Rock Stock Channel

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 growth, spodumene supply, sodium-ion batteries, commercial EVs, drones, robotics, Zimbabwe exports and India’s emerging battery industry. Follow: LinkedIn (Rob Burrell) - https://www.linkedin.com/in/robert-burrell-phd-196878196/ LinkedIn (Jordan Roberts) - https://www.linkedin.com/in/jordan-roberts-68b746114/ LinkedIn (Project Blue) - https://www.linkedin.com/company/theprojectblue/ Website (Project Blue) - https://projectblue.com/ ___ Chapters (00:00) Intro (04:07) Lithium Market Drivers (05:45) Supply Risks Ahead (07:29) China VAT Changes (11:55) China EV Demand (13:43) Energy Storage Growth (15:09) Sodium-Ion Outlook (16:55) Grid Connection Bottlenecks (19:15) Lithium Price Outlook (20:10) Lithium Market Balance (22:07) Concentrate Supply Risks (24:29) EVs vs. Storage (28:24) Commercial Vehicle Demand (31:31) Drones And Defence (34:54) Humanoid Robot Demand (37:56) Lithium Phosphate Growth (41:39) Zimbabwe Export Outlook (43:53) India Battery Market Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

Rare Earths Americas (NYSE: REA) CEO Don Swartz discusses the company’s exploration progress in Georgia and Brazil, including drilling at the Foothills Rare Earth District, Homer and Alpha. He also explains why management is focused on execution, resource development and project de-risking despite broader volatility across rare earth and critical minerals stocks. The discussion covers REA’s drilling program, Homer’s 6.5 km anomaly, its expanding Georgia land position, capital allocation, upcoming resource milestones and the outlook for Western rare earth supply chains. REA Presentation Deck: https://d1io3yog0oux5.cloudfront.net/_648fc9d8b957f3772c30184785969b7c/rareearthsamericas/db/3576/34488/pdf/REA_August+2026+Marketing+Deck+vFINAL+FINAL+.pdf Follow Rare Earths Americas: Website - https://rareearthsamericas.com/ LinkedIn (Donald Swartz) - https://www.linkedin.com/in/donald-swartz/ LinkedIn (Company) - https://www.linkedin.com/company/rare-earths-americas/ ___ Chapters (00:00) Company Update And Context (04:14) Post-IPO Progress (08:24) Homer Exploration Program (10:29) Niobium Potential (11:43) Foothills District Expansion (14:15) MRE Timing (14:31) Processing And Supply Chains (16:36) Capital Allocation And Alpha (18:42) Market Valuation Disconnect (23:53) Mining Talent And Policy (26:02) Six-Month Milestones Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

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 upside and potential pathway to production. The discussion covers Power Metallic’s unusually high copper-equivalent grades, strong metallurgical recoveries, infrastructure advantages, strategic investor interest and the potential impact of a Nasdaq ADR listing. Corporate Presentation: https://www.powermetallic.com/corporate_presentation.pdf Follow: LinkedIn (Terry Lynch) - https://www.linkedin.com/in/terry-lynch-lion18/ X/Twitter (Terry Lynch) - https://x.com/terrybali LinkedIn (Company) - https://www.linkedin.com/company/power-metallic/ X/Twitter (Company) - https://x.com/PowerMetallic ___ Chapters (00:00) Investment Case (03:06) Power Metallic Introduction (05:49) Company Origin Story (08:08) Exceptional Copper Grades (11:08) Resource Economics (12:39) Metallurgical Recoveries (14:16) Exploration Upside (17:25) Mine Development Plan (19:57) Infrastructure Advantage (20:36) Expansion Strategy (24:54) Strategic Shareholders (28:47) Market Valuation Gap (31:02) Development Comparables (35:44) Strategic Investor Interest (38:23) Rerating Catalysts (41:29) Nasdaq Listing Catalyst (45:41) Critical Minerals Opportunity (48:07) Closing Thoughts Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

Are Argentinian lithium brine stocks significantly undervalued? In this episode of Rock Stock University, Matt Fernley explores the valuation gap between conventional lithium brine companies and recent industry takeovers, highlighting scarcity, scalability, low operating costs and Argentina’s improving investment environment. Discover why conventional lithium brine projects could be one of the most mispriced areas of the lithium market. Follow Matt Fernley: X/Twitter - https://x.com/matt_fernley LinkedIn - https://www.linkedin.com/in/matt-fernley-8a755a3/ Follow RK Equity: X/Twitter - https://x.com/RKEquityRocks LinkedIn - https://www.linkedin.com/company/rkequity/ ___ Chapters (00:00) Why Argentina’s Conventional Brine Stocks Look Mispriced (02:24) 1) Good Conventional Brine Projects Are Scarce (03:36) 2) Conventional Brines Can Scale to Meet Lithium Demand (04:47) 3) Conventional Brines Sit Low on the Cost Curve (05:50) 4) Argentina’s Investment Environment Is Improving Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

Q2 Metals (TSXV: QTWO) CEO Alicia Milne and VP Exploration Sage McCallum join Rock Stock Channel (Matt and Howard) to discuss what investors should watch ahead of the upcoming Cisco PEA, including project scale, advanced metallurgy, infrastructure, resource conversion, current drilling and the path from PEA into feasibility. We also examine Canaccord’s shift from valuing Cisco as an exploration asset to a risked developer NPV framework, and what Q2 still needs to prove as Cisco advances toward development. Q2 Metals Corporate Presentation: https://q2metals.com/corporate-presentation-file Follow Q2 Metals: LinkedIn (Alicia Milne): https://www.linkedin.com/in/alicia-milne-145a7369/ LinkedIn (Sage McCallum): https://www.linkedin.com/in/sage-mccallum-56b16621/ X/Twitter (Company): https://x.com/Q2Metals ___ Chapters (00:00) Cisco’s Next Phase (01:46) Resource Growth Potential (02:52) What Must The PEA Prove? (04:48) Advanced Metallurgical Testing (06:38) Balancing Growth And Development (08:17) Path To Feasibility (09:45) Building The Development Team (11:33) Funding The Next Stage (12:40) Twelve-Month Outlook (13:50) $4.7B NPV Valuation? Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

Mac Whale returns to Rock Stock Recap to discuss where he sees the best value in TSX-listed lithium stocks - and why lithium equities may still be mispricing the sector’s improving fundamentals. We cover Lithium Argentina, Patriot Battery Metals (PMET), Q2 Metals, Li-FT Power, Sigma Lithium and Lithium Ionic, along with the debate over EV/EBITDA vs NAV, Argentina brines, Quebec hard rock, lithium M&A and the growing gap between lithium prices and equity valuations. Mac also explains why supply constraints, higher producer demand forecasts and upcoming project catalysts could reshape the investment case. Explore our Patreon Membership: https://www.patreon.com/cw/rockstockchannel/membership Follow Mac Whale: LinkedIn - https://www.linkedin.com/in/macmurray-d-whale-2135b71/ ___ Chapters (00:00:00) SQM Signals a Tighter Lithium Market (00:04:15) Lithium Argentina Cash Flow Surprises (00:05:38) Why EV/EBITDA Misses Growth (00:13:01) Lithium Argentina’s Hidden Asset Value (00:19:29) Why Argentine Brines Stay Cheap (00:22:53) Volatility Keeps Lithium Buyers Sidelined (00:32:04) Supply Constraints Drive Lithium M&A (00:36:54) Quebec Lithium Still Trades Cheap (00:45:53) LIFT, Q2 And PMET Valuation Gap (00:55:43) Cesium Could Revalue PMET (01:02:11) Brazil Lithium Faces Permitting Risk (01:07:11) Lithium Africa Offers Drill-Bit Optionality (01:14:33) Equities Price In Much Lower Lithium (01:18:50) Research And Membership Details Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

