All Episodes
Rock Stock Channel — 154 episodes
Are Grid Queues Distorting Battery Demand Signals?
10 Rigs, 50,000m: Can Rare Earths Americas Turn Drilling Into Resources?
Why are Four Billionaires Backing this Junior Copper Story?
Why Is The Market Undervaluing Argentine Brine Stocks?
Will Q2 Metals Cisco PEA Hit $4.7B NPV?
Which Lithium Stocks Are The Most Mispriced?
“We Did It Our Way” - First Phosphate Lists on Nasdaq
Fastmarkets on Argentina Lithium, DLE + New Trade Initiation Platform
Africa’s Lithium Elephant Hunter Takes Aim (Lithium Africa)
Will Sigma Lithium Hit Its 240,000 Tonne Target?
Are Lithium Stocks Today Cheap Or Too Expensive? (Chris Robb)
Is Galan Lithium Set For A 2026 Production Breakout?
Lithium Ionic Sells Salinas to PLS
5 Reasons the Lithium Bears Are Wrong
Could Utah’s $360M Support Transform Green River? (Anson Resources)
Is Albemarle Signaling $30,000 Lithium?
Lithium Inventories Tighten, Equities Lag
Lithium’s Permian? Standard Lithium and the Smackover
Anson Resources Secures Final Major Permit (Bruce Richardson)
Lithium Prices Stabilize: Dip-Buying Ahead?
Made in America 2035: Lithium, Cathodes and Battery Dominance
First Phosphate Keynote Presentation at Fastmarkets 2026
Recent Metals Sell-Off: Opportunity Or Caution?
Fastmarkets (P)CAM Panel 2026: Accelerating North America's Midstream
Ganfeng-Backed Lithium Africa: First Inning Of A Discovery Story
Fastmarkets Lithium DLE Panel 2026: From Promise To Production
Galan Lithium: Low-Cost Brines in a Changing Argentina
Fastmarkets Lithium Conference 2026 Takeaways w/ Chris Robb
NOA Lithium Brines Webinar: Portfolio, Progress, Catalysts (Gabriel Rubacha)
Rare Earths Americas: Shiloh Drilling And Brazil Project Update (Don Swartz)
G7 Found The P In LFP (First Phosphate)
The Lowest-Cost US Lithium Story? (Anson Resources)
Benchmark Giga US 26 Takeaways, Lithium Rebound, Missing Middle + LAC, SLI & Iola Hughes
Fastmarkets 2026: AI, Defense And The Lithium Recovery
What Lithium Bears Miss About Project Restarts (@zempheth)
Critical Minerals Chokepoints: Lithium, Rare Earths & Supply Chain Risks | The KE Report
Neil McCallum on Cisco’s Next Big Step
Benchmark on How China, Africa & Washington Shape Lithium
Li-FT’s Catalyst-Rich Roadmap After The Winsome Merger (Francis MacDonald)
Galan Lithium Nears First Production (JP Vargas + Ross Dinsdale)
Rock Stock Recap with Amvest Terraden’s Tomasz Nadrowski & Stuart Macliver
China Didn’t Just Build Supply. It Built Demand (Henry Sanderson)
Carney’s Canada Rocks! w/ Keith Phillips
The Golden Age for LFP Materials (First Phosphate + Surge Battery Metals)
TMC’s Allseas Deal Moves Nodules Toward Commercialization (Craig Shesky)
Sigma Lithium’s Best Quarter Yet (Ana Cabral)
Lithium Producers Pivot To Growth, Gauging the Cycle, Trump Meets Xi, Anson Resources Update
A Re-rating Underway? | NOA Lithium's Gabriel Rubacha
Mac’ Whale’s Top TSX Lithium Picks
Rare Earths Americas IPO: Don Swartz On The Big Rare Earth Opportunity
Going Long Lithium Where Memories Are Short | First Phosphate + CATL
Quarterly Webinar: Critical Minerals Supercycle - Volatility, Dislocations, Opportunity
Lithium Ionic: Brazil’s Iconic Lithium Play Secures Offtake
Lithium Balance Forecasts, Rare Earth Deals, Q2 Metals + Anson Resources Update
Alberta's Li-ion King: E3 Lithium. Clear(water) As Day
CATL’s Mining Push, Lithium Repricing, AI Power Crunch
Chile's First New Lithium Project PFS (CleanTech Lithium)
China Looks Short Lithium Again. Go Long? (Paul Lusty)
Sigma Lithium’s Low-Cost Advantage Is Hard to Ignore (Ana Cabral)
First Phosphate: $17M Grant, Drill Results, Feasibility Next
Spodumene Shortage, Rare Earth Reshoring, Capital Costs, Europe Energy Security
Anson Resources: DLE Validation, PFS Near, And Utah Lithium Catalysts (Bruce Richardson)
Lithium Deals & Supply Crunch, Commodity Shock, Q2 Metals Update
America’s Lithium. Lithium Americas' Jon Evans
