Podcast Episodes
Back to SearchChina Looks Short Lithium Again. Go Long? (Paul Lusty)
Episode 336
Paul Lusty, Head of Battery Raw Materials Research at Fastmarkets, breaks down what he heard at the Shanghai Battery Raw Materials Conference and wha…
2 months, 2 weeks ago
Sigma Lithium’s Low-Cost Advantage Is Hard to Ignore (Ana Cabral)
Episode 335
Ana Cabral, CEO of Sigma Lithium (Nasdaq: SGML), breaks down Sigma Lithium’s latest results, cash flow strength, owner-operated mining strategy, prod…
2 months, 2 weeks ago
First Phosphate: $17M Grant, Drill Results, Feasibility Next
Episode 334
John Passalacqua, CEO of First Phosphate, discusses the latest drilling results, project progress, and the growing importance of phosphate in the lit…
2 months, 2 weeks ago
Spodumene 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…
2 months, 3 weeks 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…
2 months, 3 weeks 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 …
2 months, 4 weeks 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 …
3 months 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 …
3 months 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…
3 months 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…
3 months, 1 week ago