All Episodes
Rock Stock Channel — 104 episodes
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