First Phosphate (CSE/NASDAQ: PHOS) CEO John Passalacqua joins Howard Klein to discuss the company’s Nasdaq milestone, its self-sponsored Level II ADR listing under ticker PHOS, and the entrepreneurial path behind raising $80 million without a traditional investment bank. The conversation covers First Phosphate’s ownership culture, insider alignment, access to US investors, capital runway, and the growing opportunity around igneous phosphate for LFP batteries. Howard and John also reflect on the Nasdaq opening bell, shareholder support, and why this ADR route could offer a new model for Canadian critical minerals companies seeking US market access. PHOS Presentation: https://firstphosphate.com/FirstPhosphateDeck_english.pdf Follow First Phosphate: LinkedIn (John Passalacqua) - https://www.linkedin.com/in/john-passalacqua-964092257/ LinkedIn (Company) - https://www.linkedin.com/company/first-phosphate/ X/Twitter (Company) - https://x.com/FirstPhosphate ___ Chapters (00:00) Nasdaq Milestone (03:43) Ringing The Bell (07:44) Financing Their Own Way (10:44) Ownership And Investor Trust (12:52) The Nasdaq ADR Strategy (16:10) Expanding US Investor Access (18:05) Capital Runway And Growth (22:09) Phosphate Investment Opportunity (24:57) Gary Stanley (31:08) Bela Onken (34:51) Laurence Zeifman Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

Letícia Simionato and Przemek Koralewski of Fastmarkets join Rock Stock Channel (Howard and Matt) to talk about South America’s growing role in the lithium market, key takeaways from the Fastmarkets Lithium Conference in Buenos Aires, Argentina’s improving mining outlook, DLE momentum, China’s influence in the lithium supply chain, and Fastmarkets’ new digital spot platform for lithium price discovery and trade initiation. The discussion covers why Argentina is emerging as one of South America’s most dynamic lithium markets, how lithium brines remain a low-cost opportunity, why DLE is gaining credibility, and how greater transparency, standardisation, and liquidity could help the lithium market mature. Fastmarkets Lithium Trade Initiation Platform: https://www.fastmarkets.com/a-digital-platform-for-the-physical-lithium-market/ Matt's Blog (5 Things the Market is Getting WRONG about Lithium): https://blog.rkequity.com/2026/08/11/5-things-the-market-is-getting-wrong-about-lithium/ Lithium-Ion Bull (MAGA Mining & Manufacturing: Is Battery Energy Dominance Next?): https://mcusercontent.com/9a8c41f471f338217d776887e/files/aa46f465-f28f-849b-dbcc-905bff406691/Issue_116_MAGA_Mining_amp_Manufacturing__Is_Battery_Energy_Dominance_Next.pdf Follow Fastmarkets: X (Company) - https://x.com/Fastmarkets LinkedIn (Company)  - https://www.linkedin.com/company/fastmarkets/ Chapters (00:00) Intro (02:38) Why Argentina Conference (06:12) Conference Takeaways (09:51) Building The Value Chain (13:06) Argentina’s Political Outlook (16:07) China And Western Investment (19:10) DLE Gains Momentum (21:29) Lithium Trade Initiation Platform (24:02) Standardizing Lithium Trades (29:33) Why The Market’s Ready (32:57) Platform Versus Benchmarks (34:58) Beyond Lithium (36:41) Market Evolution Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

Lithium Africa (TSXV: LAF) CEO Dr. Tom Benson joins Rock Stock Channel (Ben and Matt) to discuss the company’s latest progress across its African lithium portfolio, including active drilling at Springbok in South Africa and Adzopé in Côte d’Ivoire, the potential Springbok stockpile sale, the Ganfeng Lithium joint venture, and key catalysts expected over the next 6–12 months. The discussion also covers Springbok’s hub-and-spoke exploration potential, near-term revenue optionality, Côte d’Ivoire assay timing, new board and CFO appointments, and Lithium Africa’s strategy to build a leading lithium platform across Africa. LAF Presentation: https://li-africa.com/wp-content/uploads/2026/07/2026_06-LAF_Corporate_Deck_Q2_July2026.pdf Follow Lithium Africa: LinkedIn (Tom Benson) - https://www.linkedin.com/in/thomasrbenson/ LinkedIn (Company) - https://www.linkedin.com/company/lithium-africa/ X/Twitter (Company) - https://x.com/Lithium_afri ___ Chapters (00:00) Lithium Africa Update (02:29) Springbok Stockpile Sale (03:52) Springbok Drilling Program (06:29) Near-Term Production Options (07:43) Springbok Ownership Strategy (09:21) Côte d’Ivoire Drilling (11:20) Leadership Team Expansion (14:07) Upcoming Growth Catalysts (16:01) Closing Outlook Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

Sigma Lithium (NASDAQ: SGML) CEO Ana Cabral joins Howard Klein and Matt Fernley to discuss SGML’s Q2 results, record 47% EBITDA margin, lower operating costs, improving lithium market conditions, offtake funding potential, and the path toward major production growth. The conversation also covers Sigma’s temporary production pause, regulatory negotiations in Brazil, balance sheet strategy, Phase 2 timing, and whether the market is overlooking Sigma Lithium’s cash generation and long-term growth profile. Follow Sigma Lithium: X (Company) - https://x.com/SigmaLithium LinkedIn (Company)  - https://www.linkedin.com/company/sigma-lithium-resources/ Chapters (00:00) Q2 Results Overview (02:35) Production And Costs (04:01) Sigma's Lithium Market Outlook (05:37) Production Pause (08:06) Regulatory Resolution (12:08) Production Growth Plans (14:08) Phase Two Timing (17:26) Debt And Offtake (19:38) Operating Cash Machine (21:33) Expansion Funding Strategy (23:26) Investor Takeaways (26:41) US-Brazil Critical Minerals Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

Chris Robb, Howard Klein and Matt Fernley debate whether lithium bears are missing the real story: demand growth, project financing, DLE delays, Chinese processing capacity, and whether lithium equities are actually cheap. In this Rock Stock Recap, the discussion covers Rick Rule’s lithium skepticism, why “abundant resources” don’t automatically become supply, whether hard-rock lithium is threatened by Exxon, Chevron, Occidental and Berkshire-backed DLE, and why Matt sees lithium prices rising 30–50%. Chris pushes back on lithium stock valuations, Howard argues the market is undervaluing growth and margins, and the group also discusses Core Lithium, Standard Lithium, Lithium Argentina, Pilbara, Galan, Lithium Ionic, First Phosphate, sodium-ion batteries and energy storage. Follow Chris Robb: LinkedIn - https://www.linkedin.com/in/chris-robb-b88102169/ ___ Chapters (00:00) Lithium Bears Face Fresh Pushback (03:07) Lithium Demand Growth Changes Supply Math (03:47) Government Battery Support Targets Bottlenecks (06:37) US Spodumene Conversion Case Questioned (15:06) Lithium Abundance Does Not Mean Supply (18:55) Chinese Processing Was Not The Bottleneck (21:31) DLE Supply Threat Looks Delayed (29:04) Lithium Equities May Not Be Cheap (32:22) DCF Versus EBITDA Valuation Debate (38:19) Funded Developers Offer Better Upside (41:37) Lithium Prices Could Rise 30–50% (43:56) Company Catalysts Draw New Capital (47:09) Sodium-Ion Threat Looks Limited (47:38) Storage Could Be Lithium’s Killer App Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

