Episode Details

Live from the Fastmarkets lithium conference 2026, Howard Klein and Matt Fernley, along with Chris Robb, discuss their key takeaways for the lithium market, DLE technology, LFP batteries, phosphate supply chains, and upcoming catalysts across leading battery metals companies including Lithium Ionic, Anson Resources, First Phosphate, Q2 Metals, NOA Lithium Brines, and Surge Battery Metals.

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Chapters

(00:00) Fastmarkets Takeaways
(11:18) Company Catchup: Lithium Ionic
(17:13) Anson Resources
(21:45) First Phosphate
(27:18) Q2 Metals
(32:30) NOA Lithium Brines
(37:04) Surge Battery Metals
(42:14) Chris Robb

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