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rockstockchannel · Business

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.

Episodes

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Why Is Brian Paes-Braga Backing Surge's Nevada North?

13 Oct 2026
29m
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The Liontown King: Tony Ottaviano on Doubling Lithium Production

12 Oct 2026
54m
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Liontown CEO Tony Ottaviano details the strategic development of the Kathleen Valley lithium project, emphasizing the operational advantages of underground mining for maintaining ore hygiene and maximizing recovery efficiency. Despite a volatile lithium market, the company is proceeding with a $389 million expansion to...

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What Still Needs to Happen Before NMG Reaches Production?

11 Oct 2026
50m
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Why is the Lithium Whisperer screaming Buy? (YJ Lee)

09 Oct 2026
1h 26m
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Does Surge's PFS Validate the Thacker Pass Second-Mover Thesis?

07 Oct 2026
31m
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Can Cathode Materials Outside China Really Compete on Cost?

05 Oct 2026
40m
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Could China's Next Restocking Cycle Move Lithium?

02 Oct 2026
53m
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Can Galan Lithium Still Deliver in 2026?

29 Sep 2026
30m
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Are Falling Lithium Inventories Attracting Strategic Interest?

25 Sep 2026
48m
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I Visited Cisco Before the PEA. Here's What Investors Should Know

24 Sep 2026
23m
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Seafloor Nodules: As Big as Offshore Oil & Gas?

18 Sep 2026
46m
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Is Lithium-from-Oilfields America’s Next Shale Revolution?

16 Sep 2026
39m
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Is Power Metallic’s Maiden Resource Just the Beginning?

15 Sep 2026
18m
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How Does the Court Ruling Affect Sigma Lithium?

14 Sep 2026
37m
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Is the Lithium Inventory Scare Just Noise?

11 Sep 2026
1h 7m
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SMM on China BESS: Can Growth Hold Up as Costs Rise?

10 Sep 2026
31m
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Why Has Benchmark Flipped 2027 Lithium From Surplus to Deficit?

07 Sep 2026
43m
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Can a Copper Bull Still Be a Lithium Bear?

04 Sep 2026
59m
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Are Grid Queues Distorting Battery Demand Signals?

28 Aug 2026
50m
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10 Rigs, 50,000m: Can Rare Earths Americas Turn Drilling Into Resources?

27 Aug 2026
28m
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