Podcast Episodes
Back to SearchSpodumene Shortage, Rare Earth Reshoring, Capital Costs, Europe Energy Security
Episode 333
Dmitry Silversteyn, Senior Research Analyst of Water Tower Research joins in discussion with Howard Klein and Matt Fernley to break down the latest l…
4 weeks, 1 day ago
Anson Resources: DLE Validation, PFS Near, And Utah Lithium Catalysts (Bruce Richardson)
Episode 332
Howard Klein and Matt Fernley interview Bruce Richardson, Executive Chairman and CEO of Anson Resources, for an update on the company’s Green River L…
1 month ago
Lithium Deals & Supply Crunch, Commodity Shock, Q2 Metals Update
Episode 331
Iran War shocks commodities—lithium deals surge while supply risks grow.
Is stagflation coming? Oil, sulfur, and EV supply chains explained.
In this …
1 month ago
America’s Lithium. Lithium Americas' Jon Evans
Episode 330
Jonathan Evans, CEO of Lithium Americas, discusses the development of Thacker Pass — one of the most significant lithium projects under construction …
1 month, 1 week ago
Recharge Mar26 (Sodium-Ion, Graphite AAM, China EVs, Nickel Supply, Battery Costs, VRFBs)
Episode 329
In March 2026's Recharge podcast, co-presenters Matt Fernley (RK Equity/Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss key …
1 month, 1 week ago
AI Drives Lithium Demand; EVs Take a Back Seat | Benchmark’s Iola Hughes
Episode 328
Iola Hughes, Head of Research at Benchmark Minerals Intelligence, discusses the 2026 EV and battery energy storage system (BESS) outlook.
Register fo…
1 month, 1 week ago
Sulfur Supply Risk, Aluminum/Bauxite Outlook, China Five-Year Plan
Episode 327
Rock Stock Recap breaks down the biggest market-moving trends in critical minerals, battery materials, and global supply chains. In this episode, How…
1 month, 2 weeks ago
Talking Smack: Big Lithium’s Alex Grant Making Magnesium Great Again
Episode 326
Alex Grant (Big Lithium) discusses direct lithium extraction (DLE), US lithium project financing, and the growing strategic importance of magnesium i…
1 month, 3 weeks ago
PDAC 2026 Recap + Company Interviews
Episode 325
In this Rock Stock Recap, Howard Klein and Matt Fernley share their key takeaways from PDAC 2026 in Toronto, the world’s largest mining conference an…
1 month, 3 weeks ago
High Purity Alumina: Why You Should Care | Rock Stock University
Episode 324
High Purity Alumina (HPA) Explained: Uses, Market Growth, Supply, and Investment Opportunities
High Purity Alumina (HPA) is one of the most critical …
1 month, 3 weeks ago