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All Episodes

Rock Stock Channel — 100 episodes

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Title
1

Are Lithium Prices Being Manipulated - or Misread?

2

Can Lithium Africa Reach Production by 2027?

3

Lithium Argentina: Why Canaccord Sees Nearly 3X upside | Sam Pigott

4

Why Is Brian Paes-Braga Backing Surge's Nevada North?

5

The Liontown King: Tony Ottaviano on Doubling Lithium Production

6

What Still Needs to Happen Before NMG Reaches Production?

7

Why is the Lithium Whisperer screaming Buy? (YJ Lee)

8

Does Surge's PFS Validate the Thacker Pass Second-Mover Thesis?

9

Can Cathode Materials Outside China Really Compete on Cost?

10

Could China's Next Restocking Cycle Move Lithium?

11

Can Galan Lithium Still Deliver in 2026?

12

Are Falling Lithium Inventories Attracting Strategic Interest?

13

I Visited Cisco Before the PEA. Here's What Investors Should Know

14

Seafloor Nodules: As Big as Offshore Oil & Gas?

15

Is Lithium-from-Oilfields America’s Next Shale Revolution?

16

Is Power Metallic’s Maiden Resource Just the Beginning?

17

How Does the Court Ruling Affect Sigma Lithium?

18

Is the Lithium Inventory Scare Just Noise?

19

SMM on China BESS: Can Growth Hold Up as Costs Rise?

20

Why Has Benchmark Flipped 2027 Lithium From Surplus to Deficit?

21

Can a Copper Bull Still Be a Lithium Bear?

22

Are Grid Queues Distorting Battery Demand Signals?

23

10 Rigs, 50,000m: Can Rare Earths Americas Turn Drilling Into Resources?

24

Why are Four Billionaires Backing this Junior Copper Story?

25

Why Is The Market Undervaluing Argentine Brine Stocks?

26

Will Q2 Metals Cisco PEA Hit $4.7B NPV?

27

Which Lithium Stocks Are The Most Mispriced?

28

“We Did It Our Way” - First Phosphate Lists on Nasdaq

29

Fastmarkets on Argentina Lithium, DLE + New Trade Initiation Platform

30

Africa’s Lithium Elephant Hunter Takes Aim (Lithium Africa)

31

Will Sigma Lithium Hit Its 240,000 Tonne Target?

32

Are Lithium Stocks Today Cheap Or Too Expensive? (Chris Robb)

33

Is Galan Lithium Set For A 2026 Production Breakout?

34

Lithium Ionic Sells Salinas to PLS

35

5 Reasons the Lithium Bears Are Wrong

36

Could Utah’s $360M Support Transform Green River? (Anson Resources)

37

Is Albemarle Signaling $30,000 Lithium?

38

Lithium Inventories Tighten, Equities Lag

39

Lithium’s Permian? Standard Lithium and the Smackover

40

Anson Resources Secures Final Major Permit (Bruce Richardson)

41

Lithium Prices Stabilize: Dip-Buying Ahead?

42

Made in America 2035: Lithium, Cathodes and Battery Dominance

43

First Phosphate Keynote Presentation at Fastmarkets 2026

44

Recent Metals Sell-Off: Opportunity Or Caution?

45

Fastmarkets (P)CAM Panel 2026: Accelerating North America's Midstream

46

Ganfeng-Backed Lithium Africa: First Inning Of A Discovery Story

47

Fastmarkets Lithium DLE Panel 2026: From Promise To Production

48

Galan Lithium: Low-Cost Brines in a Changing Argentina

49

Fastmarkets Lithium Conference 2026 Takeaways w/ Chris Robb

50

NOA Lithium Brines Webinar: Portfolio, Progress, Catalysts (Gabriel Rubacha)

51

Rare Earths Americas: Shiloh Drilling And Brazil Project Update (Don Swartz)

52

G7 Found The P In LFP (First Phosphate)

53

The Lowest-Cost US Lithium Story? (Anson Resources)

54

Benchmark Giga US 26 Takeaways, Lithium Rebound, Missing Middle + LAC, SLI & Iola Hughes

