# critical minerals (audio feeds) — RSS Amplifier Recent posts from the 3 feeds in the RSS Amplifier directory that cover critical minerals. Page: Feed: --- ## [Pouring Concrete and Pushing Pounds: Rebuilding the Western Fuel Cycle | Week in Review](https://uraniumunleashed.substack.com/p/pouring-concrete-and-pushing-pounds) _2026-08-21 · Uranium Unleashed · Uranium Unleashed_ With Spot Settling at $88.29, Federal Shovels in New Mexico and Wyoming Shipments Signal the Transition from Policy to Tangible Western Supply [Listen](https://api.substack.com/feed/podcast/212196974/637142e639adfa6a993061f5719e6482.mp3) ## [Which Lithium Stocks Are The Most Mispriced?](https://rockstockchannel.podbean.com/e/which-lithium-stocks-are-the-most-mispriced/) _2026-08-21 · Rock Stock Channel_ 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 cover Lithium Argentina, Patriot Battery Metals (PMET), Q2 Metals, Li-FT Power, Sigma Lithium and Lithium Ionic, along with the debate over EV/EBITDA vs NAV, Argentina brines, Quebec hard rock, lithium… [Listen](https://mcdn.podbean.com/mf/web/tf3i6g4kag222fs7/8-rsr-3.mp3) ## [🎯 Uranium Signal Monitor](https://uraniumunleashed.substack.com/p/uranium-signal-monitor-796) _2026-08-21 · Uranium Unleashed · Uranium Unleashed_ Friday, 21 August 2026 Daily Intelligence Report · 05:00 CET · Uranium Unleashed / Critical Minerals Desk ## [“We Did It Our Way” - First Phosphate Lists on Nasdaq](https://rockstockchannel.podbean.com/e/we-did-it-our-way-first-phosphate-lists-on-nasdaq/) _2026-08-20 · Rock Stock Channel_ First Phosphate (CSE/NASDAQ: PHOS) CEO John Passalacqua joins Howard Klein to discuss the company’s Nasdaq milestone, its self-sponsored Level II ADR listing under ticker PHOS, and the entrepreneurial path behind raising $80 million without a traditional investment bank. The conversation covers First Phosphate’s ownership culture, insider alignment, access to US investors, capital runway, and the… [Listen](https://mcdn.podbean.com/mf/web/7pgre8zw8gqpwii4/8-phos-3.mp3) ## [🎯 Uranium Signal Monitor](https://uraniumunleashed.substack.com/p/uranium-signal-monitor-236) _2026-08-20 · Uranium Unleashed · Uranium Unleashed_ Thursday, 20 August 2026 Daily Intelligence Report · 05:00 CET · Uranium Unleashed Metals Desk ## [Fastmarkets on Argentina Lithium, DLE + New Trade Initiation Platform](https://rockstockchannel.podbean.com/e/fastmarkets-on-argentina-lithium-dle-new-trade-initiation-platform/) _2026-08-19 · Rock Stock Channel_ Letícia Simionato and Przemek Koralewski of Fastmarkets join Rock Stock Channel (Howard and Matt) to talk about South America’s growing role in the lithium market, key takeaways from the Fastmarkets Lithium Conference in Buenos Aires, Argentina’s improving mining outlook, DLE momentum, China’s influence in the lithium supply chain, and Fastmarkets’ new digital spot platform for lithium price… [Listen](https://mcdn.podbean.com/mf/web/fk63hzvgnbapbady/8-fastmarkets.mp3) ## [🎯 Uranium Signal Monitor](https://uraniumunleashed.substack.com/p/uranium-signal-monitor-e87) _2026-08-19 · Uranium Unleashed · Uranium Unleashed_ Wednesday, 19 August 2026 Daily Intelligence Report · Uranium Unleashed | Critical Minerals Desk ## [Africa’s Lithium Elephant Hunter Takes Aim (Lithium Africa)](https://rockstockchannel.podbean.com/e/africa-s-lithium-elephant-hunter-takes-aim-lithium-africa/) _2026-08-18 · Rock Stock Channel_ Lithium Africa (TSXV: LAF) CEO Dr. Tom Benson joins Rock Stock Channel (Ben and Matt) to discuss the company’s latest progress across its African lithium portfolio, including active drilling at Springbok in South Africa and Adzopé in Côte d’Ivoire, the potential Springbok stockpile sale, the Ganfeng Lithium joint venture, and key catalysts expected over the next 6–12 months. The discussion also… [Listen](https://mcdn.podbean.com/mf/web/97xavx5xf4a9e2kz/8-laf-v2.mp3) ## [🎯 