Galan Lithium (ASX: GLN) CEO JP Vargas and CFO Ross Dinsdale join Rock Stock Channel (Howard and Matt) to discuss Galan’s ramp-up toward first lithium chloride concentrate sales, insider buying, low-cost Argentine brine production, and the company’s long-term growth potential at Hombre Muerto West. Matt Fernley and Howard Klein dig into Galan’s valuation discount versus hard rock lithium peers, the economics of lithium chloride concentrate, falling lithium inventories, strategic interest from Asia, and why Galan could become a significant new lithium producer in Argentina. Follow Galan Lithium: LinkedIn (JP Vargas) - https://www.linkedin.com/in/juan-pablo-vargas-de-la-vega-2770b723/ LinkedIn (Ross Dinsdale) - https://www.linkedin.com/in/ross-dinsdale-cfa-19b1885b/ LinkedIn (Daniel Jimenez) - https://www.linkedin.com/in/daniel-jimenez-schuster-71b3b5117/ X/Twitter (Daniel Jimenez) - https://x.com/D_Jimenez_Sch X/Twitter (Company) - https://x.com/GalanLithium ___ Chapters (00:00) Galan’s Valuation Opportunity (03:32) Company And Market Update (07:36) Share Price And Insider Buying (11:39) Production Ramp-Up Progress (15:43) Lithium Chloride Explained (20:18) Project Economics And Margins (24:19) Valuation And Growth Potential (28:23) Long-Term Expansion Strategy (32:05) Near-Term Milestones (33:22) Lithium Market Sentiment (35:44) Strategic Investor Interest (39:54) Supply, Demand And Inventories (41:41) Galan’s Investment Case Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

Lithium Ionic (TSXV: LTH) COO Mike Westendorf joins Rock Stock Channel (Howard and Matt) to discuss the company’s breaking Salinas transaction with PLS, one of the world’s largest hard rock lithium producers. The deal includes US$37.5 million in cash and a 2% royalty on future spodumene sales, while allowing Lithium Ionic to focus on advancing its flagship Bandeira project toward production. Howard Klein and Matt Fernley also discuss what the transaction implies for Lithium Ionic’s valuation, Brazil’s growing role in hard rock lithium, strategic interest in the sector, and the broader outlook for spodumene and lithium M&A. Follow Lithium Ionic (TSXV:LTH) X (Company) - https://x.com/LithiumIonic LinkedIn (Company) - https://www.linkedin.com/company/lithiumionic Chapters (00:00) Salinas Deal Valuation (02:47) Breaking News Overview (05:10) Why Sell Salinas (06:42) Deal Price And Royalty (08:34) Bandeira Legal Update (09:44) Construction Readiness (11:02) Board Strengthening (12:02) Funding Bandeira Development (13:22) Lithium Market Outlook (16:31) Brazil’s Cost Advantage Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

Lithium bears keep repeating the same arguments - but are they actually right? In this Rock Stock University episode, Matt Fernley breaks down five major misconceptions about the lithium market, including sodium-ion batteries, ESS demand, battery economics, long-term lithium demand growth, and the difference between geological resources and fundable supply. We look at why the lithium sell-off may be overdone, why energy storage could become a major driver of battery demand, and why future lithium supply may be harder to develop than headline resource numbers suggest. Follow Matt Fernley: X/Twitter - https://x.com/matt_fernley LinkedIn - https://www.linkedin.com/in/matt-fernley-8a755a3/ Follow RK Equity: X/Twitter - https://x.com/RKEquityRocks LinkedIn - https://www.linkedin.com/company/rkequity/ ___ Chapters (00:00) Five Lithium Bear Arguments Are Wrong: (01:06) 1) Sodium-Ion Won’t Replace Lithium-Ion (03:59) 2) ESS Demand Goes Beyond Hyperscalers (05:53) 3) Batteries No Longer Need Subsidies (07:20) 4) Compounding Demand Requires Massive New Supply (09:19) 5) Lithium Resources Don’t Equal Fundable Supply Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

Anson Resources (ASX: ASN) Executive Chairman & CEO Bruce Richardson joins Rock Stock Channel (Howard and Matt) to discuss the latest progress at the Green River lithium project in Utah, including state-level financing incentives, potential CapEx benefits, DFS timing, mineral rights expansion, DLE test work, and the broader lithium market outlook. The discussion covers Anson’s path toward FID, Utah government support, potential federal grant opportunities, and why rising lithium demand could support future project development. Follow Anson Resources: LinkedIn (Company) - https://www.linkedin.com/company/anson-resources/ X/Twitter (Company) - https://x.com/anson_ir ___ Chapters (00:00) Anson Resources Update (03:11) Green River Overview (05:38) Utah Funding Incentives (09:30) Government Support (11:25) Expanding Lithium Resources (14:00) Processing Test Results (16:13) Market Valuation Disconnect (18:42) Lithium Demand Outlook (20:13) Lithium Market Tailwinds Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

Critical minerals are back in focus as Washington weighs new policy moves, battery storage demand accelerates, and lithium market fundamentals tighten. In this week’s Rock Stock Recap, Howard Klein and Matt Fernley are joined by Steve LeVine to discuss the US-China battery supply chain race, why grid storage and AI power demand could reshape lithium markets, and what investors may be missing in lithium equities. The episode also covers Albemarle’s bullish lithium commentary, BESS demand, Lithium Argentina vs Lithium Americas, Mariana Minerals, The Metals Company, and the role of Silicon Valley capital in mining. Stay tuned for a follow-up interview with First Phosphate CEO John Passalacqua on new Canadian government funding, Quebec fast-track status, and the race to build a Western LFP battery supply chain. Council on Foreign Relations Article: https://www.cfr.org/articles/the-shareholder-state-washingtons-improvised-bet-on-critical-minerals Follow Steve LeVine: The Electric - https://www.theinformation.com/features/the-electric LinkedIn - https://www.linkedin.com/in/steve-levine-1901926/ X/Twitter - https://x.com/stevelevine ___ Chapters (00:00:00) Critical Minerals Return To Washington (00:03:50) Washington Turns Hawkish On China (00:05:49) Batteries Gain Strategic Importance (00:08:19) Value Creation Beats Supply Control (00:14:14) Can Chinese Battery Makers Build In America (00:19:48) Copy Proven Batteries, Then Innovate (00:29:38) Grid Rebuild Is The Bullish Catalyst (00:36:27) BESS Demand Outruns Lithium Equities (00:39:24) Albemarle Confirms A Tight Lithium Market (00:43:39) New Lithium Supply Needs Higher Prices (00:47:35) Lithium Argentina Avoids The Dilution Trap (00:50:11) Cash-Rich Lithium Names Stand Out (00:52:43) Mariana Attracts Silicon Valley Capital (00:56:26) Can Software Lower Mining Costs (01:02:44) PHOS: Federal Funding Announcement (01:04:27) Critical Project Infrastructure (01:07:11) Quebec Fast-Track Status (01:09:03) Funding And Development Timeline (01:09:49) Closing Remarks Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

