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Artwork for Rock Stock Channel

Rock Stock Channel

rockstockchannel
Lithium
China
Electric Vehicles
Critical Minerals
Lithium Market
Rare Earths
Cesium
The Metals Company
Copper
Sigma Lithium
Q2 Metals
Energy Storage
Quebec
Power Metals
SPODUMENE
Albemarle
Anson Resources
Silver
Gold
CATL

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

Galan Lithium (ASX: GLN) Managing Director JP Vargas and CFO Ross Dinsdale join Rock Stock Channel (Howard and Matt) to respond to the recent share price sell-off and outlines what has - and hasn’t - changed at Hombre Muerto West.

Management discuss... more

Lithium inventories have now declined for 30 consecutive weeks, EV demand is improving, and strategic interest in lithium assets is picking up. In this week’s Rock Stock Recap, Howard Klein and Matt Fernley discuss lithium market fundamentals, Global... more

YouTube

Join Matt Fernley on site at Q2 Metals’ (TSXV: QTWO) Cisco Lithium Project in James Bay, Quebec, as he explores the deposit, infrastructure, drilling programme and development plans.

He speaks with the Q2 Metals team about the upcoming PEA, resource... more

Amanda Van Dyke of the Critical Minerals Hub joins Howard Klein to discuss the growing critical minerals supply gap, why mine development is taking longer and becoming more expensive, and how seafloor mining could emerge as a major new source of nick... more

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Recent Guests

Amanda Van Dyke
Co-founder of the Critical Minerals Hub and author of The Mineral Imperative; advocate for seafloor mining
Critical Minerals Hub
Episode: Seafloor Nodules: As Big as Offshore Oil & Gas?
Bruce Richson
Bruce Richson, update guest discussing Anson Resources
Anson Resources
Episode: Is the Lithium Inventory Scare Just Noise?
Lana Li
Senior ESS Analyst at SMM
SMM
Episode: SMM on China BESS: Can Growth Hold Up as Costs Rise?
Cameron Perks
Analyst from Benchmark Mineral Intelligence
Benchmark Mineral Intelligence
Episode: Why Has Benchmark Flipped 2027 Lithium From Surplus to Deficit?
Jordan Roberts
Senior Analyst focusing on lithium
Project Blue
Episode: Are Grid Queues Distorting Battery Demand Signals?
Rob Burrell
Senior Analyst focusing on lithium
Project Blue
Episode: Are Grid Queues Distorting Battery Demand Signals?
Terry Lynch
CEO of Power Metallic Mines
Power Metallic Mines
Episode: Why are Four Billionaires Backing this Junior Copper Story?
Sage McCallum
Vice President of Exploration at Q2 Metals
Q2 Metals
Episode: Will Q2 Metals Cisco PEA Hit $4.7B NPV?
Bela Onken
Representative from KFW IPEX Bank
KFW IPEX Bank
Episode: “We Did It Our Way” - First Phosphate Lists on Nasdaq

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 67 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
    Australia4 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.

Talking Points

Recent interactions between the hosts and their guests.

Is Power Metallic’s Maiden Resource Just the Beginning?
Q: What catalysts are imminent that could change how investors value Power Metallic?
Upcoming expiration update, PEA results, metallurgical testing on commingling ore, and potential Nasdaq ADR move are key catalysts that could improve sentiment and valuation.
Is Power Metallic’s Maiden Resource Just the Beginning?
Q: Why did the market react negatively to the Maiden MRE?
Investors likely expected more tonnage; however, the team argues the MRE raised the floor for the project and the price reaction was due to short-term sentiment rather than long-term value.
Is Lithium-from-Oilfields America’s Next Shale Revolution?
Q: What are the two or three numbers in the Franklin PEA that investors should focus on?
The Hamilton-scale economics show 70,000 tons per year at about $4,200 per ton with a capital intensity near $50,000 per ton, and an after-tax NPV around $5 billion with an unlevered IRR above 24%, underpinning the case for large-scale, domestic lithium production.
10 Rigs, 50,000m: Can Rare Earths Americas Turn Drilling Into Resources?
Q: What is the most important milestone you hope to be talking about in six months?
Georgia evolving to a resource for the first novel rare earth discovery in the US in 40 years, the Alpha scoping study showing solid NPV and economics, and ongoing drilling results at Homer that demonstrate continued progress.
10 Rigs, 50,000m: Can Rare Earths Americas Turn Drilling Into Resources?
Q: If you were doing the IPO roadshow today, would you describe Rare Earths Americas differently than in May?
Yes, I'd be more excited now that the groundwork is in place—drilling contracts, staffing, and project momentum in both the US and Brazil have accelerated, and Homer is advancing as part of a larger Foothills district.

Audience Metrics

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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. Mining Stock Daily
4. Mining Stock Education
5. The HC Commodities Podcast

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. Amanda Van Dyke
2. Bruce Richson
3. Lana Li
4. Cameron Perks
5. Jordan Roberts
6. Rob Burrell
7. Terry Lynch
8. Sage McCallum

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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