Rock Stock Channel

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.

Rock Stock Channel is a business podcast hosted by rockstockchannel, with 100 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

rockstockchannel hosts Rock Stock Channel, a business show with 100 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #386

  Fastmarkets on Argentina Lithium, DLE + New Trade Initiation Platform

  Aug 19, 202638 min

  Letícia Simionato and Przemek Koralewski of Fastmarkets join Rock Stock Channel (Howard and Matt) to talk about South America’s growing role in the lithium market, key takeaways from the Fastmarkets Lithium Conference in Buenos Aires, Argentina’s improving mining outlook, DLE momentum, China’s influence in the lithium supply chain, and Fastmarkets’ new digital spot platform for lithium price discovery and trade initiation. The discussion covers why Argentina is emerging as one of South America’s most dynamic lithium markets, how lithium brines remain a low-cost opportunity, why DLE is gaining credibility, and how greater transparency, standardisation, and liquidity could help the lithium market mature. Fastmarkets Lithium Trade Initiation Platform: https://www.fastmarkets.com/a-digital-platform-for-the-physical-lithium-market/ Matt's Blog (5 Things the Market is Getting WRONG about Lithium): https://blog.rkequity.com/2026/08/11/5-things-the-market-is-getting-wrong-about-lithium/ Lithium-Ion Bull (MAGA Mining & Manufacturing: Is Battery Energy Dominance Next?): https://mcusercontent.com/9a8c41f471f338217d776887e/files/aa46f465-f28f-849b-dbcc-905bff406691/Issue_116_MAGA_Mining_amp_Manufacturing__Is_Battery_Energy_Dominance_Next.pdf Follow Fastmarkets: X (Company) - https://x.com/Fastmarkets LinkedIn (Company) - https://www.linkedin.com/company/fastmarkets/ Chapters (00:00) Intro (02:38) Why Argentina Conference (06:12) Conference Takeaways (09:51) Building The Value Chain (13:06) Argentina’s Political Outlook (16:07) China And Western Investment (19:10) DLE Gains Momentum (21:29) Lithium Trade Initiation Platform (24:02) Standardizing Lithium Trades (29:33) Why The Market’s Ready (32:57) Platform Versus Benchmarks (34:58) Beyond Lithium (36:41) Market Evolution 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/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

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  Episode #385

  Africa’s Lithium Elephant Hunter Takes Aim (Lithium Africa)

  Aug 18, 202617 min

  Lithium Africa (TSXV: LAF) CEO Dr. Tom Benson joins Rock Stock Channel (Ben and Matt) to discuss the company’s latest progress across its African lithium portfolio, including active drilling at Springbok in South Africa and Adzopé in Côte d’Ivoire, the potential Springbok stockpile sale, the Ganfeng Lithium joint venture, and key catalysts expected over the next 6–12 months. The discussion also covers Springbok’s hub-and-spoke exploration potential, near-term revenue optionality, Côte d’Ivoire assay timing, new board and CFO appointments, and Lithium Africa’s strategy to build a leading lithium platform across Africa. 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/ LinkedIn (Company) - https://www.linkedin.com/company/lithium-africa/ X/Twitter (Company) - https://x.com/Lithium_afri ___ Chapters (00:00) Lithium Africa Update (02:29) Springbok Stockpile Sale (03:52) Springbok Drilling Program (06:29) Near-Term Production Options (07:43) Springbok Ownership Strategy (09:21) Côte d’Ivoire Drilling (11:20) Leadership Team Expansion (14:07) Upcoming Growth Catalysts (16:01) Closing Outlook 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/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

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  Episode #384

  Will Sigma Lithium Hit Its 240,000 Tonne Target?