Lithium inventories are tightening, but lithium equities remain under pressure. In this week’s Rock Stock Recap, Howard Klein, Matt Fernley and Tomasz Nadrowski of Amvest Capital discuss the critical minerals sell-off, lithium market fundamentals, rare earths, nickel, tungsten, AI infrastructure, energy bottlenecks, mining inflation, government support and where value may be emerging across mining equities. Topics include CATL demand signals, Australian spodumene producer earnings, falling lithium inventories, defense-related critical minerals demand, oil and inflation risks, uranium flows, and whether the recent mining stock sell-off is a buying opportunity or a warning sign. SAFE Paper: https://safe2020.wpenginepowered.com/wp-content/uploads/2026/07/SAFE-Minerals-Center-Critical-Moves-Report.pdf IEA Paper: https://iea.blob.core.windows.net/assets/6f00e190-3f3b-4e40-8ef3-342d30ac6e0d/GlobalCriticalMineralsOutlook2026.pdf Follow Tomasz Nadrowski: LinkedIn - https://www.linkedin.com/in/nadrowski/ LinkedIn (Amvest Capital) - https://www.linkedin.com/company/amvestcapital/ X/Twitter (Amvest Capital) - https://x.com/AmvestCap Explore our Patreon Offerings: https://www.patreon.com/cw/rockstockchannel/membership ___ Chapters (00:00) Weekly Recap And Disclosures (06:21) Lithium Earnings Meet Macro Headwinds (16:14) Lithium Sell-Off May Be Overdone (18:49) AI Deleveraging Spills Into Mining (28:20) Oil Shock Raises Mining Inflation (32:04) Lithium Equities Ignore Tightening Fundamentals (36:42) Nickel Risk, Tin And Tungsten Resilience (40:08) Structural Bull Case Meets Valuation Reality (47:39) Cash-Rich Lithium Producers Stand Out (49:22) Nuclear Realignment Threatens Uranium Flows (53:13) Electricity Becomes AI’s Critical Bottleneck (56:57) Bull Market Correction Or Cycle Break? Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

Standard Lithium CEO David Park and COO Andy Robinson join Rock Stock Channel (Howard and Matt) to discuss the company’s Smackover lithium brine strategy, low-cost production potential, lithium carbonate for LFP batteries, and the path toward financing and final investment decision. The conversation covers why Arkansas and East Texas could become a major North American lithium production hub, how Standard Lithium’s brine resources compare to other lithium projects, and why infrastructure, scale, operating costs, and strategic partnerships with Koch and Equinor matter for the future of U.S. battery supply chains. Corporate Presentation: https://www.standardlithium.com/_resources/presentations/202606.pdf Follow Standard Lithium: LinkedIn (David Park) - https://www.linkedin.com/in/david-park-76484b1b/ LinkedIn (Andy Robinson) - https://www.linkedin.com/in/andy-robinson-3922a118/ X/Twitter (Company) - https://x.com/StandardLithium ___ Chapters (00:00:00) Investment Overview (00:09:24) Brine Resource Advantage (00:12:33) Lithium Carbonate Strategy (00:14:17) US Battery Supply Chain (00:16:05) Low-Cost Production (00:18:42) Smackover Geography (00:21:43) Production Potential (00:23:54) Capital Cost Outlook (00:25:41) Lithium Shale Analogy (00:28:12) Scaling Future Projects (00:33:46) David Park’s Background (00:37:45) Koch Partnership (00:41:46) Capital Project Experience (00:49:09) Joining Standard Lithium (00:51:48) Strategic Company Pivots (00:55:21) Oklo And Growth Ambitions (01:00:04) Upcoming Project Milestones (01:03:40) Closing Thoughts Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

Anson Resources (ASX:ASN) Executive Chairman and CEO Bruce Richardson joins Rock Stock Channel (Matt & Ben) to discuss the latest Green River lithium project updates, including the final major permit for the 10,000tpa plant, progress on DLE technology, Baker Hughes engineering work, potential DOE funding support, offtake discussions, resource expansion, and key catalysts for investors over the next six months. This interview covers Anson Resources’ pathway toward lithium production in Utah, the role of direct lithium extraction, project financing options, and why the company believes it is well positioned in the critical minerals sector. Follow Anson Resources: LinkedIn (Company) - https://www.linkedin.com/company/anson-resources/ X/Twitter (Company) - https://x.com/anson_ir ___ Chapters (00:00) Project News Overview (02:45) Final Permit Secured (04:58) Financing Interest Improves (06:02) DLE Adoption Grows (07:20) Tailoring DLE Technology (09:55) Congressional Funding Support (13:06) Non-Dilutive Financing Options (14:24) Expanding Project Resources (16:07) Baker Hughes Engineering (17:44) Upcoming Project Catalysts (21:20) Anson’s Market Position Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

In this Rock Stock Recap, Howard Klein and Matt Fernley discuss lithium prices, critical minerals, rare earths, battery materials, EV demand, BESS trends, and where dip-buying opportunities may be emerging across the sector. Plus, John Passalacqua of First Phosphate (CSE:PHOS) shares an update on the company’s upsized financing, G7 support, LFP battery supply chain strategy, and path toward feasibility, permitting, and FID. Explore our Patreon Membership: https://www.patreon.com/cw/rockstockchannel/membership ___ Chapters (00:00) Battery Materials Update (04:10) Lithium Market Outlook (07:10) Investor Attention Shifts (11:52) Lithium Supply Risks (14:20) CATL Restart Impact (16:24) Project Incentive Prices (17:41) Government Funding Support (18:16) Rare Earth Price Strength (19:31) Summer Market Sell-Off (22:18) Critical Minerals Performance (23:49) Dip-Buying Opportunities (24:31) Cash-Rich Developers (26:29) Lithium Africa Appointments (29:09) PHOS: Upsized Financing (30:31) Growing Demand For LFP (31:48) G7 Supply Chain Support (33:19) Funding And Cash Runway (34:07) Mine Development Timeline (35:06) Market Sell-Off Opportunity Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

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: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

John Passalacqua, CEO of First Phosphate, explains why igneous phosphate is critical to the future of lithium iron phosphate (LFP) batteries, energy storage, electric vehicles, and North America’s battery supply chain during the Fastmarkets Lithium Conference 2026 in Las Vegas. Learn how purified phosphoric acid, critical minerals, and mine-to-market production could help onshore LFP cathode active material for the growing clean energy industry. PHOS Presentation: https://custom-eur.cvent.com/6B4AD26156DA46D280CFA793261D5868/files/8cf1c78005c34f59bf2084c1a8700538.pdf Follow First Phosphate: LinkedIn (John Passalacqua) - https://www.linkedin.com/in/john-passalacqua-964092257/ X/Twitter (Company) - https://x.com/FirstPhosphate ___ Chapters (00:00) Speaker Introduction (00:22) First Phosphate Overview (00:54) LFP Market Growth (01:59) Energy Storage Demand (02:45) Phosphate Supply Gap (04:07) Purified Phosphoric Acid (06:12) Igneous Phosphate Advantage (07:31) Quebec Mine Resource (09:30) Mine-To-Market Strategy (10:07) North American Battery Chain (12:51) Government And G7 Support (14:34) Critical Phosphate Supply (16:34) Gold Miner Interest (17:33) LFP Battery Recycling (19:24) Closing Remarks Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

In this Rock Stock Recap episode, Howard Klein, Matt Fernley, and Ben Hammond discuss the latest pullback in lithium equities, critical minerals market sentiment, and key takeaways from the Fastmarkets Lithium Supply & Battery Raw Materials conference in Las Vegas. Topics include lithium price trends, the RK Equity Lithium Scoreboard, CATL’s battery outlook, Rio Tinto’s lithium strategy, DLE progress in Argentina, brine valuations, energy storage demand, and what “investable tons” mean for the future of lithium supply. Featuring insights on lithium, battery materials, critical minerals, EVs, ESS, Rio Tinto, CATL, Galan Lithium, Lithium Argentina, and the broader energy transition. PLS Presentation: https://www.linkedin.com/posts/plslinkedin_lithium-energytransition-investabletonne-activity-7475393248933388288-PmVj Join our Patreon Membership: https://www.patreon.com/cw/rockstockchannel/membership ___ Chapters (00:00) Intro (03:28) Metals Selloff (05:40) Summer Risk-Off (12:53) Lithium Performance Summary (17:26) CATL Mine Rumors (21:11) Bubble Concerns (24:22) Recession Risks & Oil (28:16) Rio Lithium Strategy (33:07) DLE Progress (34:21) Hard Rock + Brine M&A Outlook (39:57) Debt And Dilution (41:55) Lithium Argentina (45:16) CATL Battery Outlook (48:48) PLS: Investable Lithium Tons (52:50) Upcoming Content (53:55) Patreon Membership (55:57) Closing Remarks Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

