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Benchmark Mineral Intelligence’s Iola Hughes and Cameron Perks join Matt Fernley to discuss why the 2027 lithium market outlook has shifted from surplus to deficit.
They break down Benchmark’s latest views on EV battery demand, rising pack sizes, BESS cell production, lithium supply risks and pricing - including why battery demand is growing far faster than EV unit sal...
Lithium equities continue to lag rising lithium prices, while copper trades near all-time highs and investors reassess where the real opportunities lie across critical minerals.
In this week’s Rock Stock Recap, Howard Klein and Matt Fernley discuss undervalued Argentine lithium brines, Liontown’s move into Argentina, Standard Lithium’s LG Energy Solution offtake, Albem...
Project Blue analysts Rob Burrell and Jordan Roberts join Rock Stock Channel (Matt and Ben) for a deep dive into the lithium and battery markets. The discussion covers lithium prices, China EV demand, energy storage growth, spodumene supply, sodium-ion batteries, commercial EVs, drones, robotics, Zimbabwe exports and India’s emerging battery industry.
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Rare Earths Americas (NYSE: REA) CEO Don Swartz discusses the company’s exploration progress in Georgia and Brazil, including drilling at the Foothills Rare Earth District, Homer and Alpha. He also explains why management is focused on execution, resource development and project de-risking despite broader volatility across rare earth and critical minerals stocks.
The d...
Power Metallic (TSXV: PNPN) CEO Terry Lynch joins Rock Stock Channel (Howard and Matt) to discuss the company’s high-grade copper, nickel and PGE discovery in Quebec, its upcoming mineral resource estimate, exploration upside and potential pathway to production.
The discussion covers Power Metallic’s unusually high copper-equivalent grades, strong metallurgical recover...