Podcast Episodes

Rio Tinto Lithium Strategy, Silver & REE Outlook, Europe Funding + 121 Panel

Episode 296

The discussion opens with a detailed assessment of Rio Tinto's Lithium Strategy Day—its updated demand outlook, cost assumptions, expansion plans in Argentina and Canada, and the organizational shift…

Published on 1 day, 1 hour ago

Why LFP Batteries Need High-Purity Phosphate | First Phosphate's John Passalacqua

Episode 295

In this episode, we sit down with John Passalacqua, CEO of First Phosphate (CSE: PHOS), to discuss one of the most overlooked segments of the energy transition: the phosphate supply chain for LFP bat…

Published on 1 day, 11 hours ago

EMH's €360M Grant Explained, DFS Timing, Next Steps for Cinovec | Keith Coughlan

Episode 294

In this episode, Howard and Rodney sit down with Keith Coughlan, Managing Director of European Metals Holdings (EMH), for a detailed discussion following a major development in Europe's lithium secto…

Published on 3 days, 15 hours ago

Lithium Supply Uncertainty, Analyst Misses, Inventory Trends | Ben Steinberg on DC Strategy

Episode 293

In this Rock Stock Recap, Howard, Matt and Rodney dig into the state of the lithium market, energy storage demand, and the broader critical minerals landscape against a rapidly changing macro and geo…

Published on 1 week, 1 day ago

TMC on U.S. Permitting, Funding Outlook & 2027 Production Path | Craig Shesky

Episode 292

In this episode we sit down with Craig Shesky, CFO of The Metals Company (TMC), following his participation at Benchmark Minerals Week in Los Angeles. With growing global interest in critical mineral…

Published on 1 week, 3 days ago

Lithium 2026: Producer Outlook & Supply, Policy & China

Episode 291

A major focus of this week's Rock Stock Recap is the shifting supply-demand outlook for lithium. We examine commentary from Albemarle, SQM, Pilbara Minerals, Lithium Argentina, and others speaking at…

Published on 2 weeks ago

Critical Minerals at Warp Speed: Where Cesium Fits In | Grid Metals

Episode 290

In this episode of our "Getting to Know You" series, we sit down with Grid Metals' CEO Robin Dunbar and cesium market veteran Austin Devaney to explore one of the rarest and least understood critical…

Published on 2 weeks, 5 days ago

POSCO-MinRes JV, ESS Boom, Lithium Forecast, US Policy | Surge Battery Metals Update

Episode 289

In this Rock Stock Recap, we (Howard, Matt and Rodney) break down POSCO's joint venture with Mineral Resources at Wodgina and Mt Marion, and what that valuation is telling us about where lithium equi…

Published on 3 weeks ago

Building America’s Geothermal Lithium Supply | Controlled Thermal Resources’ Rod Colwell

Episode 288

Here's our (Howard, Matt, and Rodney) summary of today's conversation with Rod Colwell, CEO of Controlled Thermal Resources (CTR), about the new subsidiary American Critical Resources (ACR) and the p…

Published on 3 weeks, 2 days ago

Iola Hughes: ESS, EVs & Policy: Benchmark’s Battery Outlook

Episode 287

Battery economics are changing fast - and with them, the balance of power across EVs, storage, and supply chains.

In this episode, we (Howard, Matt, and Rodney) sit down with Iola Hughes (Benchmark …

Published on 3 weeks, 3 days ago