Recharge Mar26 (Sodium-Ion, Graphite AAM, China EVs, Nickel Supply, Battery Costs, VRFBs)
AI Drives Lithium Demand; EVs Take a Back Seat | Benchmark’s Iola Hughes
Sulfur Supply Risk, Aluminum/Bauxite Outlook, China Five-Year Plan
Talking Smack: Big Lithium’s Alex Grant Making Magnesium Great Again
PDAC 2026 Recap + Company Interviews
High Purity Alumina: Why You Should Care | Rock Stock University
Commodity ETFs - A Critical Portfolio Tool (Kevin Baum)
Zimbabwe Supply Shock, US Energy Storage, Rare Earth Developers Lag, Q2 Metals Drill Results
Pilbara Restarts, Albemarle Retreats, Manono Looms, Lithium Ionic (Keith Phillips & Mike Westendorf)
Lithium - The Most Critical Mineral?
Lithium from Oilfields - LibertyStream: Commercial Production Timeline, US Listing | Alex Wylie
Critical Minerals Don’t Fail on Permits - They Fail on Price (Arnab Datta & Alex Turnbull)
Recharge Feb26 (China, EV Sales, Sodium-Ion, Europe, Lithium)
Securing 80ktpa of Spodumene, Extracting Silver from Solar Panels | Lithium Universe's Iggy Tan
Trumpeting the Critical Minerals Supercycle
Sigma Lithium Restarts Production: Timeline, Costs, Cash Flow, Expansion Ahead | Ana Cabral
TMC Files First Consolidated NOAA Application & Expands CRP Area | Craig Shesky
Processing Davos Geopolitics, Lithium Earnings, Silver Demand, Gold vs Bitcoin
Processing Trump’s Minerals Policy
Putting The ‘P’ In LFP | First Phosphate
2026 Lithium & Rare Earths LIVE DISCUSSION | X Spaces
“This Time Is Different” In Lithium? (+ $QTWO $NILI $NOAL)
Battery prices, China EV shift, US vs Europe, Energy storage | Cormac O'Laoire
Is High Purity Alumina the Next Lithium? (Advanced Energy Minerals)
Is Lithium’s Mr. Right Still Hyper Bullish? (YJ Lee)
Fastmarkets Lithium Panel: Nevada Supply Chain, Thacker Pass, Rhyolite Ridge & Recycling
China Strategy vs U.S. Supply Chain Reality | Henry Sanderson
Winsome–Li-FT Merger Explained: Adina, Financing, Next Steps | Chris Evans & Francis MacDonald
Lithium Recap 2025, 2026 Watchlist, Ford EV Write-Down, Argentine Brines, Supply Outlook
Overstated Lithium Forecasts, CATL, Semi-Solid Batteries, Battery Costs, BESS | Cormac O'Laoire
This HPA Company Could Be the Lowest-Cost Producer Outside China | Advanced Energy Minerals
CATL Delay, Battery Costs Near Limits, Solid-State Reality, Demand Forecast Risks, $NILI Update
The Most Important Lithium Policy Idea of 2026
Rio Tinto Lithium Strategy, Silver & REE Outlook, Europe Funding + 121 Panel
Why LFP Batteries Need High-Purity Phosphate | First Phosphate's John Passalacqua
EMH's €360M Grant Explained, DFS Timing, Next Steps for Cinovec | Keith Coughlan
Lithium Supply Uncertainty, Analyst Misses, Inventory Trends | Ben Steinberg on DC Strategy
TMC on U.S. Permitting, Funding Outlook & 2027 Production Path | Craig Shesky
Lithium 2026: Producer Outlook & Supply, Policy & China
Critical Minerals at Warp Speed: Where Cesium Fits In | Grid Metals
POSCO-MinRes JV, ESS Boom, Lithium Forecast, US Policy | Surge Battery Metals Update
Building America’s Geothermal Lithium Supply | Controlled Thermal Resources’ Rod Colwell
Iola Hughes: ESS, EVs & Policy: Benchmark’s Battery Outlook
America’s Uninterruptible Battery Storage Boom | Jigar Shah
Lithium Royalty Corp & Libra Energy Materials: Outlook for 2026
TSXV Cycle Recovery, Lithium Supply vs Demand, Gold & Silver Valuations, BESS Growth | Q2 Metals
LME Week, lithium debate, China controls, NMC vs LFP, sodium-ion, ESS boom | Cormac O'Laoire
Wildcat Resources: Tabba Tabba Lithium PFS, Costs, and Funding Outlook | AJ Saverimutto
Deep-Sea Nickel, China Squeeze, U.S. Funding Signals (Dmitry Silversteyn)
China Export Curbs, Modeling Q2 Metals MRE, Scott Bessent Argentina Investment
Is a re-rating of Argentina’s lithium brines underway? (Gabriel Rubacha)
Surge Battery Metals: JV with Evolution Mining & PFS Update | Graham Harris
Lithium Rally, Goldman Sachs Outlook, Grasberg Copper Shock, China Supply Curbs, ESS Boom
Has Lithium America's MP Moment Arrived?
