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Rock Stock Channel

rockstockchannel
Lithium
Electric Vehicles
China
Lithium Market
Critical Minerals
Quebec
Copper
Cesium
Tesla
Q2 Metals
SPODUMENE
Winsome Resources
The Metals Company
Rare Earths
Power Metals
Surge Battery Metals
Energy Storage Systems
Albemarle
Energy Storage
North American Lithium

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.

PublishesDailyEpisodes100Founded7 years ago
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Business

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Artwork for Rock Stock Channel

Latest Episodes

Lithium Ionic CEO Blake Hylands and Mike Westendorf discuss the company’s latest binding offtake agreements with Yahua and Grand Chen, the rebound in spodumene prices, and the tightening lithium market.

The conversation covers Lithium Ionic’s Bandei... more

In this weekly Rock Stock Recap, Howard Klein, Matt Fernley, and Rodney Hooper discuss the latest lithium market outlook, tightening supply, EV demand, ESS growth, and the growing role of critical minerals in energy security, AI, defense, and industr... more

Chris Doornbos, CEO of E3 Lithium, discusses the Clearwater Project in Alberta, direct lithium extraction (DLE), government funding, project financing, offtake discussions, and the path to commercial lithium production in North America.

Learn how E3... more

In this Rock Stock Recap episode, Howard Klein, Matt Fernley, and Rodney Hooper break down the biggest opportunities in lithium, gold, rare earths, and battery metals. They discuss why lithium equities may still be mispriced, how AI data center power... more

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Recent Guests

Chris Doornbos
CEO of E3 Lithium
E3 Lithium
Episode: Alberta's Li-ion King: E3 Lithium. Clear(water) As Day
Ignacio Mehech
CEO of CleanTech Lithium
CleanTech Lithium
Episode: Chile's First New Lithium Project PFS (CleanTech Lithium)
Paul Lusty
Head of Global Battery Raw Materials Research at FastMarkets
FastMarkets
Episode: China Looks Short Lithium Again. Go Long? (Paul Lusty)
John Passalacqua
CEO of First Phosphate
First Phosphate
Episode: First Phosphate: $17M Grant, Drill Results, Feasibility Next
Dmitry Silversteyn
Water Tower Research analyst, expert on chemicals and materials
Water Tower Research
Episode: Spodumene Shortage, Rare Earth Reshoring, Capital Costs, Europe Energy Security
Alicia Mill
Project update presenter from Q2 Metals
Q2 Metals
Episode: Lithium Deals & Supply Crunch, Commodity Shock, Q2 Metals Update
Jon Evans
CEO of Lithium Americas
Lithium Americas
Episode: America’s Lithium. Lithium Americas' Jon Evans
Alex Grant
Co-founder of Lilac Solutions; Magrathea founder; known for promoting DLE and magnesium initiatives
Big Lithium / Magrathea / Lilac Solutions
Episode: Talking Smack: Big Lithium’s Alex Grant Making Magnesium Great Again
Kevin Baum
From USCF Investments, commodity ETF specialist
USCF Investments
Episode: Commodity ETFs - A Critical Portfolio Tool (Kevin Baum)

Hosts

Howard Lindzon
Co-host and expert commentator on market dynamics related to critical minerals investment.
Matt Fernley
Editor of industry-related publications providing insights on lithium and mining sectors.
Rodney Hooper
Co-host and co-commentator, specializing in lithium and mining news and developments.

Reviews

4.5 out of 5 stars from 62 ratings
  • 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
    Philippines4 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 the insightful commentary and depth of discussions surrounding critical minerals and the associated investment opportunities.
Feedback indicates a mix of satisfaction with the expertise provided, alongside occasional critiques regarding content organization and clarity.
Many enjoy the expert interviews and the relevance of topics discussed to current market conditions, making it useful for investment decisions.

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Talking Points

Recent interactions between the hosts and their guests.

Alberta's Li-ion King: E3 Lithium. Clear(water) As Day
Q: What makes their DLE technology strategy different or resilient?
E3 adopts a sorbent-agnostic approach, testing multiple sorbents and process configurations to ensure robustness and high recovery (targeting around 95%), while designing the plant to accommodate different sorbents and go-to-market flexibility. This reduces single-vendor risk and supports faster commercialization.
Alberta's Li-ion King: E3 Lithium. Clear(water) As Day
Q: Can we recap the Clearwater Project and its place in E3 Lithium's development roadmap?
The Clearwater Project is the flagship asset in Alberta, designed around a multi-phase DLE demonstration plan that moves from pilot toward a commercial carbonate facility, with ongoing optimizations to improve recoveries and scale. The team emphasizes carbonate-first economics, reduced capex, and leveraging government funding to accelerate timelines toward a shovel-ready plant by 2027.
Chile's First New Lithium Project PFS (CleanTech Lithium)
Q: What are the long-term assumptions for lithium pricing used in the BFS?
The BFS uses a long-term lithium price of $22.5 per kilogram, which underpins the project's economics and sensitivity analyses.
Anson Resources: DLE Validation, PFS Near, And Utah Lithium Catalysts (Bruce Richardson)
Q: Can you just give us a quick overview of Anson, just for people who might be new to the company, just talk a little bit about the projects?
Bruce outlines Anson's two lithium projects in the U.S.—Paradox Basin and Green River in Utah—plus Yellow Cat with uranium/vanadium, and notes the applied IP and pretreatment tech to improve processing, with a clear pivot from Paradox DFS toward Green River PFS/DFS.
First Phosphate: $17M Grant, Drill Results, Feasibility Next
Q: Hey, John, how's it going? So today's news, you've now completed roughly 40,000 meters of drilling, confirming the continuity of the deposit. How should investors interpret the results that you put out today?
John explains that the expanded infill program confirms continuity and identifies new mineralized zones; the results are intended to upgrade reserves from inferred/indicated toward indicated/measured, enabling the next stage: a feasibility study, while awaiting assay results to refine the geological model.

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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?

Focuses on the critical minerals investment landscape, particularly lithium and rare earths, amidst the evolving energy sector. The hosts engage with industry experts, covering mining operations, government policies affecting mineral supply, and insights on market trends and pricing dynamics in the lithium space. Unique to this content is the inclusion of discussions around innovative production strategies, regulatory changes, and their implications on both domestic and global markets. This comprehensive examination makes it particularly appealing to those interested in sustainable investing, market fluctuations in energy resources, and industry innovations.

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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. Recharge by Battery Materials Review
4. Mining Stock Education
5. The Power Current with Chris Berry

How many episodes of Rock Stock Channel are there?

Rock Stock Channel launched 7 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. Chris Doornbos
2. Ignacio Mehech
3. Paul Lusty
4. John Passalacqua
5. Dmitry Silversteyn
6. Alicia Mill
7. Jon Evans
8. Alex Grant

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