Podcast Episodes
Back to SearchLithium 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 …
5 months, 3 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 …
5 months, 3 weeks 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 …
5 months, 4 weeks 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…
6 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…
6 months, 1 week ago
Talking Smack: Big Lithium’s Alex Grant Making Magnesium Great Again
Episode 326
Alex Grant (Big Lithium) discusses direct lithium extraction (DLE), US lithium project financing, and the growing strategic importance of magnesium i…
6 months, 1 week ago
PDAC 2026 Recap + Company Interviews
Episode 325
In this Rock Stock Recap, Howard Klein and Matt Fernley share their key takeaways from PDAC 2026 in Toronto, the world’s largest mining conference an…
6 months, 2 weeks ago
High Purity Alumina: Why You Should Care | Rock Stock University
Episode 324
High Purity Alumina (HPA) Explained: Uses, Market Growth, Supply, and Investment Opportunities
High Purity Alumina (HPA) is one of the most critical …
6 months, 2 weeks ago
Commodity ETFs - A Critical Portfolio Tool (Kevin Baum)
Episode 323
Commodities are entering a new era — and most investors aren’t prepared.
In this episode, Kevin Baum of USCF Investments explains why smart investors…
6 months, 2 weeks ago
Zimbabwe Supply Shock, US Energy Storage, Rare Earth Developers Lag, Q2 Metals Drill Results
Episode 322
Zimbabwe Halts Lithium Exports | 6–7% Global Supply Shock? | Q2 Metals High-Grade Hits & Maiden MRE Coming
In this episode of Rock Stock Recap, we (H…
6 months, 3 weeks ago