Is the lithium sell-off overdone - and are China’s lithium inventories being misread? In this week’s Rock Stock Recap, Howard Klein and Matt Fernley break down lithium market sentiment, SMM inventory…
SMM analyst Lana Li joins Matt Fernley on Rock Stock Channel to discuss the outlook for China’s BESS and energy storage market, including battery pricing, lithium cost pass-through, project IRRs,…
Benchmark Mineral Intelligence’s Iola Hughes and Cameron Perks join Matt Fernley to discuss why the 2027 lithium market outlook has shifted from surplus to deficit. They break down Benchmark’s latest…
Lithium equities continue to lag rising lithium prices, while copper trades near all-time highs and investors reassess where the real opportunities lie across critical minerals. In this week’s Rock…
Project Blue analysts Rob Burrell and Jordan Roberts join Rock Stock Channel (Matt and Ben) for a deep dive into the lithium and battery markets. The discussion covers lithium prices, China EV demand,…
Rare Earths Americas (NYSE: REA) CEO Don Swartz discusses the company’s exploration progress in Georgia and Brazil, including drilling at the Foothills Rare Earth District, Homer and Alpha. He also…
Power Metallic (TSXV: PNPN) CEO Terry Lynch joins Rock Stock Channel (Howard and Matt) to discuss the company’s high-grade copper, nickel and PGE discovery in Quebec, its upcoming mineral resource…
Are Argentinian lithium brine stocks significantly undervalued? In this episode of Rock Stock University, Matt Fernley explores the valuation gap between conventional lithium brine companies and…
Q2 Metals (TSXV: QTWO) CEO Alicia Milne and VP Exploration Sage McCallum join Rock Stock Channel (Matt and Howard) to discuss what investors should watch ahead of the upcoming Cisco PEA, including…
Mac Whale returns to Rock Stock Recap to discuss where he sees the best value in TSX-listed lithium stocks - and why lithium equities may still be mispricing the sector’s improving fundamentals. We…
