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Securing 80ktpa of Spodumene, Extracting Silver from Solar Panels | Lithium Universe's Iggy Tan

Episode 316

Lithium Universe CEO Iggy Tan provides a timely update on the company’s lithium refinery strategy, project financing path, and new technology initiat…

4 months, 2 weeks ago

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Trumpeting the Critical Minerals Supercycle

Episode 315

In this week’s Rock Stock recap, we (Howard, Matt, and Rodney) review one of the most consequential weeks for global critical minerals, lithium, EV d…

4 months, 2 weeks ago

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Sigma Lithium Restarts Production: Timeline, Costs, Cash Flow, Expansion Ahead | Ana Cabral

Episode 314

Ana Cabral, CEO of Sigma Lithium (NASDAQ/TSXV: SGML) discusses the company’s restart of mining operations at its flagship hard-rock lithium project i…

4 months, 3 weeks ago

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TMC Files First Consolidated NOAA Application & Expands CRP Area | Craig Shesky

Episode 313

In today’s update on The Metals Company (NASDAQ: TMC), Howard and Rodney sit down with CFO Craig Shesky to review the company’s latest regulatory and…

4 months, 3 weeks ago

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Processing Davos Geopolitics, Lithium Earnings, Silver Demand, Gold vs Bitcoin

Episode 312

After processing the World Economic Forum (Davos) and the Future Minerals Forum (Riyadh), we sat down to unpack what we’re seeing in markets as commo…

4 months, 3 weeks ago

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Processing 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…

5 months ago

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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…

5 months ago

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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…

5 months, 1 week ago

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“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…

5 months, 1 week ago

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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…

5 months, 1 week ago

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