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.
Are Lithium Prices Being Manipulated - or Misread?
Why are lithium prices falling while inventories continue to shrink? Is the lithium market being manipulated, or are investors misreading the fundamentals?
In this week's Rock Stock Recap, Howard Klein and Matt Fernley examine the disconnect between lithium prices, falling inventories, and strong battery demand. They discuss potential manipulation in China's GFEX lithium futures market, Goldman Sachs' bearish lithium forecast, and why major producers like PLS and Liontown are investing billions in expansion despite the recent sell-off.
They also explore critical minerals market volatility, lithium project valuations, financing opportunities, and what could drive the next lithium market recovery.
Register for the NACM Summit (USE CODE 'ROCKSTOCK' for 20% off):https://www.nacmsummit.com/
Explore our Patreon Membership:https://www.patreon.com/cw/rockstockchannel/membership
Our Socials:X (Howard) - https://x.com/LithiumIonBullX (Matt) - https://x.com/matt_fernley
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Chapters
(00:00) Lithium Bulls Challenge Bearish Forecasts(05:57) Rio Tinto Flags Lithium Supply Risks(07:59) Why Critical Minerals Are Selling Off(14:26) Lithium Producers Sell Off Indiscriminately(17:07) Lithium Prices Defy Falling Inventories(26:15) Lithium Demand Is Being Underestimated(30:02) PLS Expansion Drives Costs Lower(35:09) PLS Infrastructure Raises True Capex(39:59) Battery Inventories Hide Structural Changes(43:07) Strong Projects Still Attract Capital(45:11) Why Select Lithium Developers Stand Out(50:34) DLE Projects Attract Strategic Backing(54:00) Cash-Rich Developers Offer Opportunities(58:02) Why Batteries Deserve Strategic Support
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
15 Oct 2026
Can Lithium Africa Reach Production by 2027?
Can Lithium Africa (TSXV: LAF) reach lithium production by 2027?
Dr. Tom Benson, CEO of Lithium Africa, joins Rock Stock Channel to discuss high-grade lithium drill results at the Springbok Project in South Africa, the company's plans for a potential low-cost starter operation, and how project-level financing could generate cash flow without diluting shareholders.
We also explore Springbok's district-scale exploration potential, the latest developments from Lithium Africa's joint venture with Ganfeng Lithium in Côte d’Ivoire, and upcoming catalysts, including further drill results, a maiden resource estimate and a preliminary economic assessment (PEA).
LAF Presentation:https://wp-lithiumafrica-2026.s3.ca-central-1.amazonaws.com/wp-content/uploads/2026/10/13080130/2026_10-LAF_Corporate_Deck_Q3_Oct7-1.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 Project Overview(01:50) Springbok Drilling Confirms High-Grade Lithium(04:14) Springbok's 50km Exploration Potential(05:52) Springbok Targets Lithium Production In 2027(08:12) Modular DMS Plant Could Accelerate Production(08:54) Project Financing Could Limit Shareholder Dilution(10:57) Existing Stockpile Could Kickstart Production(12:42) Ganfeng JV Advances Côte d’Ivoire Exploration(15:16) Upcoming Drill Results And Resource Catalysts(15:59) Springbok Financing And Development Timeline(17:28) Strengthening The Team For Production
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
14 Oct 2026
Lithium Argentina: Why Canaccord Sees Nearly 3X upside | Sam Pigott
Is Lithium Argentina (NYSE: LAR, TSX: LAR) undervalued? Could investors be getting its massive PPG lithium project for almost nothing?
Sam Pigott, CEO of Lithium Argentina joins Howard Klein and Matt Fernley to explore the valuation disconnect between the company's market cap and its world-class lithium brine assets in Argentina.
They discuss Cauchari–Olaroz's 70% cash operating margins, plans to more than double production to 85,000 tonnes annually, the 150,000-tonne PPG project, Ganfeng's financing partnership, and whether an ASX listing could help unlock shareholder value.
Is the market overlooking one of the lithium sector's most compelling growth stories?
LAR Corporate Presentation:https://investors.lithium-argentina.com/static-files/f0e5959e-9081-463f-a0f8-ba7b014c3238
Follow Lithium Argentina:LinkedIn (Sam Pigott) - https://www.linkedin.com/in/sam-pigott-9a3a1525/LinkedIn (Company) - https://www.linkedin.com/company/lithium-argentina/X (Company) - https://x.com/Lithium_ARG
Our Socials:X (Howard) - https://x.com/LithiumIonBullX (Matt) - https://x.com/matt_fernley
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Chapters
(00:00) Is Lithium Argentina Deeply Undervalued?(08:30) Ganfeng Experience Drives LAR's Growth Strategy(13:31) Ganfeng Refinancing Protects Shareholders From Dilution(16:12) Why Cauchari Ranks Among Lowest-Cost Producers(21:00) Technical-Grade Carbonate Delivers Strong Margins(23:25) How Argentina's Cash Reaches Shareholders(26:19) Cauchari Expansion More Than Doubles Capacity(29:04) Argentina's Lithium Export Infrastructure Risks(30:56) DLE Could Accelerate Production Into 2028(33:54) Funding PPG's 150kt(36:47) Why PPG's Valuation Could Surprise Investors(42:07) Swiss Headquarters And Ganfeng Takeover Protections(49:12) Could An ASX Listing Unlock Value?(53:03) Lithium Argentina's Long-Term Growth Ambitions
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
Inside a recent episode
Direct Commodity Exposure vs. Mining Stocks | USCF’s John Love
Published 17 Sept 2025 · Transcript excerpt
[…] Those certainly have exposure to the price of the underlying commodities that they are, you know, that's their business. But they also have exposure to the broad stock market and specific company, fundamental factors, all of that kind of stuff. So their exposure to the commodity price itself is actually much lower than people think. It may be, you know, in some cases as low as 12%, it may be 50, 60%, but they're also trading on these other things. So the beta of commodity equities to the stock market is a lot higher than in a lot of cases it is to the underlying commodity. So people used to buy natural resource funds and those would invest in not commodities themselves, but in companies. […]
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