Episode Details

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.

Topics include Canada’s support for Nouveau Monde Graphite, Quebec lithium project momentum, U.S. critical minerals policy, Ganfeng and Chinese processing expertise, Australian spodumene restarts, raw material shortages, ESS demand, and the Alivra–Atlantic Lithium deal.

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Chapters

(00:00:00) Macro Market Setup
(00:10:37) Keith's SME Conference Takeaways
(00:13:58) Quebec Permitting And Logistics
(00:19:26) Canada Project Support
(00:23:33) Quebec Lithium Supply Choices
(00:32:09) Financing Lithium Projects
(00:34:29) China Processing Partnerships
(00:42:02) Australian Supply Restarts
(00:44:29) Spod Regional Pricing And Inventories
(00:50:02) Atlantic Deal Context
(00:57:31) Elevra Refocus Rationale
(01:03:36) Closing Remarks

(01:03:58) Highlights: TMC
(01:05:00) Highlights: SGML
(01:07:01) Highlights: PHOS
(01:08:11) Highlights: NILI

Links

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https://rkequity.com/

Questions:
rockstockchannel@rkequity.com

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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

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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