Episode Details

Paul Lusty, Head of Battery Raw Materials Research at Fastmarkets, breaks down what he heard at the Shanghai Battery Raw Materials Conference and what it means for lithium, battery storage, and the broader battery materials market. The discussion covers tightening lithium supply, Zimbabwe export risks, rising spot prices, China demand signals, and why battery materials beyond lithium may also be turning higher.

A timely conversation on market sentiment, supply chain risk, and what investors may still be missing.

Register for Fastmarkets Conference: https://globalevents.fastmarkets.com/lithium-supply-and-battery-raw-materials-conference

Follow Fastmarkets:
X - https://x.com/FastmarketsMM
LinkedIn - https://www.linkedin.com/company/fastmarketsmm/

Chapters

(00:00) Intro
(04:50) Guest Introduction
(08:50) Lithium Price Impact
(11:31) Battery Utilization Trends
(12:58) Energy Storage Growth
(16:17) Zimbabwe Supply Risks
(21:14) Global Supply Response
(23:57) China Supply Concerns
(26:53) Restarting Idle Capacity
(29:53) Lithium Sulfate Potential
(33:37) Graphite Market Outlook
(35:52) Manganese Demand Drivers
(39:24) Cobalt Supply Tightness
(44:59) Nickel Cost Pressures
(49:25) Broad Commodity Strength
(51:30) Equity Market Disconnect
(52:55) Converter Margin
(55:18) China Global Strategy
(58:41) Closing Thoughts

Sponsors

Lithium Royalty Corp (TSX: LIRC)  
Diversified lithium royalty portfolio  
Website: https://www.lithiumroyaltycorp.com/
X: https://x.com/Lithium_Royalty

USCF Investments  
Commodity-focused ETFs, including CPER (copper), ZSB (battery metals), USG (gold), and SDCI (diversified commodities)  
Website: https://www.uscfinvestments.com/
X: https://x.com/USCFInvestments

Links

Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:  
https://rkequity.com/

Questions:  
rockstockchannel@rkequity.com

Patreon:  
https://www.patreon.com/rockstockchannel

Podcast  
Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

Follow us on X (Twitter):
Howard: https://x.com/LithiumIonBull
Matt: https://x.com/matt_fernley
Rodney: https://x.com/RodneyHooper13

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.

Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equity’s website: https://www.rkequity.com

Intro and outro audio credit: Jamie Klein