Podcast Episodes
Back to SearchProcessing Trump’s Minerals Policy
Episode 311
In this episode, I (Howard Klein) connect fast-moving signals across critical minerals, power markets, and U.S. industrial policy coming out of Saudi…
7 months, 3 weeks ago
Putting The ‘P’ In LFP | First Phosphate
Episode 310
In this interview, we (Howard and Matt) speak with John Passalacqua, CEO of First Phosphate (CSE: PHOS) about the rapidly evolving lithium iron phosp…
8 months ago
2026 Lithium & Rare Earths LIVE DISCUSSION | X Spaces
Episode 309
In this first RK Equity X Spaces of 2026, we (Howard Klein, Matt Fernley, and Rodney Hooper) pull together the key threads shaping the battery materi…
8 months ago
“This Time Is Different” In Lithium? (+ $QTWO $NILI $NOAL)
Episode 308
In this week’s Rock Stock Recap, we (Howard, Matt, and Rodney) discuss the key cross-currents shaping battery materials and the broader commodities c…
8 months ago
Battery prices, China EV shift, US vs Europe, Energy storage | Cormac O'Laoire
Episode 307
In the January 2026 episode of the Recharge Podcast, we (Matt from RK Equity / Battery Materials Review and Cormac O'Laoire, Managing Director at Ele…
8 months, 1 week ago
Is High Purity Alumina the Next Lithium? (Advanced Energy Minerals)
Episode 306
In this episode of Rock Stock Channel, we (Howard and Matt) sit down with Advanced Energy Minerals (ASX: AEM) for a detailed follow-up discussion fol…
8 months, 1 week ago
Is Lithium’s Mr. Right Still Hyper Bullish? (YJ Lee)
Episode 305
In this Rock Stock Recap, we (Howard and Matt) sit down with YJ Lee (Arcane Capital) in Singapore to assess what’s changed in the lithium market—and …
8 months, 1 week ago
Fastmarkets Lithium Panel: Nevada Supply Chain, Thacker Pass, Rhyolite Ridge & Recycling
Episode 304
In this panel discussion, I (Howard Klein) moderate a conversation on how Nevada is positioning itself as a leading U.S. hub for domestic lithium sup…
8 months, 3 weeks ago
China Strategy vs U.S. Supply Chain Reality | Henry Sanderson
Episode 303
In this episode, we (Howard and Matt) step outside Washington to examine how China approaches batteries, critical minerals, and supply chain strategy…
8 months, 3 weeks ago
Winsome–Li-FT Merger Explained: Adina, Financing, Next Steps | Chris Evans & Francis MacDonald
Episode 302
In this episode of Rock Stock Channel, we (Howard and Rodney) sit down with Chris Evans (CEO, Winsome Resources) and Francis MacDonald (CEO, Li-FT Po…
8 months, 4 weeks ago