Direct Commodity Exposure vs. Mining Stocks | USCF’s John Love
SoLId Growth? REEinvesTIng in miNIng w/ The Metals Company & LIRC
Lithium & Rare Earths LIVE DISCUSSION | X Spaces
Rock Stock Recap: What Really Matters Next for Lithium Prices
Lithium Refining Meets Silver Recycling | Lithium Universe Iggy Tan
Lithium Prices, Graphite Tariffs & China’s Strategy | Matt Fernley & Cormac O'Laoire
Inside Look Into The Metals Company Strategy Day
Building a Lithium Explorer with KoBold Metals | Libra Energy Materials
$TMC $23.6B NPV! World’s First Nodule Reserves | Craig Shesky
Lithium Bull vs. Equity Long Debate | YJ Lee vs. Chris Robb
Big Beautiful Trump Trades: Rare Earths & Lithium w/ TD Cowens' John Miller & David Deckelbaum
Q2 Metals' New Financing & Exploration Target | Alicia Milne & Neil McCallum
Critical Minerals Super Cycle is Here. Where Best to Invest?
Why POSCO Is Looking to Anson Resources for U.S. Lithium | Bruce Richardson
Understanding Winsome Resources’ Current Valuation Disconnect | Chris Evans
Trump’s Big Beautiful Rare Earth Monopoly | Steve LeVine & Matt Fernley
Fastmarkets' Lithium Outlook | Raju Daswani & Grace Asenov
From Crash to Cash? Why Lithium Stocks Could Triple | Howard Klein
Lithium Live Lounge - Equity Updates @Fastmarkets Las Vegas
America’s $9.2B Lithium Answer: From Surface Discovery to Economic Powerhouse | Surge Battery Metals
Investing in the Future: Funding the Energy Transition and Balancing Supply and Demand
Battery Metals at Benchmark Giga USA 2025 | Patriot Battery Metals, Jindalee & Century Lithium
Financing Lithium in a Downcycle w/ Howard Klein | Water Tower Research
Top Lithium Stocks to Consider in a Bear Market Before The Rebound | Matt Fernley
$85 Million Boost for TMC: What Retail Investors Should Know | Craig Shesky
Lithium Rebound Coming? Ken Hoffman from McKinsey Breaks Down What’s Next
TMC is the Solution to Critical Raw Material Supply for the US | Craig Shesky
Has Lithium Pricing Transparency Finally Arrived? Fastmarkets' William Adams and Przemek Koralewski
Sigma Lithium: Q1 Preview, Offtake Strategy, Cost Cuts, Grota do Cirilo Resource | Ana Cabral
Noa Lithium Brines: 60% YTD, Development Timeline, Path to 40,000 tpa | Gabriel Marcelo Rubacha
Hotter Commodities 2: Energy Security & the Critical Minerals Race w/ Fastmarkets' Andrea Hotter
Rock Stock Recap: Tariff Strategy, US Dollar Devaluation, Canada-Chile Political Risk
European Metals Holdings Secures $36M EU Grant for Czech Lithium Project | Keith Coughlan
Jindalee Lithium: On the US Government Fast Track w/ Ian Rodger
Breaking News! Benchmark Minerals & ICE Launch Lithium Futures | Caspar Rawles
The Metals Company: Next Steps in Deep-Sea Mining w/ Craig Shesky