Lithium-ion Rocks!
Claim This Podcastby rockstockchannel
Podcast Overview
<p><span>The Age of Electricity is creating enormous opportunities in the critical minerals investment thematic. Howard, Rodney and Matt provide in-depth discussions with major developers and analysts covering lithium battery metals, rare earths, and many other specialty commodities.</span></p>
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🇺🇲
Publishing Since
11/1/2021
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Recent Episodes
July 3, 2026
Recent Metals Sell-Off: Opportunity Or Caution?
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:rockstockchannel@rkequity.com Patreon:https://www.patreon.com/rockstockchannel Podcast Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: https://x.com/RodneyHooper13Ben: https://x.com/benjihammond _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH. Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equity’s website: https://www.rkequity.com Intro and outro audio credit: Jamie Klein
July 2, 2026
Fastmarkets (P)CAM Panel 2026: Accelerating North America's Midstream
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:rockstockchannel@rkequity.com Patreon:https://www.patreon.com/rockstockchannel Podcast Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: https://x.com/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
July 1, 2026
Ganfeng-Backed Lithium Africa: First Inning Of A Discovery Story
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:rockstockchannel@rkequity.com Patreon:https://www.patreon.com/rockstockchannel Podcast Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: https://x.com/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
319 total episodes available with 1 transcripts
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Frequently asked questions
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- What is Lithium-ion Rocks!?
<p><span>The Age of Electricity is creating enormous opportunities in the critical minerals investment thematic. Howard, Rodney and Matt provide in-depth discussions with major developers and analysts covering lithium battery metals, rare earths, and many other specialty commodities.</span></p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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