Uranium Signal Monitor](https://uraniumunleashed.substack.com/p/uranium-signal-monitor-aa4) _2026-08-18 · Uranium Unleashed · Uranium Unleashed_ Tuesday, 18 August 2026 Daily Intelligence Report ## [Will Sigma Lithium Hit Its 240,000 Tonne Target?](https://rockstockchannel.podbean.com/e/will-sigma-lithium-hit-its-240000-tonne-target/) _2026-08-18 · Rock Stock Channel_ Sigma Lithium (NASDAQ: SGML) CEO Ana Cabral joins Howard Klein and Matt Fernley to discuss SGML’s Q2 results, record 47% EBITDA margin, lower operating costs, improving lithium market conditions, offtake funding potential, and the path toward major production growth. The conversation also covers Sigma’s temporary production pause, regulatory negotiations in Brazil, balance sheet strategy, Phase 2… [Listen](https://mcdn.podbean.com/mf/web/8n8g7tvb99k9ebb8/8-sgml.mp3) ## [Build with the cheapest GPUs (Sponsored)](https://crawlproof.com/a/s6sdC8eubvul) _2026-08-18 · **Sponsored**_ Deployed a live API in minutes; one user spent under $10. ## [CHINA NUCLEAR BUILDS](https://uraniumunleashed.substack.com/p/china-nuclear-builds) _2026-08-17 · Uranium Unleashed · Uranium Unleashed_ Weekly Status Update Week Ending 16 August 2026 ## [Uranium Unleashed: The $18 Gap and the Contracting Clock](https://uraniumunleashed.substack.com/p/uranium-unleashed-the-18-gap-and) _2026-08-17 · Uranium Unleashed · Uranium Unleashed_ As US utilities meet on Marco Island under an 18-year term price high, Kazatomprom’s upcoming H1 financials will test the core supply-discipline thesis of this uranium cycle. [Listen](https://api.substack.com/feed/podcast/211531353/094eedcb1abb5773dce3a0b0621240b3.mp3) ## [🎯 Uranium Signal Monitor](https://uraniumunleashed.substack.com/p/uranium-signal-monitor-057) _2026-08-17 · Uranium Unleashed · Uranium Unleashed_ Monday, 17 August 2026 Daily Intelligence Report · 05:00 CET · Critical Minerals Desk ## [Uranium Small & Mid-Cap Weekly Market Monitor August 2026](https://uraniumunleashed.substack.com/p/uranium-small-and-mid-cap-weekly) _2026-08-15 · Uranium Unleashed · Uranium Unleashed_ Beyond the Large Caps: Corporate Rebrands, In-Situ Extraction Costs, and the Hard Realities of Ramping Up Supply [Listen](https://api.substack.com/feed/podcast/211274795/eee660b0d46373e6acda4f88a215b8f5.mp3) ## [Uranium Small & Mid-Cap Monitor](https://uraniumunleashed.substack.com/p/uranium-small-and-mid-cap-monitor) _2026-08-15 · Uranium Unleashed · Uranium Unleashed_ Beyond the Large Caps: Corporate Rebrands, In-Situ Extraction Costs, and the Hard Realities of Ramping Up Supply ## [Uranium Unleashed Week in Review: The $80 Billion Signal of a Nuclear Industrial Cycle](https://uraniumunleashed.substack.com/p/uranium-unleashed-week-in-review) _2026-08-15 · Uranium Unleashed · Uranium Unleashed_ As the Westinghouse IPO looms, a persistent term-spot spread and a digested Kazakh production beat prove institutional capital is aggressively pricing the fuel-cycle deficit. [Listen](https://api.substack.com/feed/podcast/211226438/1649d80748752152ad5303274e9e0255.mp3) ## [Are Lithium Stocks Today Cheap Or Too Expensive? (Chris Robb)](https://rockstockchannel.podbean.com/e/are-lithium-stocks-today-cheap-or-too-expensive-chris-robb/) _2026-08-14 · Rock Stock Channel_ Chris Robb, Howard Klein and Matt Fernley debate whether lithium bears are missing the real story: demand growth, project financing, DLE delays, Chinese processing capacity, and whether lithium equities are actually cheap. In this Rock Stock Recap, the discussion covers Rick Rule’s lithium skepticism, why “abundant resources” don’t automatically become supply, whether hard-rock lithium is… [Listen](https://mcdn.podbean.com/mf/web/scrumy8t5carpb2a/8-rsr-2-v2.mp3) ## [🎯 Uranium Signal Monitor](https://uraniumunleashed.substack.com/p/uranium-signal-monitor-4d6) _2026-08-14 · Uranium Unleashed · Uranium