  Aug 18, 202630 min

  Sigma Lithium (NASDAQ: SGML) CEO Ana Cabral joins Howard Klein and Matt Fernley to discuss SGML’s Q2 results, record 47% EBITDA margin, lower operating costs, improving lithium market conditions, offtake funding potential, and the path toward major production growth. The conversation also covers Sigma’s temporary production pause, regulatory negotiations in Brazil, balance sheet strategy, Phase 2 timing, and whether the market is overlooking Sigma Lithium’s cash generation and long-term growth profile. Follow Sigma Lithium: X (Company) - https://x.com/SigmaLithium LinkedIn (Company) - https://www.linkedin.com/company/sigma-lithium-resources/ Chapters (00:00) Q2 Results Overview (02:35) Production And Costs (04:01) Sigma's Lithium Market Outlook (05:37) Production Pause (08:06) Regulatory Resolution (12:08) Production Growth Plans (14:08) Phase Two Timing (17:26) Debt And Offtake (19:38) Operating Cash Machine (21:33) Expansion Funding Strategy (23:26) Investor Takeaways (26:41) US-Brazil Critical Minerals 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/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

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  Episode #383

  Are Lithium Stocks Today Cheap Or Too Expensive? (Chris Robb)

  Aug 14, 202650 min

  Chris Robb, Howard Klein and Matt Fernley debate whether lithium bears are missing the real story: demand growth, project financing, DLE delays, Chinese processing capacity, and whether lithium equities are actually cheap. In this Rock Stock Recap, the discussion covers Rick Rule’s lithium skepticism, why “abundant resources” don’t automatically become supply, whether hard-rock lithium is threatened by Exxon, Chevron, Occidental and Berkshire-backed DLE, and why Matt sees lithium prices rising 30–50%. Chris pushes back on lithium stock valuations, Howard argues the market is undervaluing growth and margins, and the group also discusses Core Lithium, Standard Lithium, Lithium Argentina, Pilbara, Galan, Lithium Ionic, First Phosphate, sodium-ion batteries and energy storage. Follow Chris Robb: LinkedIn - https://www.linkedin.com/in/chris-robb-b88102169/ ___ Chapters (00:00) Lithium Bears Face Fresh Pushback (03:07) Lithium Demand Growth Changes Supply Math (03:47) Government Battery Support Targets Bottlenecks (06:37) US Spodumene Conversion Case Questioned (15:06) Lithium Abundance Does Not Mean Supply (18:55) Chinese Processing Was Not The Bottleneck (21:31) DLE Supply Threat Looks Delayed (29:04) Lithium Equities May Not Be Cheap (32:22) DCF Versus EBITDA Valuation Debate (38:19) Funded Developers Offer Better Upside (41:37) Lithium Prices Could Rise 30–50% (43:56) Company Catalysts Draw New Capital (47:09) Sodium-Ion Threat Looks Limited (47:38) Storage Could Be Lithium’s Killer App 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/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

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  Episode #381

  Lithium Ionic Sells Salinas to PLS

  Aug 13, 202618 min

  Lithium Ionic (TSXV: LTH) COO Mike Westendorf joins Rock Stock Channel (Howard and Matt) to discuss the company’s breaking Salinas transaction with PLS, one of the world’s largest hard rock lithium producers. The deal includes US$37.5 million in cash and a 2% royalty on future spodumene sales, while allowing Lithium Ionic to focus on advancing its flagship Bandeira project toward production. Howard Klein and Matt Fernley also discuss what the transaction implies for Lithium Ionic’s valuation, Brazil’s growing role in hard rock lithium, strategic interest in the sector, and the broader outlook for spodumene and lithium M&A. Follow Lithium Ionic (TSXV:LTH) X (Company) - https://x.com/LithiumIonic LinkedIn (Company) - https://www.linkedin.com/company/lithiumionic Chapters (00:00) Salinas Deal Valuation (02:47) Breaking News Overview (05:10) Why Sell Salinas (06:42) Deal Price And Royalty (08:34) Bandeira Legal Update (09:44) Construction Readiness (11:02) Board Strengthening (12:02) Funding Bandeira Development (13:22) Lithium Market Outlook (16:31) Brazil’s Cost Advantage 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/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13 Ben: 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

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