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Artwork for Rock Stock Channel

Rock Stock Channel

rockstockchannel
Lithium
China
Electric Vehicles
Critical Minerals
Rare Earths
Lithium Market
Copper
The Metals Company
Q2 Metals
Sigma Lithium
Energy Storage
Cesium
Quebec
Surge Battery Metals
Energy Storage Systems
Albemarle
Anson Resources
Silver
Gold
Argentina

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.

PublishesDailyEpisodes100Founded8 years ago
Number of ListenersCategory
Business

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Artwork for Rock Stock Channel

Latest Episodes

Why are lithium prices falling even as inventories shrink and global battery demand accelerates?

In this week's Rock Stock Recap, Howard Klein and Matt Fernley unpack the critical minerals selloff, China's influence on lithium prices through the GFE... more

YouTube

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... more

YouTube

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 potentia... more

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 betwe... more

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Recent Guests

Tom Benson
CEO of Lithium Africa
Lithium Africa
Episode: Can Lithium Africa Reach Production by 2027?
Sam Pigott
CEO of Lithium Argentina and former Ganfeng upstream M&A executive
Lithium Argentina
Episode: Lithium Argentina: Why Canaccord Sees Nearly 3X upside | Sam Pigott
Brian Paes-Braga
Strategic investor in Surge Battery Metals and CEO of The Metals Royalty Company
The Metals Royalty Company
Episode: Why Is Brian Paes-Braga Backing Surge's Nevada North?
Tony Ottaviano
Managing Director and CEO of Liontown
Liontown
Episode: The Liontown King: Tony Ottaviano on Doubling Lithium Production
Eric Desaulniers
Founder and CEO of Nouveau Monde Graphite
Nouveau Monde Graphite
Episode: What Still Needs to Happen Before NMG Reaches Production?
YJ Lee
The Lithium Whisperer
Arcane Green Metal Fund
Episode: Why is the Lithium Whisperer screaming Buy? (YJ Lee)
Terry Lynch
CEO
Power Metallic
Episode: Why is the Lithium Whisperer screaming Buy? (YJ Lee)
Gabriel Rubaca
Executive
NOA Lithium Brines
Episode: Why is the Lithium Whisperer screaming Buy? (YJ Lee)
Vijay Mehta
Industry executive involved with project team
Vijay Mehta (implied leadership in project feasibility/flow sheet)
Episode: Does Surge's PFS Validate the Thacker Pass Second-Mover Thesis?

Hosts

Howard Klein
Founder/longtime host with Rock Stock Channel; frequent interviewee and moderator.
Matt Fernley
Host and RK Equity partner; leads market-focused discussions and sector overview segments.

Reviews

4.5 out of 5 stars from 68 ratings
  • Informative but hard to listen to

    Long time listener of this podcast that quite often gives wonderful insights to the battery commodities. However, this podcast can be difficult to listen to as one of the hosts statuses and changes direction of the questions halfway through the sentence.

    Lots of arms lots of um’s and err’s and rambling at times. if you can endure this, you can find gems of info.

    Apple Podcasts
    3
    CICAKCICAK12
    Australia5 months ago
  • Ramble

    Totally disorganized, no coherent ideas

    Apple Podcasts
    1
    PerfectMauiDay
    United States3 years ago
  • Awesome Podcast!!!

    Howard & Rodney, host of the Lithium-ion Rocks! Podcast, highlights all mining and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!

    Apple Podcasts
    5
    roweereyes
    Philippines5 years ago
  • Great Show!

    Howard and Rodney, hosts of the Lithium-ion Rocks! podcast, highlight all aspects of the mining industry and more in this can’t miss podcast! The hosts and expert guests offer insightful advice and information that is helpful to anyone that listens!

    Apple Podcasts
    5
    malfoxley
    United States5 years ago
  • Lithium rocks!

    Howard and Rodney do an excellent job navigating the technical and financial aspects of Lithium investing. A great, intimate, and transparent conversation between the hosts enhanced by the Lithium industry guests. However, if you want the "musical" version, which is a must, find them on other podcast provider platforms.

    Apple Podcasts
    5
    hard rock investor
    Canada7 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate deep industry context and credible guest lineups.
Guests consistently bring practical insights on financing and project milestones.
Some feedback highlights hosts can be overly diffuse or rambly, affecting pacing.

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Talking Points

Recent interactions between the hosts and their guests.

Lithium Argentina: Why Canaccord Sees Nearly 3X upside | Sam Pigott
Q: Can you explain how Cauchari turns brine into lithium carbonate and what makes it competitive compared with hard-rock operations?
Pigott describes pumping brine into evaporation ponds, removing impurities through liming and processing, then concentrating and carbonating it into lithium carbonate. He says the resource's scale and quality support low costs, and brine operations have lower sustaining capital requirements than hard-rock mines once operating.
Lithium Argentina: Why Canaccord Sees Nearly 3X upside | Sam Pigott
Q: What did your journey from investing in lithium to working at Ganfeng teach you, and why are you the right person to lead Lithium Argentina now?
Pigott says his fund-management experience taught him to prioritize long-term shareholder value and avoid chasing short-term themes. At Ganfeng, he worked on upstream M&A and developed knowledge of lithium projects and the Argentine assets, including serving as chair of the Cauchari joint venture.
What Still Needs to Happen Before NMG Reaches Production?
Q: How much funding is committed? How much needs to be raised? And where are you with regard to the FID on the project?
Desaulniers says Mitsui, Panasonic and the Japanese government have expressed interest in contributing a significant portion of the required equity, while the company is discussing the final financing structure with those parties and existing investors.
What Still Needs to Happen Before NMG Reaches Production?
Q: What progress have you made on the mine? What are the biggest remaining risks? And you mentioned a quarter of the offtake going to the plant. Where is the other production from the mine going to go?
Desaulniers says construction teams are mobilized, foundations are ready and equipment and power infrastructure are secured. He describes plans to sell roughly half of the mine's output to battery markets, with the remainder going to refractory customers and other industrial buyers.
Why Is Brian Paes-Braga Backing Surge's Nevada North?
Q: How should investors think about the difference between investing in TMC versus investing in TMCR?
He explains that The Metals Company is currently a focused investment in deep-sea mining, while The Metals Royalty Company is building a diversified portfolio of royalties and streams across metals.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Rock Stock Channel

What is Rock Stock Channel about and what kind of topics does it cover?

This program centers on the global critical minerals space, with a strong focus on lithium, DLE technologies, and North American midstream developments. Episodes typically feature senior executives from lithium and phosphate plays, funds and analysts offering macro context, and discussions of policy, financing, and project economics. The show frequently connects technology choices (DLE, brine vs. hard rock) to financing, permitting, and domestic supply-chain ambitions, making it valuable for stakeholders tracking capital flows, government incentives, and strategic partnerships in the battery materials landscape. Noteworthy are the frequent host-led market overviews, live conference takes, and a willingness to connect technical details with ... more

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Which podcasts are similar to Rock Stock Channel?

These podcasts share a similar audience with Rock Stock Channel:

1. The Global Lithium Podcast
2. Money of Mine
3. The Power Current with Chris Berry
4. Mining Stock Daily
5. Macro Voices

How many episodes of Rock Stock Channel are there?

Rock Stock Channel launched 8 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Rock Stock Channel?

Recent guests on Rock Stock Channel include:

1. Tom Benson
2. Sam Pigott
3. Brian Paes-Braga
4. Tony Ottaviano
5. Eric Desaulniers
6. YJ Lee
7. Terry Lynch
8. Gabriel Rubaca

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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