Zimbabwe Supply Shock, US Energy Storage, Rare Earth Developers Lag, Q2 Metals Drill Results
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 (Howard Klein, Matt Fernley, and Rodney Hooper) break down what could be one of the most important lithium policy developments of the year: Zimbabwe’s …
Sulfur Supply Risk, Aluminum/Bauxite Outlook, China Five-Year Plan
Rock Stock Recap breaks down the biggest market-moving trends in critical minerals, battery materials, and global supply chains. In this episode, Howard Klein, Matt Fernley, and Rodney Hooper discuss how the Iran war and Strait of Hormuz disruptions could impact sulfur, sulfuric acid, aluminum, bau…
AI Drives Lithium Demand; EVs Take a Back Seat | Benchmark’s Iola Hughes
Iola Hughes, Head of Research at Benchmark Minerals Intelligence, discusses the 2026 EV and battery energy storage system (BESS) outlook.
Register for Benchmark GigaUSA 2026: https://www.benchmarkminerals.com/events/giga-usa
From our perspective, this was a timely conversation. Iola recently publ…
Lithium Deals & Supply Crunch, Commodity Shock, Q2 Metals Update
Iran War shocks commodities—lithium deals surge while supply risks grow.
Is stagflation coming? Oil, sulfur, and EV supply chains explained.
In this Rock Stock Recap, Howard Klein, Matt Fernley and Rodney Hooper break down how Middle East tensions are impacting global commodities, from sulfur bott…
Chile's First New Lithium Project PFS (CleanTech Lithium)
Ignacio Mehech, CEO of CleanTech Lithium (AIM: CTL), joins Howard Klein and Rodney Hooper to discuss the company’s Laguna Verde project, recent pre-feasibility study (PFS), and Chile’s evolving lithium landscape.
We cover key topics including Direct Lithium Extraction (DLE), project economics, lon…
CATL’s Mining Push, Lithium Repricing, AI Power Crunch
In this Rock Stock Recap episode, Howard Klein, Matt Fernley, and Rodney Hooper break down the biggest opportunities in lithium, gold, rare earths, and battery metals. They discuss why lithium equities may still be mispriced, how AI data center power demand could drive battery storage, why Brazil l…
Lithium Balance Forecasts, Rare Earth Deals, Q2 Metals + Anson Resources Update
In this weekly Rock Stock Recap, Howard Klein, Matt Fernley, and Rodney Hooper discuss the latest lithium market outlook, tightening supply, EV demand, ESS growth, and the growing role of critical minerals in energy security, AI, defense, and industrial policy.
Register for Webinar: https://live.z…
Going Long Lithium Where Memories Are Short | First Phosphate + CATL
This week’s Rock Stock Recap breaks down the latest moves in lithium, rare earths, antimony, scandium, and other critical minerals, with a close look at lithium price forecasts, brine valuations, rare earths momentum, and emerging opportunities across the sector. Howard Klein, Matt Fernley, and Rod…
Lithium Producers Pivot To Growth, Gauging the Cycle, Trump Meets Xi, Anson Resources Update
In this Rock Stock Recap, Howard Klein, Matt Fernley, and Rodney Hooper discuss the latest moves across lithium, rare earths, copper, silver, gold, and critical minerals.
Topics include the Elevra capital raise, Atlantic Lithium deal activity, Lithium Argentina’s strong ramp-up, Quebec’s potential…
Carney’s Canada Rocks! w/ Keith Phillips
In this Rock Stock Recap, Howard Klein, Matt Fernley, Rodney Hooper, and Keith Phillips discuss the latest shifts in lithium, critical minerals, Quebec spodumene, DLE, government funding, China processing, and the growing link between AI infrastructure, power, batteries, and strategic minerals.
To…
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