Episode Details

Benchmark Mineral Intelligence’s Bryan Bille and Cameron Perks join Rock Stock Channel (Howard and Matt) to discuss the outlook for lithium, critical minerals, battery supply chains, and Benchmark’s Giga USA conference in Washington, D.C.

Bryan highlights the growing national security focus on critical minerals, the role of policy and geopolitics, and key Giga USA themes including lithium, DLE, copper, graphite, rare earths, energy storage, defense technologies, and supply chain de-risking.

Cameron breaks down Benchmark’s lithium market outlook, including why prices could ease in 2027, the role of new supply from Africa, China and Australia, downstream inventory risks, EV and ESS demand, and the long-term incentive price needed to support future lithium production.

Register for Benchmark Giga US 2026:
https://www.benchmarkminerals.com/events/giga-usa 

Follow Benchmark Mineral Intelligence:
LinkedIn (Bryan Bille): https://www.linkedin.com/in/bryanbille/ 
LinkedIn (Cameron Perks): https://www.linkedin.com/in/cameronperks/ 
X/Twitter (Benchmark Mineral Intelligence): https://x.com/benchmarkmin 
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Chapters

(00:00) Conference Context
(03:35) Giga USA Overview
(04:51) Agenda And Speakers
(12:01) Sponsors And Networking
(14:12) Cameron Perks: Price Outlook
(17:40) Supply Black Holes
(20:45) African DSO Supply
(23:24) Ewoyaa Acquisition
(25:23) Manono Ramp-Up
(27:42) Zimbabwe Export Rules
(30:55) China Lepidolite
(34:42) China Spodumene
(36:17) Restarting Supply
(39:06) EV Demand Outlook
(44:05) Inventory Risks
(47:37) Price Downside
(50:56) Incentive Pricing
(52:49) Final Takeaways

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