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Critical minerals are back in focus as Washington weighs new policy moves, battery storage demand accelerates, and lithium market fundamentals tighten.
In this week’s Rock Stock Recap, Howard Klein and Matt Fernley are joined by Steve LeVine to discuss the US-China battery supply chain race, why grid storage and AI power demand could reshape lithium markets, and what i...
Lithium inventories are tightening, but lithium equities remain under pressure. In this week’s Rock Stock Recap, Howard Klein, Matt Fernley and Tomasz Nadrowski of Amvest Capital discuss the critical minerals sell-off, lithium market fundamentals, rare earths, nickel, tungsten, AI infrastructure, energy bottlenecks, mining inflation, government support and where value may be ...
Standard Lithium CEO David Park and COO Andy Robinson join Rock Stock Channel (Howard and Matt) to discuss the company’s Smackover lithium brine strategy, low-cost production potential, lithium carbonate for LFP batteries, and the path toward financing and final investment decision.
The conversation covers why Arkansas and East Texas could become a major North American...
Anson Resources (ASX:ASN) Executive Chairman and CEO Bruce Richardson joins Rock Stock Channel (Matt & Ben) to discuss the latest Green River lithium project updates, including the final major permit for the 10,000tpa plant, progress on DLE technology, Baker Hughes engineering work, potential DOE funding support, offtake discussions, resource expansion, and key catalysts ...
In this Rock Stock Recap, Howard Klein and Matt Fernley discuss lithium prices, critical minerals, rare earths, battery materials, EV demand, BESS trends, and where dip-buying opportunities may be emerging across the sector.
Plus, John Passalacqua of First Phosphate (CSE:PHOS) shares an update on the company’s upsized financing, G7 support, LFP battery supply chain str...