Podcast Episodes
Back to SearchLithium Supply Uncertainty, Analyst Misses, Inventory Trends | Ben Steinberg on DC Strategy
Episode 293
In this Rock Stock Recap, Howard, Matt and Rodney dig into the state of the lithium market, energy storage demand, and the broader critical minerals …
5 months ago
TMC on U.S. Permitting, Funding Outlook & 2027 Production Path | Craig Shesky
Episode 292
In this episode we sit down with Craig Shesky, CFO of The Metals Company (TMC), following his participation at Benchmark Minerals Week in Los Angeles…
5 months, 1 week ago
Lithium 2026: Producer Outlook & Supply, Policy & China
Episode 291
A major focus of this week's Rock Stock Recap is the shifting supply-demand outlook for lithium. We examine commentary from Albemarle, SQM, Pilbara M…
5 months, 1 week ago
Critical Minerals at Warp Speed: Where Cesium Fits In | Grid Metals
Episode 290
In this episode of our "Getting to Know You" series, we sit down with Grid Metals' CEO Robin Dunbar and cesium market veteran Austin Devaney to explo…
5 months, 2 weeks ago
POSCO-MinRes JV, ESS Boom, Lithium Forecast, US Policy | Surge Battery Metals Update
Episode 289
In this Rock Stock Recap, we (Howard, Matt and Rodney) break down POSCO's joint venture with Mineral Resources at Wodgina and Mt Marion, and what tha…
5 months, 2 weeks ago
Building America’s Geothermal Lithium Supply | Controlled Thermal Resources’ Rod Colwell
Episode 288
Here's our (Howard, Matt, and Rodney) summary of today's conversation with Rod Colwell, CEO of Controlled Thermal Resources (CTR), about the new subs…
5 months, 2 weeks ago
Iola Hughes: ESS, EVs & Policy: Benchmark’s Battery Outlook
Episode 287
Battery economics are changing fast - and with them, the balance of power across EVs, storage, and supply chains.
In this episode, we (Howard, Matt,…
5 months, 3 weeks ago
America’s Uninterruptible Battery Storage Boom | Jigar Shah
Episode 286
What does America's new "warp speed" push on critical minerals and batteries actually mean for investors trying to pick winners?
In this episode, we …
5 months, 3 weeks ago
Lithium Royalty Corp & Libra Energy Materials: Outlook for 2026
Episode 285
We (Howard, Matt & Rodney) sit down with Lithium Royalty Corp (TSX: LIRC) CEO Ernie Ortiz and Libra Energy Materials (CSE: LIBR) CEO Koby Kushner for…
6 months ago
TSXV Cycle Recovery, Lithium Supply vs Demand, Gold & Silver Valuations, BESS Growth | Q2 Metals
Episode 284
In this episode, we (Howard, Matt & Rodney) sit down with former Canaccord metals & mining analyst turned operator Eric Zaunscherb - now Chair of Cri…
6 months, 1 week ago