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Rock Stock Channel

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Latest episodes

  • What Still Needs to Happen Before NMG Reaches Production?

    October 11, 2026 · 50 min

    Nouveau Monde Graphite (NYSE: NMG, TSX: NOU) CEO Eric Desaulniers joins Howard Klein and Matt Fernley to discuss the company’s path to graphite production in Quebec, construction at the Matawinie Mine, financing for the Bécancour anode…

  • Why is the Lithium Whisperer screaming Buy? (YJ Lee)

    October 9, 2026 · 1 hr 26 min

    Is the lithium market heading for another surplus - or is a major supply shortage coming? YJ Lee, aka the Lithium Whisperer, joins Howard Klein and Matt Fernley on Rock Stock Recap to challenge Goldman Sachs’ bearish lithium price…

  • Does Surge's PFS Validate the Thacker Pass Second-Mover Thesis?

    October 7, 2026 · 31 min

    Surge Battery Metals (TSXV: NILI) Chairman Graham Harris and lithium expert Iain Scarr join Howard Klein and Matt Fernley to break down the Nevada North pre-feasibility study. They discuss Nevada North’s grade, recovery, operating costs…

  • Can Cathode Materials Outside China Really Compete on Cost?

    October 5, 2026 · 40 min

    Epsilon Advanced Materials founder Vikram Handa discusses the economics of building a competitive battery materials supply chain outside China. We cover why LFP cathode manufacturing may be more of a CapEx game than an Opex game, the case…

  • Could China's Next Restocking Cycle Move Lithium?

    October 2, 2026 · 54 min

    Lithium inventories are heading into a October-November restocking period. In this week's Rock Stock Recap, Howard Klein and Matt Fernley discuss what China's post-Golden Week demand could mean for lithium prices, inventories and a…

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  • Can Galan Lithium Still Deliver in 2026?

    September 29, 2026 · 30 min

    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…

  • Are Falling Lithium Inventories Attracting Strategic Interest?

    September 25, 2026 · 49 min

    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…

  • I Visited Cisco Before the PEA. Here's What Investors Should Know

    September 24, 2026 · 24 min

    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…

  • Seafloor Nodules: As Big as Offshore Oil & Gas?

    September 18, 2026 · 47 min

    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…

  • Is Lithium-from-Oilfields America’s Next Shale Revolution?

    September 16, 2026 · 40 min

    Standard Lithium (NYSE: SLI) CEO David Park joins Howard Klein to discuss the Franklin Project PEA, Southwest Arkansas, and the growing potential of the Smackover Basin as a major U.S. lithium hub. We cover Franklin’s $5 billion after-tax…

  • Is Power Metallic’s Maiden Resource Just the Beginning?

    September 15, 2026 · 19 min

    Power Metallic (TSXV: PNPN) CEO Terry Lynch discusses the maiden Lion Zone mineral resource, market reaction, mine economics, exploration upside and the next phase of drilling at the Nisk Project. The conversation covers Lion’s copper and…

  • How Does the Court Ruling Affect Sigma Lithium?

    September 14, 2026 · 38 min

    Sigma Lithium (NASDAQ: SGML | ASX: SAU) CEO Ana Cabral joins Howard Klein to discuss the company’s new ASX listing, the latest Brazilian court ruling, and what it could mean for operations and Phase Two expansion. They also cover…

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About the show

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.