July 08, 2025

Fastmarkets' Lithium Outlook | Raju Daswani & Grace Asenov

1 hour

In this episode, Rodney and I sit down with Raju Daswani (CEO) and Grace Asenov (Base Metals & Energy Editor for North America) of Fastmarkets to discuss key takeaways from their 17th annual Lithium & Battery Raw Materials conference held recently in Las Vegas.

We review current market sentiment, including the short-term concerns surrounding oversupply and investor caution, while exploring reasons for longer-term optimism. The conversation covers the strategic importance of developing North American and Western supply chains, particularly in regions like Arkansas, Nevada, and Canada. We examine policy dynamics under the Trump administration, China's continued dominance, and the delicate balance Western companies must strike between competition and cooperation.

We also discuss growing demand drivers beyond electric vehicles, such as Energy Storage Systems (ESS) and emerging applications tied to AI. The discussion includes insights into the evolving landscape for lithium financial markets, with exchanges like ICE and CME playing an increasingly important role in price transparency.

Retail investors interested in lithium, critical minerals, and broader energy-transition themes will find valuable perspectives on where the industry currently stands, the implications of recent geopolitical developments, and how different regions—including Latin America, Canada, and the Middle East—are positioning themselves for future growth.

Stay informed, and remember to keep a long-term perspective as the lithium market continues to mature. Don't forget to like and subscribe to Rock Stock Channel and leave a comment below.

CHAPTERS 📖

(00:00) Introduction

(00:45) Market Sentiment and Key Growth Drivers

(01:53) Short-Term Oversupply Fears and Funding Challenges

(07:33) US Policy Impact and the Need for Regulatory Consistency

(12:53) Building Western Supply Chains: Arkansas & Canada

(14:30) China's Dominance and the Case for Strategic Partnerships

(18:06) Technological Innovations: AI, DLE, and Supply Chain Efficiency

(20:56) Key Demand Drivers: Electric Vehicles and Energy Storage

(25:08) Strategic Lithium Stockpiling

(30:45) Exchange Contracts and Market Maturity

(36:47) Regional Highlights and Future Outlook

(49:43) Closing Event Reflections

(55:50) Closing Remarks

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Links 🌍

RK Equity Website: https://rkequity.com/

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

Podcast:

Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172

Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

X (Twitter):

Howard: https://twitter.com/LithiumIonBull

Rodney: https://twitter.com/RodneyHooper13

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do 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

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