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Is US Antimony (NYSE: UAMY) the next MP Materials?
Gary Evans, Chairman and CEO of US Antimony, joins Howard Klein and Matt Fernley to discuss America's critical minerals supply chain, China's dominance of the antimony market, and the company's $245 million US Department of Defense supply contract.
With UAMY shares down roughly 65% from their highs, Gary outline...
Are sodium-ion batteries really cheaper than lithium-ion, or are hidden manufacturing and system costs undermining their biggest selling point?
Matt Fernley speaks with Max Reid, Head of Battery Technology and Cost Research at CRU, to challenge some of the biggest assumptions in battery technology and economics.
They explore why solid-state batteries may struggl...
Can Ken Brinsden repeat his success at Pilbara Minerals with PMET Resources (TSX: PMET | ASX: PMT)?
In this discussion, Howard Klein and Matt Fernley sit down with PMET CEO Ken Brinsden to explore why he believes the company's Shaakichiuwaanaan project in Quebec could be an even bigger opportunity than Pilbara.
Following Matt's recent site visit, they discuss PM...
Is the critical minerals sell-off overdone? Why are lithium and rare earth stocks falling even as metal prices remain resilient and lithium producers report stronger-than-expected earnings?
In this Rock Stock Recap, Howard Klein and Matt Fernley are joined by Tomasz Nadrowski of the Amvest Terraden Fund to unpack the critical minerals equity rout, the disconnect betwee...
Why are lithium prices falling even as inventories shrink and global battery demand accelerates?
In this week's Rock Stock Recap, Howard Klein and Matt Fernley unpack the critical minerals selloff, China's influence on lithium prices through the GFEX, and whether lithium and rare earth stocks are becoming oversold.
They also discuss bullish battery demand signal...