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 critical to building a competitive battery materials supply chain outside China. Featuring insights from Electra Battery Materials (Trent Mell), Lithium Americas (Rene LeBlanc), First Phosphate (John Passalacqua), Positive Materials (Marco Romero), Global Lithium (Joe Lowry), and RK Equity (Matt Fernley). Follow panelists on LinkedIn: Matt Fernley - https://www.linkedin.com/in/matt-fernley-8a755a3/ Trent Mell - https://www.linkedin.com/in/tmell1/ Marco Romero - https://www.linkedin.com/in/marco-romero-93606a1a3/ John Passalacqua - https://www.linkedin.com/in/john-passalacqua-964092257/ Joe Lowry - https://www.linkedin.com/in/jplowry/ Rene LeBlanc - https://www.linkedin.com/in/rene-leblanc-19173311/ ___ Chapters (00:00) Panel Introduction (01:31) Midstream Bottlenecks (02:22) PCAM and CAM Barriers (03:37) Global Supply Chain Gaps (05:26) Lithium and Cathode Investment (09:00) Competing Beyond China (14:01) Financing Project Scale-Up (15:28) Government Support Tools (18:58) Funding Signals Matter (22:42) DOE Loan Lessons (26:36) LFP and Phosphate (29:40) Project Development Lessons (31:09) Cathode Manufacturing Know-How (32:31) Ten-Year Success Vision (37:08) Standalone CAM Models (38:17) Policy and Lobbying (39:12) Robots and Battery Demand Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

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 in South Africa and Côte d’Ivoire. Topics include Lithium Africa’s discovery-focused model, the Springbok and Adzope projects, low-cost African spodumene potential, upcoming drill catalysts, and why Africa could be one of the most overlooked frontiers in global lithium exploration. LAF Presentation: https://li-africa.com/wp-content/uploads/2026/07/2026_06-LAF_Corporate_Deck_Q2_July2026.pdf Follow Lithium Africa: LinkedIn (Tom Benson) - https://www.linkedin.com/in/thomasrbenson/ X/Twitter (Company) - https://x.com/Lithium_afri ___ Chapters (00:00) CEO Transition (05:18) Tom’s Background (09:17) Lithium Africa Overview (11:18) Africa Exploration Thesis (14:05) Project Selection Method (16:52) Ganfeng Partnership (19:02) Low-Cost African Spodumene (22:07) Springbok Project (25:09) Springbok Drilling Plan (27:36) Springbok Mineralogy (31:39) Adzope Project (34:28) Early-Stage Portfolio (35:37) Discovery Upside (36:55) Upcoming Catalysts (38:00) Why Lithium Africa (41:06) Project Generator Model (42:35) Closing Remarks Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

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 Humphers on DLE commercialization, lithium project finance, brine resources, geothermal and oilfield opportunities, and future lithium supply growth. The panel explores what it will take for DLE projects to scale, compete on cost, and support the global battery metals supply chain. Follow panelists on LinkedIn: Howard Klein - https://www.linkedin.com/in/howardklein/ Fabien Burdet - https://www.linkedin.com/in/fabien-burdet-83851a27/ Francis Wedin - https://www.linkedin.com/in/franciswedin/ Teague Egan - https://www.linkedin.com/in/teagueegan/ Samuel Moore - https://www.linkedin.com/in/samuel-moore-454901b6/ Joseph Mills - https://www.linkedin.com/in/joseph-mills-2036a719/ Jeremy Humphers - https://www.linkedin.com/in/jeremy-humphers/ ___ Chapters (00:00) Panel Introductions (07:58) Financing DLE Projects (10:36) Brine Project Differences (13:42) EnergyX Project Pipeline (15:23) IBAT Commercial Path (17:35) Galvanic’s Texas Strategy (19:21) Project Finance Challenges (22:52) DLE Value Creation (27:16) Eramet Expansion Plans (31:42) Long Development Timelines (34:04) Modular Growth Strategies (36:41) Future DLE Supply (42:22) Closing Remarks Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

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 financing, and why Argentine lithium assets may be misunderstood by public markets. Featuring JP Vargas, Daniel Jimenez, Ross Dinsdale, Ofer Amir, Howard Klein, and Matt Fernley, this conversation covers Galan’s development progress, Argentina’s improving investment climate, RIGI approval, strategic interest in lithium brines, and the long-term investment case for low-cost lithium production. Follow Galan Lithium: LinkedIn (JP Vargas) - https://www.linkedin.com/in/juan-pablo-vargas-de-la-vega-2770b723/ LinkedIn (Ross Dinsdale) - https://www.linkedin.com/in/ross-dinsdale-cfa-19b1885b/ LinkedIn (Daniel Jimenez) - https://www.linkedin.com/in/daniel-jimenez-schuster-71b3b5117/ X/Twitter (Daniel Jimenez) - https://x.com/D_Jimenez_Sch ___ Chapters (00:00) Argentina Brine Undervaluations (02:30) Galan’s Development Progress (04:54) Argentina Investment Climate (07:45) Argentina Versus Chile (09:52) Strategic Interest Grows (12:00) Financing Phase Two (14:52) Brine Investment Case (16:29) Resource Quality (17:24) Closing Thoughts Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

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 upcoming catalysts across leading battery metals companies including Lithium Ionic, Anson Resources, First Phosphate, Q2 Metals, NOA Lithium Brines, and Surge Battery Metals. ___ Chapters (00:00) Fastmarkets Takeaways (11:18) Company Catchup: Lithium Ionic (17:13) Anson Resources (21:45) First Phosphate (27:18) Q2 Metals (32:30) NOA Lithium Brines (37:04) Surge Battery Metals (42:14) Chris Robb Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

NOA Lithium Brines (TSXV: NOAL) joins Amvest Capital and RK Equity for a discussion on the lithium market, Argentina’s Lithium Triangle, and the company’s Rio Grande, Arizaro, and Salinas Grandes lithium brine projects in Salta. CEO Gabriel Rubacha outlines NOA’s project portfolio, low-cost brine strategy, Rio Grande PFS timeline, permitting plans, and key catalysts, while RK Equity provides insight into lithium supply-demand trends, brine valuations, and future market opportunities. Topics include lithium brine extraction, battery-grade lithium carbonate, Argentina mining investment, project economics, strategic partners, offtake potential, and the outlook for lithium prices. Follow NOA Lithium Brines: LinkedIn (Gabriel Rubacha) - https://www.linkedin.com/in/gabriel-rubacha-1a56a642/ LinkedIn (NOAL) - https://www.linkedin.com/company/noa-lithium-brines/ X/Twitter (NOAL) - https://x.com/NOAlithium ___ Chapters (00:00) Introduction (02:44) Lithium Market Context (04:10) Why Lithium Brines (07:54) Brine Asset Valuations (11:23) NOA Company Overview (13:04) Project Portfolio Strategy (20:42) Rio Grande Project (24:39) Permitting And Incentives (26:38) Arizaro And Salinas (29:58) Q&A Begins (34:09) Brine Extraction Benefits (38:08) Permitting And Communities (40:30) Offtake And Partners (43:27) Lithium Price Outlook (48:08) Key Catalysts (50:26) Closing Remarks Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

