Podcast Episodes
Back to SearchIs High Purity Alumina the Next Lithium? (Advanced Energy Minerals)
Episode 306
In this episode of Rock Stock Channel, we (Howard and Matt) sit down with Advanced Energy Minerals (ASX: AEM) for a detailed follow-up discussion fol…
5 months, 2 weeks ago
Is Lithium’s Mr. Right Still Hyper Bullish? (YJ Lee)
Episode 305
In this Rock Stock Recap, we (Howard and Matt) sit down with YJ Lee (Arcane Capital) in Singapore to assess what’s changed in the lithium market—and …
5 months, 2 weeks ago
Fastmarkets Lithium Panel: Nevada Supply Chain, Thacker Pass, Rhyolite Ridge & Recycling
Episode 304
In this panel discussion, I (Howard Klein) moderate a conversation on how Nevada is positioning itself as a leading U.S. hub for domestic lithium sup…
5 months, 3 weeks ago
China 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…
5 months, 4 weeks 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…
6 months 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…
6 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…
6 months, 1 week 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…
6 months, 1 week 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…
6 months, 1 week 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…
6 months, 2 weeks ago