Unleashed_ Friday, 14 August 2026 Daily Intelligence Report · 05:00 CET · Critical Minerals Desk ## [Is Galan Lithium Set For A 2026 Production Breakout?](https://rockstockchannel.podbean.com/e/is-galan-lithium-set-for-a-2026-production-breakout/) _2026-08-13 · Rock Stock Channel_ Galan Lithium (ASX: GLN) CEO JP Vargas and CFO Ross Dinsdale join Rock Stock Channel (Howard and Matt) to discuss Galan’s ramp-up toward first lithium chloride concentrate sales, insider buying, low-cost Argentine brine production, and the company’s long-term growth potential at Hombre Muerto West. Matt Fernley and Howard Klein dig into Galan’s valuation discount versus hard rock lithium peers,… [Listen](https://mcdn.podbean.com/mf/web/frwvsn5ijhwc4ihn/8-galan.mp3) ## [Lithium Ionic Sells Salinas to PLS](https://rockstockchannel.podbean.com/e/lithium-ionic-sells-salinas-to-pls/) _2026-08-13 · Rock Stock Channel_ Lithium Ionic (TSXV: LTH) COO Mike Westendorf joins Rock Stock Channel (Howard and Matt) to discuss the company’s breaking Salinas transaction with PLS, one of the world’s largest hard rock lithium producers. The deal includes US$37.5 million in cash and a 2% royalty on future spodumene sales, while allowing Lithium Ionic to focus on advancing its flagship Bandeira project toward production.… [Listen](https://mcdn.podbean.com/mf/web/uw83y5t9qre8d77t/8-lth.mp3) ## [Try Before You Buy, Risk-Free (Sponsored)](https://crawlproof.com/a/XvGCJdyXO3Px) _2026-08-13 · **Sponsored**_ Free trial hosting plus refunds processed in 12-24 hours, guaranteed. ## [🎯 Uranium Signal Monitor](https://uraniumunleashed.substack.com/p/uranium-signal-monitor-7f8) _2026-08-13 · Uranium Unleashed · Uranium Unleashed_ Thursday, 13 August 2026 Daily Intelligence Report · 05:00 CET · Critical Minerals Desk ## [5 Reasons the Lithium Bears Are Wrong](https://rockstockchannel.podbean.com/e/5-reasons-the-lithium-bears-are-wrong/) _2026-08-12 · Rock Stock Channel_ Lithium bears keep repeating the same arguments - but are they actually right? In this Rock Stock University episode, Matt Fernley breaks down five major misconceptions about the lithium market, including sodium-ion batteries, ESS demand, battery economics, long-term lithium demand growth, and the difference between geological resources and fundable supply. We look at why the lithium sell-off may… [Listen](https://mcdn.podbean.com/mf/web/prkzviqpqpfuxkvf/8-rsu-v3.mp3) ## [Could Utah’s $360M Support Transform Green River? (Anson Resources)](https://rockstockchannel.podbean.com/e/could-utah-s-360m-support-transform-green-river-anson-resources/) _2026-08-09 · Rock Stock Channel_ Anson Resources (ASX: ASN) Executive Chairman & CEO Bruce Richardson joins Rock Stock Channel (Howard and Matt) to discuss the latest progress at the Green River lithium project in Utah, including state-level financing incentives, potential CapEx benefits, DFS timing, mineral rights expansion, DLE test work, and the broader lithium market outlook. The discussion covers Anson’s path toward FID,… [Listen](https://mcdn.podbean.com/mf/web/3mygec4dheq2h5cp/8-asn.mp3) ## [Is Albemarle Signaling $30,000 Lithium?](https://rockstockchannel.podbean.com/e/is-albemarle-signaling-30000-lithium/) _2026-08-07 · Rock Stock Channel_ Critical minerals are back in focus as Washington weighs new policy moves, battery storage demand accelerates, and lithium market fundamentals tighten. In this week’s Rock Stock Recap, Howard Klein and Matt Fernley are joined by Steve LeVine to discuss the US-China battery supply chain race, why grid storage and AI power demand could reshape lithium markets, and what investors may be missing in… [Listen](https://mcdn.podbean.com/mf/web/mijd5p6s9iigznms/8-rsr-1.mp3) ## [Lithium Inventories Tighten, Equities Lag](https://rockstockchannel.podbean.com/e/lithium-inventories-tighten-equities-lag/) _2026-07-31 · Rock Stock