Rare Earths Americas (NYSE: REA) CEO Don Swartz joins Rock Stock Channel (Howard and Matt) for a post-IPO update on the company’s U.S. and Brazil rare earth portfolio. The discussion covers recent Shiloh project results, including select surface samples up to 44.5% TREO, the potential for a laterally extensive monazite-bearing sands system in Georgia, and the company’s Alpha ionic clay rare earth project in Brazil. Don also discusses analyst coverage, REA’s balance sheet, drilling plans, upcoming catalysts, heavy rare earth demand, and the strategic importance of rare earth supply chains across the Americas. REA Presentation Deck: https://d1io3yog0oux5.cloudfront.net/_f62d9682f949685388ebc9ebf68da5b1/rareearthsamericas/db/3576/34481/pdf/REA_June+2026+Marketing+Deck+vFINAL.pdf Follow Rare Earths Americas: Website - https://rareearthsamericas.com/ LinkedIn (Donald Swartz) - https://www.linkedin.com/in/donald-swartz/ ___ Chapters (00:00) Intro (03:09) Analyst Coverage Themes (05:02) IPO Investor Feedback (07:53) Shiloh Drill Ramp-Up (09:28) Drill Results Explained (12:19) Monazite Sands Strategy (16:22) Alpha Project Assessment (17:40) Brazil Growth Pipeline (20:13) Upcoming Catalysts (21:12) Investor Materials (22:19) Critical Minerals Policy (24:35) Closing Outlook Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

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, phosphoric acid plant backing, and new offtake agreements. The conversation covers why battery-grade phosphate is becoming critical to the Western LFP battery supply chain, how First Phosphate is advancing its mine-to-market strategy in Quebec, and why governments are now paying closer attention to phosphate alongside lithium, graphite and rare earths. Topics include LFP batteries, phosphate supply, critical minerals, project financing, offtake agreements, G7 supply chain security, and North American battery materials. ___ Chapters (00:00) Intro (02:21) G7 Minerals Announcement (03:58) Project Financing Support (04:43) Acid Plant Backing (05:50) Offtake Agreements (06:35) G7 Supply Chain Focus (07:35) Phosphate’s Battery Role (08:35) Western Phosphate Shortage (09:24) Next Project Catalysts (10:11) Government Partnerships (12:36) Financing And Investors (16:43) Closing Market Context Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

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 lithium production potential, project financing, government support, and Anson’s role in the emerging Korea-US battery materials supply chain. Topics include Green River’s C1 operating cost, infrastructure advantages, DFS timeline, POSCO due diligence, LG Energy Solution offtake, federal grant applications, and the path toward building a strategic US lithium supply chain. ___ Chapters (00:00) Green River Update (03:35) Low-Cost Drivers (07:16) Capital Cost Advantage (10:58) Path To DFS (14:43) Anson's Own Demo Plant (17:24) POSCO Due Diligence (20:34) Korea-US Supply Chain (22:13) Government Support (26:53) Shareholder Requisition (29:37) Cathode Supply Challenge (37:46) Site Visit Interest Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

In this Rock Stock Recap episode, Howard, Matt and Rodney chat about the latest lithium, battery materials and critical minerals trends following Benchmark’s Giga USA conference in Washington, D.C. Topics include the lithium price rebound, ESS and EV demand, China’s role in battery markets, rare earths, copper and aluminium, US government critical minerals policy, the missing cathode link, and America’s opportunity to become a major lithium producer. Featuring discussion on Lithium Americas (Jonathan Evans), Standard Lithium (David Park), Thacker Pass, DLE, PCAM/CAM, battery energy storage, data centers, rare earth magnets and the future of the North American battery supply chain (Iola Hughes). ___ Chapters (00:00) Intro (05:28) Lithium Price Rebound (07:30) Lithium Market Outlook (10:48) Equity Market Pressure (12:36) Lithium Versus Commodities (13:43) China EV Demand (16:51) Rare Earths Update (19:26) Copper And Aluminum (23:32) El Niño Risks (26:17) Benchmark Conference Takeaways (29:21) Government Battery Policy (32:15) US Lithium Opportunity (33:46) Missing Cathode Link (36:18) Lithium Americas (Jon Evans) (41:29) Standard Lithium (David Park) (49:15) Iola Hughes (Benchmark) Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

Fastmarkets CEO Raju Daswani and Fastmarkets Fast Forward host Andrea Hotter join Howard Klein and Matt Fernley ahead of the Fastmarkets' 2026 Global Lithium, Battery and Critical Minerals Conference in Las Vegas. Topics discussed include the lithium market reset, rising ESS demand, BYD’s global growth, Rio Tinto’s lithium strategy, critical minerals financing, Pentagon supply chain priorities, and why strategic materials are no longer a niche topic. Register for Fastmarkets Conference (Use code 'SPEAKER25' for 25% off): https://globalevents.fastmarkets.com/lithium-supply-and-battery-raw-materials-conference Listen to Fastmarkets' Fast Forward Podcast: https://www.fastmarkets.com/insights/fast-forward-podcast/ Follow Fastmarkets: LinkedIn (Raju Daswani): https://www.linkedin.com/in/rajudaswani/ LinkedIN (Andrea Hotter): https://www.linkedin.com/in/andrea-hotter-ah1/ X/Twitter: https://x.com/FastmarketsMM ___ Chapters (00:00) Conference Preview (03:10) Market Mood (05:52) Strategic Materials Shift (08:28) Speaker Highlights (10:47) Networking And Investors (13:43) Fast Forward Podcast (17:21) BYD’s Global Growth (20:41) Mining Finance Gap (27:34) Pentagon Supply Chains (35:23) Europe’s Minerals Response (37:08) Rio’s Lithium Strategy (42:58) ESS Growth (45:42) Final Details Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

In this Rock Stock Recap, Chris Williams of Adamas Intelligence joins us (Howard, Matt and Rodney) to discuss lithium markets, DLE technology, incentive pricing, project valuations, and the outlook for lithium supply and demand. We examine whether recent project restarts really threaten the market balance, why energy storage systems (ESS) are outperforming expectations, how capital intensity impacts project economics, and what lithium prices are needed to incentivize new supply. We also discuss Vulcan Energy, Q2 Metals, Quebec hard-rock lithium, Thacker Pass, and the future of Western lithium refining. Register for Adamas Intelligence REE Conference: https://www.adamasevent.com/ Register for Benchmark Giga US 2026: https://www.benchmarkminerals.com/events/giga-usa Follow Christopher Williams: LinkedIn: https://www.linkedin.com/in/cdw4870/ X/Twitter: https://x.com/zempheth ___ Chapters (00:00:00) Opening Updates (00:03:49) Meet Chris Williams (00:07:27) DLE Site Lessons (00:13:41) Vulcan And Exxon (00:19:53) Q2 Valuation (00:23:01) Quebec Site Visits (00:26:04) Valuation Metrics (00:31:35) Incentive Prices (00:39:37) Supply Incentives (00:46:05) Lithium Price Action (00:48:43) Supply Restarts (00:54:47) DSO Market Signals (00:59:26) Lithium Outlook (01:02:58) Closing Thoughts (01:04:21) Q2 Metals Highlights Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

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/LithiumIonBull Matt: 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: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: 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