55

Fastmarkets 2026: AI, Defense And The Lithium Recovery

56

What Lithium Bears Miss About Project Restarts (@zempheth)

57

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

58

Neil McCallum on Cisco’s Next Big Step

59

Benchmark on How China, Africa & Washington Shape Lithium

60

Li-FT’s Catalyst-Rich Roadmap After The Winsome Merger (Francis MacDonald)

61

Galan Lithium Nears First Production (JP Vargas + Ross Dinsdale)

62

Rock Stock Recap with Amvest Terraden’s Tomasz Nadrowski & Stuart Macliver

63

China Didn’t Just Build Supply. It Built Demand (Henry Sanderson)

64

Carney’s Canada Rocks! w/ Keith Phillips

65

The Golden Age for LFP Materials (First Phosphate + Surge Battery Metals)

66

TMC’s Allseas Deal Moves Nodules Toward Commercialization (Craig Shesky)

67

Sigma Lithium’s Best Quarter Yet (Ana Cabral)

68

Lithium Producers Pivot To Growth, Gauging the Cycle, Trump Meets Xi, Anson Resources Update

69

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

70

Mac’ Whale’s Top TSX Lithium Picks

71

Rare Earths Americas IPO: Don Swartz On The Big Rare Earth Opportunity

72

Going Long Lithium Where Memories Are Short | First Phosphate + CATL

73

Quarterly Webinar: Critical Minerals Supercycle - Volatility, Dislocations, Opportunity

74

Lithium Ionic: Brazil’s Iconic Lithium Play Secures Offtake

75

Lithium Balance Forecasts, Rare Earth Deals, Q2 Metals + Anson Resources Update

76

Alberta's Li-ion King: E3 Lithium. Clear(water) As Day

77

CATL’s Mining Push, Lithium Repricing, AI Power Crunch

78

Chile's First New Lithium Project PFS (CleanTech Lithium)

79

China Looks Short Lithium Again. Go Long? (Paul Lusty)

80

Sigma Lithium’s Low-Cost Advantage Is Hard to Ignore (Ana Cabral)

81

First Phosphate: $17M Grant, Drill Results, Feasibility Next

82

Spodumene Shortage, Rare Earth Reshoring, Capital Costs, Europe Energy Security

83

Anson Resources: DLE Validation, PFS Near, And Utah Lithium Catalysts (Bruce Richardson)

84

Lithium Deals & Supply Crunch, Commodity Shock, Q2 Metals Update

85

America’s Lithium. Lithium Americas' Jon Evans

86

Recharge Mar26 (Sodium-Ion, Graphite AAM, China EVs, Nickel Supply, Battery Costs, VRFBs)

87

AI Drives Lithium Demand; EVs Take a Back Seat | Benchmark’s Iola Hughes

88

Sulfur Supply Risk, Aluminum/Bauxite Outlook, China Five-Year Plan

89

Talking Smack: Big Lithium’s Alex Grant Making Magnesium Great Again

90

PDAC 2026 Recap + Company Interviews

91

High Purity Alumina: Why You Should Care | Rock Stock University

92

Commodity ETFs - A Critical Portfolio Tool (Kevin Baum)

93

Zimbabwe Supply Shock, US Energy Storage, Rare Earth Developers Lag, Q2 Metals Drill Results

94

Pilbara Restarts, Albemarle Retreats, Manono Looms, Lithium Ionic (Keith Phillips & Mike Westendorf)

95

Lithium - The Most Critical Mineral?

96

Lithium from Oilfields - LibertyStream: Commercial Production Timeline, US Listing | Alex Wylie

97

Critical Minerals Don’t Fail on Permits - They Fail on Price (Arnab Datta & Alex Turnbull)

98

Recharge Feb26 (China, EV Sales, Sodium-Ion, Europe, Lithium)

99

Securing 80ktpa of Spodumene, Extracting Silver from Solar Panels | Lithium Universe's Iggy Tan

100

Trumpeting the Critical Minerals Supercycle