Episode Details

In this Rock Stock Recap episode, Howard Klein, Matt Fernley, and Ben Hammond discuss the latest pullback in lithium equities, critical minerals market sentiment, and key takeaways from the Fastmarkets Lithium Supply & Battery Raw Materials conference in Las Vegas.

Topics include lithium price trends, the RK Equity Lithium Scoreboard, CATL’s battery outlook, Rio Tinto’s lithium strategy, DLE progress in Argentina, brine valuations, energy storage demand, and what “investable tons” mean for the future of lithium supply.

Featuring insights on lithium, battery materials, critical minerals, EVs, ESS, Rio Tinto, CATL, Galan Lithium, Lithium Argentina, and the broader energy transition.

PLS Presentation:
https://www.linkedin.com/posts/plslinkedin_lithium-energytransition-investabletonne-activity-7475393248933388288-PmVj

Join our Patreon Membership:
https://www.patreon.com/cw/rockstockchannel/membership

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Chapters

(00:00) Intro
(03:28) Metals Selloff
(05:40) Summer Risk-Off
(12:53) Lithium Performance Summary
(17:26) CATL Mine Rumors
(21:11) Bubble Concerns
(24:22) Recession Risks & Oil
(28:16) Rio Lithium Strategy
(33:07) DLE Progress
(34:21) Hard Rock + Brine M&A Outlook
(39:57) Debt And Dilution
(41:55) Lithium Argentina
(45:16) CATL Battery Outlook
(48:48) PLS: Investable Lithium Tons
(52:50) Upcoming Content
(53:55) Patreon Membership
(55:57) Closing Remarks

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
Ben: https://x.com/benjihammond

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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