Neil McCallum, VP Exploration at Q2 Metals (TSXV: QTWO), joins Rock Stock Channel (Howard and Matt) to discuss the latest plans for the Cisco Lithium Project in Quebec’s James Bay region. Topics include Q2’s recent C$70 million financing, 2026 exploration plans, infill drilling to support future studies, regional upside, infrastructure advantages, transportation costs, PEA workstreams, and potential synergies with Rio Tinto’s Galaxy project. Cisco hosts one of the largest hard rock lithium resources in the Western Hemisphere, and Q2 Metals is now funded for its largest exploration and development program to date. Follow Q2 Metals: LinkedIn (Neil McCallum): https://www.linkedin.com/in/neil-mccallum-56b16621/ X/Twitter (Q2 Metals): https://x.com/Q2Metals ___ Chapters (00:00) Overview (02:50) Cisco Vs. Corvette (05:15) 2026 Exploration Plans (07:28) Infill Drilling Strategy (09:06) Regional Exploration Potential (10:40) Camp And Road Access (11:21) PEA Workstreams (12:16) Metallurgical Testing (13:18) Transportation Advantages (14:55) Cisco Discovery Upside (16:44) Regional Infrastructure Synergies (19:00) Rio Tinto Speculation (21:38) Government Support (22:35) Closing Remarks Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

Benchmark Mineral Intelligence’s Bryan Bille and Cameron Perks join Rock Stock Channel (Howard and Matt) to discuss the outlook for lithium, critical minerals, battery supply chains, and Benchmark’s Giga USA conference in Washington, D.C. Bryan highlights the growing national security focus on critical minerals, the role of policy and geopolitics, and key Giga USA themes including lithium, DLE, copper, graphite, rare earths, energy storage, defense technologies, and supply chain de-risking. Cameron breaks down Benchmark’s lithium market outlook, including why prices could ease in 2027, the role of new supply from Africa, China and Australia, downstream inventory risks, EV and ESS demand, and the long-term incentive price needed to support future lithium production. Register for Benchmark Giga US 2026: https://www.benchmarkminerals.com/events/giga-usa  Follow Benchmark Mineral Intelligence: LinkedIn (Bryan Bille): https://www.linkedin.com/in/bryanbille/  LinkedIn (Cameron Perks): https://www.linkedin.com/in/cameronperks/  X/Twitter (Benchmark Mineral Intelligence): https://x.com/benchmarkmin  ___ Chapters (00:00) Conference Context (03:35) Giga USA Overview (04:51) Agenda And Speakers (12:01) Sponsors And Networking (14:12) Cameron Perks: Price Outlook (17:40) Supply Black Holes (20:45) African DSO Supply (23:24) Ewoyaa Acquisition (25:23) Manono Ramp-Up (27:42) Zimbabwe Export Rules (30:55) China Lepidolite (34:42) China Spodumene (36:17) Restarting Supply (39:06) EV Demand Outlook (44:05) Inventory Risks (47:37) Price Downside (50:56) Incentive Pricing (52:49) Final Takeaways Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

Li-FT Power's CEO Francis MacDonald joins Rock Stock Channel (Howard Klein & Matt Fernley) to discuss the newly merged Li-FT/Winsome Resources company, the Adina-Galinée lithium project in Quebec, Renard processing optionality, Yellowknife’s lithium carbonate strategy, Alberta infrastructure advantages, and upcoming catalysts for investors. The discussion covers project scale, resource upside, ASX and TSXV valuation gaps, potential Canadian critical minerals support, and why the combined company could become a major North American spodumene and lithium carbonate story. Follow Li-FT Power: LinkedIn (Francis MacDonald): https://www.linkedin.com/in/francis-macdonald-0898b816/ X/Twitter (Li-FT Power): https://x.com/LI_FTPower ___ Chapters (00:00) Merger And Market Setup (08:02) Adina-Galinée Consolidation (09:11) Resource And Pit Upside (10:52) Market Underappreciation (12:06) Renard Processing Options (15:02) Scale And Plant Choices (18:26) Infrastructure And Sulfate (19:44) Yellowknife Overview (21:16) Alberta Carbonate Strategy (22:46) China Technology Partnerships (25:36) Project Priorities (27:00) ASX Listing Opportunity (28:28) Catalysts And Timeline (29:34) Australia Roadshow (30:15) Closing Takeaways Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

Galan Lithium CEO JP Vargas and CFO Ross Dinsdale join Rock Stock Channel for a deep dive into the latest Hombre Muerto West milestone, including completed commissioning, lithium chloride concentrate production, nanofiltration, Authium's role, funding to first production, RIGI benefits, and the company’s path toward becoming a low-cost lithium producer in Argentina. We discuss Galan’s high-grade brine resource, near-term cash flow potential, expansion plans, offtake strategy, and why Argentine lithium brines may be undervalued as the lithium market recovers. Follow Galan Lithium: LinkedIn (JP Vargas): https://www.linkedin.com/in/juan-pablo-vargas-de-la-vega-2770b723/ LinkedIn (Ross Dinsdale): https://www.linkedin.com/in/ross-dinsdale-cfa-19b1885b/ X/Twitter (Galan Lithium): https://x.com/GalanLithium ___ Chapters (00:00:00) Galan Overview (00:06:49) Commissioning Milestone (00:13:23) Lithium Chloride Product (00:15:23) Authium Offtake (00:20:41) Revenue Potential (00:28:55) Chloride Strategy (00:34:02) Funding Pathway (00:39:06) RIGI Benefits (00:43:26) Offtake Counterparties (00:50:02) Government Financing Potential (00:56:49) Scaling Ambitions (01:01:42) Valuation Context Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

Tomasz Nadrowski and Stuart Macliver of Amvest Capital (Terraden Fund) join Howard Klein to talk about critical minerals, rare earths, tungsten, scandium, and the growing importance of ex-China supply chains. The discussion explores why investors are looking beyond lithium, how geopolitics is reshaping mining and industrial policy, and why US capital markets may become increasingly important for critical minerals companies. Buy "Mineral War" (Tomasz Nadrowski's Book): https://www.amazon.com/Mineral-War-Chinas-Weapons-Destruction/dp/B0GHDYRLZK Tyranny Today (Tomasz Nadrowski's Podcast): https://open.spotify.com/show/71qdYWyb23vWYzsuwnnysr Follow: LinkedIn (Tomasz Nadrowski): https://www.linkedin.com/in/nadrowski/ LinkedIn (Stuart Macliver): https://www.linkedin.com/in/stuart-macliver/ X/Twitter (Amvest Capital): https://x.com/AmvestCap ___ More Podcasts w/ Tomasz Nadrowski: Henry Sanderson: https://podcasts.apple.com/us/podcast/chinas-rare-earth-weapon-inside-the-mineral-war/id1800778159?i=1000756055156 The Power Current (Chris Berry): https://podcasts.apple.com/us/podcast/the-new-cold-war-will-be-fought-with-minerals/id1666070442?i=1000769858119 Mining Stock Education: https://youtu.be/v5OAivQoEqg?si=iDjqoPB54ygCh0n9 Mining Stock Daily: https://youtu.be/c5ub_X5-CeU?si=dqiF98N6J2jN2EWV Amvest Capital Webinar: https://youtu.be/SCQ1LOKKlrg?si=nqOHjA6kPtNYbg4p ___ Chapters (00:00) The Commodity Complexity Problem (06:39) Amvest Background (11:35) Fund Strategy (14:27) Ex-China Approach (16:09) Value Chain Focus (22:10) Fund Structure (24:11) Portfolio Construction (27:25) US Market Access (35:55) Mining Resurgence (43:55) Tungsten And Scandium (48:32) Lynas And Brazil (51:30) Heavy Rare Earths (54:11) Closing Thoughts Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

