roberts join Rock Stock Channel (Matt and Ben) for a deep dive into the lithium and battery markets. The discussion covers lithium prices, China EV demand, energy storage grow…
Why are Four Billionaires Backing this Junior Copper Story? [not-audio_url] [/not-audio_url]

Duration: 49:31
Power Metallic (TSXV: PNPN) CEO Terry Lynch joins Rock Stock Channel (Howard and Matt) to discuss the company’s high-grade copper, nickel and PGE discovery in Quebec, its upcoming mineral resource estimate, exploration u…