Podcast Episodes
Back to SearchChina 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…
4 months 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…
4 months, 1 week ago
Lithium Recap 2025, 2026 Watchlist, Ford EV Write-Down, Argentine Brines, Supply Outlook
Episode 301
In this Rock Stock Recap episode, Howard, Matt, and Rodney sit down with Ernie Ortiz (CEO, Lithium Royalty Corp) and Ofer Amir (Clean Elements family…
4 months, 1 week ago
Overstated Lithium Forecasts, CATL, Semi-Solid Batteries, Battery Costs, BESS | Cormac O'Laoire
Episode 300
In this December 2025 episode of the Recharge Podcast, we (Matt Fernley, editor of Battery Materials Review, and Cormac O’Laoire, MD of Electrios Ene…
4 months, 2 weeks ago
This HPA Company Could Be the Lowest-Cost Producer Outside China | Advanced Energy Minerals
Episode 299
In this episode, Howard and Matt speak with Richard Seville, Executive Chairman of Advanced Energy Minerals (AEM), ahead of the company’s planned ASX…
4 months, 2 weeks ago
CATL Delay, Battery Costs Near Limits, Solid-State Reality, Demand Forecast Risks, $NILI Update
Episode 298
In this episode, we’re joined by Keith Phillips for a wide-ranging, data-driven discussion on lithium markets, battery economics, and critical minera…
4 months, 2 weeks ago
The Most Important Lithium Policy Idea of 2026
Episode 297
We've released a major new RK Equity policy white paper:
The USA Strategic Lithium Reserve
A Modern SPR for the Lithium Age
Read the full white p…
4 months, 3 weeks ago
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 …
4 months, 3 weeks 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 …
4 months, 3 weeks 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 follo…
4 months, 4 weeks ago