Henry Sanderson, author of Volt Rush and writer of Volt Insight, speaks about the future of US-China industrial rivalry, critical minerals, EVs, batteries, AI power demand, and China’s manufacturing advantage. The discussion covers the Trump-Xi summit, rare earth leverage, why the West may be using the wrong critical minerals chart, China’s premium EV push, the limits of LFP batteries, the comeback potential of NMC and solid-state batteries, and whether Chinese companies like CATL could help unlock US EV demand. Chapters (00:00) Intro (04:23) AI Power Race (08:25) China's Built Demand (12:13) Beijing Auto Show (14:26) China’s Economic Model (18:37) Global Power Strategy (23:45) LFP Battery Limits (28:39) NMC And Solid-State (30:36) Chinese FDI Prospects (37:44) US EV Demand (41:17) Closing Thoughts Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

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: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

In this Rock Stock Channel double feature, Howard Klein and Matt Fernley speak with First Phosphate CEO John Passalacqua and Surge Battery Metals CEO Greg Reimer about the emerging “golden age” for lithium iron phosphate materials, North American LFP supply chains, and the growing role of gold miners in critical minerals. First Phosphate discusses high-purity igneous phosphate for LFP batteries, Canada’s critical minerals strategy, and recent market momentum. Surge Battery Metals covers its Nevada North lithium project, major resource upgrade, planned Nasdaq listing, Evolution Mining partnership, and the path toward a PFS. Register for the Lithium-ion Bull Newsletter: https://rkequity.us17.list-manage.com/subscribe?u=9a8c41f471f338217d776887e&id=74eda00629 Chapters (00:00) LFP Materials Boom (04:06) Fox River Ore Body Differences (07:29) Project History (09:16) Critical Minerals Status (10:55) LFP-First Strategy (13:16) Western Supply Gap (14:22) Warrant Exercise Update (16:09) Market Narrative Wrap-Up (17:54) Surge Battery Metals (20:03) Nasdaq Listing (21:08) Resource Upgrade (23:24) Scale And Optionality (24:29) Thacker Pass Comparison (25:50) Upcoming Catalysts (27:20) Evolution Partnership (29:49) Processing Pathway (32:34) Valuation Gap (37:24) Twelve-Month Outlook Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

Craig Shesky, CFO of The Metals Company, joins Howard Klein to discuss TMC’s NOAA permitting path, Allseas production agreement, capital-light strategy, offshore nodule collection, U.S. critical minerals supply chains, and the growing links between nickel, cobalt, manganese, copper, AI infrastructure, defense, batteries, and national security. The conversation also covers TMC’s valuation disconnect, commercial readiness, processing optionality in the U.S., and why polymetallic nodules could become a major strategic resource for American industrial growth. TMC Webcast: https://edge.media-server.com/mmc/p/kau3m5b7/ Chapters (00:00) Strategic TMC Overview (07:46) NOAA Permit Path (10:59) Allseas Production Agreement (14:55) Royalty Financing Flexibility (17:47) Commercial De-Risking (21:08) National Security Narrative (24:00) Commodity Price Upside (27:16) Processing Strategy (29:38) Stockpiling And Refining (31:44) Valuation Disconnect (37:30) Next Year’s Milestones Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

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 doubling output in 2027. Ana explains how Sigma is using strong cash generation to improve financial flexibility, prepare for longer-term growth financing, and scale production through its Phase 2 expansion. The discussion also covers owner-operated mining, low-cost execution, lithium market dynamics, sustainability monetization through dry stack tailings and lithium fines, and why Sigma believes it remains undervalued versus peers. Sigma Lithium Q1 2026 Earnings: 1. Press release: https://s3.amazonaws.com/b2icontent.irpass.cc/2870/rl166032.pdf 2. Presentation: https://ir.sigmalithiumcorp.com/wp-content/uploads/2026/05/Sigma-2605-1Q26-Earnings-Presentation.pdf 3. Call: https://web.quartr.com/link/companies/15178/events/626673 Chapters (00:00) Earnings Overview (02:12) Balance Sheet Strategy (04:44) Expansion Plans (06:34) Mining Operations (09:33) Market Valuation Gap (11:51) Sustainability Monetization (13:42) Cost Advantage (15:13) Investor Re-Rating (16:21) Closing Remarks Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

In this Rock Stock Recap, Howard Klein, Matt Fernley, and Rodney Hooper discuss the latest moves across lithium, rare earths, copper, silver, gold, and critical minerals. Topics include the Elevra capital raise, Atlantic Lithium deal activity, Lithium Argentina’s strong ramp-up, Quebec’s potential as a major lithium province, Greenbushes production concerns, EV demand, China inventories, heavy rare earths, copper supply risks, and macro themes driving commodity markets. Stay tuned for insights from Bruce Richardson of Anson Resources on their definitive agreement with POSCO and what it could mean for Utah brines and the U.S. lithium supply chain. Explore our Patreon Offerings: https://www.patreon.com/cw/rockstockchannel/membership Chapters (00:00) Intro (04:14) Lithium Market Momentum (04:49) Elevra Capital Raise (07:18) Greenbushes Production Concerns (11:07) EV Demand Outlook (13:12) DSO And Inventory (15:42) Energy Market Risks (19:04) Producer Expansion Signals (20:50) Atlantic Lithium Deal (23:50) Quebec Lithium Opportunity (27:39) Lithium Argentina Results (29:08) ASX Listing Rationale (32:21) Copper Market Debate (35:39) Heavy Rare Earths (40:10) Silver And Gold (42:24) Inflation And Fertilizer (44:56) Easy Money Narrative (46:24) Anson Resources Update (46:40) Resource Upgrade (49:21) POSCO Partnership (52:43) Project Advantages (54:37) Upcoming Catalysts (55:57) Closing Remarks Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

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: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

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 covers the Atlantic Lithium takeover bid, the Quebec valuation gap, Q2 vs PMET, Brazil and Africa lithium opportunities, and how BESS, EV demand, and lithium processing could shape the next phase of the market. Explore our Patreon Offerings: https://www.patreon.com/cw/rockstockchannel/membership Chapters (00:00:00) Lithium Market Setup (00:06:36) Atlantic Lithium Bid (00:14:29) Counterbid Scenarios (00:24:34) Quebec Valuation Gap (00:39:58) Brazil Producer Outlook (00:45:59) Lithium Africa Potential (00:51:40) Lithium Argentina Growth (00:58:47) Sedimentary Lithium Outlook (01:05:32) DLE Progress Debate (01:10:17) Li-FT/Winsome Merger Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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

Rare Earths Americas CEO Don Swartz joins Rock Stock Channel to discuss the company’s oversubscribed IPO, its US and Brazil rare earth projects, and the strategy behind building a Western supply chain for heavy rare earths. The conversation covers the Shiloh project in Georgia, ionic clay assets in Brazil, monazite sands, project economics, and why Rare Earths Americas chose a US listing. Follow Rare Earths Americas (NYSE: REA) LinkedIn - https://www.linkedin.com/company/rare-earths-americas/ Chapters (00:00) IPO And Company Overview (05:31) Asset Portfolio Overview (08:38) Shiloh Project Potential (10:23) Sands Economics Explained (14:39) Constellation Project Overview (15:50) Alpha Project Plans (17:11) Homer Project Potential (18:48) Team And Board (21:34) Brazil Valuation Context (24:13) Why Go Public Now (26:05) Why List In The US Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: https://www.patreon.com/rockstockchannel Podcast   Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: 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