Podcast Episodes
Back to SearchRio 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 …
6 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 …
6 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…
6 months, 3 weeks ago
Lithium 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 …
6 months, 4 weeks 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…
7 months 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…
7 months 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…
7 months, 1 week 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…
7 months, 1 week 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…
7 months, 1 week 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,…
7 months, 2 weeks ago