Channel_ Lithium inventories are tightening, but lithium equities remain under pressure. In this week’s Rock Stock Recap, Howard Klein, Matt Fernley and Tomasz Nadrowski of Amvest Capital discuss the critical minerals sell-off, lithium market fundamentals, rare earths, nickel, tungsten, AI infrastructure, energy bottlenecks, mining inflation, government support and where value may be emerging across mining… [Listen](https://mcdn.podbean.com/mf/web/4fcr2en8586vrd7k/7-rsr-4.mp3) ## [The Long Game: Africa Wants AI. But Does It Know What It Is Buying.](https://riserootswestafrica.substack.com/p/the-long-game-africa-wants-ai-but) _2026-06-24 · Rise & Roots Media · Rise’s Substack_ The continent is racing toward the next industrial frontier. The question is whether it arrives as an architect or a customer. ## [The Shift: Benin Is Caught Between Two West Africa. Watch Which Way It Moves.](https://riserootswestafrica.substack.com/p/the-shift-benin-is-caught-between) _2026-06-22 · Rise & Roots Media · Rise’s Substack_ Two things are happening in West Africa at the same time, and most analysis treats them as separate stories. ## [Ground Level: I Spoke to an Entrepreneur in Freetown. Here Is What They Told Me About Doing Business in West Africa.](https://riserootswestafrica.substack.com/p/ground-level-i-spoke-to-an-entrepreneur) _2026-06-19 · Rise & Roots Media · Rise’s Substack_ I did not get this from a report. ## [The Long Game: Has ECOWAS Failed West Africa?](https://riserootswestafrica.substack.com/p/the-long-game-has-ecowas-failed-west) _2026-05-20 · Rise & Roots Media · Rise’s Substack_ The Corridor Sovereignty Framework: Why West Africa Must Stop Waiting for ECOWAS and Start Building Power ## [The Shift: When the state fractures, so does the economy](https://riserootswestafrica.substack.com/p/when-the-state-fractures-so-does) _2026-04-14 · Rise & Roots Media · Rise’s Substack_ Sierra Leone was on an upward trajectory. Then came the war. And what followed was not a clean break. It was an aftershock that has never quite stopped trembling. ## [Sync Bookmarks Everywhere (Sponsored)](https://crawlproof.com/a/TDj7QZpOeSjF) _2026-04-14 · **Sponsored**_ Two-way sync keeps folders and toolbar intact across Chrome, Firefox, and Safari. ## [The Case: Cuba Is in the Dark. Africa Has a Choice](https://riserootswestafrica.substack.com/p/cuba-is-in-the-dark-africa-has-a) _2026-02-18 · Rise & Roots Media · Rise’s Substack_ The old world order punishes small nations with fuel blockades. The new one will be shaped by whoever controls critical minerals. Africa can set the terms. The question is whether it will. ## [The Shift : Africa Is About to Eat: How the UK-China Deal Just Proved Who Really Runs the Future](https://riserootswestafrica.substack.com/p/africa-is-about-to-eat-how-the-uk) _2026-02-06 · Rise & Roots Media · Rise’s Substack_ The great powers are scrambling for African minerals. This time, Africa knows it. And everything is about to change. ## [Diplomacy Decolonised Wednesday: Africa’s Growth Moment and the Architecture of Constraint](https://riserootswestafrica.substack.com/p/diplomacy-decolonised-wednesday-africas) _2026-01-21 · Rise & Roots Media · Rise’s Substack_ This year, Africa may do something unprecedented in modern economic history: grow faster, on aggregate, than Asia. ## [The Shift: West Africa's Moment: How to Win the New Cold War Without Firing a Shot](https://riserootswestafrica.substack.com/p/west-africas-moment-how-to-win-the) _2026-01-20 · Rise & Roots Media · Rise’s Substack_ Greenland, Data Centres, and the New Race ## [Critical Minerals & Development: Commodity Windfalls Meet Sahelian Collapse](https://riserootswestafrica.substack.com/p/commodity-windfalls-meet-sahelian) _2026-01-13 · Rise & Roots Media · Rise’s Substack_ West Africa doesn’t move as one bloc, and treating it that way misses the story.